Sweeney & Michel, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $235 Billion distributed in 112 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 $20.6B, Ishares Core Dividend Growth E with a value of $20.5B, Apple Inc. with a value of $16.5B, Ishares Core High Dividend ETF with a value of $14.8B, and Alphabet Inc. with a value of $12.6B.
Examining the 13F form we can see an increase of $8.73B in the current position value, from $226B to 235B.
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.