Sweeney & Michel, LLC Portfolio Holdings

Sweeney & Michel, LLC

  • $282 Billion
  • Q2 2025

Sweeney & Michel, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $282 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $25.1B, Ishares Core Dividend Growth E with a value of $24B, Ishares Core High Dividend ETF with a value of $17.7B, Apple Inc. with a value of $14.9B, and Ishares 0 5 Year High Yield CO with a value of $12.3B.

Examining the 13F form we can see an increase of $53B in the current position value, from $229B to 282B.

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 $282 Billion
ETFs: $149 Billion
Technology: $29.5 Billion
Financial Services: $28.2 Billion
Communication Services: $17.8 Billion
Healthcare: $10.1 Billion
Consumer Defensive: $8.71 Billion
Consumer Cyclical: $5.98 Billion
Energy: $5.17 Billion
Other: $7.77 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$14.9 Billion 5.28% of portfolio
70,456
Q2 2025 Reduced 1.21%
$1.47T
$12.1 Billion 4.31% of portfolio
66,981
Q2 2025 Added 0.17%
$644B
$9.54 Billion 3.39% of portfolio
20,049
Q2 2025 Reduced 0.26%
$3.8T
$7.9 Billion 2.81% of portfolio
15,700
Q2 2025 Reduced 1.41%
$428B
$5.91 Billion 2.1% of portfolio
6,094
Q2 2025 Added 114.35%
$1.51B
$5.34 Billion 1.9% of portfolio
125,913
Q2 2025 Added 1.4%
$466B
$5.3 Billion 1.88% of portfolio
33,765
Q2 2025 Reduced 2.2%
$900B
$5.18 Billion 1.84% of portfolio
18,050
Q2 2025 Reduced 1.02%
$185B
$4.07 Billion 1.44% of portfolio
97,699
Q2 2025 Reduced 1.06%
$443B
$3.25 Billion 1.16% of portfolio
19,722
Q2 2025 Added 5.02%
$2.32T
$3.06 Billion 1.09% of portfolio
13,578
Q2 2025 Added 0.7%
$62B
$2.74 Billion 0.97% of portfolio
98,554
Q2 2025 Added 2.77%
$106B
$2.57 Billion 0.91% of portfolio
23,580
Q2 2025 Added 10.63%
$386B
$1.93 Billion 0.69% of portfolio
10,036
Q2 2025 Added 1.64%
$309B
$1.83 Billion 0.65% of portfolio
22,157
Q2 2025 Reduced 2.73%
-
$1.5 Billion 0.53% of portfolio
-
Q2 2025 Reduced 1.05%
$148B
$1.48 Billion 0.52% of portfolio
4,999
Q2 2025 Reduced 3.68%
$1.69T
$1.17 Billion 0.41% of portfolio
1,627
Q2 2025 Added 0.06%
$337B
$1.09 Billion 0.39% of portfolio
7,663
Q2 2025 Added 0.59%
$256B
$1.1 Billion 0.39% of portfolio
15,162
Q2 2025 Reduced 2.75%
$129B
$1.04 Billion 0.37% of portfolio
6,414
Q2 2025 Reduced 4.5%
$1.25T
$1.01 Billion 0.36% of portfolio
3,234
Q2 2025 Added 10.49%
$59.7B
$975 Million 0.35% of portfolio
4,129
Q2 2025 Added 0.41%
$308B
$842 Million 0.3% of portfolio
5,424
Q2 2025 Added 8.13%
$0
$815 Million 0.29% of portfolio
65,762
Q2 2025 Reduced 2.25%
$374B
$783 Million 0.28% of portfolio
4,985
Q2 2025 Reduced 5.93%
$281B
$737 Million 0.26% of portfolio
7,806
Q2 2025 Added 0.14%
$227B
$663 Million 0.24% of portfolio
2,338
Q2 2025 New
$182B
$637 Million 0.23% of portfolio
4,048
Q2 2025 Added 0.12%
$228B
$644 Million 0.23% of portfolio
1,587
Q2 2025 Added 0.13%
$0
$655 Million 0.23% of portfolio
76,124
Q2 2025 Added 0.18%
$132B
$627 Million 0.22% of portfolio
2,665
Q2 2025 Added 0.57%
$102B
$596 Million 0.21% of portfolio
839
Q1 2025 Reduced 6.98%
$210B
$592 Million 0.21% of portfolio
7,099
Q2 2025 Added 13.08%
$323B
$588 Million 0.21% of portfolio
733
Q2 2025 Reduced 0.54%
$170B
$599 Million 0.21% of portfolio
6,508
Q2 2025 Added 0.18%
$555B
$562 Million 0.2% of portfolio
1,614
Q2 2025 Reduced 5.94%
$94.5B
$538 Million 0.19% of portfolio
5,666
Q2 2025 Added 2.27%
$142B
$523 Million 0.19% of portfolio
1,021
Q2 2025 Reduced 19.54%
$257B
$547 Million 0.19% of portfolio
3,041
Q2 2025 Reduced 4.76%
$198B
$493 Million 0.18% of portfolio
3,647
Q2 2025 Reduced 10.39%
$433B
$505 Million 0.18% of portfolio
1,366
Q2 2025 Added 0.15%
$64.5B
$496 Million 0.18% of portfolio
6,388
Q2 2025 Added 0.71%
$467B
$485 Million 0.17% of portfolio
4,198
Q2 2025 Added 0.31%
$225B
$427 Million 0.15% of portfolio
1,425
Q2 2025 Reduced 15.18%
$123B
$404 Million 0.14% of portfolio
2,862
Q2 2025 Reduced 18.06%
$211B
$392 Million 0.14% of portfolio
14,523
Q2 2025 Reduced 5.72%
$104B
$373 Million 0.13% of portfolio
1,159
Q2 2025 Reduced 15.52%
$57.8B
$349 Million 0.12% of portfolio
1,030
Q3 2024 Added 0.1%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $282 Billion
  • Prior Value $229 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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