Sweeney & Michel, LLC Sells in Q2 2025

Sweeney & Michel, LLC

  • $282 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-53
- 0.26%
$483.48 - $539.8 $25.6K - $28.6K
20K $9.54B
VZ
Verizon Communications Inc

Communication Services
-1.04K
- 1.06%
$41.67 - $45.62 $43.5K - $47.6K
97.7K $4.07B
PEP
Pepsico Inc

Consumer Defensive
-423
- 10.39%
$128.02 - $151.37 $54.2K - $64K
3.65K $493M
MCD
Mcdonalds Corp

Consumer Cyclical
-255
- 15.18%
$285.55 - $321.23 $72.8K - $81.9K
1.43K $427M
PG
Procter & Gamble CO

Consumer Defensive
-314
- 5.93%
$157.66 - $172.39 $49.5K - $54.1K
4.99K $783M
PWZ
Invesco California Amt Free Mu

ETFs
-2K
- 9.09%
$22.71 - $24.18 $45.4K - $48.4K
20K $464M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-289
- 9.44%
$100.35 - $100.71 $29K - $29.1K
2.77K $279M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-906
- 2.39%
$51.68 - $52.76 $46.8K - $47.8K
37.1K $1.94B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-315
- 1.05%
N/A
29.8K $1.5B
T
At&T Inc.

Communication Services
-881
- 5.72%
$26.33 - $28.94 $23.2K - $25.5K
14.5K $392M
UPS
United Parcel Service Inc

Industrials
-317
- 11.41%
$91.92 - $110.2 $29.1K - $34.9K
2.46K $249M
DE
Deere & CO

Industrials
-248
- 19.54%
$412.99 - $531.48 $102K - $132K
1.02K $523M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-32
- 0.37%
$24.66 - $25.17 $789 - $805
8.52K $213M
ABNB
Airbnb, Inc.

Consumer Cyclical
-346
- 16.99%
$105.69 - $140.64 $36.6K - $48.7K
1.69K $229M
AMGN
Amgen Inc

Healthcare
-191
- 3.68%
$262.28 - $309.85 $50.1K - $59.2K
5K $1.48B
V
Visa Inc.

Financial Services
-102
- 5.94%
$308.27 - $373.31 $31.4K - $38.1K
1.61K $562M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-969
- 6.13%
$20.83 - $25.75 $20.2K - $25K
14.8K $365M
GE
General Electric CO

Industrials
-229
- 16.62%
$166.81 - $257.39 $38.2K - $58.9K
1.15K $294M
PM
Philip Morris International Inc.

Consumer Defensive
-152
- 4.76%
$149.23 - $184.95 $22.7K - $28.1K
3.04K $547M
VNQ
Vanguard Specialized Funds Van

ETFs
-661
- 5.03%
$79.79 - $91.42 $52.7K - $60.4K
12.5K $1.12B
KKR
Kkr & Co. Inc.

Financial Services
-631
- 18.06%
$92.79 - $134.29 $58.6K - $84.7K
2.86K $404M
FSMD
Fidelity Covington Tr Small Mi

ETFs
-15
- 0.14%
$34.67 - $41.47 $520 - $622
10.8K $453M
DVYE
Ishares Emerging Markets Divid

ETFs
-439
- 2.42%
$23.95 - $29.03 $10.5K - $12.7K
17.7K $514M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-1.52K
- 2.25%
$10.82 - $12.71 $16.4K - $19.3K
65.8K $815M
IGRO
Ishares Tr International Divid

ETFs
-750
- 5.61%
$66.32 - $80.17 $49.7K - $60.1K
12.6K $984M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-149
- 0.82%
$85.42 - $94.39 $12.7K - $14.1K
17.9K $1.66B
CEG
Constellation Energy Corp

Utilities
-213
- 15.52%
$170.96 - $322.76 $36.4K - $68.7K
1.16K $373M
JNJ
Johnson & Johnson

Healthcare
-761
- 2.2%
$146.36 - $159.82 $111K - $122K
33.8K $5.3B
VTI
Vanguard Total Stock Market Et

ETFs
-410
- 9.67%
$243.75 - $303.93 $99.9K - $125K
3.83K $1.18B
ASML
Asml Holding Nv

Technology
-4
- 0.54%
$595.37 - $815.24 $2.38K - $3.26K
733 $588M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-287
- 2.03%
$51.16 - $62.02 $14.7K - $17.8K
13.9K $879M
SHEL
Shell PLC

Energy
-428
- 2.75%
$59.75 - $73.05 $25.6K - $31.3K
15.2K $1.1B
BX
Blackstone Inc.

Financial Services
-302
- 4.5%
$120.07 - $151.11 $36.3K - $45.6K
6.41K $1.04B
BAC
Bank Of America Corp

Financial Services
-2.4K
- 6.98%
$34.39 - $47.46 $82.5K - $114K
31.9K $1.49B
WFC
Wells Fargo & Company

Financial Services
-623
- 2.73%
$60.98 - $80.12 $38K - $49.9K
22.2K $1.83B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-200
- 1.99%
$180.84 - $240.32 $36.2K - $48.1K
9.87K $2.33B
JPM
Jpmorgan Chase & CO

Financial Services
-186
- 1.02%
$210.28 - $289.91 $39.1K - $53.9K
18.1K $5.18B
MSFT
Microsoft Corp

Technology
-225
- 1.41%
$354.56 - $497.45 $79.8K - $112K
15.7K $7.9B
AAPL
Apple Inc.

Technology
-864
- 1.21%
$172.42 - $223.89 $149K - $193K
70.5K $14.9B
Activity Summary
Buys All Purchases 86 New Holdings 15 Increased Positions 71 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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