Sweeney & Michel

Sweeney & Michel as of June 30, 2025

Portfolio Holdings for Sweeney & Michel

Sweeney & Michel holds 130 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 8.9 $25M 184k 136.39
Ishares Tr Core Div Grwth (DGRO) 8.5 $24M 370k 64.82
Ishares Tr Core High Dv Etf (HDV) 6.3 $18M 148k 119.79
Apple (AAPL) 5.3 $15M 71k 211.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.4 $12M 288k 42.80
Alphabet Cap Stk Cl C (GOOG) 4.3 $12M 67k 181.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.4 $9.5M 20k 475.86
Capital Group Dividend Growe Shs Etf (CGDG) 3.2 $9.1M 270k 33.80
Vanguard Whitehall Fds Intl High Etf (VYMI) 2.9 $8.1M 101k 80.50
Microsoft Corporation (MSFT) 2.8 $7.9M 16k 503.32
Ishares Core Msci Emkt (IEMG) 2.2 $6.2M 104k 60.06
Capital Group International SHS (CGIE) 2.1 $5.9M 182k 32.62
Costco Wholesale Corporation (COST) 2.1 $5.9M 6.1k 970.33
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.9 $5.5M 62k 88.68
TriCo Bancshares (TCBK) 1.9 $5.3M 126k 42.44
Johnson & Johnson (JNJ) 1.9 $5.3M 34k 156.90
JPMorgan Chase & Co. (JPM) 1.8 $5.2M 18k 286.86
Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $5.0M 37k 134.90
Fidelity Covington Trust Msci Utils Index (FUTY) 1.6 $4.4M 83k 53.12
Verizon Communications (VZ) 1.4 $4.1M 98k 41.62
NVIDIA Corporation (NVDA) 1.2 $3.3M 20k 164.92
Amazon (AMZN) 1.1 $3.1M 14k 225.02
Kinder Morgan (KMI) 1.0 $2.7M 99k 27.84
Prologis (PLD) 0.9 $2.6M 24k 109.17
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $2.3M 9.9k 236.25
Ishares Tr Short Treas Bd (SHV) 0.7 $2.0M 18k 110.20
Ishares Tr Exponential Tech (XT) 0.7 $2.0M 30k 65.52
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $1.9M 37k 52.45
Abbvie (ABBV) 0.7 $1.9M 10k 192.46
Wells Fargo & Company (WFC) 0.6 $1.8M 22k 82.55
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.8M 8.9k 205.93
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.7M 18k 92.74
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.5 $1.5M 30k 50.25
Bank of America Corporation (BAC) 0.5 $1.5M 32k 46.73
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.5 $1.5M 7.5k 199.41
Amgen (AMGN) 0.5 $1.5M 5.0k 295.25
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $1.4M 9.3k 151.25
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.5 $1.4M 43k 32.07
Ishares Tr Msci Intl Qualty (IQLT) 0.5 $1.4M 32k 43.01
Vanguard World Consum Stp Etf (VDC) 0.5 $1.3M 5.9k 218.42
Select Sector Spdr Tr Technology (XLK) 0.4 $1.3M 4.9k 255.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.2M 3.8k 307.06
Meta Platforms Cl A (META) 0.4 $1.2M 1.6k 717.34
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.1M 3.6k 309.14
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.1M 13k 89.76
Shell Spon Ads (SHEL) 0.4 $1.1M 15k 72.30
Palantir Technologies Cl A (PLTR) 0.4 $1.1M 7.7k 142.10
Blackstone Group Inc Com Cl A (BX) 0.4 $1.0M 6.4k 162.01
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $1.0M 9.9k 103.16
Tesla Motors (TSLA) 0.4 $1.0M 3.2k 313.51
Ishares Tr Intl Div Grwth (IGRO) 0.3 $984k 13k 77.93
FedEx Corporation (FDX) 0.3 $975k 4.1k 236.07
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $931k 18k 53.20
Fidelity Covington Trust Consmr Staples (FSTA) 0.3 $918k 18k 51.01
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $894k 7.9k 112.82
Wisdomtree Tr India Erngs Fd (EPI) 0.3 $893k 19k 46.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $879k 14k 63.44
Chevron Corporation (CVX) 0.3 $842k 5.4k 155.32
Vanguard World Utilities Etf (VPU) 0.3 $827k 4.6k 178.02
Cohen & Steers Quality Income Realty (RQI) 0.3 $815k 66k 12.39
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $788k 9.5k 83.24
Procter & Gamble Company (PG) 0.3 $783k 5.0k 157.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $758k 1.4k 554.14
