Sweeney & Michel

Sweeney & Michel as of March 31, 2025

Portfolio Holdings for Sweeney & Michel

Sweeney & Michel holds 119 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 8.7 $20M 362k 55.22
Ishares Tr Core S&p Ttl Stk (ITOT) 8.5 $19M 179k 108.12
Ishares Tr Core High Dv Etf (HDV) 6.7 $15M 142k 108.41
Apple (AAPL) 5.4 $12M 71k 172.42
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.9 $11M 274k 40.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.3 $9.9M 20k 492.64
Alphabet Cap Stk Cl C (GOOG) 4.3 $9.8M 67k 146.58
Capital Group Dividend Growe Shs Etf (CGDG) 3.3 $7.5M 267k 28.02
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.8 $6.4M 97k 65.84
Microsoft Corporation (MSFT) 2.5 $5.6M 16k 354.55
Johnson & Johnson (JNJ) 2.3 $5.2M 35k 150.00
Ishares Core Msci Emkt (IEMG) 2.2 $4.9M 104k 47.74
Capital Group International SHS (CGIE) 2.0 $4.6M 176k 26.40
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.0 $4.6M 61k 75.29
TriCo Bancshares (TCBK) 2.0 $4.5M 124k 36.16
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $4.2M 37k 114.78
Verizon Communications (VZ) 1.8 $4.2M 99k 42.17
JPMorgan Chase & Co. (JPM) 1.7 $4.0M 18k 216.87
Fidelity Covington Trust Msci Utils Index (FUTY) 1.7 $3.8M 81k 47.29
Costco Wholesale Corporation (COST) 1.1 $2.6M 2.8k 908.82
Kinder Morgan (KMI) 1.1 $2.4M 96k 25.21
Amazon (AMZN) 1.0 $2.3M 14k 170.66
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $2.0M 38k 51.83
Prologis (PLD) 0.8 $1.9M 21k 89.76
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $1.8M 10k 180.84
NVIDIA Corporation (NVDA) 0.8 $1.8M 19k 96.30
Abbvie (ABBV) 0.8 $1.7M 9.9k 175.66
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.5M 18k 85.42
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.5M 8.8k 173.71
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.7 $1.5M 30k 50.24
Amgen (AMGN) 0.6 $1.5M 5.2k 280.26
Wells Fargo & Company (WFC) 0.6 $1.4M 23k 62.08
Ishares Tr Exponential Tech (XT) 0.6 $1.4M 28k 49.86
Bank of America Corporation (BAC) 0.5 $1.2M 34k 35.03
Vanguard World Consum Stp Etf (VDC) 0.5 $1.2M 5.8k 204.91
Ishares Tr Msci Intl Qualty (IQLT) 0.5 $1.1M 30k 35.90
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.5 $1.1M 43k 25.31
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $1.1M 9.2k 113.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.0M 13k 79.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.0M 4.2k 243.77
Spdr Gold Tr Gold Shs (GLD) 0.4 $992k 3.6k 275.20
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.4 $963k 6.9k 139.81
Shell Spon Ads (SHEL) 0.4 $932k 16k 59.75
Ishares Tr Short Treas Bd (SHV) 0.4 $904k 8.2k 110.20
Ishares Tr Intl Div Grwth (IGRO) 0.4 $887k 13k 66.32
Select Sector Spdr Tr Technology (XLK) 0.4 $882k 4.9k 179.75
Fidelity Covington Trust Consmr Staples (FSTA) 0.4 $859k 18k 47.94
Procter & Gamble Company (PG) 0.4 $839k 5.3k 158.40
Meta Platforms Cl A (META) 0.4 $830k 1.6k 510.35
FedEx Corporation (FDX) 0.4 $815k 4.1k 198.08
Blackstone Group Inc Com Cl A (BX) 0.4 $806k 6.7k 120.08
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $756k 17k 43.60
Vanguard World Utilities Etf (VPU) 0.3 $733k 4.6k 158.36
Cohen & Steers Quality Income Realty (RQI) 0.3 $728k 67k 10.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $723k 14k 51.16
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $713k 17k 41.30
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $704k 7.8k 90.56
