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PATRICK M SWEENEY & ASSOCIATES, INC13F | |
| PATRICK M SWEENEY & ASSOCIATES, INC | |
| Last update 2025-04-14 | 147 Stocks (3 new) |
| Value $134.00 Mil | Turnover 2 % |
PATRICK M SWEENEY & ASSOCIATES... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABT | Abbott Laboratories | 74,409 | 9,870.4 | -0.03% | 7.370 | 0% | 0.000 | -4.13% | +12.76% | 218,749.7 | Medical Devices & Instruments | |
AAPL | Apple Inc | 37,361 | 8,299.1 | -0.73% | 6.200 | -0.05% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
JPM | JPMorgan Chase & Co | 23,929 | 5,869.8 | -0.33% | 4.380 | -0.01% | 0.000 | +24.30% | +23.55% | 801,337.5 | Banks | |
ABBV | AbbVie Inc | 26,484 | 5,548.9 | 0% | 4.150 | 0% | 0.000 | +8.60% | +8.20% | 330,511.7 | Drug Manufacturers | |
BAC | Bank of America Corp | 125,646 | 5,243.2 | +8.97% | 3.920 | +0.32% | 0.000 | +25.40% | +10.02% | 355,250.2 | Banks | |
MRK | Merck & Co Inc | 47,692 | 4,280.8 | 0% | 3.200 | 0% | 0.000 | +4.38% | -16.43% | 204,925.3 | Drug Manufacturers | |
MSFT | Microsoft Corp | 10,374 | 3,894.5 | -0.71% | 2.910 | -0.02% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
PFE | Pfizer Inc | 114,818 | 2,909.5 | +46.60% | 2.170 | +0.69% | 0.000 | +13.71% | -1.84% | 142,930.1 | Drug Manufacturers | |
LLY | Eli Lilly and Co | 2,986 | 2,466.2 | 0% | 1.840 | 0% | 0.000 | -5.98% | +0.95% | 697,037.9 | Drug Manufacturers | |
V | Visa Inc | 7,015 | 2,458.6 | 0% | 1.840 | 0% | 0.000 | +6.35% | +11.71% | 687,358.6 | Credit Services |
PATRICK M SWEENEY & ASSOCIATES, INC's Historical Top Holdings Breakdowns
PATRICK M SWEENEY & ASSOCIATES, INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PFE | Pfizer Inc | 2025-03-31 | Add Add | +0.69% | 25.01 ($26.17) 27.13 | $25.14 | -3.94% | Add 46.6% | 114,818 | 36,500 | |
BAC | Bank of America Corp | 2025-03-31 | Add Add | +0.32% | 39.61 ($44.56) 47.74 | $47.77 | 7.20% | Add 8.97% | 125,646 | 10,346 | |
ES | Eversource Energy | 2025-03-31 | New Buy New Buy | +0.18% | 55.63 ($59.66) 63.8 | $66.61 | 11.65% | New holding | 3,854 | 3,854 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -0.17% | 33.19 ($36.08) 38.23 | $35.27 | -2.25% | Sold Out | 0 | -6,148 | |
A | Agilent Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.17% | 116.69 ($134.77) 152.6 | $116.19 | -13.79% | Sold Out | 0 | -1,660 | |
SO | Southern Co | 2025-03-31 | New Buy New Buy | +0.16% | 80.96 ($86.57) 92.96 | $95.85 | 10.72% | New holding | 2,293 | 2,293 | |
KMB | Kimberly-Clark Corp | 2025-03-31 | New Buy New Buy | +0.15% | 124.46 ($134.75) 147.4 | $128.89 | -4.35% | New holding | 1,421 | 1,421 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.15% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Reduce -23.01% | 5,154 | -1,540 | |
PKG | Packaging Corp of America | 2025-03-31 | Sold Out Sold Out | -0.15% | 192.03 ($213.4) 242.13 | $205.29 | -3.80% | Sold Out | 0 | -900 | |
BXSL | Blackstone Secured Lending Fund | 2025-03-31 | Add Add | +0.08% | 31.3 ($32.97) 34.5 | $32.22 | -2.27% | Add 54.42% | 9,775 | 3,445 |
PATRICK M SWEENEY & ASSOCIATES, INC Total Holding History ($B)
PATRICK M SWEENEY & ASSOCIATES, INC's Asset Allocation
PATRICK M SWEENEY & ASSOCIATES, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PATRICK M SWEENEY & ASSOCIATES, INC's Hypothetical Growth since 2025-03-31
PATRICK M SWEENEY & ASSOCIATES, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PATRICK M SWEENEY & ASSOCIATES, INC's Holdings Heat Map
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PATRICK M SWEENEY & ASSOCIATES, INC's Holdings Bubble Chart
PATRICK M SWEENEY & ASSOCIATES, INC News
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