SWEENEY & MICHEL, LLC has disclosed 119 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $229.00 Mil. The turnover rate is 5%.
In SWEENEY & MICHEL, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
iShares Core Dividend Growth ETF (DGRO), iShares Core S&P Total U.S. Stock Market ETF (ITOT), iShares Core High Dividend ETF (HDV), Apple Inc (AAPL), iShares 0-5 Year High Yield Corporate Bond ETF (SHYG), not including call and put options.
SWEENEY & MICHEL, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for SWEENEY & MICHEL, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for SWEENEY & MICHEL, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for SWEENEY & MICHEL, LLC.