SM

SWEENEY & MICHEL, LLC

13F
SWEENEY & MICHEL, LLC
Last update 2025-04-09 119 Stocks (6 new)
Value $229.00 Mil Turnover 5 %
Countries:
Top Holdings: DGRO(8.74%)ITOT(8.47%)HDV(6.72%)AAPL(5.38%)SHYG(4.90%)
Summary Stock Picks Current Portfolio
SWEENEY & MICHEL, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRO 		iShares Core Dividend Growth ETF
361,780
19,977.5
+5.50%
8.740
+0.46%
0.070
-3.31%
+1.08%
30,967.9
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
179,018
19,355.4
+7.04%
8.470
+0.56%
0.040
-0.91%
+0.19%
67,377.2
 
HDV 		iShares Core High Dividend ETF
141,736
15,365.6
+6.53%
6.720
+0.41%
0.150
-4.17%
+3.05%
10,966.9
 
AAPL 		Apple Inc
71,320
12,297.1
-1.24%
5.380
-0.08%
0.000
-17.21%
-19.96%
2,986,418.4
Hardware
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF
274,117
11,189.5
+16.30%
4.900
+0.69%
0.180
-1.39%
+0.16%
6,274.7
 
BRK.B 		Berkshire Hathaway Inc
20,102
9,903.0
-1.76%
4.330
-0.07%
0.000
-1.49%
+11.67%
1,091,623.5
Insurance
GOOG 		Alphabet Inc
66,869
9,801.7
+0.37%
4.290
+0.02%
0.000
+0.54%
-9.08%
2,091,483.3
Interactive Media
CGDG 		Capital Group Dividend Growers ETF
266,958
7,480.1
-2.62%
3.270
-0.09%
0.430
+4.32%
+9.95%
2,076.7
 
VYMI 		Vanguard International High Dividend Yield ETF
96,454
6,350.5
+13.04%
2.780
+0.32%
0.080
+9.38%
+16.62%
9,049.8
 
MSFT 		Microsoft Corp
15,925
5,646.2
-0.41%
2.470
-0.01%
0.000
+15.75%
+9.24%
3,409,159.2
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
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2025-03-31Add
+0.69%
●
42.38 ($42.91) 43.28
$42.68
-0.54%
Add 16.3%
274,117
38,414
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Add
+0.56%
●
120.29 ($128.89) 134.6
$128.87
-0.02%
Add 7.04%
179,018
11,776
DGRO 		iShares Core Dividend Growth ETF2025-03-31Add
+0.46%
●
60.46 ($62.66) 64.42
$62.00
-1.05%
Add 5.5%
361,780
18,871
HDV 		iShares Core High Dividend ETF2025-03-31Add
+0.41%
●
110.86 ($116.87) 121.12
$115.68
-1.02%
Add 6.53%
141,736
8,684
SHV 		iShares Short Treasury Bond ETF2025-03-31New Buy
+0.40%
●
110.11 ($110.29) 110.51
$110.42
0.12%
New holding
8,203
8,203
VYMI 		Vanguard International High Dividend Yield ETF2025-03-31Add
+0.32%
●
67.08 ($71.8) 76.14
$79.16
10.25%
Add 13.04%
96,454
11,126
IGSB 		iShares 1-3 Year Credit Bond ETF2025-03-31Add
+0.25%
●
51.52 ($51.99) 52.37
$52.37
0.73%
Add 40.32%
37,977
10,912
TCBK 		TriCo Bancshares2025-03-31Reduce
-0.24%
●
39.87 ($42.73) 45.12
$40.20
-5.92%
Reduce -9.76%
124,170
-13,429
VIGI 		Vanguard International Dividend Appreciation ETF2025-03-31Reduce
-0.19%
●
78.97 ($83.11) 85.82
$89.29
7.44%
Reduce -8.5%
60,545
-5,628
CALY 		BLACKROCK ETF TRU22025-03-31New Buy
+0.18%
●
50.12 ($50.32) 50.47
$50.30
-0.04%
New holding
8,017
8,017

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

  • 1

SWEENEY & MICHEL, LLC's Hypothetical Growth since 2025-03-31

SWEENEY & MICHEL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SWEENEY & MICHEL, LLC's Holdings Heat Map

Size field:

SWEENEY & MICHEL, LLC's Holdings Bubble Chart

SWEENEY & MICHEL, LLC News

  • 1

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