Sweeney & Michel, LLC Sells in Q1 2025

Sweeney & Michel, LLC

  • $229 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-892
- 1.24%
$209.68 - $247.1 $187K - $220K
71.3K $12.3B
TCBK
Trico Bancshares

Financial Services
-13.4K
- 9.76%
$39.87 - $45.12 $535K - $606K
124K $4.49B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-5.63K
- 8.5%
$78.97 - $85.82 $444K - $483K
60.5K $4.56B
MSFT
Microsoft Corp

Technology
-65
- 0.41%
$375.39 - $447.2 $24.4K - $29.1K
15.9K $5.65B
Capital Group Dividend Growe
-7.17K
- 2.62%
N/A
267K $7.48B
XT
Ishares Tr Exponential Technol

ETFs
-7.66K
- 21.38%
$57.93 - $64.0 $444K - $490K
28.2K $1.4B
JNJ
Johnson & Johnson

Healthcare
-428
- 1.22%
$142.06 - $167.7 $60.8K - $71.8K
34.5K $5.18B
VIG
Vanguard Dividend Appreciation

ETFs
-1.35K
- 13.25%
N/A
8.85K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
-1.57K
- 7.95%
$225.19 - $279.95 $354K - $441K
18.2K $3.95B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.42K
- 13.27%
$126.86 - $146.45 $180K - $207K
9.25K $1.05B
BX
Blackstone Inc.

Financial Services
-7
- 0.1%
$136.53 - $186.74 $956 - $1.31K
6.72K $806M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-276
- 2.67%
$196.12 - $229.48 $54.1K - $63.3K
10.1K $1.82B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.04K
- 11.83%
$102.49 - $119.96 $107K - $125K
7.77K $704M
KKR
Kkr & Co. Inc.

Financial Services
-1.24K
- 26.17%
$108.17 - $167.07 $134K - $207K
3.49K $330M
BAC
Bank Of America Corp

Financial Services
-217
- 0.63%
$39.61 - $47.74 $8.6K - $10.4K
34.3K $1.2B
MRK
Merck & Co., Inc.

Healthcare
-595
- 8.66%
$83.01 - $101.02 $49.4K - $60.1K
6.28K $496M
CGGO
Capital Group Global Growth Eq

ETFs
-958
- 2.21%
$28.35 - $30.84 $27.2K - $29.5K
42.5K $1.07B
COST
Costco Wholesale Corp

Consumer Defensive
-309
- 9.8%
$890.62 - $1076.86 $275K - $333K
2.84K $2.58B
VTI
Vanguard Total Stock Market Et

ETFs
-43
- 1.0%
$271.18 - $303.12 $11.7K - $13K
4.24K $1.03B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-273
- 1.89%
$57.21 - $65.8 $15.6K - $18K
14.1K $723M
QCOM
Qualcomm Inc

Technology
-10
- 0.25%
$151.94 - $175.86 $1.52K - $1.76K
4.04K $504M
CEG
Constellation Energy Corp

Utilities
-264
- 16.14%
$202.21 - $347.44 $53.4K - $91.7K
1.37K $254M
SHEL
Shell PLC

Energy
-955
- 5.77%
$62.84 - $73.29 $60K - $70K
15.6K $931M
NCA
Nuveen California Municipal Value Fund

Financial Services
-12.5K
- 14.1%
$8.41 - $8.73 $105K - $109K
76K $637M
FDVV
Fidelity High Dividend ETF

ETFs
-628
- 3.49%
$48.86 - $52.28 $30.7K - $32.8K
17.3K $756M
PEP
Pepsico Inc

Consumer Defensive
-158
- 3.74%
$142.64 - $156.42 $22.5K - $24.7K
4.07K $571M
WFC
Wells Fargo & Company

Financial Services
-1.39K
- 5.76%
$66.78 - $81.42 $93K - $113K
22.8K $1.41B
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-1.32K
- 21.22%
$47.6 - $51.91 $62.8K - $68.5K
4.9K $206M
MET
Metlife Inc

Financial Services
-121
- 1.87%
$77.7 - $87.0 $9.4K - $10.5K
6.34K $434M
IGRO
Ishares Tr International Divid

ETFs
-152
- 1.12%
$66.91 - $73.87 $10.2K - $11.2K
13.4K $887M
DVYE
Ishares Emerging Markets Divid

ETFs
-908
- 4.77%
$25.08 - $27.99 $22.8K - $25.4K
18.1K $434M
ASML
Asml Holding Nv

Technology
-7
- 0.94%
$662.63 - $776.99 $4.64K - $5.44K
737 $439M
SBUX
Starbucks Corp

Consumer Cyclical
-24
- 0.43%
$91.75 - $115.81 $2.2K - $2.78K
5.54K $442M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-915
- 8.93%
$69.81 - $78.9 $63.9K - $72.2K
9.33K $683M
VPU
Vanguard Utilities ETF

ETFs
-67
- 1.43%
$161.24 - $173.33 $10.8K - $11.6K
4.63K $733M
KMI
Kinder Morgan, Inc.

Energy
-4.75K
- 4.72%
$26.1 - $31.22 $124K - $148K
95.9K $2.42B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-78
- 1.58%
$90.0 - $96.32 $7.02K - $7.51K
4.87K $397M
MCD
Mcdonalds Corp

Consumer Cyclical
-170
- 9.19%
$279.74 - $321.29 $47.6K - $54.6K
1.68K $504M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-28
- 0.74%
$95.35 - $107.82 $2.67K - $3.02K
3.77K $325M
WRN
Western Copper & Gold Corp

Basic Materials
-2K
- 2.56%
$0.99 - $1.21 $1.98K - $2.42K
76.2K $69.3M
SCHW
Schwab Charles Corp

Financial Services
-33
- 0.51%
$71.24 - $83.64 $2.35K - $2.76K
6.5K $454M
V
Visa Inc.

Financial Services
-15
- 0.87%
$306.92 - $362.71 $4.6K - $5.44K
1.72K $529M
MCK
Mckesson Corp

Healthcare
-63
- 6.98%
$566.21 - $672.99 $35.7K - $42.4K
839 $548M
PLTR
Palantir Technologies Inc.

Technology
-1.18K
- 13.43%
$64.98 - $124.62 $76.8K - $147K
7.62K $589M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-361
- 1.76%
$442.66 - $534.52 $160K - $193K
20.1K $9.9B
Activity Summary
Buys All Purchases 66 New Holdings 6 Increased Positions 60 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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