SM

SWEENEY & MICHEL, LLC

13F
SWEENEY & MICHEL, LLC
Last update 2025-07-14 130 Stocks (15 new)
Value $282.00 Mil Turnover 5 %
Countries:
Top Holdings: ITOT(8.93%)DGRO(8.51%)HDV(6.29%)AAPL(5.28%)SHYG(4.37%)
Summary Stock Picks Current Portfolio
SWEENEY & MICHEL, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
184,265
25,131.8
+2.93%
8.930
+0.25%
0.040
+20.01%
+7.44%
72,171.6
 
DGRO
iShares Core Dividend Growth ETF
369,708
23,964.5
+2.19%
8.510
+0.18%
0.070
+11.81%
+6.66%
32,435.0
 
HDV
iShares Core High Dividend ETF
147,755
17,699.6
+4.25%
6.290
+0.26%
0.160
+5.69%
+7.44%
11,140.4
 
AAPL
Apple Inc
70,456
14,877.4
-1.21%
5.280
-0.07%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
287,658
12,311.8
+4.94%
4.370
+0.21%
0.190
+4.48%
+4.45%
6,836.3
 
GOOG
Alphabet Inc
66,981
12,144.3
+0.17%
4.310
+0.01%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
BRK.B
Berkshire Hathaway Inc
20,049
9,540.5
-0.26%
3.390
-0.01%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
CGDG
Capital Group Dividend Growers ETF
270,271
9,135.2
+1.24%
3.240
+0.04%
0.350
+12.69%
+15.24%
2,613.0
 
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
101,186
8,145.5
+4.91%
2.890
+0.14%
0.080
+11.27%
+20.61%
10,351.4
 
MSFT
Microsoft Corp
15,700
7,902.1
-1.41%
2.810
-0.03%
0.000
+38.94%
+21.47%
3,790,969.0
Software

SWEENEY & MICHEL, LLC's Historical Top Holdings Breakdowns

SWEENEY & MICHEL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COST
Costco Wholesale Corp
2025-06-30
Add
Add
+1.12%
●
908.13 ($993.18) 1056.85
$950.95
-4.25%
Add 114.35%
6,094
3,251
SHV
iShares Short Treasury Bond ETF
2025-06-30
Add
Add
+0.40%
●
110.06 ($110.26) 110.46
$110.30
0.04%
Add 123.92%
18,368
10,165
HDV
iShares Core High Dividend ETF
2025-06-30
Add
Add
+0.26%
●
108.41 ($115.31) 121.12
$118.89
3.10%
Add 4.25%
147,755
6,019
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+0.25%
●
108.12 ($124.74) 135.04
$137.38
10.13%
Add 2.93%
184,265
5,247
IBM
International Business Machines Corp
International Business Machines Corp
2025-06-30
New Buy
New Buy
+0.24%
●
221.03 ($257.49) 294.78
$285.87
11.02%
New holding
2,338
2,338
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
2025-06-30
Add
Add
+0.21%
●
40.82 ($42.31) 43.14
$42.94
1.49%
Add 4.94%
287,658
13,541
DGRO
iShares Core Dividend Growth ETF
2025-06-30
Add
Add
+0.18%
●
55.22 ($60.99) 63.94
$64.76
6.18%
Add 2.19%
369,708
7,928
QQQ
INVESCO QQQ Trust
2025-06-30
Add
Add
+0.14%
●
416.06 ($496.89) 551.64
$561.26
12.95%
Add 112.09%
1,368
723
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
2025-06-30
Add
Add
+0.14%
●
65.84 ($76.49) 80.81
$80.12
4.75%
Add 4.91%
101,186
4,732
ALL
Allstate Corp
2025-06-30
Sold Out
Sold Out
-0.12%
●
180.53 ($199.63) 212.64
$194.08
-2.78%
Sold Out
0
-1,500

SWEENEY & MICHEL, LLC Total Holding History ($B)

To

SWEENEY & MICHEL, LLC's Asset Allocation

To

SWEENEY & MICHEL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SWEENEY & MICHEL, LLC's Hypothetical Growth since 2025-06-30

SWEENEY & MICHEL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SWEENEY & MICHEL, LLC's Holdings Heat Map

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SWEENEY & MICHEL, LLC's Holdings Bubble Chart

SWEENEY & MICHEL, LLC News

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