Chevron Corporation (CVX) 0.3 $687k 5.0k 136.94
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $683k 9.3k 73.18
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $656k 9.8k 67.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $654k 8.2k 79.91
Tesla Motors (TSLA) 0.3 $649k 2.9k 221.86
Wal-Mart Stores (WMT) 0.3 $638k 7.8k 81.79
Nuveen California Muni Vlu F Com Stk (NCA) 0.3 $637k 76k 8.38
Palantir Technologies Cl A (PLTR) 0.3 $589k 7.6k 77.32
Pepsi (PEP) 0.2 $571k 4.1k 140.31
Union Pacific Corporation (UNP) 0.2 $552k 2.7k 208.23
McKesson Corporation (MCK) 0.2 $548k 839.00 652.59
Visa Com Cl A (V) 0.2 $529k 1.7k 308.22
Deere & Company (DE) 0.2 $524k 1.3k 413.02
Qualcomm (QCOM) 0.2 $504k 4.0k 124.65
McDonald's Corporation (MCD) 0.2 $504k 1.7k 299.85
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $500k 22k 22.71
Merck & Co (MRK) 0.2 $496k 6.3k 78.96
Philip Morris International (PM) 0.2 $477k 3.2k 149.24
Home Depot (HD) 0.2 $457k 1.4k 335.32
Charles Schwab Corporation (SCHW) 0.2 $454k 6.5k 69.93
Starbucks Corporation (SBUX) 0.2 $442k 5.5k 79.69
Asml Holding N V N Y Registry Shs (ASML) 0.2 $439k 737.00 595.61
Ishares Em Mkts Div Etf (DVYE) 0.2 $434k 18k 23.95
Caterpillar (CAT) 0.2 $434k 1.6k 273.97
MetLife (MET) 0.2 $434k 6.3k 68.42
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $428k 15k 29.00
Exxon Mobil Corporation (XOM) 0.2 $422k 4.2k 100.78
At&t (T) 0.2 $407k 15k 26.39
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.2 $401k 8.0k 50.00
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $397k 4.9k 81.46
Alps Etf Tr Sectr Div Dogs (SDOG) 0.2 $391k 7.8k 50.46
Vanguard World Inf Tech Etf (VGT) 0.2 $385k 818.00 470.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $379k 2.5k 152.44
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.2 $374k 11k 34.67
Kkr & Co (KKR) 0.1 $330k 3.5k 94.51
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $329k 16k 20.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $325k 4.2k 78.14
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $325k 3.8k 86.13
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.1 $314k 3.3k 95.74
Vanguard World Health Car Etf (VHT) 0.1 $312k 1.3k 240.56
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $307k 3.1k 100.43
Allstate Corporation (ALL) 0.1 $275k 1.5k 183.47
Cummins (CMI) 0.1 $275k 1.0k 267.07
3M Company (MMM) 0.1 $274k 2.2k 127.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $269k 645.00 416.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $262k 527.00 496.78
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $259k 3.6k 72.52
Wisdomtree Tr Artificial Intel (WTAI) 0.1 $259k 16k 16.58
United Parcel Service CL B (UPS) 0.1 $255k 2.8k 91.93
Constellation Energy (CEG) 0.1 $254k 1.4k 184.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $248k 542.00 456.78
Altria (MO) 0.1 $246k 4.4k 55.56
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $242k 8.7k 27.79
Ge Aerospace Com New (GE) 0.1 $233k 1.4k 169.36
WD-40 Company (WDFC) 0.1 $224k 1.0k 218.48
Waste Management (WM) 0.1 $217k 1.0k 216.47
Airbnb Com Cl A (ABNB) 0.1 $215k 2.0k 105.69
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $212k 8.6k 24.72
Fidelity Covington Trust Msci Matls Index (FMAT) 0.1 $206k 4.9k 42.02
Ishares Tr Msci Usa Value (VLUE) 0.1 $200k 2.1k 93.51
Western Copper And Gold Cor (WRN) 0.0 $69k 76k 0.91
Lulus Fashion Lounge Holding 0.0 $19k 51k 0.38