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CIK: 0002010453
Total reported value
$174.1M
$174.1M
147 檔
19.2%
At the close of Q4 2024, Patrick M Sweeney & Associates, Inc disclosed equity holdings valued at approximately $174.1M, spread across 147 reported holdings.
During Q4 2024, Patrick M Sweeney & Associates, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.06% | +0.09% | -1.17% | |
| 2 | ABT | Abbott Laboratories | Stock-Healthcare | 6.31% | -0.99% | -0.01% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.31% | -0.77% | -0.21% | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 3.80% | -0.03% | -9.07% | |
| 5 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.55% | -0.15% | -0.21% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.53% | +0.14% | +0.01% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | -0.20% | -0.29% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.12% | +0.28% | +0.58% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.95% | +0.05% | +0.31% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.79% | -0.27% | -0.23% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 1.77% | -0.06% | -0.18% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.73% | +0.33% | +0.07% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | +0.02% | — | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.56% | -0.38% | +65.30% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | +0.20% | +0.03% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.42% | -0.17% | -0.77% | |
| 17 | CVS | Cvs Health CORP | Stock-Healthcare | 1.20% | +0.44% | -46.63% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.06% | +0.87% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | — | +0.46% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | +0.57% | -0.40% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.09% | +0.62% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.90% | +0.01% | +0.38% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +0.01% | -2.47% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 0.86% | +0.07% | +1.22% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 0.84% | -0.74% | EXIT | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.16% | -0.68% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.08% | -0.11% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | +0.14% | +0.62% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.77% | +0.04% | +0.99% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.14% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.15% | — | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.73% | -0.07% | — | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.72% | — | +81.23% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.05% | +0.56% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | -0.01% | -1.73% | |
| 36 | DE | Deere & Co | Stock-Industrials | 0.67% | +0.01% | +1.20% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.67% | -0.12% | +0.01% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.05% | +0.34% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.64% | +0.06% | -0.27% | |
| 40 | FDX | Fedex CORP | Stock-Industrials | 0.63% | -0.14% | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.04% | +0.02% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.05% | +0.35% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.59% | -0.04% | +0.50% | |
| 44 | URI | United Rentals Inc | Stock-Industrials | 0.59% | +0.19% | -1.66% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.06% | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.56% | +0.01% | +1.45% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.01% | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.25% | +0.01% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.52% | -0.11% | +2.34% | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.51% | +0.13% | -0.51% |
According to official SEC Form 13F filings, Patrick M Sweeney & Associates, Inc reported a total U.S. public equity portfolio value of $174.1M across 147 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, ABT, JPM) accounted for 19.2% of total reported equity market value during Q4 2024.
During Q4 2024, Patrick M Sweeney & Associates, Inc's top holdings by market value included AAPL (7.1%)、ABT (6.3%)、JPM (4.3%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q4 2024, Patrick M Sweeney & Associates, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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