Sweeney & Michel, LLC - Q12026 Holdings

Sweeney & Michel, LLC holds 145 stocks with a total portfolio value of $ 340.12M as of Q12026. In Q12026, Sweeney & Michel, LLC added 5 new positions, increased stakes in 98 stocks, reduced 25 holdings, and fully exited 1 position. The largest holding is Ishares Tr (ITOT), representing 8.77% of the total portfolio.