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| Sweeney & Michel LLC
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|---|---|
| CRD # | 282595 |
| SEC # | 801-113350 |
| CIK # | 0001979556 |
| AUM | $423.5 MM (2023-03-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 530-487-1777 |
| Address | 196 Cohasset Road Chico, CA 95926 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 13.6 | |
| GOOG | 1,482,566.4 | 8.6 | |
| MSFT | 1,918,222.4 | 5.3 | |
| JNJ | 465,600.2 | 4.8 | |
| TCBK | 1,539.3 | 3.9 | |
| VZ | 211,914.0 | 3.6 | |
| JPM | 340,169.2 | 3.2 | |
| MRK | 232,371.9 | 2.6 | |
| T | 147,547.0 | 2.2 | |
| MMM | 74,165.4 | 1.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 385 | 117.2 |
| (b) Individuals (high net worth individuals) | 103 | 270.4 |
| (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 | 15 | 7.7 |
| (h) Charitable organizations | 5 | 16.2 |
| (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 | 11 | 12.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,095 | 423.5 |
| By Discretionary | ||
| Discretionary | 1,090 | 422.9 |
| Non-Discretionary | 5 | 0.6 |
| Total | 1,095 | 423.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 423.5 | |
| Total | 1,095 | 423.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001979556] |
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