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CIK: 0001979556
Total reported value
$380.8M
$380.8M
137 檔
26.9%
During the Q3 2025 filing period, Sweeney & Michel, LLC (CIK: 0001979556) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $380.8M across 137 reported positions.
In Q3 2025, Sweeney & Michel, LLC displayed an active expansion posture, initiating 6 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.90% | -0.01% | +0.66% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.20% | -0.10% | -1.40% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.15% | +0.46% | +5.94% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 6.00% | +0.14% | +0.17% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.19% | -0.07% | -2.99% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 4.18% | -0.45% | +1.45% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.30% | -0.11% | +0.12% | |
| 8 | CGDG | Cap Group Dividend Growers | ETF-Other | 3.22% | -0.24% | +4.08% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.81% | +0.32% | -0.43% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | +0.24% | -3.15% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.21% | -0.22% | +2.22% | |
| 12 | CGIE | Cap Group Intl Equity | ETF-Other | 2.05% | +0.10% | +0.60% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | -0.27% | +0.31% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | -0.14% | -0.95% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.81% | -0.08% | -1.15% | |
| 16 | TCBK | Trico Bancshares | Stock-Other | 1.78% | +0.04% | +0.90% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.71% | -0.05% | +0.32% | |
| 18 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.65% | -0.18% | +1.26% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.30% | -0.09% | -0.85% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.23% | -0.37% | +1.12% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.07% | -0.04% | -52.15% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | — | +6.33% | |
| 23 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.04% | +1.51% | — | |
| 24 | PLD | Prologis Inc | Stock-Real Estate | 0.93% | -0.21% | +5.26% | |
| 25 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.90% | -0.79% | +0.56% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.88% | -0.04% | +5.68% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.03% | +0.43% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.75% | -0.13% | +10.08% | |
| 29 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.73% | — | +2.66% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.67% | -0.07% | +0.95% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.01% | +0.26% | |
| 32 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.60% | -0.14% | +19.66% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.59% | +0.06% | +4.33% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.54% | -0.11% | -7.10% | |
| 35 | IQLT | Ishares Msci International Q | ETF-Other | 0.51% | -0.01% | +8.42% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.51% | +0.02% | +0.15% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | +0.03% | +1.40% | |
| 38 | CGGO | Cap Group Global Growth | ETF-Other | 0.49% | +0.03% | +0.22% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | +0.01% | -9.04% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.46% | -0.12% | +0.49% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.05% | +1.73% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.09% | +1.10% | |
| 43 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.45% | +0.06% | -18.29% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.42% | -0.03% | +0.32% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | — | -4.20% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.04% | -0.25% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.37% | -0.02% | +0.96% | |
| 48 | SHEL | Shell Plc-adr | Stock-Energy | 0.36% | -0.08% | -2.41% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | -0.06% | -22.88% | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.34% | -0.05% | +1.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -2.99% | Trim |
| 2 | COST | Costco Wholesale CORP | +0.8% | +0.31% | Add |
| 3 | AAPL | Apple Inc | +0.8% | +5.94% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +1.12% | Add |
| 5 | ITOT | Ishares Core S&p Total U.s. | +0.4% | +0.66% | Add |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | +0.4% | +10.08% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | +1.73% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.07% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | -3.15% | Trim |
| 10 | XT | Ishar Fture Exp Tech Etf-usd | +0.1% | +2.66% | Add |
| 11 | PLD | Prologis Inc | +0.1% | +5.26% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | -22.88% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -0.95% | Trim |
| 14 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +5.68% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +3.21% | Add |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +0.49% | Add |
| 17 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | +17.70% | Add |
| 18 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +0.15% | Add |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +1.18% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +6.33% | Add |
| 21 | IQLT | Ishares Msci International Q | 0% | +8.42% | Add |
| 22 | VYMI | Vanguard Int High Dvd Yld In | 0% | -0.43% | Add |
| 23 | FTEC | Fidelity Msci Info Tech Indx | 0% | -18.29% | Trim |
| 24 | GLD | Spdr Gold Shares | 0% | +1.10% | Add |
| 25 | CGIE | Cap Group Intl Equity | 0% | +0.60% | Add |
| 26 | ABBV | Abbvie Inc | 0% | +0.43% | Add |
| 27 | CGGO | Cap Group Global Growth | 0% | +0.22% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | -0.25% | Trim |
| 29 | FUTY | Fidelity Msci US Utilities | 0% | +1.26% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.26% | Add |
| 31 | CGDG | Cap Group Dividend Growers | -0.1% | +4.08% | Add |
| 32 | JNJ | Johnson & Johnson | -0.1% | +2.22% | Trim |
| 33 | XHLF | Bondbloxx Bbg 6 Mth US Treas | -0.1% | +19.66% | Add |
| 34 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +0.32% | Add |
| 35 | DE | Deere & Co | -0.2% | -55.53% | Trim |
| 36 | KMI | Kinder Morgan, Inc. | -0.2% | +0.56% | Add |
| 37 | VIGI | Vanguard Int Div App Indx Fd | -0.2% | -1.15% | Add |
| 38 | TCBK | Trico Bancshares | -0.2% | +0.90% | Add |
| 39 | VZ | Verizon Communications Inc | -0.5% | -0.85% | Trim |
| 40 | DGRO | Ishares Core Dividend Growth | -0.5% | -1.40% | Add |
| 41 | HDV | Ishares Core High Dividend E | -0.7% | +0.17% | Add |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.7% | +1.45% | Add |
| 43 | IEMG | Ishares Core Msci Emerging | -1.1% | -52.15% | Trim |
| 44 | FRDM | Freedom 100 Emeging Mrkt ETF | — | NEW | New buy |
| 45 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 46 | AVGO | Broadcom Inc | — | NEW | New buy |
| 47 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 48 | SOXX | Ishares Semiconductor ETF | — | NEW | New buy |
| 49 | ALL | Allstate CORP | — | EXIT | Sold out |
| 50 | IREN | IREN Limited | — | NEW | New buy |
According to official SEC Form 13F filings, Sweeney & Michel, LLC reported a total U.S. public equity portfolio value of $380.8M across 137 disclosed positions in Q3 2025.
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 ITOT, DGRO, AAPL) accounted for 26.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
FRDM
市值: $3.1M
Top Position Liquidated / Trimmed
ALL
前期市值: $275.2K
During Q3 2025, Sweeney & Michel, LLC's top holdings by market value included ITOT (8.9%)、DGRO (8.2%)、AAPL (6.2%). The largest single position, ITOT, represented 8.9% of total portfolio value.
In Q3 2025, Sweeney & Michel, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 10 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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