PATRICK M SWEENEY & ASSOCIATES, INC

Q2 2025 13F Holdings

  • Location
    libertyville, IL
  • Num holdings

    156

  • Value ($000)

    $145,373

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0002010453
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ABT
ABT

ABBOTT LABS

COM
002824100
$9.99M
7 %

74,334

AAPL
AAPL

APPLE INC

COM
037833100
$7.96M
6 %

37,273

JPM
JPM

JPMORGAN CHASE & CO

COM
46625H100
$7.08M
5 %

23,917

BAC
BAC

BANK OF AMERICA CORP

COM
060505104
$6.18M
4 %

126,360

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.21M
4 %

10,451

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$5.01M
3 %

26,485

MRK
MRK

MERCK & CO. INC.

COM
58933Y105
$3.89M
3 %

48,119

PFE
PFE

PFIZER INC

COM
717081103
$3.45M
2 %

135,932

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$2.71M
2 %

12,151

GOOG
GOOG

ALPHABET INC CLASS C

CAP STK CL C
02079K107
$2.66M
2 %

14,709

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