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| Happy Holidays!! thanks for using AUM13F!! |
| Sweeney & Michel LLC
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| CRD # | 282595 |
| SEC # | 801-113350 |
| CIK # | 0001979556 |
| AUM | $625.9 M (2025-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 530-487-1777 |
| Address | 196 Cohasset Road Chico, CA 95926 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001979556 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.9 | ||
| Alphabet Inc | 12.1 | ||
| Microsoft Corp | 7.9 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| Trico Bancshares / | 5.3 | ||
| Johnson & Johnson | 5.3 | ||
| J P Morgan Chase & Co | 5.2 | ||
| Verizon Communications Inc | 4.1 | ||
| Nvidia Corp | 3.3 | ||
| Amazon Com Inc | 3.1 | ||
| Kinder Morgan Inc | 2.7 | ||
| AMB Property Corp | 2.6 | ||
| AbbVie Inc | 1.9 | ||
| Wells Fargo & Co/MN | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 485 | 192.6 |
| (b) Individuals (high net worth individuals) | 101 | 312.9 |
| (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 | 10 | 63.5 |
| (h) Charitable organizations | 6 | 19.9 |
| (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 | 27 | 37.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,418 | 625.9 |
| By Discretionary | ||
| Discretionary | 1,346 | 552.3 |
| Non-Discretionary | 72 | 73.6 |
| Total | 1,418 | 625.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 625.9 | |
| Total | 1,418 | 625.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001979556] |
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|---|---|---|
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DOHJ LLC
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WA | 0.6 |
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MA | 0.6 |
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MI | 0.6 |
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KY | 0.6 |
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Covenant Asset Management LLC
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NJ | 0.6 |
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Skinner Copper & Ehmen Wealth Management LLC
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IL | 0.6 |
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Oak Harbor Wealth Partners LLC
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NC | 0.6 |
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NBW Capital LLC
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MA | 0.6 |
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Laffer Tengler Investments Inc
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TN | 0.6 |