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Home > Institutional Investor > Sweeney & Michel, Llc > 13F Holdings

Instuitional Investor - Sweeney & Michel, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 196,749 $33,364,676 8.76%
2.
Ishares Tr
 385,673 $30,649,425 8.05%
3.
Ishares Tr - CORE HIGH DV ETF
 836,134 $24,063,925 6.32%
4.
Apple Inc.
 AAPL 75,456 $23,642,551 6.21%
5.
Alphabet Inc.
 GOOGL 64,347 $22,744,577 5.97%
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)

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