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
ABT
ABT

ABBOTT LABS

COM
002824100
$9.96 M
6 %

74,375

AAPL
AAPL

APPLE INC

COM
037833100
$9.51 M
6 %

37,330

JPM
JPM

JPMORGAN CHASE & CO

COM
46625H100
$7.55 M
5 %

23,920

BAC
BAC

BANK OF AMERICA CORP

COM
060505104
$6.54 M
4 %

126,742

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$6.14 M
4 %

26,515

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.41 M
4 %

10,444

MRK
MRK

MERCK & CO. INC.

COM
58933Y105
$4.04 M
3 %

48,133

GOOG
GOOG

ALPHABET INC CLASS C

CAP STK CL C
02079K107
$3.61 M
2 %

14,839

PFE
PFE

PFIZER INC

COM
717081103
$3.49 M
2 %

136,810

AMZN
AMZN

AMAZON.COM INC

COM
023135106
$2.70 M
2 %

12,301

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