Sweeney & Michel, LLC Portfolio Holdings

Sweeney & Michel, LLC

  • $298 Billion
  • Q3 2025

Sweeney & Michel, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $298 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $26.5B, Ishares Core Dividend Growth E with a value of $24.4B, Apple Inc. with a value of $18.3B, Ishares Core High Dividend ETF with a value of $17.9B, and Alphabet Inc. with a value of $15.4B.

Examining the 13F form we can see an increase of $16B in the current position value, from $282B to 298B.

Sweeney & Michel, LLC is based out at Chico, CA

Below you can find more details about Sweeney & Michel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $298 Billion
ETFs: $155 Billion
Technology: $33.5 Billion
Financial Services: $28.4 Billion
Communication Services: $21 Billion
Healthcare: $12.1 Billion
Consumer Defensive: $8.51 Billion
Consumer Cyclical: $6.11 Billion
Energy: $5.01 Billion
Other: $7.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.5 Billion 8.9% of portfolio
185,474
Q3 2025 Added 0.66%
$0
$24.4 Billion 8.2% of portfolio
364,535
Q3 2025 Reduced 1.4%
$4.3T
$18.3 Billion 6.15% of portfolio
74,643
Q3 2025 Added 5.94%
$0
$17.9 Billion 6.0% of portfolio
148,001
Q3 2025 Added 0.17%
$1.74T
$15.4 Billion 5.19% of portfolio
64,979
Q3 2025 Reduced 2.99%
$0
$12.4 Billion 4.18% of portfolio
291,835
Q3 2025 Added 1.45%
$662B
$9.82 Billion 3.3% of portfolio
20,074
Q3 2025 Added 0.12%
Capital Group Dividend Growe
-
$9.58 Billion 3.22% of portfolio
-
Q3 2025 Added 4.08%
$0
$8.35 Billion 2.81% of portfolio
100,753
Q3 2025 Reduced 0.43%
$3.78T
$7.77 Billion 2.61% of portfolio
15,205
Q3 2025 Reduced 3.15%
$522B
$6.58 Billion 2.21% of portfolio
34,516
Q3 2025 Added 2.22%
Capital Group International
-
$6.11 Billion 2.05% of portfolio
-
Q3 2025 Added 0.6%
$404B
$5.69 Billion 1.91% of portfolio
6,113
Q3 2025 Added 0.31%
$881B
$5.38 Billion 1.81% of portfolio
17,879
Q3 2025 Reduced 0.95%
$0
$5.38 Billion 1.81% of portfolio
60,816
Q3 2025 Reduced 1.15%
$1.52B
$5.3 Billion 1.78% of portfolio
127,042
Q3 2025 Added 0.9%
$0
$4.9 Billion 1.65% of portfolio
84,042
Q3 2025 Added 1.26%
$172B
$3.86 Billion 1.3% of portfolio
96,866
Q3 2025 Reduced 0.85%
$465B
$3.65 Billion 1.23% of portfolio
19,943
Q3 2025 Added 1.12%
$0
$3.19 Billion 1.07% of portfolio
49,741
Q3 2025 Reduced 52.15%
$2.39T
$3.12 Billion 1.05% of portfolio
14,438
Q3 2025 Added 6.33%
$0
$3.09 Billion 1.04% of portfolio
70,512
Q3 2025 New
$114B
$2.76 Billion 0.93% of portfolio
24,820
Q3 2025 Added 5.26%
$61.6B
$2.69 Billion 0.9% of portfolio
99,102
Q3 2025 Added 0.56%
$0
$2.61 Billion 0.88% of portfolio
10,435
Q3 2025 Added 5.68%
$414B
$2.32 Billion 0.78% of portfolio
10,079
Q3 2025 Added 0.43%
$0
$2.23 Billion 0.75% of portfolio
20,220
Q3 2025 Added 10.08%
$0
$2.19 Billion 0.73% of portfolio
30,583
Q3 2025 Added 2.66%
$0
$1.98 Billion 0.67% of portfolio
37,424
Q3 2025 Added 0.95%
$0
$1.89 Billion 0.64% of portfolio
8,895
Q3 2025 Added 0.26%
-
$1.79 Billion 0.6% of portfolio
-
Q3 2025 Added 19.66%
$0
$1.76 Billion 0.59% of portfolio
18,709
Q3 2025 Added 4.33%
$317B
$1.6 Billion 0.54% of portfolio
20,584
Q3 2025 Reduced 7.1%
$0
$1.5 Billion 0.51% of portfolio
9,322
Q3 2025 Added 0.15%
$0
$1.52 Billion 0.51% of portfolio
34,707
Q3 2025 Added 8.42%
$183B
$1.47 Billion 0.49% of portfolio
5,069
Q3 2025 Added 1.4%
$0
$1.46 Billion 0.49% of portfolio
43,514
Q3 2025 Added 0.22%
$413B
$1.41 Billion 0.48% of portfolio
29,056
Q3 2025 Reduced 9.04%
$0
$1.37 Billion 0.46% of portfolio
4,936
Q3 2025 Added 0.49%
$1.29T
$1.36 Billion 0.46% of portfolio
3,290
Q3 2025 Added 1.73%
$130B
$1.36 Billion 0.46% of portfolio
3,681
Q3 2025 Added 1.1%
$0
$1.34 Billion 0.45% of portfolio
6,093
Q3 2025 Reduced 18.29%
$0
$1.25 Billion 0.42% of portfolio
5,892
Q3 2025 Added 0.32%
$0
$1.18 Billion 0.4% of portfolio
3,668
Q3 2025 Reduced 4.2%
$1.37T
$1.14 Billion 0.38% of portfolio
1,623
Q3 2025 Reduced 0.25%
$0
$1.11 Billion 0.37% of portfolio
12,607
Q3 2025 Added 0.96%
$270B
$1.06 Billion 0.36% of portfolio
14,796
Q3 2025 Reduced 2.41%
$342B
$1.04 Billion 0.35% of portfolio
5,910
Q3 2025 Reduced 22.88%
$0
$998 Million 0.34% of portfolio
12,683
Q3 2025 Added 0.45%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $298 Billion
  • Prior Value $282 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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