Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Sweeney & Michel, Llc > Profile

Instuitional Investor - Sweeney & Michel, Llc

Fund Profile
Filing Period:
Fund Name: Sweeney & Michel, Llc
Portfolio Value $375,747,178
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 198,320 $32,976,698 8.78%
2.
Ishares Tr
 390,542 $29,442,961 7.84%
3.
Apple Inc.
 AAPL 73,465 $24,465,418 6.51%
4.
Ishares Tr - CORE HIGH DV ETF
 850,743 $23,786,766 6.33%
5.
Alphabet Inc.
 GOOGL 63,288 $21,564,921 5.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.