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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 $228,526,174
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 361,780 $19,977,486 8.74%
2.
Ishares Trust
 IEF 179,018 $19,355,416 8.47%
3.
Ishares Tr - CORE HIGH DV ETF
 141,736 $15,365,560 6.72%
4.
Apple Inc.
 AAPL 71,320 $12,297,080 5.38%
5.
Ishares Tr
 274,117 $11,189,449 4.9%
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)