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.