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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.8B
$975 Million 0.35% of portfolio
4,129
Q2 2025 Added 0.41%
$0
$984 Million 0.35% of portfolio
12,626
Q2 2025 Reduced 5.61%
$0
$931 Million 0.33% of portfolio
17,497
Q2 2025 Added 0.87%
$0
$918 Million 0.33% of portfolio
18,000
Q2 2025 Added 0.44%
$0
$894 Million 0.32% of portfolio
7,924
Q2 2025 Added 1.94%
$0
$893 Million 0.32% of portfolio
19,103
Q2 2025 Added 10.66%
$0
$879 Million 0.31% of portfolio
13,853
Q2 2025 Reduced 2.03%
$301B
$842 Million 0.3% of portfolio
5,424
Q2 2025 Added 8.13%
$0
$827 Million 0.29% of portfolio
4,647
Q2 2025 Added 0.35%
$0
$815 Million 0.29% of portfolio
65,762
Q2 2025 Reduced 2.25%
$0
$788 Million 0.28% of portfolio
9,462
Q2 2025 Added 1.41%
$354B
$783 Million 0.28% of portfolio
4,985
Q2 2025 Reduced 5.93%
$0
$758 Million 0.27% of portfolio
1,368
Q2 2025 Added 112.09%
$277B
$737 Million 0.26% of portfolio
7,806
Q2 2025 Added 0.14%
$0
$703 Million 0.25% of portfolio
8,571
Q2 2025 Added 4.72%
$278B
$663 Million 0.24% of portfolio
2,338
Q2 2025 New
$308B
$644 Million 0.23% of portfolio
1,587
Q2 2025 Added 0.13%
$0
$655 Million 0.23% of portfolio
76,124
Q2 2025 Added 0.18%
$135B
$627 Million 0.22% of portfolio
2,665
Q2 2025 Added 0.57%
$119B
$596 Million 0.21% of portfolio
839
Q1 2025 Reduced 6.98%
$219B
$592 Million 0.21% of portfolio
7,099
Q2 2025 Added 13.08%
$427B
$588 Million 0.21% of portfolio
733
Q2 2025 Reduced 0.54%
$172B
$599 Million 0.21% of portfolio
6,508
Q2 2025 Added 0.18%
Blackrock ETF Trust Ii
-
$558 Million 0.2% of portfolio
-
Q2 2025 Added 38.12%
$0
$549 Million 0.2% of portfolio
819
Q2 2025 Added 0.12%
$564B
$562 Million 0.2% of portfolio
1,614
Q2 2025 Reduced 5.94%
$0
$539 Million 0.19% of portfolio
2,934
Q2 2025 Added 17.97%
$98.6B
$538 Million 0.19% of portfolio
5,666
Q2 2025 Added 2.27%
$140B
$523 Million 0.19% of portfolio
1,021
Q2 2025 Reduced 19.54%
$226B
$547 Million 0.19% of portfolio
3,041
Q2 2025 Reduced 4.76%
$203B
$493 Million 0.18% of portfolio
3,647
Q2 2025 Reduced 10.39%
Vanguard Calif Tax Free Fds
-
$502 Million 0.18% of portfolio
-
Q2 2025 Added 57.61%
$389B
$505 Million 0.18% of portfolio
1,366
Q2 2025 Added 0.15%
$63.1B
$496 Million 0.18% of portfolio
6,388
Q2 2025 Added 0.71%
$0
$514 Million 0.18% of portfolio
17,694
Q2 2025 Reduced 2.42%
$0
$468 Million 0.17% of portfolio
14,982
Q2 2025 Added 1.51%
$478B
$485 Million 0.17% of portfolio
4,198
Q2 2025 Added 0.31%
$0
$470 Million 0.17% of portfolio
4,891
Q2 2025 Added 0.47%
$0
$461 Million 0.16% of portfolio
7,820
Q2 2025 Added 0.89%
$0
$453 Million 0.16% of portfolio
10,785
Q2 2025 Reduced 0.14%
$0
$464 Million 0.16% of portfolio
20,000
Q2 2025 Reduced 9.09%
$223B
$427 Million 0.15% of portfolio
1,425
Q2 2025 Reduced 15.18%
$0
$421 Million 0.15% of portfolio
3,853
Q2 2025 Added 2.17%
$102B
$404 Million 0.14% of portfolio
2,862
Q2 2025 Reduced 18.06%
$176B
$392 Million 0.14% of portfolio
14,523
Q2 2025 Reduced 5.72%
$0
$385 Million 0.14% of portfolio
15,796
Q2 2025 Added 1.28%
$0
$365 Million 0.13% of portfolio
14,839
Q2 2025 Reduced 6.13%
$117B
$373 Million 0.13% of portfolio
1,159
Q2 2025 Reduced 15.52%
$0
$337 Million 0.12% of portfolio
9,622
Q2 2025 Added 10.53%

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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