PATRICK M SWEENEY & ASSOCIATES, INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, PATRICK M SWEENEY & ASSOCIATES, INC held in its portfolio 159 assets valued at $159,880,939 (i.e. $159.88M).
The most valuable assets in the portfolio included: APPLE INC ($10.13M), ABBOTT LABS ($9.32M), and JPMORGAN CHASE & CO. ($7.64M).
The chart below shows the top 10 valuable assets, and the table below shows the top 159 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PATRICK M SWEENEY & ASSOCIATES, INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 37249 | 10126563 | COM |
| ABBOTT LABS | 74355 | 9315954 | COM |
| JPMORGAN CHASE & CO. | 23699 | 7636358 | COM |
| BANK AMERICA CORP | 126873 | 6978037 | COM |
| ABBVIE INC | 26510 | 6057311 | COM |
| MERCK & CO INC | 48055 | 5058242 | COM |
| MICROSOFT CORP | 10281 | 4972031 | COM |
| ALPHABET INC | 14689 | 4609441 | CAP STK CL C |
| ELI LILLY & CO | 2980 | 3202622 | COM |
| PFIZER INC | 116318 | 2896317 | COM |
| AMAZON COM INC | 12531 | 2892434 | COM |
| CVS HEALTH CORP | 34709 | 2754513 | COM |
| VISA INC | 7064 | 2477252 | COM CL A |
| INVESCO QQQ TR | 3905 | 2398641 | UNIT SER 1 |
| COSTCO WHSL CORP NEW | 2580 | 2225131 | COM |
| CATERPILLAR INC | 3692 | 2115000 | COM |
| WASTE MGMT INC DEL | 9242 | 2030582 | COM |
| BLACKSTONE INC | 12719 | 1960431 | COM |
| JOHNSON & JOHNSON | 9034 | 1869642 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3501 | 1759778 | CL B NEW |
| BROADCOM INC | 4450 | 1540291 | COM |
| NVIDIA CORPORATION | 7990 | 1490100 | COM |
| RTX CORPORATION | 7398 | 1356787 | COM |
| SCHWAB CHARLES CORP | 13476 | 1346428 | COM |
| SPDR S&P 500 ETF TR | 1938 | 1321789 | TR UNIT |
| GOLDMAN SACHS GROUP INC | 1466 | 1288251 | COM |
| UNION PAC CORP | 5527 | 1278455 | COM |
| CSX CORP | 34439 | 1248431 | COM |
| ALPHABET INC | 3936 | 1231968 | CAP STK CL A |
| HOME DEPOT INC | 3558 | 1224411 | COM |
| WALMART INC | 10520 | 1172032 | COM |
| EATON CORP PLC | 3512 | 1118607 | SHS |
| MCDONALDS CORP | 3469 | 1060177 | COM |
| PEPSICO INC | 7279 | 1044720 | COM |
| DEERE & CO | 2213 | 1030102 | COM |
| META PLATFORMS INC | 1552 | 1024708 | CL A |
| CUMMINS INC | 1997 | 1019420 | COM |
| HONEYWELL INTL INC | 5074 | 989924 | COM |
| VANGUARD SPECIALIZED FUNDS | 4313 | 947957 | DIV APP ETF |
| ORACLE CORP | 4851 | 945563 | COM |
| BOEING CO | 4340 | 942304 | COM |
| VANGUARD WORLD FD | 1229 | 926469 | INF TECH ETF |
| UNITED RENTALS INC | 1108 | 896727 | COM |
| EXXON MOBIL CORP | 7365 | 886325 | COM |
| 3M CO | 5409 | 865951 | COM |
| FEDEX CORP | 2931 | 846737 | COM |
| VANGUARD INDEX FDS | 1307 | 819659 | S&P 500 ETF SHS |
