PATRICK M SWEENEY & ASSOCIATES, INC

Q4 2024 13F Holdings

  • Location
    libertyville, IL
  • Num holdings

    147

  • Value ($000)

    $133,479

  • Date Filed
    01/22/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$9.42M
7 %

37,634

ABT
ABT

ABBOTT LABS

COM
002824100
$8.42M
6 %

74,434

JPM
JPM

JP MORGAN CHASE & CO

COM
46625H100
$5.76M
4 %

24,009

BAC
BAC

BANK AMERICA CORP

COM
060505104
$5.07M
4 %

115,300

MRK
MRK

MERCK & CO INC

COM
58933Y105
$4.74M
4 %

47,690

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$4.71M
4 %

26,483

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.40M
3 %

10,448

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$2.82M
2 %

14,828

AMZN
AMZN

AMAZON COM INC

COM
023135106
$2.60M
2 %

11,873

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$2.40M
2 %

2,614

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 147