• 13F History

SWEENEY & MICHEL, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$229M
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 119 stock holdings with total value $229M as of Q1 2025. Top holdings included DGRO, ITOT, HDV, AAPL, and SHYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 109 $226M +$18.8M -$11.8M +$6.93M DGRO, ITOT, HDV, AAPL, GOOG 13F-HR 5/15/2024, 05:32 PM
Q3 2023 108 $191M +$18M -$14.3M +$3.68M DGRO, ITOT, AAPL, HDV, GOOG 13F-HR 11/9/2023, 12:26 PM
Q2 2023 101 $194M +$3.78M -$3.08M +$692K DGRO, ITOT, VIGI, HDV, AAPL 13F-HR 8/9/2023, 02:13 PM
Q1 2023 97 $176M DGRO, ITOT, VIGI, AAPL, HDV 13F-HR 6/7/2023, 03:52 PM