Sweeney & Michel

Sweeney & Michel as of March 31, 2026

Portfolio Holdings for Sweeney & Michel

Sweeney & Michel holds 145 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 8.8 $30M 198k 150.33
Ishares Tr Core Div Grwth (DGRO) 8.2 $28M 384k 72.29
Ishares Tr Core High Dv Etf (HDV) 6.2 $21M 156k 134.38
Alphabet Cap Stk Cl C (GOOG) 6.0 $21M 64k 319.21
Apple (AAPL) 5.8 $20M 76k 259.20
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 4.2 $14M 335k 42.52
Capital Group International SHS (CGIE) 3.4 $12M 324k 35.83
Capital Group Dividend Growe Shs Etf (CGDG) 3.1 $11M 286k 37.24
Vanguard Whitehall Fds Intl High Etf (VYMI) 3.1 $10M 105k 99.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $9.7M 20k 480.19
Johnson & Johnson (JNJ) 2.1 $7.2M 30k 237.96
TriCo Bancshares (TCBK) 1.9 $6.3M 126k 50.11
Costco Wholesale Corporation (COST) 1.7 $5.9M 6.0k 980.81
Microsoft Corporation (MSFT) 1.7 $5.9M 15k 384.36
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $5.7M 37k 153.19
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.6 $5.5M 60k 91.76
Fidelity Covington Trust Msci Utils Index (FUTY) 1.6 $5.4M 91k 59.76
JPMorgan Chase & Co. (JPM) 1.6 $5.4M 17k 313.68
Ea Series Trust Freedom 100 Em (FRDM) 1.3 $4.5M 74k 60.51
Amazon (AMZN) 1.1 $3.6M 15k 239.89
Ishares Core Msci Emkt (IEMG) 1.1 $3.6M 48k 74.94
NVIDIA Corporation (NVDA) 1.1 $3.6M 19k 189.31
Blackrock Etf Trust Ii Ishares Short-te (CALI) 1.0 $3.4M 67k 50.42
Kinder Morgan (KMI) 0.9 $3.2M 100k 32.07
Prologis (PLD) 0.9 $3.1M 23k 137.15
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $2.8M 11k 266.05
Spdr Series Trust State Street Spd (KRE) 0.8 $2.7M 38k 69.39
Ishares Tr Trust Ishare 0-1 (SHV) 0.7 $2.3M 21k 110.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $2.2M 42k 52.60
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.6 $2.2M 43k 50.24
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.1M 43k 48.90
Abbvie (ABBV) 0.6 $2.1M 10k 206.47
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.0M 8.8k 223.25
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $1.9M 20k 93.51
Wells Fargo & Company (WFC) 0.5 $1.8M 21k 86.64
Amgen (AMGN) 0.5 $1.8M 5.1k 349.84
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.5 $1.8M 48k 36.34
Verizon Communications (VZ) 0.5 $1.7M 36k 45.42
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.6M 3.7k 435.36
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.5 $1.6M 7.0k 226.20
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $1.6M 9.3k 167.41
Bank of America Corporation (BAC) 0.5 $1.6M 29k 53.35
FedEx Corporation (FDX) 0.4 $1.5M 4.1k 371.89
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $1.4M 9.8k 145.61
Caterpillar (CAT) 0.4 $1.4M 1.8k 791.73
Shell Spon Ads (SHEL) 0.4 $1.4M 15k 92.60
Vanguard World Consum Stp Etf (VDC) 0.4 $1.4M 6.0k 224.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.3M 13k 93.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.2M 3.6k 338.68
Ishares Tr Intl Div Grwth (IGRO) 0.3 $1.1M 13k 87.40
Tesla Motors (TSLA) 0.3 $1.1M 3.1k 352.42
Ishares Tr Future Exponenti (XT) 0.3 $1.1M 15k 71.81
Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $1.1M 720.00 1499.38
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.0M 7.9k 131.81
Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $1.0M 18k 57.49
Chevron Corporation (CVX) 0.3 $1.0M 5.4k 191.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.0M 14k 71.21
Meta Platforms Cl A (META) 0.3 $999k 1.6k 634.72
Wal-Mart Stores (WMT) 0.3 $987k 7.9k 124.58
Fidelity Covington Trust Consmr Staples (FSTA) 0.3 $953k 18k 52.25
Vanguard World Utilities Etf (VPU) 0.3 $935k 4.7k 200.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $933k 4.6k 201.26
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $929k 9.9k 93.42
Merck & Co (MRK) 0.3 $924k 7.7k 120.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $879k 1.4k 617.45
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.2 $845k 8.5k 100.02
Cohen & Steers Quality Income Realty (RQI) 0.2 $834k 65k 12.85
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $781k 9.4k 83.20
Palantir Technologies Cl A (PLTR) 0.2 $766k 5.8k 132.37
McKesson Corporation (MCK) 0.2 $727k 841.00 864.87
