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CIK: 0002010453
Total reported value
$174.1M
$174.1M
147 檔
20.0%
During the Q1 2025 filing period, Patrick M Sweeney & Associates, Inc (CIK: 0002010453) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $174.1M across 147 reported positions.
During Q1 2025, 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 | ABT | Abbott Laboratories | Stock-Healthcare | 7.37% | -0.99% | -0.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.20% | +0.09% | -0.73% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.38% | -0.77% | -0.33% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 4.15% | +0.14% | +0.00% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 3.92% | -0.03% | +8.97% | |
| 6 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.20% | -0.15% | +0.00% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.20% | -0.71% | |
| 8 | PFE | Pfizer Inc | Stock-Healthcare | 2.17% | -0.38% | +46.60% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.84% | +0.33% | — | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.84% | +0.02% | — | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.81% | -0.27% | -1.95% | |
| 12 | CVS | Cvs Health CORP | Stock-Healthcare | 1.79% | +0.44% | -0.76% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.70% | +0.28% | -1.69% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.05% | +0.29% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.60% | -0.17% | -1.94% | |
| 16 | BX | Blackstone Inc | Stock-Financials | 1.42% | -0.06% | -0.95% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.06% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.20% | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.09% | +0.01% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | — | — | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.94% | +0.01% | +1.75% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.92% | +0.57% | -0.13% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.01% | — | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.14% | — | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.14% | +0.63% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.16% | +0.04% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.79% | -0.74% | EXIT | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.77% | -0.07% | +0.01% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.76% | -0.12% | +0.03% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.74% | +0.01% | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.05% | +0.02% | |
| 32 | CSX | Csx CORP | Stock-Industrials | 0.71% | +0.04% | +1.19% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | +0.07% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.15% | -1.83% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.05% | — | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.62% | -0.04% | +0.59% | |
| 37 | HLN | Haleon Plc-adr | Stock-Healthcare | 0.61% | -0.17% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.25% | -1.44% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.59% | +0.06% | -3.62% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.08% | +1.65% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.58% | — | — | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | +0.01% | +3.78% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.56% | +0.02% | -0.29% | |
| 44 | FDX | Fedex CORP | Stock-Industrials | 0.55% | -0.14% | — | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.05% | — | |
| 46 | ALL | Allstate CORP | Stock-Financials | 0.52% | +0.02% | +0.03% | |
| 47 | URI | United Rentals Inc | Stock-Industrials | 0.52% | +0.19% | -1.33% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.04% | +0.72% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | -0.02% | — | |
| 50 | CB | Chubb Limited | Stock-Financials | 0.48% | -0.02% | +0.95% |
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 Q1 2025.
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 ABT, AAPL, JPM) accounted for 20.0% of total reported equity market value during Q1 2025.
During Q1 2025, Patrick M Sweeney & Associates, Inc's top holdings by market value included ABT (7.4%)、AAPL (6.2%)、JPM (4.4%). The largest single position, ABT, represented 7.4% of total portfolio value.
In Q1 2025, 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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