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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.7B
$275 Million 0.12% of portfolio
1,030
Q3 2024 Added 0.1%
$0
$268 Million 0.12% of portfolio
645
Q1 2025 Added 11.79%
$0
$248 Million 0.11% of portfolio
542
Q1 2025 Added 5.24%
$104B
$246 Million 0.11% of portfolio
4,431
Q1 2025 Added 3.07%
$0
$242 Million 0.11% of portfolio
8,705
Q1 2025 Added 27.88%
$0
$262 Million 0.11% of portfolio
527
Q1 2025 Added 18.69%
$0
$259 Million 0.11% of portfolio
15,596
Q1 2025 Added 21.06%
$68B
$254 Million 0.11% of portfolio
1,372
Q1 2025 Reduced 16.14%
$70.3B
$255 Million 0.11% of portfolio
2,778
Q1 2025 Added 4.12%
$0
$259 Million 0.11% of portfolio
3,577
Q1 2025 Added 1.91%
$3.03B
$224 Million 0.1% of portfolio
1,025
Q2 2023 New
$199B
$233 Million 0.1% of portfolio
1,378
Q1 2025 Added 8.42%
$45B
$215 Million 0.09% of portfolio
2,036
Q1 2025 Added 2.41%
$0
$211 Million 0.09% of portfolio
8,554
Q1 2025 Added 5.2%
$0
$200 Million 0.09% of portfolio
2,142
Q1 2025 New
$0
$206 Million 0.09% of portfolio
4,897
Q1 2025 Reduced 21.22%
$183M
$69.3 Million 0.03% of portfolio
76,194
Q1 2025 Reduced 2.56%
$0
$19.1 Million 0.01% of portfolio
51,059
Q1 2023 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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