PATRICK M SWEENEY & ASSOCIATES, INC - Portfolio overview

PATRICK M SWEENEY & ASSOCIATES, INC has 171 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.95%
2. ABT - ABBOTT LABORATORIES, 4.82%
3. JPM - JPMORGAN CHASE & CO, 4.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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