Patrick M Sweeney & Associates, Inc has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.42B, Abbott Laboratories with a value of $8.42B, Jpmorgan Chase & CO with a value of $5.76B, Bank Of America Corp with a value of $5.07B, and Merck & Co., Inc. with a value of $4.74B.
Examining the 13F form we can see an decrease of $2.6B in the current position value, from $136B to 133B.
Patrick M Sweeney & Associates, Inc is based out at Libertyville, IL
Below you can find more details about Patrick M Sweeney & Associates, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$133 Billion
Healthcare: $31.6 Billion
Financial Services: $24.9 Billion
Technology: $20.5 Billion
Industrials: $19.2 Billion
ETFs: $9.74 Billion
Consumer Defensive: $7.47 Billion
Consumer Cyclical: $7.17 Billion
Communication Services: $6.09 Billion
Other: $6.19 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
