Patrick M Sweeney & Associates, Inc Top Holdings and 13F Report (2025) About Patrick M Sweeney & Associates, IncInvestment ActivityPatrick M Sweeney & Associates, Inc has $133.86 million in total holdings as of March 31, 2025.Patrick M Sweeney & Associates, Inc owns shares of 147 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 1.97% of the portfolio was purchased this quarter.About 1.10% of the portfolio was sold this quarter.This quarter, Patrick M Sweeney & Associates, Inc has purchased 147 new stocks and bought additional shares in 65 stocks.Patrick M Sweeney & Associates, Inc sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings Abbott Laboratories $9,870,350Apple $8,299,102JPMorgan Chase & Co. $5,869,765AbbVie $5,548,883Bank of America $5,243,227 Largest New Holdings this Quarter 30040W108 - Eversource Energy $239,372 Holding842587107 - Southern $210,860 Holding494368103 - Kimberly-Clark $202,137 Holding Largest Purchases this Quarter Pfizer 36,500 shares (about $924.91K)Bank of America 10,346 shares (about $431.74K)Eversource Energy 3,854 shares (about $239.37K)Southern 2,293 shares (about $210.86K)Kimberly-Clark 1,421 shares (about $202.14K) Largest Sales this Quarter NVIDIA 1,540 shares (about $166.91K)iShares Preferred and Income Securities ETF 2,895 shares (about $88.96K)JPMorgan Equity Premium Income ETF 1,361 shares (about $77.76K)Apple 273 shares (about $60.64K)Costco Wholesale 51 shares (about $48.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPatrick M Sweeney & Associates, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorABTAbbott Laboratories$9,870,350$3,316 ▼0.0%74,4097.4%MedicalAAPLApple$8,299,102$60,642 ▼-0.7%37,3616.2%Computer and TechnologyJPMJPMorgan Chase & Co.$5,869,765$19,624 ▼-0.3%23,9294.4%FinanceABBVAbbVie$5,548,883$210 ▲0.0%26,4844.1%MedicalBACBank of America$5,243,227$431,740 ▲9.0%125,6463.9%FinanceMRKMerck & Co., Inc.$4,280,816$180 ▲0.0%47,6923.2%MedicalMSFTMicrosoft$3,894,470$27,780 ▼-0.7%10,3742.9%Computer and TechnologyPFEPfizer$2,909,497$924,913 ▲46.6%114,8182.2%MedicalLLYEli Lilly and Company$2,466,1670.0%2,9861.8%MedicalVVisa$2,458,5550.0%7,0151.8%Business ServicesCOSTCostco Wholesale$2,424,429$48,243 ▼-2.0%2,5631.8%Retail/WholesaleCVSCVS Health$2,394,182$18,428 ▼-0.8%35,3381.8%MedicalGOOGAlphabet$2,277,509$39,057 ▼-1.7%14,5781.7%Computer and TechnologyAMZNAmazon.com$2,265,616$6,659 ▲0.3%11,9081.7%Retail/WholesaleWMWaste Management$2,136,475$42,368 ▼-1.9%9,2281.6%Business ServicesBXBlackstone$1,902,452$18,172 ▼-0.9%13,6101.4%FinanceBRK.BBerkshire Hathaway$1,859,7690.0%3,4921.4%FinanceQQQInvesco QQQ$1,843,2590.0%3,9311.4%FinanceJNJJohnson & Johnson$1,499,818$166 ▲0.0%9,0441.1%MedicalHDHome Depot$1,292,2100.0%3,5261.0%Retail/WholesaleUNPUnion Pacific$1,263,068$21,732 ▲1.8%5,3470.9%TransportationCATCaterpillar$1,233,198$1,649 ▼-0.1%3,7390.9%IndustrialsSPYSPDR S&P 500 ETF Trust$1,104,7280.0%1,9750.8%FinanceUNHUnitedHealth Group$1,099,9090.0%2,1000.8%MedicalMCDMcDonald's$1,090,325$6,873 ▲0.6%3,4900.8%Retail/WholesalePEPPepsiCo$1,089,781$450 ▲0.0%7,2680.8%Consumer StaplesHONHoneywell International$1,056,380$212 ▲0.0%4,9890.8%Multi-Sector ConglomeratesSCHWCharles Schwab$1,034,833$78 ▲0.0%13,2200.8%FinanceRTXRTX$1,016,588$265 ▲0.0%7,6750.8%AerospaceDEDeere & Company$992,8140.0%2,1150.7%IndustrialsPGProcter & Gamble$953,092$170 ▲0.0%5,5930.7%Consumer StaplesCSXCSX$947,791$11,125 ▲1.2%32,2050.7%TransportationETNEaton$945,1530.0%3,4770.7%IndustrialsWMTWalmart$943,601$17,559 ▼-1.8%10,7480.7%Retail/WholesaleMETAMeta Platforms$853,7730.0%1,4810.6%Computer and TechnologySYKStryker$825,564$4,839 ▲0.6%2,2180.6%MedicalHLNHaleon$821,842$101,099 ▲14.0%79,8680.6%MedicalXOMExxon Mobil$805,103$11,773 ▼-1.4%6,7700.6%EnergyGSThe Goldman Sachs Group$785,407$29,494 ▼-3.6%1,4380.6%FinanceAVGOBroadcom$781,918$12,725 ▲1.7%4,6700.6%Computer and TechnologyNVONovo Nordisk A/S$774,6030.0%11,1550.6%MedicalVIGVanguard Dividend Appreciation ETF$772,468$28,129 ▲3.8%3,9820.6%ETFMMM3M$755,960$2,203 ▼-0.3%5,1470.6%Multi-Sector ConglomeratesFDXFedEx$731,5400.0%3,0010.5%TransportationDISWalt Disney$714,3270.0%7,2370.5%Consumer DiscretionaryALLAllstate$701,097$207 ▲0.0%3,3860.5%FinanceURIUnited Rentals$695,637$9,401 ▼-1.3%1,1100.5%ConstructionORCLOracle$689,141$4,893 ▲0.7%4,9290.5%Computer and TechnologyKOCoca-Cola$643,6080.0%8,9860.5%Consumer StaplesCBChubb$639,884$6,039 ▲1.0%2,1190.5%FinanceACNAccenture$630,009$15,602 ▲2.5%2,0190.5%Computer and TechnologyGOOGLAlphabet$626,1370.0%4,0490.5%Computer and TechnologyMAMastercard$625,9030.0%1,1420.5%Business ServicesMDTMedtronic$624,8860.0%6,9540.5%MedicalBABoeing$623,171$17,054 ▲2.8%3,6540.5%AerospaceVLOValero Energy$618,9490.0%4,6870.5%EnergyCMICummins$614,0880.0%1,9590.5%Auto/Tires/TrucksELVElevance Health$590,493$6,522 ▲1.1%1,3580.4%MedicalAJGArthur J. Gallagher & Co.$586,9080.0%1,7000.4%FinanceVGTVanguard Information Technology ETF$586,855$18,983 ▲3.3%1,0820.4%ETFCVXChevron$585,497$12,045 ▲2.1%3,5000.4%EnergyITWIllinois Tool Works$578,991$248 ▲0.0%2,3350.4%IndustrialsMMCMarsh & McLennan Companies$577,9430.0%2,3680.4%FinanceEMREmerson Electric$575,884$219 ▲0.0%5,2530.4%IndustrialsIBMInternational Business Machines$575,530$249 ▲0.0%2,3150.4%Computer and TechnologyNVDANVIDIA$558,615$166,913 ▼-23.0%5,1540.4%Computer and TechnologyUPSUnited Parcel Service$542,552$110 ▲0.0%4,9330.4%TransportationLMTLockheed Martin$532,555$5,808 ▲1.1%1,1920.4%AerospaceTMOThermo Fisher Scientific$530,4550.0%1,0660.4%MedicalPNCThe PNC Financial Services Group$529,556$10,721 ▲2.1%3,0130.4%FinanceCSCOCisco Systems$529,3200.0%8,5780.4%Computer and TechnologyTRVTravelers Companies$527,502$5,553 ▲1.1%1,9950.4%FinanceQCOMQUALCOMM$510,885$15,668 ▲3.2%3,3260.4%Computer and TechnologySBUXStarbucks$494,374$4,905 ▼-1.0%5,0400.4%Retail/WholesaleNOCNorthrop Grumman$455,953$512 ▲0.1%8910.3%AerospaceRSGRepublic Services$451,2200.0%1,8630.3%Business ServicesTSLATesla$450,420$25,398 ▼-5.3%1,7380.3%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$444,8630.0%1,2320.3%ETFSCHDSchwab US Dividend Equity ETF$440,234$18,034 ▲4.3%15,7450.3%ETFBMOBank of Montreal$430,5590.0%4,5080.3%FinanceVZVerizon Communications$422,881$6,033 ▲1.4%9,3230.3%Computer and TechnologyIPInternational Paper$413,425$38,627 ▼-8.5%7,7490.3%Basic MaterialsAMATApplied Materials$403,8690.0%2,7830.3%Computer and TechnologyWFCWells Fargo & Company$398,937$13,999 ▲3.6%5,5570.3%FinancePAYXPaychex$395,541$154 ▲0.0%2,5640.3%Business ServicesOKEONEOK$392,041$5,557 ▲1.4%3,9510.3%EnergyGDGeneral Dynamics$388,017$5,454 ▲1.4%1,4230.3%AerospaceEPDEnterprise Products Partners$387,186$12,905 ▲3.4%11,3410.3%EnergyINGRIngredion$386,676$5,543 ▲1.5%2,8600.3%Consumer StaplesCRMSalesforce$368,265$13,421 ▲3.8%1,3720.3%Computer and TechnologyDOWDOW$366,961$13,409 ▲3.8%10,5090.3%Basic MaterialsLINDE PLC$366,4590.0%7870.3%SHSCOPConocoPhillips$362,7500.0%3,4540.3%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$360,0400.0%8570.3%FinanceROKRockwell Automation$353,106$258 ▲0.1%1,3670.3%Computer and TechnologyNEENextEra Energy$347,5630.0%4,9030.3%UtilitiesSCHGSchwab U.S. Large-Cap Growth ETF$338,616$21,184 ▲6.7%13,5230.3%ETFPFFiShares Preferred and Income Securities ETF$335,111$88,963 ▼-21.0%10,9050.3%ETFPCARPACCAR$329,9110.0%3,3880.2%Auto/Tires/TrucksTSCOTractor Supply$326,100$7,990 ▼-2.4%5,9180.2%Retail/WholesaleShowing largest 100 holdings. 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