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| Patrick M Sweeney & Associates Inc
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| CRD # | 112802 |
| SEC # | 801-118910 |
| CIK # | 0002010453 |
| AUM | 252.5 M (2026-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 847-277-7771 |
| Address | 900 Technology Way Libertyville, IL 60048 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010453 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.4 | ||
| Abbott Laboratories | 7.6 | ||
| J P Morgan Chase & Co | 6.9 | ||
| Bank of America Corp /DE/ | 6.2 | ||
| Merck & Co Inc | 5.8 | ||
| AbbVie Inc | 5.8 | ||
| Alphabet Inc | 4.2 | ||
| Microsoft Corp | 3.8 | ||
| Pfizer Inc | 3.3 | ||
| Lilly Eli & Co | 2.7 | ||
| Amazon Com Inc | 2.6 | ||
| Caterpillar Inc | 2.6 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
| CVS Caremark Corp | 2.5 | ||
| Johnson & Johnson | 2.2 | ||
| Visa Inc | 2.1 | ||
| Waste Management Inc | 2.1 | ||
| Blackstone Group LP | 1.5 | ||
| CSX Corp | 1.4 | ||
| United Technologies Corp /DE/ | 1.4 | ||
| Broadcom Inc | 1.4 | ||
| Union Pacific Corp | 1.3 | ||
| Schwab Charles Corp | 1.3 | ||
| Eaton Corp Ltd | 1.3 | ||
| Deere & Co | 1.2 | ||
| Wal Mart Stores Inc | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 14.5 |
| (b) Individuals (high net worth individuals) | 55 | 238.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 305 | 252.5 |
| By Discretionary | ||
| Discretionary | 303 | 251.4 |
| Non-Discretionary | 2 | 1.2 |
| Total | 305 | 252.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 252.5 | |
| Total | 305 | 252.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010453] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Canty Financial Management Inc
✚
|
NY | 254.0 M |
|
Pollock Investment Advisory Corporation
✚
|
253.8 M | |
|
PPS & V Asset Management Consultants Inc
✚
|
MI | 253.7 M |
|
Washburn Capital Management Inc
✚
|
FL | 253.6 M |
|
Transcend Advisor Group LLC
✚
|
WI | 253.2 M |
|
Corrado Advisors LLC
✚
|
NJ | 252.8 M |
|
Taylor Securities Services Inc
✚
|
PA | 252.5 M |
|
Waycross Investment Management Company
✚
|
WA | 252.4 M |
|
Bradley & Company Private Wealth Management LLC
✚
|
252.0 M | |
|
Graham Capital Wealth Management LLC
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|
DC | 251.2 M |