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CIK: 0002064225
Total reported value
$199.0M
$199.0M
59 檔
33.7%
According to the latest 13F quarterly dataset, SFM, LLC d/b/a Sweeney Financial Advisors managed an equity portfolio of $199.0M at the end of Q4 2024, spanning 59 distinct U.S. exchange-listed positions.
In Q4 2024, SFM, LLC d/b/a Sweeney Financial Advisors displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.96% | +0.99% | +4.56% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.65% | +0.23% | -9.18% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.98% | +0.39% | -1.52% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.52% | +0.07% | +0.70% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.18% | -0.86% | +1.49% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.70% | -0.51% | +0.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | -0.87% | +1.25% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 2.70% | +0.30% | +38.46% | |
| 9 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.34% | -0.77% | +6.43% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.94% | — | — | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.94% | -0.48% | +198.04% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.83% | -0.02% | +0.20% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.82% | -0.33% | -0.45% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.75% | — | -6.43% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.70% | -0.18% | -0.25% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.34% | +0.95% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | -0.32% | +3.48% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.58% | -0.39% | +0.90% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.45% | -0.28% | -1.18% | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.37% | — | -2.00% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.21% | -0.03% | -3.27% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | -0.21% | -1.28% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.08% | -0.09% | +23.15% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.03% | — | -7.39% | |
| 25 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.03% | -0.29% | +0.23% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.96% | +0.02% | +1.67% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.32% | -3.58% | |
| 28 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.94% | -0.16% | -0.03% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.94% | -0.23% | -0.21% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.90% | -0.26% | +1.15% | |
| 31 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.79% | +0.01% | — | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.76% | -0.13% | -0.05% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.73% | -0.27% | -1.55% | |
| 34 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.69% | -0.32% | EXIT | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.18% | +3.32% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.16% | -4.58% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.02% | — | |
| 38 | AZO | Autozone Inc | Stock-Consumer Disc | 0.54% | -0.28% | +3.88% | |
| 39 | RSG | Republic Services Inc | Stock-Industrials | 0.51% | -0.32% | +3.58% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | -0.07% | -3.99% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.49% | — | +1.37% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.46% | -0.16% | +2.04% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.45% | — | +0.70% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.45% | — | +0.40% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.11% | EXIT | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.05% | — | |
| 47 | LIN | Linde plc | Stock-Materials | 0.37% | -0.16% | +3.07% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.33% | — | — | |
| 49 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.32% | +1.71% | +48.40% | |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.31% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | +1.49% | Add |
| 2 | IQLT | Ishares Msci International Q | +0.4% | +38.46% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.25% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.2% | +23.15% | Add |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +106.07% | Add |
| 6 | V | Visa Inc-class A Shares | +0.1% | +0.90% | Add |
| 7 | NVDA | Nvidia CORP | +0.1% | +3.48% | Add |
| 8 | NOW | Servicenow Inc | +0.1% | +1.67% | Add |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +48.40% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.56% | Add |
| 11 | CRM | Salesforce Inc | +0.1% | +1.37% | Add |
| 12 | IAU | Ishares Gold Trust | +0.1% | +42.42% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.28% | Trim |
| 14 | TCAF | T Rowe Prc Cap Appreciation | — | +6.43% | Add |
| 15 | MA | Mastercard Inc - A | — | -0.45% | Trim |
| 16 | MGK | Vanguard Mega Cap Growth ETF | — | — | Unchanged |
| 17 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 18 | NULG | Nuveen Esg Lrg-cap Grw ETF | — | — | Unchanged |
| 19 | META | Meta Platforms Inc-class A | 0% | +3.32% | Add |
| 20 | AZO | Autozone Inc | 0% | +3.88% | Add |
| 21 | RSG | Republic Services Inc | 0% | +3.58% | Add |
| 22 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 23 | AJG | Arthur J Gallagher & Co | 0% | +3.31% | Add |
| 24 | INTU | Intuit Inc | 0% | — | Unchanged |
| 25 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | — | Unchanged |
| 26 | AAPL | Apple Inc | 0% | -3.27% | Trim |
| 27 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 29 | SPGI | S&p Global Inc | 0% | +2.04% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.18% | Trim |
| 31 | ESGV | Vanguard Esg US Stock ETF | 0% | -1.55% | Trim |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | -4.58% | Trim |
| 33 | SYK | Stryker CORP | -0.1% | +1.15% | Add |
| 34 | MDY | State Street Spdr S&p Midcap | -0.1% | -0.05% | Trim |
| 35 | LIN | Linde plc | -0.1% | +3.07% | Add |
| 36 | IJR | Ishares Core S&p Small-cap E | -0.1% | -3.99% | Trim |
| 37 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -0.21% | Trim |
| 38 | YUM | Yum! Brands Inc | -0.1% | -24.43% | Trim |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.25% | Trim |
| 40 | XSVM | Invesco S&p Smallcap Value W | -0.1% | -0.03% | Trim |
| 41 | VB | Vanguard Small-cap ETF | -0.1% | +0.20% | Add |
| 42 | ADBE | Adobe Inc | -0.1% | +0.70% | Add |
| 43 | NEE | Nextera Energy Inc | -0.1% | +0.40% | Add |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.72% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.95% | Add |
| 46 | HD | Home Depot Inc | -0.1% | -3.58% | Trim |
| 47 | SHW | Sherwin-williams Co/the | -0.2% | +0.23% | Add |
| 48 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +198.04% | Add |
| 49 | VGIT | Vanguard Intermediate-term T | -0.3% | -6.43% | Trim |
| 50 | TMO | Thermo Fisher Scientific Inc | -0.4% | -7.39% | Trim |
According to official SEC Form 13F filings, SFM, LLC d/b/a Sweeney Financial Advisors reported a total U.S. public equity portfolio value of $199.0M across 59 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, USFR, VO) accounted for 33.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
VXUS
市值: $2.8M
Top Position Liquidated / Trimmed
IHI
前期市值: $256.6K
During Q4 2024, SFM, LLC d/b/a Sweeney Financial Advisors's top holdings by market value included VOO (23.0%)、USFR (7.7%)、VO (7.0%). The largest single position, VOO, represented 23.0% of total portfolio value.
In Q4 2024, SFM, LLC d/b/a Sweeney Financial Advisors made 52 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 18 holdings, and fully liquidating 1 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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