Sweeney & Michel

Latest statistics and disclosures from Sweeney & Michel's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Sweeney & Michel

Sweeney & Michel holds 105 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 9.1 $17M 352k 49.61
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 8.1 $16M 162k 95.77
 View chart
Apple (AAPL) 7.2 $14M 75k 182.89
 View chart
Ishares Tr Core High Dv Etf (HDV) 6.7 $13M -2% 133k 96.24
 View chart
Alphabet Cap Stk Cl C (GOOG) 4.7 $9.0M 67k 133.26
 View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.1 $7.9M +3% 192k 41.14
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.8 $7.3M 21k 346.30
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.2 $6.1M -56% 85k 72.10
 View chart
Microsoft Corporation (MSFT) 3.1 $5.9M 16k 363.20
 View chart
Ishares Core Msci Emkt (IEMG) 2.5 $4.8M 99k 48.14
 View chart
Capital Group Dividend Growe Shs Etf (CGDG) 2.5 $4.7M NEW 188k 25.07
 View chart
Johnson & Johnson (JNJ) 2.4 $4.7M 31k 150.35
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.3 $4.4M +811% 72k 61.24
 View chart
Capital Group International SHS (CGIE) 2.2 $4.2M NEW 166k 25.17
 View chart
TriCo Bancshares (TCBK) 1.9 $3.6M 105k 34.47
 View chart
Verizon Communications (VZ) 1.9 $3.6M 101k 35.77
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $3.6M 35k 102.50
 View chart
JPMorgan Chase & Co. (JPM) 1.6 $3.1M -4% 22k 144.72
 View chart
Shell Spon Ads (SHEL) 1.5 $2.8M -10% 44k 64.42
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $2.2M 14k 158.00
 View chart
3M Company (MMM) 1.1 $2.1M +11% 23k 92.32
 View chart
Amazon (AMZN) 1.0 $1.9M 13k 142.08
 View chart
Ishares Tr Exponential Tech (XT) 1.0 $1.8M +40% 35k 51.80
 View chart
Prologis (PLD) 0.9 $1.7M NEW 17k 105.13
 View chart
Amgen (AMGN) 0.8 $1.4M 5.3k 273.28
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.4M +15% 19k 73.87
 View chart
Abbvie (ABBV) 0.7 $1.3M 9.4k 142.03
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.7 $1.3M +2% 20k 64.78
 View chart
Costco Wholesale Corporation (COST) 0.6 $1.2M 2.1k 567.28
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M +9% 13k 91.72
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.1M 15k 75.30
 View chart
Bank of America Corporation (BAC) 0.6 $1.1M -2% 39k 27.89
 View chart
FedEx Corporation (FDX) 0.6 $1.1M 4.4k 245.35
 View chart
Nuveen California Muni Vlu F Com Stk (NCA) 0.5 $1.0M 120k 8.32
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $963k 13k 76.09
 View chart
Vanguard World Fds Consum Stp Etf (VDC) 0.5 $944k 5.2k 182.06
 View chart
Procter & Gamble Company (PG) 0.5 $907k -2% 6.0k 150.01
 View chart
Wells Fargo & Company (WFC) 0.5 $906k 22k 40.98
 View chart
Select Sector Spdr Tr Technology (XLK) 0.5 $901k 5.1k 175.78
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $885k 4.1k 216.10
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $835k 3.4k 243.09
 View chart
Merck & Co (MRK) 0.4 $833k -67% 8.0k 104.40
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.4 $827k 4.6k 180.77
 View chart
NVIDIA Corporation (NVDA) 0.4 $772k +6% 1.7k 465.87
 View chart
Ishares Tr Intl Div Grwth (IGRO) 0.4 $772k 13k 58.80
 View chart
Starbucks Corporation (SBUX) 0.4 $755k 7.2k 104.30
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.4 $747k +8% 5.7k 129.99
 View chart
Fidelity Covington Trust High Divid Etf (FDVV) 0.4 $744k 19k 38.65
 View chart
Comcast Corp Cl A (CMCSA) 0.4 $724k -8% 17k 41.52
 View chart
Pepsi (PEP) 0.4 $703k 4.2k 167.37
 View chart
Blackstone Group Inc Com Cl A (BX) 0.4 $670k 6.8k 99.16
 View chart
Fidelity Covington Trust Consmr Staples (FSTA) 0.3 $657k +19% 16k 42.46
 View chart