| TESLA INC | 1812 | 814893 | COM |
| PROCTER AND GAMBLE CO | 5653 | 810125 | COM |
| DISNEY WALT CO | 6993 | 795614 | COM |
| STRYKER CORPORATION | 2253 | 792029 | COM |
| APPLIED MATLS INC | 3005 | 772255 | COM |
| PNC FINL SVCS GROUP INC | 3680 | 768175 | COM |
| VALERO ENERGY CORP | 4663 | 759050 | COM |
| ISHARES TR | 1085 | 743160 | CORE S&P500 ETF |
| ALLSTATE CORP | 3472 | 722684 | COM |
| EMERSON ELEC CO | 5350 | 710088 | COM |
| CISCO SYS INC | 9183 | 707331 | COM |
| CHUBB LIMITED | 2247 | 701455 | COM |
| MEDTRONIC PLC | 7264 | 697780 | SHS |
| INTERNATIONAL BUSINESS MACHS | 2276 | 674261 | COM |
| UNITEDHEALTH GROUP INC | 2007 | 662430 | COM |
| MASTERCARD INCORPORATED | 1142 | 652052 | CL A |
| THERMO FISHER SCIENTIFIC INC | 1107 | 641467 | COM |
| COCA COLA CO | 9160 | 640398 | COM |
| SCHWAB STRATEGIC TR | 22747 | 623955 | US DIVIDEND EQ |
| WELLS FARGO CO NEW | 6563 | 611715 | COM |
| CHEVRON CORP NEW | 3989 | 607924 | COM |
| LOCKHEED MARTIN CORP | 1254 | 606715 | COM |
| TRAVELERS COMPANIES INC | 2001 | 580381 | COM |
| ISHARES TR | 1223 | 578846 | RUS 1000 GRW ETF |
| QUALCOMM INC | 3383 | 578596 | COM |
| BANK MONTREAL QUE | 4453 | 577955 | COM |
| ACCENTURE PLC IRELAND | 2115 | 567455 | SHS CLASS A |
| ILLINOIS TOOL WKS INC | 2297 | 565664 | COM |
| ROCKWELL AUTOMATION INC | 1362 | 529829 | COM |
| AMERICAN EXPRESS CO | 1385 | 512497 | COM |
| NORTHROP GRUMMAN CORP | 891 | 508046 | COM |
| MARSH & MCLENNAN COS INC | 2684 | 497888 | COM |
| GENERAL DYNAMICS CORP | 1460 | 491606 | COM |
| NOVO-NORDISK A S | 9455 | 481070 | ADR |
| ELEVANCE HEALTH INC FORMERLY | 1295 | 453894 | COM |
| GE AEROSPACE | 1449 | 446444 | COM NEW |
| SCHWAB STRATEGIC TR | 13613 | 444056 | US LCAP GR ETF |
| SALESFORCE INC | 1668 | 441793 | COM |
| SCHWAB STRATEGIC TR | 15265 | 434760 | US SML CAP ETF |
| UNITED PARCEL SERVICE INC | 4336 | 430101 | CL B |
| VANGUARD INTL EQUITY INDEX F | 5082 | 424906 | FTSE EUROPE ETF |
| VANGUARD INDEX FDS | 1643 | 423696 | SMALL CP ETF |
| GALLAGHER ARTHUR J & CO | 1610 | 416652 | COM |
| DELTA AIR LINES INC DEL | 5974 | 414628 | COM NEW |
| SPDR DOW JONES INDL AVERAGE | 858 | 412452 | UT SER 1 |
| REPUBLIC SVCS INC | 1880 | 398514 | COM |
| STARBUCKS CORP | 4675 | 393720 | COM |
| NEXTERA ENERGY INC | 4898 | 393199 | COM |
| ENTERPRISE PRODS PARTNERS L | 12198 | 391055 | COM |
| ISHARES TR | 12557 | 388750 | PFD AND INCM SEC |
| ARCHER DANIELS MIDLAND CO | 6701 | 385229 | COM |
| SCHWAB STRATEGIC TR | 12731 | 382819 | US MID-CAP ETF |
| VANGUARD INDEX FDS | 1130 | 378855 | TOTAL STK MKT |
| PACCAR INC | 3414 | 373849 | COM |
| EDWARDS LIFESCIENCES CORP | 4370 | 372543 | COM |