Wal-Mart Stores (WMT) 0.3 $737k 7.8k 94.40
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $703k 8.6k 82.02
International Business Machines (IBM) 0.2 $663k 2.3k 283.54
Nuveen California Muni Vlu F Com Stk (NCA) 0.2 $655k 76k 8.60
Caterpillar (CAT) 0.2 $644k 1.6k 405.83
Qualcomm (QCOM) 0.2 $637k 4.0k 157.46
Union Pacific Corporation (UNP) 0.2 $627k 2.7k 235.09
Charles Schwab Corporation (SCHW) 0.2 $599k 6.5k 91.98
McKesson Corporation (MCK) 0.2 $596k 839.00 709.99
Merck & Co (MRK) 0.2 $592k 7.1k 83.36
Asml Holding N V N Y Registry Shs (ASML) 0.2 $588k 733.00 802.27
Visa Com Cl A (V) 0.2 $562k 1.6k 347.94
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.2 $558k 11k 50.37
Vanguard World Inf Tech Etf (VGT) 0.2 $549k 819.00 670.43
Philip Morris International (PM) 0.2 $547k 3.0k 179.94
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $539k 2.9k 183.84
Starbucks Corporation (SBUX) 0.2 $538k 5.7k 94.94
Deere & Company (DE) 0.2 $523k 1.0k 512.36
Ishares Em Mkts Div Etf (DVYE) 0.2 $514k 18k 29.04
Home Depot (HD) 0.2 $506k 1.4k 370.05
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.2 $502k 5.2k 96.90
MetLife (MET) 0.2 $496k 6.4k 77.70
Pepsi (PEP) 0.2 $493k 3.6k 135.25
Exxon Mobil Corporation (XOM) 0.2 $485k 4.2k 115.43
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $470k 4.9k 96.01
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $468k 15k 31.21
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $464k 20k 23.19
Alps Etf Tr Sectr Div Dogs (SDOG) 0.2 $461k 7.8k 58.93
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.2 $453k 11k 42.03
McDonald's Corporation (MCD) 0.2 $428k 1.4k 299.99
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $421k 3.9k 109.28
Kkr & Co (KKR) 0.1 $404k 2.9k 141.07
At&t (T) 0.1 $392k 15k 26.97
Wisdomtree Tr Artificial Intel (WTAI) 0.1 $385k 16k 24.37
Constellation Energy (CEG) 0.1 $373k 1.2k 321.49
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $365k 15k 24.61
Cummins (CMI) 0.1 $349k 1.0k 338.81
3M Company (MMM) 0.1 $348k 2.2k 155.81
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $337k 9.6k 35.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $332k 4.2k 79.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $331k 531.00 623.12
Vanguard World Health Car Etf (VHT) 0.1 $324k 1.3k 249.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $315k 549.00 572.94
Broadcom (AVGO) 0.1 $304k 1.1k 274.50
Ge Aerospace Com New (GE) 0.1 $294k 1.1k 255.45
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $279k 2.8k 100.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $263k 3.6k 72.81
Ally Financial (ALLY) 0.1 $259k 6.4k 40.44
Fidelity Covington Trust Msci Matls Index (FMAT) 0.1 $255k 4.9k 51.78
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $253k 1.0k 246.13
Columbia Etf Tr I Select Technolo (SEMI) 0.1 $253k 9.0k 28.11
United Parcel Service CL B (UPS) 0.1 $249k 2.5k 101.25
Eaton Corp SHS (ETN) 0.1 $242k 670.00 360.62
Boeing Company (BA) 0.1 $239k 1.1k 226.95
Altria (MO) 0.1 $232k 4.0k 57.80
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $230k 800.00 287.49
WD-40 Company (WDFC) 0.1 $229k 1.0k 223.33
Airbnb Com Cl A (ABNB) 0.1 $229k 1.7k 135.35
Ishares Tr Msci Intl Moment (IMTM) 0.1 $224k 5.0k 44.89
Select Sector Spdr Tr Financial (XLF) 0.1 $224k 4.3k 52.16
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $224k 3.5k 64.13
Cisco Systems (CSCO) 0.1 $217k 3.2k 67.95
Capital Group Core Balanced SHS (CGBL) 0.1 $216k 6.4k 33.58
Draftkings Com Cl A (DKNG) 0.1 $214k 5.0k 42.98
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $213k 8.5k 25.02
Abbott Laboratories (ABT) 0.1 $212k 1.6k 132.00
Western Copper And Gold Cor (WRN) 0.0 $101k 76k 1.33