Sweeney & Michel, LLC Portfolio Holdings

Sweeney & Michel, LLC

  • $229 Billion
  • Q1 2025

Sweeney & Michel, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $20B, Ishares Core S&P Total U.S. St with a value of $19.4B, Ishares Core High Dividend ETF with a value of $15.4B, Apple Inc. with a value of $12.3B, and Ishares 0 5 Year High Yield CO with a value of $11.2B.

Examining the 13F form we can see an decrease of $25.2B in the current position value, from $254B to 229B.

Sweeney & Michel, LLC is based out at Chico, CA

Below you can find more details about Sweeney & Michel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $229 Billion
ETFs: $122 Billion
Financial Services: $25.2 Billion
Technology: $21.3 Billion
Communication Services: $15.2 Billion
Healthcare: $9.41 Billion
Consumer Defensive: $5.35 Billion
Consumer Cyclical: $4.59 Billion
Energy: $4.46 Billion
Other: $6.04 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$12.3 Billion 5.38% of portfolio
71,320
Q1 2025 Reduced 1.24%
$694B
$9.9 Billion 4.33% of portfolio
20,102
Q1 2025 Reduced 1.76%
$971B
$9.8 Billion 4.29% of portfolio
66,869
Q1 2025 Added 0.37%
$3.35T
$5.65 Billion 2.47% of portfolio
15,925
Q1 2025 Reduced 0.41%
$403B
$5.18 Billion 2.27% of portfolio
34,526
Q1 2025 Reduced 1.22%
$1.31B
$4.49 Billion 1.96% of portfolio
124,170
Q1 2025 Reduced 9.76%
$181B
$4.16 Billion 1.82% of portfolio
98,742
Q1 2025 Added 2.68%
$763B
$3.95 Billion 1.73% of portfolio
18,236
Q1 2025 Reduced 7.95%
$450B
$2.58 Billion 1.13% of portfolio
2,843
Q1 2025 Reduced 9.8%
$61.4B
$2.42 Billion 1.06% of portfolio
95,895
Q1 2025 Reduced 4.72%
$2.13T
$2.3 Billion 1.01% of portfolio
13,483
Q1 2025 Added 3.03%
$102B
$1.91 Billion 0.84% of portfolio
21,314
Q1 2025 Added 9.61%
$307B
$1.81 Billion 0.79% of portfolio
18,780
Q1 2025 Added 0.47%
$336B
$1.73 Billion 0.76% of portfolio
9,874
Q1 2025 Added 4.75%
-
$1.51 Billion 0.66% of portfolio
-
Q1 2025 Added 4.44%
$147B
$1.45 Billion 0.64% of portfolio
5,190
Q1 2025 Added 2.43%
$348B
$1.2 Billion 0.53% of portfolio
34,343
Q1 2025 Reduced 0.63%
$233B
$931 Million 0.41% of portfolio
15,590
Q1 2025 Reduced 5.77%
$381B
$839 Million 0.37% of portfolio
5,299
Q1 2025 Added 2.04%
$60.6B
$815 Million 0.36% of portfolio
4,112
Q1 2025 Reduced 4.46%
$1.25T
$830 Million 0.36% of portfolio
1,626
Q1 2025 Added 2.33%
$106B
$806 Million 0.35% of portfolio
6,716
Q1 2025 Reduced 0.1%
$0
$728 Million 0.32% of portfolio
67,279
Q1 2025 Added 13.96%
$277B
$687 Million 0.3% of portfolio
5,016
Q1 2025 Added 11.27%
$263B
$638 Million 0.28% of portfolio
7,795
Q1 2025 Added 4.32%
$0
$637 Million 0.28% of portfolio
75,987
Q1 2025 Reduced 14.1%
$1.01T
$649 Million 0.28% of portfolio
2,927
Q1 2025 Added 38.2%
$243B
$589 Million 0.26% of portfolio
7,618
Q1 2025 Reduced 13.43%
$181B
$571 Million 0.25% of portfolio
4,070
Q1 2025 Reduced 3.74%
$98.8B
$548 Million 0.24% of portfolio
839
Q1 2025 Reduced 6.98%
$142B
$552 Million 0.24% of portfolio
2,650
Q1 2025 Added 1.18%
$150B
$524 Million 0.23% of portfolio
1,269
Q1 2025 Added 0.24%
$582B
$529 Million 0.23% of portfolio
1,716
Q1 2025 Reduced 0.87%
$229B
$504 Million 0.22% of portfolio
1,680
Q1 2025 Reduced 9.19%
$204B
$496 Million 0.22% of portfolio
6,278
Q1 2025 Reduced 8.66%
$171B
$504 Million 0.22% of portfolio
4,043
Q1 2025 Reduced 0.25%
$256B
$477 Million 0.21% of portfolio
3,193
Q1 2025 Added 0.57%
$386B
$457 Million 0.2% of portfolio
1,364
Q1 2025 Added 0.44%
$155B
$454 Million 0.2% of portfolio
6,496
Q1 2025 Reduced 0.51%
$64.3B
$434 Million 0.19% of portfolio
6,343
Q1 2025 Reduced 1.87%
$181B
$434 Million 0.19% of portfolio
1,585
Q1 2025 Added 3.39%
$298B
$439 Million 0.19% of portfolio
737
Q1 2025 Reduced 0.94%
$97.4B
$442 Million 0.19% of portfolio
5,540
Q1 2025 Reduced 0.43%
$192B
$407 Million 0.18% of portfolio
15,404
Q1 2025 Added 1.47%
$455B
$422 Million 0.18% of portfolio
4,185
Q1 2025 Added 5.52%
$108B
$330 Million 0.14% of portfolio
3,493
Q1 2025 Reduced 26.17%
$54.7B
$275 Million 0.12% of portfolio
1,500
Q1 2024 New
$83.1B
$274 Million 0.12% of portfolio
2,155
Q1 2025 Added 1.46%
$46.6B
$275 Million 0.12% of portfolio
1,030
Q3 2024 Added 0.1%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $229 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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