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Size ($ in 1000's)
At 03/31/2024: $121,610
At 12/31/2023: $109,346
Patrick M Sweeney & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Patrick M Sweeney & Associates Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Patrick M Sweeney & Associates Inc. top holdings by largest position size, as per the latest 13f filing made by Patrick M Sweeney & Associates Inc..
In the Patrick M Sweeney & Associates Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Patrick M Sweeney & Associates Inc. in that top holding, then the share count change between reporting periods, and finally the Patrick M Sweeney & Associates Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ABBOTT LABS |
74,001 |
+100 |
$8,411 | | ABT | 74,001 | +100 | $8,411 | | APPLE INC |
37,808 |
+241 |
$6,483 | | AAPL | 37,808 | +241 | $6,483 | | MERCK & CO INC |
47,325 |
+87 |
$6,244 | | MRK | 47,325 | +87 | $6,244 | | CVS HEALTH CORP |
68,213 |
+199 |
$5,441 | | CVS | 68,213 | +199 | $5,441 | | BANK AMERICA CORP |
128,688 |
+233 |
$4,880 | | BAC | 128,688 | +233 | $4,880 | | JP MORGAN CHASE & CO |
24,008 |
+68 |
$4,809 | | JPM | 24,008 | +68 | $4,809 | | ABBVIE INC |
26,379 |
+2 |
$4,804 | | ABBV | 26,379 | +2 | $4,804 | | MICROSOFT CORP |
9,935 |
+4 |
$4,180 | | MSFT | 9,935 | +4 | $4,180 | | LILLY ELI & CO |
2,906 |
+9 |
$2,261 | | LLY | 2,906 | +9 | $2,261 | | ALPHABET INC |
14,505 |
+50 |
$2,209 | | GOOG | 14,505 | +50 | $2,209 | | WASTE MANAGEMENT INC DEL |
9,581 |
+77 |
$2,042 | | WM | 9,581 | +77 | $2,042 | | AMAZON COM INC |
11,103 |
+237 |
$2,003 | | AMZN | 11,103 | +237 | $2,003 | | VISA INC |
6,786 |
+58 |
$1,894 | | V | 6,786 | +58 | $1,894 | | COSTCO WHSL CORP NEW |
2,582 |
UNCH |
$1,892 | | COST | 2,582 | UNCH | $1,892 | | BLACKSTONE INC |
13,760 |
+120 |
$1,808 | | BX | 13,760 | +120 | $1,808 | | INVESCO QQQ TR |
3,748 |
-122 |
$1,664 | | QQQ | 3,748 | -122 | $1,664 |  BERKSHIRE HATHAWAY INC DEL |
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$1,460 | | BRK.B | 3,471 | -4 | $1,460 | | JOHNSON & JOHNSON |
8,663 |
+101 |
$1,370 | | JNJ | 8,663 | +101 | $1,370 | | CATERPILLAR INC |
3,693 |
+86 |
$1,353 | | CAT | 3,693 | +86 | $1,353 | | HOME DEPOT INC |
3,296 |
+32 |
$1,264 | | HD | 3,296 | +32 | $1,264 | | PEPSICO INC |
7,056 |
+63 |
$1,235 | | PEP | 7,056 | +63 | $1,235 | | UNION PAC CORP |
4,939 |
+55 |
$1,215 | | UNP | 4,939 | +55 | $1,215 | | PFIZER INC |
41,807 |
-82 |
$1,160 | | PFE | 41,807 | -82 | $1,160 | | EATON CORP PLC |
3,467 |
+87 |
$1,084 | | ETN | 3,467 | +87 | $1,084 | | CSX CORP |
29,197 |
+612 |
$1,082 | | CSX | 29,197 | +612 | $1,082 | | SPDR S&P 500 ETF TR (SPY) |
2,020 |
UNCH |
$1,057 | | SPY | 2,020 | UNCH | $1,057 | | HONEYWELL INTL INC |
4,787 |
-50 |
$983 | | HON | 4,787 | -50 | $983 | | UNITEDHEALTH GROUP INC |
1,898 |
-50 |
$939 | | UNH | 1,898 | -50 | $939 | | MCDONALDS CORP |
3,294 |
+58 |
$929 | | MCD | 3,294 | +58 | $929 | | FEDEX CORP |
3,015 |
UNCH |
$874 | | FDX | 3,015 | UNCH | $874 | | DISNEY WALT CO |
7,113 |
+45 |
$870 | | DIS | 7,113 | +45 | $870 | | PROCTER AND GAMBLE CO |
5,266 |
+65 |
$854 | | PG | 5,266 | +65 | $854 | | SCHWAB CHARLES CORP |
11,602 |
+221 |
$839 | | SCHW | 11,602 | +221 | $839 | | UNITED RENTALS INC |
1,156 |
-46 |
$834 | | URI | 1,156 | -46 | $834 | | STRYKER CORP |
2,222 |
-49 |
$795 | | SYK | 2,222 | -49 | $795 | | NOVO NORDISK A S |
6,155 |
+55 |
$790 | | NVO | 6,155 | +55 | $790 | | DEERE & CO |
1,913 |
+29 |
$786 | | DE | 1,913 | +29 | $786 | | VALERO ENERGY CORP |
4,597 |
+165 |
$785 | | VLO | 4,597 | +165 | $785 | | EXXON MOBIL CORP |
6,493 |
+201 |
$755 | | XOM | 6,493 | +201 | $755 | | UNITED PARCEL SERVICE INC |
4,966 |
+100 |
$738 | | UPS | 4,966 | +100 | $738 | | META PLATFORMS INC |
1,515 |
+165 |
$736 | | META | 1,515 | +165 | $736 | | RTX CORP |
7,260 |
+221 |
$708 | | RTX | 7,260 | +221 | $708 | | BOEING CO |
3,440 |
-24 |
$664 | | BA | 3,440 | -24 | $664 | | ACCENTURE PLC |
1,887 |
+56 |
$654 | | ACN | 1,887 | +56 | $654 | | WALMART INC |
10,841 |
+7,314 |
$652 | | WMT | 10,841 | +7,314 | $652 | | ELEVANCE HEALTH INC |
1,248 |
+30 |
$647 | | ELV | 1,248 | +30 | $647 | | INTEL INC |
14,016 |
+150 |
$619 | | INTC | 14,016 | +150 | $619 | | BROADCOM INC |
453 |
UNCH |
$600 | | AVGO | 453 | UNCH | $600 | | THERMO FISHER SCIENTIFIC INC |
1,013 |
-22 |
$589 | | TMO | 1,013 | -22 | $589 | | GOLDMAN SACHS GROUP INC |
1,401 |
+98 |
$585 | | GS | 1,401 | +98 | $585 |
See Full List: All Stocks Held By Patrick M Sweeney & Associates Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Patrick M Sweeney & Associates Inc.
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