Charles Schwab Corporation (SCHW) 0.2 $710k 7.3k 96.79
Procter & Gamble Company (PG) 0.2 $701k 4.9k 143.58
Ishares Em Mkts Div Etf (DVYE) 0.2 $696k 20k 35.59
Union Pacific Corporation (UNP) 0.2 $661k 2.6k 251.29
Nuveen California Muni Vlu F Com Stk (NCA) 0.2 $650k 70k 9.35
Blackstone Group Inc Com Cl A (BX) 0.2 $645k 5.3k 121.83
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $641k 10k 63.90
Cummins (CMI) 0.2 $637k 1.0k 618.49
Exxon Mobil Corporation (XOM) 0.2 $629k 4.1k 152.64
Pepsi (PEP) 0.2 $580k 3.7k 155.90
International Business Machines (IBM) 0.2 $566k 2.4k 237.84
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.2 $549k 12k 47.75
Wisdomtree Tr Artificial Intel (WTAI) 0.2 $542k 17k 31.97
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $540k 17k 31.91
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $530k 12k 44.23
Vanguard World Inf Tech Etf (VGT) 0.2 $528k 696.00 758.66
Alps Etf Tr Sectr Div Dogs (SDOG) 0.2 $525k 8.0k 65.41
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $522k 5.0k 105.22
Visa Com Cl A (V) 0.1 $509k 1.6k 309.40
Philip Morris International (PM) 0.1 $506k 3.1k 162.76
Qualcomm (QCOM) 0.1 $505k 3.9k 131.23
McDonald's Corporation (MCD) 0.1 $505k 1.7k 304.44
MetLife (MET) 0.1 $492k 6.5k 75.36
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $485k 20k 24.27
Starbucks Corporation (SBUX) 0.1 $484k 5.0k 97.49
Home Depot (HD) 0.1 $462k 1.4k 341.18
Ishares Tr Msci Intl Moment (IMTM) 0.1 $457k 8.8k 51.98
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $446k 14k 30.99
Wisdomtree Tr India Erngs Fd (EPI) 0.1 $444k 10k 42.99
Ge Vernova (GEV) 0.1 $427k 431.00 990.33
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $406k 1.0k 393.22
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $401k 3.3k 119.65
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $396k 576.00 686.59
Constellation Energy (CEG) 0.1 $385k 1.3k 291.66
Global X Fds Defense Tech Etf (SHLD) 0.1 $373k 5.0k 74.53
Broadcom (AVGO) 0.1 $368k 970.00 379.75
Vanguard World Health Car Etf (VHT) 0.1 $363k 1.3k 275.91
Owl Rock Capital Corporation (OBDC) 0.1 $362k 33k 10.93
Alphabet Cap Stk Cl A (GOOGL) 0.1 $354k 1.1k 321.27
Capital Group Core Balanced SHS (CGBL) 0.1 $348k 9.6k 36.11
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $345k 777.00 443.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $342k 4.3k 79.32
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $336k 4.3k 77.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $330k 523.00 630.46
3M Company (MMM) 0.1 $328k 2.1k 152.80
At&t (T) 0.1 $323k 13k 25.61
Ally Financial (ALLY) 0.1 $289k 6.9k 41.94
Boeing Company (BA) 0.1 $287k 1.3k 222.23
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $287k 2.9k 100.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $287k 3.5k 81.89
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $286k 774.00 369.36
Ge Aerospace Com New (GE) 0.1 $285k 914.00 311.85
Kkr & Co (KKR) 0.1 $282k 2.9k 98.15
Deere & Company (DE) 0.1 $276k 457.00 603.09
Cisco Systems (CSCO) 0.1 $275k 3.3k 82.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $275k 3.7k 73.80
Altria (MO) 0.1 $274k 4.1k 66.82
Eaton Corp SHS (ETN) 0.1 $273k 676.00 403.50
Fidelity Covington Trust Msci Matls Index (FMAT) 0.1 $272k 4.5k 60.67
Waste Management (WM) 0.1 $259k 1.1k 230.97
Columbia Etf Tr I Select Technolo (SEMI) 0.1 $258k 8.0k 32.27
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $257k 3.6k 71.23
Totalenergies Se Act (TTE) 0.1 $243k 2.6k 93.44
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $236k 5.1k 46.68
Fidelity Covington Trust Qlty Fctor Etf (FQAL) 0.1 $231k 3.0k 75.88
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $225k 9.0k 25.07
Ishares Esg Awr Msci Em (ESGE) 0.1 $225k 4.6k 48.84
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $224k 4.3k 51.66
Barrick Mng Corp Com Shs (B) 0.1 $217k 5.1k 43.02
Enterprise Products Partners (EPD) 0.1 $215k 5.7k 37.42
Global X Fds Aging Population (AGNG) 0.1 $212k 5.9k 36.27
WD-40 Company (WDFC) 0.1 $212k 1.0k 207.04
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $206k 2.0k 101.30
Western Copper And Gold Cor (WRN) 0.1 $175k 61k 2.85
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.0 $154k 11k 14.62