Patrick M Sweeney & Associates
Latest statistics and disclosures from Patrick M Sweeney & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ABT, AAPL, JPM, BAC, ABBV, and represent 25.66% of Patrick M Sweeney & Associates's stock portfolio.
- Added to shares of these 10 stocks: INTC, ASML, VOO, IWM, PLTR, TJX, SCHD, AMZN, AXP, GOOG.
- Started 6 new stock positions in VOO, TJX, PLTR, ASML, INTC, IWM.
- Reduced shares in these 10 stocks: , , CTVA, DIS, UNH, AVGO, GLD, TGT, URI, CMI.
- Sold out of its positions in CTVA, FTNT, FCX.
- Patrick M Sweeney & Associates was a net buyer of stock by $1.6M.
- Patrick M Sweeney & Associates has $155M in assets under management (AUM), dropping by 6.41%.
- Central Index Key (CIK): 0002010453
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Portfolio Holdings for Patrick M Sweeney & Associates
Patrick M Sweeney & Associates holds 159 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Abbott Laboratories (ABT) | 6.4 | $10M | 74k | 133.94 |
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| Apple (AAPL) | 6.1 | $9.5M | 37k | 254.63 |
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| JPMorgan Chase & Co. (JPM) | 4.9 | $7.5M | 24k | 315.43 |
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| Bank of America Corporation (BAC) | 4.2 | $6.5M | 127k | 51.59 |
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| Abbvie (ABBV) | 4.0 | $6.1M | 27k | 231.54 |
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| Microsoft Corporation (MSFT) | 3.5 | $5.4M | 10k | 517.94 |
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| Merck & Co (MRK) | 2.6 | $4.0M | 48k | 83.93 |
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| Alphabet Inc Class C Cap Stk Cl C (GOOG) | 2.3 | $3.6M | 15k | 243.55 |
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| Pfizer (PFE) | 2.3 | $3.5M | 137k | 25.48 |
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| Amazon (AMZN) | 1.7 | $2.7M | 12k | 219.57 |
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| CVS Caremark Corporation (CVS) | 1.7 | $2.6M | 35k | 75.39 |
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| Visa Inc Class A Com Cl A (V) | 1.6 | $2.4M | 7.0k | 341.39 |
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| Costco Wholesale Corporation (COST) | 1.6 | $2.4M | 2.6k | 925.79 |
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| Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ) | 1.5 | $2.4M | 3.9k | 600.41 |
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| Eli Lilly & Co. (LLY) | 1.5 | $2.3M | 3.0k | 763.01 |
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| Blackstone Group Inc Com Cl A (BX) | 1.4 | $2.2M | 13k | 170.85 |
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| Waste Management (WM) | 1.3 | $2.0M | 9.2k | 220.82 |
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| Caterpillar (CAT) | 1.2 | $1.8M | 3.8k | 477.12 |
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| Berkshire Hathaway Class B Cl B New (BRK.B) | 1.1 | $1.7M | 3.5k | 502.74 |
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| Johnson & Johnson (JNJ) | 1.1 | $1.7M | 9.2k | 185.42 |
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| Broadcom (AVGO) | 1.0 | $1.6M | 4.8k | 329.92 |
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| Home Depot (HD) | 0.9 | $1.4M | 3.6k | 405.23 |
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| Oracle Corporation (ORCL) | 0.9 | $1.4M | 4.9k | 281.23 |
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| Eaton Corp Plc F SHS (ETN) | 0.8 | $1.3M | 3.5k | 374.25 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 0.8 | $1.3M | 2.0k | 666.25 |
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| Union Pacific Corporation (UNP) | 0.8 | $1.3M | 5.5k | 236.39 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $1.3M | 7.7k | 167.34 |
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| Charles Schwab Corporation (SCHW) | 0.8 | $1.3M | 13k | 95.47 |
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| CSX Corporation (CSX) | 0.8 | $1.2M | 34k | 35.51 |
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| Goldman Sachs (GS) | 0.8 | $1.2M | 1.5k | 796.57 |
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| Meta Platforms Inc Class A Cl A (META) | 0.7 | $1.1M | 1.6k | 734.53 |
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| Wal-Mart Stores (WMT) | 0.7 | $1.1M | 11k | 103.06 |
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| United Rentals (URI) | 0.7 | $1.1M | 1.1k | 954.66 |
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| McDonald's Corporation (MCD) | 0.7 | $1.1M | 3.5k | 303.87 |
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| Honeywell International (HON) | 0.7 | $1.1M | 5.0k | 210.51 |
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| Pepsi (PEP) | 0.7 | $1.0M | 7.4k | 140.44 |
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| Alphabet Inc Class Class A Cap Stk Cl A (GOOGL) | 0.6 | $993k | 4.1k | 243.10 |
