SWEENEY & MICHEL, LLC Q2 2025 Filing
Filed July 14, 2025
Portfolio Value
$281.5B
Holdings
130
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (130 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MMM3M CO | 2,232 | $347.8M | 0.12% | |
| 102 | IDV*ISHARES TR | 9,622 | $337.2M | 0.12% | |
| 103 | VCSHVANGUARD SCOTTSDALE FDS | 4,204 | $332.4M | 0.12% | |
| 104 | SPYSPDR S&P 500 ETF TR | 531 | $330.9M | 0.12% | |
| 105 | VHTVANGUARD WORLD FD | 1,302 | $324.3M | 0.12% | |
| 106 | VOOVANGUARD INDEX FDS | 549 | $314.5M | 0.11% | |
| 107 | AVGOBROADCOM INC | 1,107 | $303.9M | 0.11% | |
| 108 | GEGE AEROSPACE | 1,149 | $293.5M | 0.10% | |
| 109 | SGOVISHARES TR | 2,772 | $278.7M | 0.10% | |
| 110 | BNDVANGUARD BD INDEX FDS | 3,612 | $263.0M | 0.09% | |
| 111 | ALLYALLY FINL INC | 6,407 | $259.1M | 0.09% | |
| 112 | FMATFIDELITY COVINGTON TRUST | 4,916 | $254.6M | 0.09% | |
| 113 | SOXXISHARES TR | 1,028 | $253.0M | 0.09% | |
| 114 | SEMICOLUMBIA ETF TR I | 9,000 | $252.9M | 0.09% | |
| 115 | UPSUNITED PARCEL SERVICE INC | 2,461 | $249.2M | 0.09% | |
| 116 | ETNEATON CORP PLC | 670 | $241.6M | 0.09% | |
| 117 | BABOEING CO | 1,051 | $238.5M | 0.08% | |
| 118 | MOALTRIA GROUP INC | 4,010 | $231.8M | 0.08% | |
| 119 | SMHVANECK ETF TRUST | 800 | $230.0M | 0.08% | |
| 120 | WDFCWD 40 CO | 1,025 | $228.9M | 0.08% | |
| 121 | ABNBAIRBNB INC | 1,690 | $228.7M | 0.08% | |
| 122 | IMTMISHARES TR | 4,986 | $223.8M | 0.08% | |
| 123 | XLFSELECT SECTOR SPDR TR | 4,289 | $223.7M | 0.08% | |
| 124 | FHLCFIDELITY COVINGTON TRUST | 3,488 | $223.7M | 0.08% | |
| 125 | CSCOCISCO SYS INC | 3,190 | $216.8M | 0.08% | |
| 126 | CGBLCAPITAL GROUP CORE BALANCED | 6,437 | $216.1M | 0.08% | |
| 127 | DKNGDRAFTKINGS INC NEW | 4,988 | $214.4M | 0.08% | |
| 128 | SUSBISHARES TR | 8,522 | $213.2M | 0.08% | |
| 129 | ABTABBOTT LABS | 1,604 | $211.7M | 0.08% | |
| 130 | WRNWESTERN COPPER & GOLD CORP | 76,194 | $101.3M | 0.04% |
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