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| Happy Holidays!! thanks for using AUM13F!! |
| Patrick M Sweeney & Associates Inc
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| CRD # | 112802 |
| SEC # | 801-118910 |
| CIK # | 0002010453 |
| AUM | $217.2 M (2025-03-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 847-277-7771 |
| Address | 900 Technology Way Libertyville, IL 60048 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010453 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Abbott Laboratories | 10.0 | ||
| Apple Inc | 8.0 | ||
| J P Morgan Chase & Co | 7.1 | ||
| Bank of America Corp /DE/ | 6.2 | ||
| Microsoft Corp | 5.2 | ||
| AbbVie Inc | 5.0 | ||
| Merck & Co Inc | 3.9 | ||
| Pfizer Inc | 3.4 | ||
| Amazon Com Inc | 2.7 | ||
| Alphabet Inc | 2.7 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
| VISA Inc | 2.5 | ||
| CVS Caremark Corp | 2.3 | ||
| Lilly Eli & Co | 2.3 | ||
| Waste Management Inc | 2.1 | ||
| Blackstone Group LP | 2.0 | ||
| Caterpillar Inc | 1.5 | ||
| Johnson & Johnson | 1.4 | ||
| Broadcom Inc | 1.3 | ||
| Home Depot Inc | 1.3 | ||
| Union Pacific Corp | 1.3 | ||
| Eaton Corp Ltd | 1.3 | ||
| Schwab Charles Corp | 1.2 | ||
| Honeywell International Inc | 1.2 | ||
| Oracle Corp | 1.2 | ||
| CSX Corp | 1.1 | ||
| United Technologies Corp /DE/ | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 13.1 |
| (b) Individuals (high net worth individuals) | 53 | 204.1 |
| (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 | 293 | 217.2 |
| By Discretionary | ||
| Discretionary | 291 | 216.1 |
| Non-Discretionary | 2 | 1.1 |
| Total | 293 | 217.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.2 | |
| Total | 293 | 217.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010453] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Archer Portfolio Management Inc
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|
0.2 | |
|
GBM Wealth Management Inc
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|
TX | 0.2 |
|
Alpha Capital Family Office LLC
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|
CO | 0.2 |
|
Members Wealth LLC
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|
PA | 0.2 |
|
Udine Wealth Management Inc
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|
0.2 | |
|
Guidestream Financial Inc
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|
MI | 0.2 |
|
Variant Private Wealth LLC
✚
|
VA | 0.2 |
|
Sander Capital Advisors Inc
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|
WA | 0.2 |
|
Waycross Investment Management Company
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|
WA | 0.2 |
|
Deane Retirement Strategies Inc
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|
LA | 0.2 |