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| Deere & Company (DE) | 0.6 | $984k | 2.2k | 457.35 |
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| NVIDIA Corporation (NVDA) | 0.6 | $960k | 5.1k | 186.57 |
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| Vanguard Dividend Appreciation Etf Div App Etf (VIG) | 0.6 | $914k | +3% | 4.2k | 215.78 |
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| Vanguard Information Technology Etf Inf Tech Etf (VGT) | 0.6 | $894k | 1.2k | 746.67 |
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| Boeing Company (BA) | 0.6 | $872k | 4.0k | 215.82 |
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| Procter & Gamble Company (PG) | 0.6 | $869k | 5.7k | 153.64 |
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| Cummins (CMI) | 0.6 | $862k | 2.0k | 422.34 |
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| Stryker Corporation (SYK) | 0.5 | $835k | 2.3k | 369.72 |
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| 3M Company (MMM) | 0.5 | $834k | 5.4k | 155.19 |
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| Tesla Motors (TSLA) | 0.5 | $821k | +2% | 1.8k | 444.72 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $816k | 7.2k | 112.76 |
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| Walt Disney Company (DIS) | 0.5 | $814k | -3% | 7.1k | 114.50 |
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| Valero Energy Corporation (VLO) | 0.5 | $798k | 4.7k | 170.27 |
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| Allstate Corporation (ALL) | 0.5 | $740k | 3.4k | 214.65 |
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| PNC Financial Services (PNC) | 0.5 | $710k | +4% | 3.5k | 200.92 |
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| UnitedHealth (UNH) | 0.5 | $705k | -2% | 2.0k | 345.38 |
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| FedEx Corporation (FDX) | 0.4 | $695k | 2.9k | 235.82 |
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| Emerson Electric (EMR) | 0.4 | $689k | 5.3k | 131.17 |
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| Medtronic Plc F SHS (MDT) | 0.4 | $689k | 7.2k | 95.24 |
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| International Business Machines (IBM) | 0.4 | $659k | 2.3k | 282.17 |
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| Mastercard Inc Class A Cl A (MA) | 0.4 | $650k | 1.1k | 568.89 |
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| Chubb (CB) | 0.4 | $631k | +2% | 2.2k | 282.29 |
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| Cisco Systems (CSCO) | 0.4 | $620k | +4% | 9.1k | 68.42 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $620k | +2% | 1.2k | 499.27 |
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| Applied Materials (AMAT) | 0.4 | $615k | 3.0k | 204.74 |
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| Illinois Tool Works (ITW) | 0.4 | $599k | 2.3k | 260.79 |
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| Coca-Cola Company (KO) | 0.4 | $597k | 9.0k | 66.32 |
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| Bank Of Montreal Cadcom (BMO) | 0.4 | $587k | 4.5k | 130.25 |
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| Chevron Corporation (CVX) | 0.4 | $581k | +2% | 3.7k | 155.29 |
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| Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) | 0.4 | $577k | 1.2k | 468.41 |
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| Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) | 0.4 | $563k | +11% | 21k | 27.30 |
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| Travelers Companies (TRV) | 0.4 | $563k | 2.0k | 279.29 |
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| Qualcomm (QCOM) | 0.4 | $558k | 3.4k | 166.35 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $543k | 891.00 | 609.22 |
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| Wells Fargo & Company (WFC) | 0.3 | $534k | +4% | 6.4k | 83.82 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $529k | 1.1k | 485.03 |
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| Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) | 0.3 | $525k | 9.5k | 55.49 |
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| Arthur J. Gallagher & Co. (AJG) | 0.3 | $519k | 1.7k | 309.74 |
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| Accenture Plc Ireland Fclass A Shs Class A (ACN) | 0.3 | $515k | 2.1k | 246.60 |
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| General Dynamics Corporation (GD) | 0.3 | $498k | 1.5k | 341.00 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $493k | 2.4k | 201.49 |
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| Rockwell Automation (ROK) | 0.3 | $478k | 1.4k | 349.47 |
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| Anthem (ELV) | 0.3 | $448k | 1.4k | 323.06 |
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| Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Spon Ads (HLN) | 0.3 | $447k | 50k | 8.97 |