| VERIZON COMMUNICATIONS INC | 9019 | 367350 | COM |
| JACOBS SOLUTIONS INC | 2742 | 363203 | COM |
| AMGEN INC | 1108 | 362531 | COM |
| CONOCOPHILLIPS | 3784 | 354230 | COM |
| INGREDION INC | 3205 | 353331 | COM |
| J P MORGAN EXCHANGE TRADED F | 6087 | 348443 | EQUITY PREMIUM |
| BLACKROCK INC | 323 | 345380 | COM |
| LINDE PLC | 802 | 341965 | SHS |
| HARTFORD INSURANCE GROUP INC | 2455 | 338299 | COM |
| L3HARRIS TECHNOLOGIES INC | 1126 | 330443 | COM |
| DANAHER CORPORATION | 1434 | 328234 | COM |
| INTUIT | 493 | 326573 | COM |
| SELECT SECTOR SPDR TR | 2105 | 325854 | STATE STREET HEA |
| SPDR GOLD TR | 816 | 323389 | GOLD SHS |
| PHILLIPS 66 | 2484 | 320548 | COM |
| WEC ENERGY GROUP INC | 2994 | 315774 | COM |
| ONEOK INC NEW | 4229 | 310838 | COM |
| PAYCHEX INC | 2755 | 309050 | COM |
| EVERSOURCE ENERGY | 4585 | 308740 | COM |
| INTERNATIONAL PAPER CO | 7753 | 305397 | COM |
| XCEL ENERGY INC | 4120 | 304276 | COM |
| TEXAS INSTRS INC | 1739 | 301709 | COM |
| TRACTOR SUPPLY CO | 5992 | 299646 | COM |
| TRUIST FINL CORP | 6051 | 297751 | COM |
| DOVER CORP | 1511 | 294920 | COM |
| BLACKSTONE SECD LENDING FD | 11064 | 291302 | COMMON STOCK |
| INTEL CORP | 7695 | 283933 | COM |
| PUBLIC STORAGE OPER CO | 1088 | 282321 | COM |
| BP PLC | 8116 | 281871 | SPONSORED ADR |
| ISHARES TR | 4187 | 276342 | CORE S&P MCP ETF |
| NETFLIX INC | 2919 | 273666 | COM |
| HALEON PLC | 26868 | 271635 | SPON ADS |
| SELECT SECTOR SPDR TR | 4924 | 269694 | STATE STREET FIN |
| MARTIN MARIETTA MATLS INC | 430 | 267744 | COM |
| WABTEC | 1225 | 261532 | COM |
| GENERAL MTRS CO | 3198 | 260026 | COM |
| AGILENT TECHNOLOGIES INC | 1897 | 258059 | COM |
| AVALONBAY CMNTYS INC | 1415 | 256581 | COM |
| SCHWAB STRATEGIC TR | 9469 | 254811 | US LRG CAP ETF |
| BECTON DICKINSON & CO | 1313 | 254770 | COM |
| ASML HOLDING N V | 236 | 252487 | N Y REGISTRY SHS |
| TYSON FOODS INC | 4251 | 249219 | CL A |
| CONSTELLATION ENERGY CORP | 703 | 248349 | COM |
| DUKE ENERGY CORP NEW | 2090 | 244999 | COM NEW |
| ROYAL CARIBBEAN GROUP | 867 | 241780 | COM |
| FREEPORT-MCMORAN INC | 4746 | 241026 | CL B |
| SYSCO CORP | 3217 | 237037 | COM |
| VANGUARD INDEX FDS | 810 | 235214 | MID CAP ETF |
| AMERICAN TOWER CORP NEW | 1322 | 232104 | COM |
| VANGUARD INDEX FDS | 1167 | 222968 | VALUE ETF |
| US BANCORP DEL | 4102 | 218883 | COM NEW |
| REALTY INCOME CORP | 3801 | 214242 | COM |
| TJX COS INC NEW | 1386 | 212856 | COM |
| GE VERNOVA INC | 320 | 209142 | COM |
| SOUTHERN CO | 2363 | 206071 | COM |
| EASTMAN CHEM CO | 3183 | 203140 | COM |
| ISHARES TR | 818 | 201384 | RUSSELL 2000 ETF |
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