Patrick M Sweeney & Associates, Inc Portfolio Holdings

Patrick M Sweeney & Associates, Inc

  • $133 Billion
  • Q4 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $133 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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