PATRICK M SWEENEY & ASSOCIATES, INC

Q3 2025 13F Holdings

  • Location
    libertyville, IL
  • Num holdings

    159

  • Value ($000)

    $154,695

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
ABT

ABBOTT LABS

COM
002824100
$9.96M
6 %

74,375

A
AAPL

APPLE INC

COM
037833100
$9.51M
6 %

37,330

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$7.55M
5 %

23,920

B
BAC

BANK OF AMERICA CORP

COM
060505104
$6.54M
4 %

126,742

A
ABBV

ABBVIE INC

COM
00287Y109
$6.14M
4 %

26,515

M
MSFT

MICROSOFT CORP

COM
594918104
$5.41M
4 %

10,444

M
MRK

MERCK & CO. INC.

COM
58933Y105
$4.04M
3 %

48,133

G
GOOG

ALPHABET INC CLASS C

CAP STK CL C
02079K107
$3.61M
2 %

14,839

P
PFE

PFIZER INC

COM
717081103
$3.49M
2 %

136,810

A
AMZN

AMAZON.COM INC

COM
023135106
$2.70M
2 %

12,301

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