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| Sweeney & Michel LLC
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|---|---|
| CRD # | 282595 |
| SEC # | 801-113350 |
| CIK # | 0001979556 |
| AUM | 752.6 M (2026-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 530-487-1777 |
| Address | 196 Cohasset Road Chico, CA 95926 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 20.5 | ||
| Apple Inc | 19.6 | ||
| Johnson & Johnson | 7.2 | ||
| Trico Bancshares / | 6.3 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| Microsoft Corp | 5.9 | ||
| J P Morgan Chase & Co | 5.4 | ||
| Amazon Com Inc | 3.6 | ||
| Nvidia Corp | 3.6 | ||
| Callaway Golf Co | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 526 | 272.4 |
| (b) Individuals (high net worth individuals) | 101 | 357.1 |
| (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 | 25 | 58.7 |
| (h) Charitable organizations | 7 | 21.7 |
| (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 | 29 | 42.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,571 | 752.6 |
| By Discretionary | ||
| Discretionary | 1,460 | 731.6 |
| Non-Discretionary | 111 | 21.1 |
| Total | 1,571 | 752.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 752.6 | |
| Total | 1,571 | 752.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001979556] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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