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| American Express Company (AXP) | 0.3 | $445k | +7% | 1.3k | 332.20 |
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| Ge Aerospace Com New (GE) | 0.3 | $441k | 1.5k | 300.89 |
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| Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG) | 0.3 | $432k | +3% | 14k | 31.91 |
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| Republic Services (RSG) | 0.3 | $428k | 1.9k | 229.49 |
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| Verizon Communications (VZ) | 0.3 | $420k | 9.5k | 43.95 |
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| Vanguard Small Cap Etf Small Cp Etf (VB) | 0.3 | $418k | 1.6k | 254.20 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $407k | 6.8k | 59.74 |
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| Spdr Dow Jones Industrial Avrg Etf Ut Ser 1 (DIA) | 0.3 | $407k | +2% | 878.00 | 463.72 |
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| United Parcel Svc Inc Class B CL B (UPS) | 0.3 | $407k | 4.9k | 83.53 |
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| Starbucks Corporation (SBUX) | 0.3 | $402k | 4.8k | 84.61 |
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| Jacobs Engineering Group (J) | 0.3 | $402k | 2.7k | 149.85 |
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| Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) | 0.3 | $394k | +7% | 14k | 27.90 |
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| Ishares Preferred Incomesec Etf Pfd And Incm Sec (PFF) | 0.2 | $387k | +3% | 12k | 31.62 |
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| Blackrock (BLK) | 0.2 | $376k | 323.00 | 1164.72 |
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| Enterprise Products Partners (EPD) | 0.2 | $375k | +2% | 12k | 31.27 |
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| Linde Plc F SHS (LIN) | 0.2 | $374k | 787.00 | 475.00 |
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| Ingredion Incorporated (INGR) | 0.2 | $371k | 3.0k | 122.10 |
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| Vanguard Total Stock Market Etf Total Stk Mkt (VTI) | 0.2 | $371k | 1.1k | 328.17 |
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| Nextera Energy (NEE) | 0.2 | $370k | +2% | 4.9k | 75.49 |
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| salesforce (CRM) | 0.2 | $360k | 1.5k | 236.94 |
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| International Paper Company (IP) | 0.2 | $360k | 7.8k | 46.40 |
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| Charles Schwab Us Mc Etf Us Mid-cap Etf (SCHM) | 0.2 | $356k | +5% | 12k | 29.64 |
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| ConocoPhillips (COP) | 0.2 | $349k | 3.7k | 94.59 |
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| L3harris Technologies (LHX) | 0.2 | $344k | +2% | 1.1k | 305.52 |
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| Tractor Supply Company (TSCO) | 0.2 | $342k | 6.0k | 56.87 |
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| Jpmorgan Equity Premium Income Etf Equity Premium (JEPI) | 0.2 | $342k | +6% | 6.0k | 57.10 |
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| Edwards Lifesciences (EW) | 0.2 | $340k | +3% | 4.4k | 77.77 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $339k | 6.0k | 56.75 |
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| Paccar (PCAR) | 0.2 | $339k | 3.4k | 98.31 |
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| Xcel Energy (XEL) | 0.2 | $332k | 4.1k | 80.64 |
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| Paychex (PAYX) | 0.2 | $332k | +2% | 2.6k | 126.78 |
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| Hartford Financial Services (HIG) | 0.2 | $332k | 2.5k | 133.39 |
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| Netflix (NFLX) | 0.2 | $331k | +5% | 276.00 | 1198.40 |
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| Phillips 66 (PSX) | 0.2 | $328k | 2.4k | 135.99 |
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| Wec Energy Group (WEC) | 0.2 | $324k | +4% | 2.8k | 114.57 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $320k | 1.7k | 183.74 |
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| Public Storage (PSA) | 0.2 | $316k | +2% | 1.1k | 288.77 |
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| Oneok (OKE) | 0.2 | $310k | +4% | 4.2k | 72.97 |
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| Eversource Energy (ES) | 0.2 | $303k | +4% | 4.3k | 71.14 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $298k | 11k | 26.07 |
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| Spdr Gold Shares Etf Gold Shs (GLD) | 0.2 | $298k | -4% | 837.00 | 355.47 |
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| Intuit (INTU) | 0.2 | $295k | +7% | 432.00 | 682.91 |
