PATRICK M SWEENEY & ASSOCIATES, INC 13F Holdings

CIK 0002010453 · LIBERTYVILLE, IL

As of Sep 30, 2025, PATRICK M SWEENEY & ASSOCIATES, INC reported 159 positions worth 54.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ABBOTT LABORATORIESABTHealthcare74,375 0.0M6.44%
APPLE INCAAPLTechnology37,330$9.5M6.14%
JPMORGAN CHASE & COJPMFinancial Services23,920$7.5M4.88%
BANK OF AMERICA CORPBACFinancial Services126,742$6.5M4.23%
ABBVIE INCABBVEquity26,515$6.1M3.97%
MICROSOFT CORPMSFTTechnology10,444$5.4M3.50%
MERCK & CO INCMRKHealthcare48,133$4.0M2.61%
ALPHABET INCGOOGEquity14,839$3.6M2.34%
PFIZER INCPFEHealthcare136,810$3.5M2.25%
AMAZON.COM INCAMZNEquity12,301$2.7M1.75%
CVS HEALTH CORPCVSHealthcare34,798$2.6M1.70%
VISA INC-CLASS A SHARESVFinancial Services7,048$2.4M1.56%
COSTCO WHOLESALE CORPCOSTConsumer Defensive2,591$2.4M1.55%
INVESCO QQQ TRUST SERIES 1QQQ—3,927$2.4M1.52%
ELI LILLY & COLLYHealthcare2,970$2.3M1.46%
BLACKSTONE INCBXFinancial Services12,897$2.2M1.42%
WASTE MANAGEMENT INCWMIndustrials9,247$2.0M1.32%
CATERPILLAR INCCATIndustrials3,789 .8M1.17%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services3,477 .7M1.13%
JOHNSON & JOHNSONJNJHealthcare9,150 .7M1.10%
BROADCOM INCAVGOTechnology4,821 .6M1.03%
HOME DEPOT INCHDConsumer Cyclical3,559 .4M0.93%
ORACLE CORPORCLTechnology4,931 .4M0.90%
EATON CORP PLCETNIndustrials3,512 .3M0.85%
SPDR S&P 500 ETF TRUSTSPY—1,963 .3M0.85%