Sweeney & Michel, LLC Portfolio Holdings

Sweeney & Michel, LLC

  • $254 Billion
  • Q3 2024

Sweeney & Michel, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $254 Billion distributed in 121 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 $21.9B, Ishares Core S&P Total U.S. St with a value of $21.4B, Apple Inc. with a value of $17B, Ishares Core High Dividend ETF with a value of $15.9B, and Alphabet Inc. with a value of $11B.

Examining the 13F form we can see an increase of $19.2B in the current position value, from $235B to 254B.

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 $254 Billion
ETFs: $131 Billion
Financial Services: $28.4 Billion
Technology: $27.8 Billion
Communication Services: $16.8 Billion
Healthcare: $10.6 Billion
Consumer Defensive: $6 Billion
Consumer Cyclical: $4.98 Billion
Energy: $4.78 Billion
Other: $7.79 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$176M
$93.8 Million 0.04% of portfolio
78,194
Q1 2024 Reduced 6.01%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $254 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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