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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 | +3.85% | +18.10% | 230,128.3 | Medical Devices & Instruments | |
AAPL | Apple Inc | 37,361 | 8,299.1 | -0.73% | 6.200 | -0.05% | 0.000 | +3.12% | -16.51% | 3,115,165.2 | Hardware | |
JPM | JPMorgan Chase & Co | 23,929 | 5,869.8 | -0.33% | 4.380 | -0.01% | 0.000 | +23.31% | +22.12% | 800,518.2 | Banks | |
ABBV | AbbVie Inc | 26,484 | 5,548.9 | 0% | 4.150 | 0% | 0.000 | +7.22% | +9.08% | 336,093.5 | Drug Manufacturers | |
BAC | Bank of America Corp | 125,646 | 5,243.2 | +8.97% | 3.920 | +0.32% | 0.000 | +28.34% | +7.75% | 352,378.8 | Banks | |
MRK | Merck & Co Inc | 47,692 | 4,280.8 | 0% | 3.200 | 0% | 0.000 | +6.54% | -14.48% | 209,696.2 | Drug Manufacturers | |
MSFT | Microsoft Corp | 10,374 | 3,894.5 | -0.71% | 2.910 | -0.02% | 0.000 | +30.05% | +19.90% | 3,741,728.4 | Software | |
PFE | Pfizer Inc | 114,818 | 2,909.5 | +46.60% | 2.170 | +0.69% | 0.000 | +17.04% | -0.80% | 144,435.6 | Drug Manufacturers | |
LLY | Eli Lilly and Co | 2,986 | 2,466.2 | 0% | 1.840 | 0% | 0.000 | +5.85% | +3.61% | 715,356.2 | Drug Manufacturers | |
V | Visa Inc | 7,015 | 2,458.6 | 0% | 1.840 | 0% | 0.000 | +4.89% | +11.43% | 685,678.6 | 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 | $25.48 | -2.62% | 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 | $46.71 | 4.82% | 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 | $65.36 | 9.55% | New holding | 3,854 | 3,854 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -0.17% | 33.19 ($36.08) 38.23 | $35.14 | -2.61% | Sold Out | 0 | -6,148 | |
A | Agilent Technologies Inc | 2025-03-31 | Sold Out Sold Out | -0.17% | 116.69 ($134.77) 152.6 | $120.25 | -10.77% | Sold Out | 0 | -1,660 | |
SO | Southern Co | 2025-03-31 | New Buy New Buy | +0.16% | 80.96 ($86.57) 92.96 | $92.59 | 6.95% | 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 | $125.50 | -6.86% | New holding | 1,421 | 1,421 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.15% | 106.98 ($126.74) 149.43 | $164.82 | 30.05% | 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 | $205.00 | -3.94% | Sold Out | 0 | -900 | |
BXSL | Blackstone Secured Lending Fund | 2025-03-31 | Add Add | +0.08% | 31.3 ($32.97) 34.5 | $31.72 | -3.79% | Add 54.42% | 9,775 | 3,445 |
PATRICK M SWEENEY & ASSOCIATES, INC Total Holding History ($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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