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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 $281,544,391
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 184,265 $25,131,853 8.93%
2.
Ishares Tr
 369,708 $23,964,491 8.51%
3.
Ishares Tr - CORE HIGH DV ETF
 147,755 $17,699,555 6.29%
4.
Apple Inc.
 AAPL 70,456 $14,877,425 5.28%
5.
Ishares Tr
 287,658 $12,311,752 4.37%
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)