SWEENEY & MICHEL, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$228.5B
Holdings
119
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (119 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MMM3M CO | 2,155 | $274.1M | 0.12% | |
| 102 | NDQINVESCO QQQ TR | 645 | $268.5M | 0.12% | |
| 103 | SPYSPDR S&P 500 ETF TR | 527 | $261.8M | 0.11% | |
| 104 | BNDVANGUARD BD INDEX FDS | 3,577 | $259.4M | 0.11% | |
| 105 | WTAIWISDOMTREE TR | 15,596 | $258.6M | 0.11% | |
| 106 | UPSUNITED PARCEL SERVICE INC | 2,778 | $255.4M | 0.11% | |
| 107 | CEGCONSTELLATION ENERGY CORP | 1,372 | $253.7M | 0.11% | |
| 108 | VOOVANGUARD INDEX FDS | 542 | $247.6M | 0.11% | |
| 109 | MOALTRIA GROUP INC | 4,431 | $246.2M | 0.11% | |
| 110 | IDV*ISHARES TR | 8,705 | $241.9M | 0.11% | |
| 111 | GEGE AEROSPACE | 1,378 | $233.4M | 0.10% | |
| 112 | WDFCWD 40 CO | 1,025 | $223.9M | 0.10% | |
| 113 | WMWASTE MGMT INC DEL | 1,000 | $216.5M | 0.09% | |
| 114 | ABNBAIRBNB INC | 2,036 | $215.2M | 0.09% | |
| 115 | SUSBISHARES TR | 8,554 | $211.5M | 0.09% | |
| 116 | FMATFIDELITY COVINGTON TRUST | 4,897 | $205.8M | 0.09% | |
| 117 | VLUEISHARES TR | 2,142 | $200.3M | 0.09% | |
| 118 | WRNWESTERN COPPER & GOLD CORP | 76,194 | $69.3M | 0.03% | |
| 119 | LVLULULUS FASHION LOUNGE HOLDING | 51,059 | $19.1M | 0.01% |
PreviousPage 2 of 2