SWEENEY & MICHEL, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 21, 2024
Value $: $254M
Signature - Title: Renee Michel - CCO, Partner, Financial Advisor
Location: Chico, CA
Summary: This page shows a list of all the recent 13F filings made by SWEENEY & MICHEL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SWEENEY & MICHEL, LLC reported 121 stock holdings with total value $254M as of Q3 2024. Top holdings included DGRO, ITOT, AAPL, HDV, and GOOG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
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

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