Sweeney & Michel, LLC Incresed Positions in Q1 2025

Sweeney & Michel, LLC

  • $229 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHYG
Ishares 0 5 Year High Yield CO

ETFs
38.4K
+ 16.3%
$42.38 - $43.28 $1.63M - $1.66M
274K $11.2B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.9K
+ 40.32%
$51.52 - $52.37 $562K - $571K
38K $1.97B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.23K
+ 65.19%
$79.17 - $82.04 $256K - $265K
8.19K $654M
TSLA
Tesla, Inc.

Consumer Cyclical
809
+ 38.2%
$222.15 - $428.22 $180K - $346K
2.93K $649M
Fidelity Wise Origin Bitcoin
1.29K
+ 15.17%
N/A
9.79K $656M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.1K
+ 13.04%
$67.08 - $76.14 $746K - $847K
96.5K $6.35B
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.34K
+ 26.87%
$36.91 - $41.03 $234K - $260K
29.9K $1.07B
Vanguard Calif Tax Free Fds
1.25K
+ 61.77%
N/A
3.28K $314M
PM
Philip Morris International Inc.

Consumer Defensive
18
+ 0.57%
$117.15 - $158.79 $2.11K - $2.86K
3.19K $477M
T
At&T Inc.

Communication Services
223
+ 1.47%
$21.56 - $28.28 $4.81K - $6.31K
15.4K $407M
FENY
Fidelity Covington Tr Msci Ene

ETFs
4.41K
+ 38.67%
$23.24 - $26.16 $102K - $115K
15.8K $329M
VDC
Vanguard Consumer Staples ETF

ETFs
536
+ 10.16%
$206.54 - $226.16 $111K - $121K
5.81K $1.19B
IDV
Ishares Tr

ETFs
1.9K
+ 27.88%
$27.0 - $31.7 $51.2K - $60.2K
8.71K $242M
MO
Altria Group, Inc.

Consumer Defensive
132
+ 3.07%
$50.81 - $60.02 $6.71K - $7.92K
4.43K $246M
WMT
Walmart Inc.

Consumer Defensive
323
+ 4.32%
$84.5 - $105.05 $27.3K - $33.9K
7.8K $638M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
423
+ 5.2%
$24.6 - $24.99 $10.4K - $10.6K
8.55K $211M
CVX
Chevron Corp

Energy
508
+ 11.27%
$146.71 - $167.97 $74.5K - $85.3K
5.02K $687M
DE
Deere & CO

Industrials
3
+ 0.24%
$408.57 - $509.27 $1.23K - $1.53K
1.27K $524M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
87
+ 2.13%
$77.7 - $78.94 $6.76K - $6.87K
4.16K $325M
SPY
Spdr S&P 500 ETF Trust

ETFs
83
+ 18.69%
$551.42 - $612.93 $45.8K - $50.9K
527 $262M
BND
Vanguard Bd Index Fd Inc Total

ETFs
67
+ 1.91%
$71.17 - $73.66 $4.77K - $4.94K
3.58K $259M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
2.71K
+ 21.06%
$19.0 - $24.32 $51.5K - $66K
15.6K $259M
GE
General Electric CO

Industrials
107
+ 8.42%
$168.59 - $212.13 $18K - $22.7K
1.38K $233M
MMM
3 M CO

Industrials
31
+ 1.46%
$129.7 - $155.12 $4.02K - $4.81K
2.16K $274M
QQQ
Invesco Qqq Trust, Series 1

ETFs
68
+ 11.79%
$468.34 - $539.52 $31.8K - $36.7K
645 $268M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 5.24%
$507.05 - $563.67 $13.7K - $15.2K
542 $248M
FSTA
Fidelity Covington Tr Msci Con

ETFs
148
+ 0.83%
$48.3 - $52.85 $7.15K - $7.82K
17.9K $859M
ABBV
Abb Vie Inc.

Healthcare
448
+ 4.75%
$169.2 - $216.66 $75.8K - $97.1K
9.87K $1.73B
PG
Procter & Gamble CO

Consumer Defensive
106
+ 2.04%
$158.56 - $176.26 $16.8K - $18.7K
5.3K $839M
VHT
Vanguard Health Care ETF

ETFs
7
+ 0.54%
$254.06 - $273.83 $1.78K - $1.92K
1.3K $312M
XOM
Exxon Mobil Corp

Energy
219
+ 5.52%
$105.44 - $118.93 $23.1K - $26K
4.19K $422M
ABNB
Airbnb, Inc.

Consumer Cyclical
48
+ 2.41%
$119.38 - $161.42 $5.73K - $7.75K
2.04K $215M
PFF
Ishares Trust Ishares Pfd And

ETFs
266
+ 1.84%
$30.73 - $32.26 $8.17K - $8.58K
14.8K $428M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
817
+ 4.73%
$87.68 - $94.52 $71.6K - $77.2K
18.1K $1.54B
VGT
Vanguard Information Technolog

ETFs
76
+ 10.24%
$542.38 - $646.34 $41.2K - $49.1K
818 $385M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
131
+ 1.72%
$55.76 - $59.54 $7.3K - $7.8K
7.75K $391M
VZ
Verizon Communications Inc

Communication Services
2.58K
+ 2.68%
$37.81 - $46.49 $97.4K - $120K
98.7K $4.16B
META
Meta Platforms, Inc.

Communication Services
37
+ 2.33%
$576.36 - $736.67 $21.3K - $27.3K
1.63K $830M
UNP
Union Pacific Corp

Industrials
31
+ 1.18%
$225.21 - $254.42 $6.98K - $7.89K
2.65K $552M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
8.24K
+ 13.96%
$12.04 - $13.32 $99.3K - $110K
67.3K $728M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.44%
$347.25 - $424.87 $2.08K - $2.55K
1.36K $457M
UPS
United Parcel Service Inc

Industrials
110
+ 4.12%
$109.66 - $136.26 $12.1K - $15K
2.78K $255M
EPI
Wisdomtree Tr India Earnings F

ETFs
107
+ 0.62%
$40.08 - $45.85 $4.29K - $4.91K
17.3K $713M
CAT
Caterpillar Inc

Industrials
52
+ 3.39%
$326.75 - $407.63 $17K - $21.2K
1.59K $434M
AMZN
Amazon Com Inc

Consumer Cyclical
396
+ 3.03%
$190.26 - $242.06 $75.3K - $95.9K
13.5K $2.3B
AMGN
Amgen Inc

Healthcare
123
+ 2.43%
$258.59 - $327.36 $31.8K - $40.3K
5.19K $1.45B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.7K
+ 6.18%
$48.13 - $51.78 $226K - $243K
80.8K $3.82B
VNQ
Vanguard Specialized Funds Van

ETFs
277
+ 2.15%
$85.55 - $94.34 $23.7K - $26.1K
13.1K $1.05B
XLK
Technology Sector Spdr

ETFs
130
+ 2.72%
$206.38 - $242.18 $26.8K - $31.5K
4.9K $881M
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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