Notify me when Sweeney & Michel, Llc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 137 | $298M | +$9.33M | -$6.94M | +$2.39M | ITOT, DGRO, AAPL, HDV, GOOG | 13F-HR | 11/13/2025, 04:33 PM |
| Q2 2025 | 130 | $282M | +$14.1M | -$2.79M | +$11.3M | ITOT, DGRO, HDV, AAPL, SHYG | 13F-HR | 7/14/2025, 12:28 PM |
| Q1 2025 | 119 | $229M | +$11.7M | -$6.22M | +$5.51M | DGRO, ITOT, HDV, AAPL, SHYG | 13F-HR | 4/9/2025, 12:53 PM |
| Q3 2024 | 121 | $254M | +$13.1M | -$6.37M | +$6.69M | DGRO, ITOT, AAPL, HDV, GOOG | 13F-HR | 10/21/2024, 03:13 PM |
| Q2 2024 | 112 | $234M | +$5M | -$2.15M | +$2.85M | ITOT, DGRO, AAPL, HDV, GOOG | 13F-HR | 7/10/2024, 04:15 PM |
| Q1 2024 | 110 | $226M | +$18.8M | -$11.8M | +$6.93M | DGRO, ITOT, HDV, AAPL, GOOG | 13F-HR | 5/15/2024, 05:32 PM |
| Q3 2023 | 105 | $191M | +$18M | -$14.3M | +$3.68M | DGRO, ITOT, AAPL, HDV, GOOG | 13F-HR | 11/9/2023, 12:26 PM |
| Q2 2023 | 101 | $194M | +$3.71M | -$3.47M | +$244K | DGRO, ITOT, VIGI, HDV, AAPL | 13F-HR | 8/9/2023, 02:13 PM |
| Q1 2023 | 102 | $176M | $0 | $0 | DGRO, ITOT, VIGI, AAPL, HDV | 13F-HR | 6/7/2023, 03:52 PM |