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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$172B
$4.07 Billion 1.44% of portfolio
97,699
Q2 2025 Reduced 1.06%
$61.8B
$2.74 Billion 0.97% of portfolio
98,554
Q2 2025 Added 2.77%
$98.3B
$2.57 Billion 0.91% of portfolio
23,580
Q2 2025 Added 10.63%
$160B
$1.48 Billion 0.52% of portfolio
4,999
Q2 2025 Reduced 3.68%
$122B
$1.04 Billion 0.37% of portfolio
6,414
Q2 2025 Reduced 4.5%
$59.4B
$975 Million 0.35% of portfolio
4,129
Q2 2025 Added 0.41%
$171B
$637 Million 0.23% of portfolio
4,048
Q2 2025 Added 0.12%
$140B
$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%
$169B
$599 Million 0.21% of portfolio
6,508
Q2 2025 Added 0.18%
$108B
$538 Million 0.19% of portfolio
5,666
Q2 2025 Added 2.27%
$151B
$523 Million 0.19% of portfolio
1,021
Q2 2025 Reduced 19.54%
$61.7B
$496 Million 0.18% of portfolio
6,388
Q2 2025 Added 0.71%
$127B
$404 Million 0.14% of portfolio
2,862
Q2 2025 Reduced 18.06%
$192B
$392 Million 0.14% of portfolio
14,523
Q2 2025 Reduced 5.72%
$102B
$373 Million 0.13% of portfolio
1,159
Q2 2025 Reduced 15.52%
$87.9B
$348 Million 0.12% of portfolio
2,232
Q2 2025 Added 3.57%
$116B
$304 Million 0.11% of portfolio
1,107
Q2 2025 New
$12.1B
$259 Million 0.09% of portfolio
6,407
Q2 2025 New
$72.6B
$249 Million 0.09% of portfolio
2,461
Q2 2025 Reduced 11.41%
$152B
$242 Million 0.09% of portfolio
670
Q2 2025 New
$55.6B
$229 Million 0.08% of portfolio
1,690
Q2 2025 Reduced 16.99%
$19.7B
$214 Million 0.08% of portfolio
4,988
Q2 2025 New
$104B
$232 Million 0.08% of portfolio
4,010
Q2 2025 Reduced 9.5%
$138B
$239 Million 0.08% of portfolio
1,051
Q2 2025 New

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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