Holdings

Sweeney & Michel, LLC

As of Sep 30, 2026, Sweeney & Michel, LLC reported 160 positions worth US$372M. Largest: iShares Core S&P Total U.S. Stock Market ETF, iShares Core Dividend Growth ETF and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
iShares Core S&P Total U.S. Stock Market ETF198KUS$33MnewSep 30, 2026
iShares Core Dividend Growth ETF391KUS$29.4MnewSep 30, 2026
Apple Inc73,465US$24.5M−1,991Sep 30, 2026
iShares Core High Dividend ETF851KUS$23.8MnewSep 30, 2026
Alphabet Inc (google) Class C64,069US$21.8M−291Sep 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF341KUS$14MnewSep 30, 2026
Capital Group International Equity ETF354KUS$13MnewSep 30, 2026
Vanguard International High Dividend Yield ETF127KUS$12.8MnewSep 30, 2026
Freedom 100 Emerging Markets ETF169KUS$11.8MnewSep 30, 2026
Capital Group Dividend Growers ETF286KUS$10.7MnewSep 30, 2026