Sweeney & Michel, LLC - Q42025 Holdings

Sweeney & Michel, LLC holds 141 stocks with a total portfolio value of $ 338.82M as of Q42025. In Q42025, Sweeney & Michel, LLC added 9 new positions, increased stakes in 92 stocks, reduced 36 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (ITOT), representing 8.74% of the total portfolio.