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| Select Sector Health Care Spdr Etf Sbi Healthcare (XLV) | 0.2 | $293k | 2.1k | 139.17 |
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| Amgen (AMGN) | 0.2 | $293k | +6% | 1.0k | 282.31 |
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| Truist Financial Corp equities (TFC) | 0.2 | $287k | 6.3k | 45.72 |
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| Danaher Corporation (DHR) | 0.2 | $278k | 1.4k | 198.23 |
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| Select Str Financial Select Spdr Etf Financial (XLF) | 0.2 | $275k | 5.1k | 53.87 |
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| Ishares Core S&p Mid Capetf Core S&p Mcp Etf (IJH) | 0.2 | $273k | 4.2k | 65.26 |
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| AvalonBay Communities (AVB) | 0.2 | $272k | 1.4k | 193.23 |
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| Martin Marietta Materials (MLM) | 0.2 | $271k | 430.00 | 630.28 |
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| SYSCO Corporation (SYY) | 0.2 | $270k | +2% | 3.3k | 82.34 |
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| Bp Plc Fsponsored Adr 1 Adr Reps 6 Ord Sponsored Adr (BP) | 0.2 | $269k | +6% | 7.8k | 34.46 |
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| Dupont De Nemours (DD) | 0.2 | $261k | +8% | 3.3k | 77.90 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $259k | +8% | 2.1k | 123.73 |
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| Intel Corporation (INTC) | 0.2 | $258k | NEW | 7.7k | 33.55 |
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| Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX) | 0.2 | $249k | 9.5k | 26.34 |
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| Dover Corporation (DOV) | 0.2 | $247k | +2% | 1.5k | 166.87 |
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| Wabtec Corporation (WAB) | 0.2 | $246k | +2% | 1.2k | 200.51 |
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| American Tower Reit (AMT) | 0.2 | $246k | +2% | 1.3k | 192.32 |
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| Ishares Core S&p 500 Etf Core Sp500 Etf (IVV) | 0.2 | $244k | 365.00 | 669.30 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $243k | +2% | 1.9k | 128.36 |
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| Becton, Dickinson and (BDX) | 0.2 | $242k | 1.3k | 187.10 |
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| Constellation Energy (CEG) | 0.2 | $240k | 728.00 | 329.07 |
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| Vanguard Mid Cap Etf Mid Cap Etf (VO) | 0.2 | $239k | 813.00 | 293.92 |
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| Royal Caribbean Cruises (RCL) | 0.2 | $236k | +2% | 728.00 | 323.43 |
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| Dow (DOW) | 0.2 | $234k | 10k | 22.93 |
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| Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord N Y Registry S (ASML) | 0.1 | $229k | NEW | 236.00 | 968.09 |
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| Eastman Chemical Company (EMN) | 0.1 | $224k | 3.6k | 63.04 |
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| Realty Income (O) | 0.1 | $221k | +3% | 3.6k | 60.79 |
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| Vanguard Value Etf Value Etf (VTV) | 0.1 | $217k | +3% | 1.2k | 186.46 |
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| Southern Company (SO) | 0.1 | $217k | 2.3k | 94.78 |
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| Tyson Foods Inc Class A Cl A (TSN) | 0.1 | $216k | +2% | 4.0k | 54.31 |
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| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.1 | $206k | NEW | 337.00 | 612.38 |
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| Target Corporation (TGT) | 0.1 | $205k | -5% | 2.3k | 89.72 |
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| Ishares Russell 2000 Etf Russell 2000 Etf (IWM) | 0.1 | $203k | NEW | 838.00 | 241.94 |
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| Palantir Technologies Inc Class A Cl A (PLTR) | 0.1 | $201k | NEW | 1.1k | 182.42 |
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| TJX Companies (TJX) | 0.1 | $200k | NEW | 1.4k | 144.59 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $200k | 879.00 | 227.73 |
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Past Filings by Patrick M Sweeney & Associates
SEC 13F filings are viewable for Patrick M Sweeney & Associates going back to 2023
- Patrick M Sweeney & Associates 2025 Q3 filed Nov. 12, 2025
- Patrick M Sweeney & Associates 2025 Q2 filed Aug. 13, 2025
- Patrick M Sweeney & Associates 2025 Q1 filed April 14, 2025
- Patrick M Sweeney & Associates 2024 Q4 filed Jan. 22, 2025
- Patrick M Sweeney & Associates 2024 Q3 filed Oct. 22, 2024
- Patrick M Sweeney & Associates 2024 Q2 filed July 17, 2024
- Patrick M Sweeney & Associates 2024 Q1 filed April 25, 2024
- Patrick M Sweeney & Associates 2023 Q4 filed Feb. 6, 2024