CIK 1979556
SWEENEY & MICHEL, LLC
Institutional 13F holdings & portfolio
Holdings
141
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IGRO | ISHARES TR | 13K | $1M+ | SH |
| XT | ISHARES TR | 15K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 18K | $1M+ | SH |
| IJR | ISHARES TR | 8K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| ASML | ASML HOLDING N V | 723 | $1M+ | SH |
| WMT | WALMART INC | 8K | $1M+ | SH |
| FSTA | FIDELITY COVINGTON TRUST | 18K | $1M+ | SH |
| IJH | ISHARES TR | 14K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| EFAV | ISHARES TR | 10K | $500K+ | SH |
| MRK | MERCK & CO INC | 8K | $500K+ | SH |
| VPU | VANGUARD WORLD FD | 5K | $500K+ | SH |
| QUAL | ISHARES TR | 4K | $500K+ | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 69K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| MCK | MCKESSON CORP | 841 | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 6K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 9K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 7K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 4K | $500K+ | SH |
| NCA | NUVEEN CALIFORNIA MUNI VLU F | 69K | $500K+ | SH |
| DVYE | ISHARES INC | 19K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| VTEC | VANGUARD CALIF TAX FREE FDS | 6K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 821 | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 10K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| FENY | FIDELITY COVINGTON TRUST | 18K | $500K+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 11K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| SDOG | ALPS ETF TR | 8K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| IUSV | ISHARES TR | 5K | $500K+ | SH |
| HD | HOME DEPOT INC | 1K | $500K+ | SH |
| IDV | ISHARES TR | 12K | $500K+ | SH |
| MET | METLIFE INC | 6K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 5K | $100K–$500K | SH |
| WTAI | WISDOMTREE TR | 16K | $100K–$500K | SH |
| PWZ | INVESCO EXCH TRADED FD TR II | 20K | $100K–$500K | SH |
| EPI | WISDOMTREE TR | 10K | $100K–$500K | SH |
| SUSL | ISHARES TR | 4K | $100K–$500K | SH |
| PFF | ISHARES TR | 14K | $100K–$500K | SH |
| IMTM | ISHARES TR | 8K | $100K–$500K | SH |