SWEENEY & MICHEL, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$297.5B
Holdings
137
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (137 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VHTVANGUARD WORLD FD | 1,306 | $345.7M | 0.12% | |
| 102 | AVGOBROADCOM INC | 1,052 | $341.4M | 0.11% | |
| 103 | VCSHVANGUARD SCOTTSDALE FDS | 4,239 | $338.0M | 0.11% | |
| 104 | KKRKKR & CO INC | 2,866 | $337.7M | 0.11% | |
| 105 | VCRBVANGUARD MALVERN FDS | 4,181 | $328.2M | 0.11% | |
| 106 | VOOVANGUARD INDEX FDS | 545 | $327.4M | 0.11% | |
| 107 | TAT&T INC | 11,919 | $308.4M | 0.10% | |
| 108 | MMM3M CO | 1,957 | $291.1M | 0.10% | |
| 109 | SGOVISHARES TR | 2,828 | $284.3M | 0.10% | |
| 110 | SOXXISHARES TR | 1,030 | $280.1M | 0.09% | |
| 111 | BNDVANGUARD BD INDEX FDS | 3,648 | $271.8M | 0.09% | |
| 112 | MOALTRIA GROUP INC | 4,055 | $269.8M | 0.09% | |
| 113 | IRENIREN LIMITED | 4,500 | $269.0M | 0.09% | |
| 114 | GEGE AEROSPACE | 912 | $265.9M | 0.09% | |
| 115 | GEVGE VERNOVA INC | 430 | $260.2M | 0.09% | |
| 116 | ETNEATON CORP PLC | 672 | $248.0M | 0.08% | |
| 117 | IMTMISHARES TR | 5,261 | $246.6M | 0.08% | |
| 118 | ALLYALLY FINL INC | 6,663 | $246.3M | 0.08% | |
| 119 | SEMICOLUMBIA ETF TR I | 8,000 | $246.1M | 0.08% | |
| 120 | FHLCFIDELITY COVINGTON TRUST | 3,597 | $245.4M | 0.08% | |
| 121 | PANWPALO ALTO NETWORKS INC | 1,155 | $240.9M | 0.08% | |
| 122 | SHLDGLOBAL X FDS | 3,501 | $238.3M | 0.08% | |
| 123 | XLFSELECT SECTOR SPDR TR | 4,428 | $231.0M | 0.08% | |
| 124 | BABOEING CO | 1,091 | $230.0M | 0.08% | |
| 125 | SMHVANECK ETF TRUST | 700 | $227.7M | 0.08% | |
| 126 | SUSBISHARES TR | 8,789 | $221.9M | 0.07% | |
| 127 | CGBLCAPITAL GROUP CORE BALANCED | 6,471 | $221.9M | 0.07% | |
| 128 | FMATFIDELITY COVINGTON TRUST | 4,303 | $219.4M | 0.07% | |
| 129 | CSCOCISCO SYS INC | 3,217 | $218.6M | 0.07% | |
| 130 | CRSPCRISPR THERAPEUTICS AG | 2,944 | $215.1M | 0.07% | |
| 131 | GOOGLALPHABET INC | 902 | $213.3M | 0.07% | |
| 132 | FQALFIDELITY COVINGTON TRUST | 2,916 | $212.9M | 0.07% | |
| 133 | ABNBAIRBNB INC | 1,801 | $212.9M | 0.07% | |
| 134 | UPSUNITED PARCEL SERVICE INC | 2,551 | $211.4M | 0.07% | |
| 135 | ABTABBOTT LABS | 1,590 | $210.7M | 0.07% | |
| 136 | DEDEERE & CO | 454 | $202.7M | 0.07% | |
| 137 | WRNWESTERN COPPER & GOLD CORP | 79,194 | $174.2M | 0.06% |
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