CIK 1979556

SWEENEY & MICHEL, LLC

Institutional 13F holdings & portfolio

Holdings

141

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 101–141 of 141

Ticker	Company	Shares	Value	Type
SPY	SPDR S&P 500 ETF TR	561	$100K–$500K	SH
VHT	VANGUARD WORLD FD	1K	$100K–$500K	SH
SOXX	ISHARES TR	1K	$100K–$500K	SH
MMM	3M CO	2K	$100K–$500K	SH
T	AT&T INC	13K	$100K–$500K	SH
CEG	CONSTELLATION ENERGY CORP	1K	$100K–$500K	SH
GEV	GE VERNOVA INC	431	$100K–$500K	SH
VOO	VANGUARD INDEX FDS	547	$100K–$500K	SH
GOOGL	ALPHABET INC	1K	$100K–$500K	SH
VCSH	VANGUARD SCOTTSDALE FDS	4K	$100K–$500K	SH
AVGO	BROADCOM INC	968	$100K–$500K	SH
VCRB	VANGUARD MALVERN FDS	4K	$100K–$500K	SH
BA	BOEING CO	1K	$100K–$500K	SH
KKR	KKR & CO INC	3K	$100K–$500K	SH
SMH	VANECK ETF TRUST	700	$100K–$500K	SH
VXUS	VANGUARD STAR FDS	3K	$100K–$500K	SH
SGOV	ISHARES TR	3K	$100K–$500K	SH
GE	GE AEROSPACE	914	$100K–$500K	SH
CSCO	CISCO SYS INC	3K	$100K–$500K	SH
ALLY	ALLY FINL INC	7K	$100K–$500K	SH
DE	DEERE & CO	457	$100K–$500K	SH
FMAT	FIDELITY COVINGTON TRUST	4K	$100K–$500K	SH
BND	VANGUARD BD INDEX FDS	4K	$100K–$500K	SH
MO	ALTRIA GROUP INC	4K	$100K–$500K	SH
FHLC	FIDELITY COVINGTON TRUST	4K	$100K–$500K	SH
SHLD	GLOBAL X FDS	4K	$100K–$500K	SH
ETN	EATON CORP PLC	674	$100K–$500K	SH
WM	WASTE MGMT INC DEL	1K	$100K–$500K	SH
SEMI	COLUMBIA ETF TR I	8K	$100K–$500K	SH
CGBL	CAPITAL GROUP CORE BALANCED	7K	$100K–$500K	SH
TSM	TAIWAN SEMICONDUCTOR MFG LTD	653	$100K–$500K	SH
WDFC	WD 40 CO	1K	$100K–$500K	SH
B	BARRICK MNG CORP	5K	$100K–$500K	SH
WRN	WESTERN COPPER & GOLD CORP	73K	$100K–$500K	SH
UPS	UNITED PARCEL SERVICE INC	2K	$100K–$500K	SH
FQAL	FIDELITY COVINGTON TRUST	3K	$100K–$500K	SH
ESGE	ISHARES INC	5K	$100K–$500K	SH
XLF	SELECT SECTOR SPDR TR	4K	$100K–$500K	SH
SUSB	ISHARES TR	9K	$100K–$500K	SH
ESGD	ISHARES TR	2K	$100K–$500K	SH
TTE	TOTALENERGIES SE	3K	$100K–$500K	SH