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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$180B
$4.16 Billion 1.82% of portfolio
98,742
Q1 2025 Added 2.68%
$63.7B
$2.42 Billion 1.06% of portfolio
95,895
Q1 2025 Reduced 4.72%
$98.2B
$1.91 Billion 0.84% of portfolio
21,314
Q1 2025 Added 9.61%
$157B
$1.45 Billion 0.64% of portfolio
5,190
Q1 2025 Added 2.43%
$61.2B
$815 Million 0.36% of portfolio
4,112
Q1 2025 Reduced 4.46%
$108B
$806 Million 0.35% of portfolio
6,716
Q1 2025 Reduced 0.1%
$185B
$571 Million 0.25% of portfolio
4,070
Q1 2025 Reduced 3.74%
$106B
$548 Million 0.24% of portfolio
839
Q1 2025 Reduced 6.98%
$145B
$552 Million 0.24% of portfolio
2,650
Q1 2025 Added 1.18%
$154B
$524 Million 0.23% of portfolio
1,269
Q1 2025 Added 0.24%
$178B
$504 Million 0.22% of portfolio
4,043
Q1 2025 Reduced 0.25%
$168B
$454 Million 0.2% of portfolio
6,496
Q1 2025 Reduced 0.51%
$63.2B
$434 Million 0.19% of portfolio
6,343
Q1 2025 Reduced 1.87%
$108B
$442 Million 0.19% of portfolio
5,540
Q1 2025 Reduced 0.43%
$117B
$330 Million 0.14% of portfolio
3,493
Q1 2025 Reduced 26.17%
$52.6B
$275 Million 0.12% of portfolio
1,500
Q1 2024 New
$46.2B
$275 Million 0.12% of portfolio
1,030
Q3 2024 Added 0.1%
$108B
$246 Million 0.11% of portfolio
4,431
Q1 2025 Added 3.07%
$102B
$254 Million 0.11% of portfolio
1,372
Q1 2025 Reduced 16.14%
$73.6B
$255 Million 0.11% of portfolio
2,778
Q1 2025 Added 4.12%
$54.7B
$215 Million 0.09% of portfolio
2,036
Q1 2025 Added 2.41%
$93.1B
$216 Million 0.09% of portfolio
1,000
Q1 2024 New

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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