Holdings

SFM, LLC d/b/a Sweeney Financial Advisors

As of Sep 30, 2026, SFM, LLC d/b/a Sweeney Financial Advisors reported 25 positions worth US$37.6M. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Microsoft Corp.12,888US$6.61M−4,084Sep 30, 2026
Alphabet Inc (google) Class C19,138US$6.56M−4,797Sep 30, 2026
Amazon.com, Inc.23,281US$5.8M−7,614Sep 30, 2026
Nvidia Corporation19,345US$4.42M−5,398Sep 30, 2026
Apple Inc8,382US$2.79M−1,284Sep 30, 2026
Berkshire Hathaway Inc.3,453US$1.72M−1,220Sep 30, 2026
Meta Platforms, Inc.2,060US$1.49M−1,176Sep 30, 2026
Mastercard Incorporated2,667US$1.47M−1,404Sep 30, 2026
Visa Inc.3,217US$1.16M−2,292Sep 30, 2026
Sherwin-williams Company (the)1,975US$638K−1,461Sep 30, 2026