Sweeney & Michel, LLC Incresed Positions in Q3 2024

Sweeney & Michel, LLC

  • $254 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FUTY
Fidelity Covington Tr Msci Uti

ETFs
59.6K
+ 362.58%
$43.67 - $51.82 $2.6M - $3.09M
76.1K $4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 0.17%
$405.19 - $478.57 $14.2K - $16.7K
20.5K $9.51B
TCBK
Trico Bancshares

Financial Services
4.92K
+ 3.71%
$37.75 - $47.95 $186K - $236K
138K $6.17B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
19.6K
+ 211.55%
N/A
28.8K $1.45B
Capital Group Dividend Growe
4.9K
+ 1.82%
N/A
274K $8.51B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.2K
+ 4.53%
$41.95 - $43.42 $429K - $444K
236K $10.2B
JNJ
Johnson & Johnson

Healthcare
162
+ 0.47%
$145.48 - $167.38 $23.6K - $27.1K
35K $5.77B
NVDA
Nvidia Corp

Technology
3.98K
+ 27.04%
$98.91 - $134.91 $394K - $537K
18.7K $2.58B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.32K
+ 4.04%
$66.31 - $74.08 $220K - $246K
85.3K $6.21B
BX
Blackstone Inc.

Financial Services
28
+ 0.42%
$120.77 - $159.66 $3.38K - $4.47K
6.72K $1.16B
IEMG
Ishares Inc

ETFs
938
+ 0.95%
$53.64 - $53.64 $50.3K - $50.3K
99.8K $5.72B
ABBV
Abb Vie Inc.

Healthcare
305
+ 3.34%
$163.84 - $199.33 $50K - $60.8K
9.43K $1.78B
WFC
Wells Fargo & Company

Financial Services
1.96K
+ 8.8%
$51.58 - $60.97 $101K - $119K
24.2K $1.56B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
745
+ 4.51%
$83.76 - $91.82 $62.4K - $68.4K
17.3K $1.6B
HD
Home Depot, Inc.

Consumer Cyclical
281
+ 26.09%
$333.64 - $405.2 $93.8K - $114K
1.36K $564M
VNQ
Vanguard Specialized Funds Van

ETFs
163
+ 1.28%
$82.97 - $98.97 $13.5K - $16.1K
12.9K $1.26B
VIG
Vanguard Dividend Appreciation

ETFs
28
+ 0.28%
$182.15 - $182.15 $5.1K - $5.1K
10.2K $2.06B
KKR
Kkr & Co. Inc.

Financial Services
7
+ 0.15%
$104.51 - $133.23 $732 - $933
4.73K $661M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
999
+ 1.72%
$11.57 - $14.32 $11.6K - $14.3K
59K $829M
CVX
Chevron Corp

Energy
1K
+ 28.54%
$137.88 - $161.97 $138K - $162K
4.51K $680M
PLTR
Palantir Technologies Inc.

Technology
100
+ 1.15%
$24.09 - $37.95 $2.41K - $3.8K
8.8K $378M
GLD
Spdr Gold Trust

ETFs
100
+ 2.85%
$215.56 - $246.98 $21.6K - $24.7K
3.6K $906M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.59K
+ 47.12%
$79.29 - $84.02 $126K - $133K
4.96K $409M
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 1.15%
$245.82 - $304.51 $5.16K - $6.39K
1.85K $586M
SBUX
Starbucks Corp

Consumer Cyclical
11
+ 0.2%
$72.51 - $98.6 $798 - $1.08K
5.56K $539M
VPU
Vanguard Utilities ETF

ETFs
17
+ 0.36%
$146.64 - $174.54 $2.49K - $2.97K
4.7K $828M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21
+ 0.24%
$105.53 - $118.34 $2.22K - $2.49K
8.82K $1.04B
WMT
Walmart Inc.

Consumer Defensive
324
+ 4.53%
$66.91 - $81.4 $21.7K - $26.4K
7.47K $608M
PWZ
Invesco California Amt Free Mu

ETFs
4K
+ 22.22%
$24.63 - $25.25 $98.5K - $101K
22K $552M
CAT
Caterpillar Inc

Industrials
2
+ 0.13%
$316.8 - $391.12 $634 - $782
1.53K $604M
MET
Metlife Inc

Financial Services
16
+ 0.25%
$67.96 - $82.48 $1.09K - $1.32K
6.46K $551M
BAC
Bank Of America Corp

Financial Services
1.53K
+ 4.63%
$36.65 - $44.13 $56K - $67.5K
34.6K $1.46B
Fidelity Wise Origin Bitcoin
268
+ 3.25%
N/A
8.5K $510M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
48
+ 0.33%
$57.32 - $62.65 $2.75K - $3.01K
14.4K $921M
FSTA
Fidelity Covington Tr Msci Con

ETFs
570
+ 3.31%
$47.12 - $51.72 $26.9K - $29.5K
17.8K $903M
VDC
Vanguard Consumer Staples ETF

ETFs
28
+ 0.53%
$201.77 - $221.32 $5.65K - $6.2K
5.27K $1.15B
SCHW
Schwab Charles Corp

Financial Services
1.33K
+ 25.58%
$61.74 - $76.08 $82.1K - $101K
6.53K $466M
IGRO
Ishares Tr International Divid

ETFs
60
+ 0.45%
$66.7 - $75.25 $4K - $4.52K
13.5K $998M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.13%
$453.41 - $572.44 $907 - $1.14K
1.59K $916M
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.28%
$255.18 - $283.2 $3.06K - $3.4K
4.28K $1.24B
CMI
Cummins Inc

Industrials
1
+ 0.1%
$266.63 - $326.4 $267 - $326
1.03K $345M
XT
Ishares Tr Exponential Technol

ETFs
285
+ 0.8%
$54.51 - $61.59 $15.5K - $17.6K
35.8K $2.18B
PM
Philip Morris International Inc.

Consumer Defensive
68
+ 2.19%
$101.25 - $127.45 $6.89K - $8.67K
3.18K $382M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
286
+ 4.47%
$152.9 - $180.39 $43.7K - $51.6K
6.68K $1.2B
PEP
Pepsico Inc

Consumer Defensive
20
+ 0.48%
$161.9 - $179.3 $3.24K - $3.59K
4.23K $740M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
62
+ 0.82%
$52.25 - $58.97 $3.24K - $3.66K
7.62K $457M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
127
+ 2.64%
$87.56 - $95.49 $11.1K - $12.1K
4.95K $481M
CGGO
Capital Group Global Growth Eq

ETFs
1.02K
+ 2.41%
$27.25 - $30.52 $27.8K - $31.2K
43.4K $1.32B
TSLA
Tesla, Inc.

Consumer Cyclical
517
+ 32.29%
$191.76 - $263.26 $99.1K - $136K
2.12K $467M
Activity Summary
Buys All Purchases 88 New Holdings 11 Increased Positions 77 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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