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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 | +4.53% | +17.87% | 229,693.3 | Medical Devices & Instruments | |
AAPL | Apple Inc | 37,361 | 8,299.1 | -0.73% | 6.200 | -0.05% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
JPM | JPMorgan Chase & Co | 23,929 | 5,869.8 | -0.33% | 4.380 | -0.01% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
ABBV | AbbVie Inc | 26,484 | 5,548.9 | 0% | 4.150 | 0% | 0.000 | +10.96% | +10.33% | 339,944.3 | Drug Manufacturers | |
BAC | Bank of America Corp | 125,646 | 5,243.2 | +8.97% | 3.920 | +0.32% | 0.000 | +30.75% | +7.63% | 351,964.6 | Banks | |
MRK | Merck & Co Inc | 47,692 | 4,280.8 | 0% | 3.200 | 0% | 0.000 | +6.33% | -14.63% | 209,319.6 | Drug Manufacturers | |
MSFT | Microsoft Corp | 10,374 | 3,894.5 | -0.71% | 2.910 | -0.02% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
PFE | Pfizer Inc | 114,818 | 2,909.5 | +46.60% | 2.170 | +0.69% | 0.000 | +19.30% | +0.16% | 145,829.6 | Drug Manufacturers | |
LLY | Eli Lilly and Co | 2,986 | 2,466.2 | 0% | 1.840 | 0% | 0.000 | +8.50% | +3.11% | 711,913.3 | Drug Manufacturers | |
V | Visa Inc | 7,015 | 2,458.6 | 0% | 1.840 | 0% | 0.000 | +4.53% | +10.46% | 679,681.4 | 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 | $25.65 | -1.99% | 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 | $46.73 | 4.87% | 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 | $65.71 | 10.14% | New holding | 3,854 | 3,854 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -0.17% | 33.19 ($36.08) 38.23 | $34.99 | -3.02% | Sold Out | 0 | -6,148 | |
A | Agilent Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.17% | 116.69 ($134.77) 152.6 | $123.28 | -8.53% | Sold Out | 0 | -1,660 | |
SO | Southern Co | 2025-03-31 | New Buy New Buy | +0.16% | 80.96 ($86.57) 92.96 | $92.66 | 7.03% | 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 | $129.38 | -3.99% | New holding | 1,421 | 1,421 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.15% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | 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 | $205.90 | -3.51% | Sold Out | 0 | -900 | |
BXSL | Blackstone Secured Lending Fund | 2025-03-31 | Add Add | +0.08% | 31.3 ($32.97) 34.5 | $31.70 | -3.85% | Add 54.42% | 9,775 | 3,445 |
PATRICK M SWEENEY & ASSOCIATES, INC Total Holding History ($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 % |
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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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