Vanguard World Fds Utilities Etf (VPU) 0.3 $600k 4.6k 131.13
 View chart
At&t (T) 0.3 $594k -2% 38k 15.65
 View chart
Fidelity Covington Trust Msci Utils Index (FUTY) 0.3 $593k +36% 15k 38.97
 View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.3 $573k 8.6k 66.93
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $565k 8.1k 70.07
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $565k 5.8k 96.88
 View chart
Ishares Em Mkts Div Etf (DVYE) 0.3 $554k -7% 23k 24.38
 View chart
Union Pacific Corporation (UNP) 0.3 $553k 2.6k 212.02
 View chart
Meta Platforms Cl A (META) 0.3 $540k 1.7k 319.78
 View chart
Qualcomm (QCOM) 0.3 $533k -7% 4.4k 120.06
 View chart
MetLife (MET) 0.3 $526k 8.9k 59.35
 View chart
Chevron Corporation (CVX) 0.3 $525k 3.7k 142.40
 View chart
Cohen & Steers Quality Income Realty (RQI) 0.3 $493k +16% 49k 10.06
 View chart
Deere & Company (DE) 0.3 $484k 1.3k 369.47
 View chart
Pfizer (PFE) 0.3 $481k -37% 16k 30.82
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.2 $465k 728.00 639.28
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $463k +4% 16k 29.76
 View chart
United Parcel Service CL B (UPS) 0.2 $414k 2.9k 141.95
 View chart
McKesson Corporation (MCK) 0.2 $414k -12% 898.00 460.80
 View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $400k +6% 17k 23.50
 View chart
Ishares Tr Self Drivng Ev (IDRV) 0.2 $396k -76% 12k 32.83
 View chart
Wal-Mart Stores (WMT) 0.2 $384k 2.3k 164.33
 View chart
Fidelity Covington Trust Msci Matls Index (FMAT) 0.2 $371k -14% 8.6k 43.25
 View chart
Kraft Heinz (KHC) 0.2 $371k -18% 11k 33.17
 View chart
Visa Com Cl A (V) 0.2 $369k 1.5k 243.97
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $361k +3% 4.7k 75.96
 View chart
Charles Schwab Corporation (SCHW) 0.2 $360k -4% 6.5k 54.90
 View chart
Exxon Mobil Corporation (XOM) 0.2 $357k 3.5k 102.94
 View chart
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $341k -24% 4.4k 77.22
 View chart
Alps Etf Tr Sectr Div Dogs (SDOG) 0.2 $336k 7.3k 45.70
 View chart
McDonald's Corporation (MCD) 0.2 $333k NEW 1.2k 267.55
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $321k -22% 735.00 437.12
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.2 $320k -23% 3.1k 104.47
 View chart
Home Depot (HD) 0.2 $317k 1.1k 295.98
 View chart
Caterpillar (CAT) 0.2 $312k 1.3k 234.90
 View chart
Philip Morris International (PM) 0.2 $297k 3.3k 90.20
 View chart
Kkr & Co (KKR) 0.2 $293k 4.7k 62.41
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $282k NEW 12k 23.64
 View chart
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $256k -18% 4.3k 59.71
 View chart
Vanguard World Fds Health Car Etf (VHT) 0.1 $254k 1.1k 232.12
 View chart
Hdfc Bank Sponsored Ads (HDB) 0.1 $253k +8% 4.5k 56.61
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $248k 520.00 477.43
 View chart
Tesla Motors (TSLA) 0.1 $236k -8% 1.1k 222.11
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $227k -2% 3.0k 76.31
 View chart
Airbnb Com Cl A (ABNB) 0.1 $226k 1.9k 117.66
 View chart
Cummins (CMI) 0.1 $224k 1.0k 217.48
 View chart
WD-40 Company (WDFC) 0.1 $223k 1.0k 217.67
 View chart
Adobe Systems Incorporated (ADBE) 0.1 $221k NEW 377.00 585.31
 View chart
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $206k -7% 8.2k 25.12
 View chart
Wisdomtree Tr Artificial Intel (WTAI) 0.1 $186k NEW 11k 17.26
 View chart
Kinder Morgan (KMI) 0.1 $168k 10k 16.34
 View chart
Lulus Fashion Lounge Holding (LVLU) 0.1 $112k 51k 2.20
 View chart
Western Copper And Gold Cor (WRN) 0.1 $103k 83k 1.24
 View chart

Past Filings by Sweeney & Michel

SEC 13F filings are viewable for Sweeney & Michel going back to 2023