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Home > Institutional Investor > Sweeney & Michel, Llc > Profile

Instuitional Investor - Sweeney & Michel, Llc

Fund Profile
Filing Period:
Fund Name: Sweeney & Michel, Llc
Portfolio Value $253,718,502
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 342,909 $21,908,485 8.63%
2.
Ishares Trust
 IEF 167,242 $21,433,694 8.45%
3.
Apple Inc.
 AAPL 72,212 $16,969,771 6.69%
4.
Ishares Tr - CORE HIGH DV ETF
 133,052 $15,881,141 6.26%
5.
Alphabet Inc.
 GOOGL 66,623 $10,996,116 4.33%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)