PATRICK M SWEENEY & ASSOCIATES, INC

Q1 2025 13F Holdings

  • Location
    libertyville, IL
  • Num holdings

    147

  • Value ($000)

    $133,864

  • Date Filed
    04/14/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ABT
ABT

ABBOTT LABS

COM
002824100
$9.87 M
7 %

74,409

AAPL
AAPL

APPLE INC

COM
037833100
$8.30 M
6 %

37,361

JPM
JPM

JP MORGAN CHASE & CO

COM
46625H100
$5.87 M
4 %

23,929

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$5.55 M
4 %

26,484

BAC
BAC

BANK AMERICA CORP

COM
060505104
$5.24 M
4 %

125,646

MRK
MRK

MERCK & CO INC

COM
58933Y105
$4.28 M
3 %

47,692

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$3.89 M
3 %

10,374

PFE
PFE

PFIZER INC

COM
717081103
$2.91 M
2 %

114,818

LLY
LLY

ELI LILLY & CO

COM
532457108
$2.47 M
2 %

2,986

V
V

VISA INC

COM
92826C839
$2.46 M
2 %

7,015

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