SWEENEY & MICHEL, LLC - Portfolio overview

SWEENEY & MICHEL, LLC has 151 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 8.73%
2. DGRO - ISHARES TR, 8.12%
3. HDV - ISHARES TR, 6.15%

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

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