Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ABBOTT LABS | 74,001 | +100 | $8,411 |
ABT | 74,001 | +100 | $8,411 |
APPLE INC | 37,808 | +241 | $6,483 |
AAPL | 37,808 | +241 | $6,483 |
MERCK & CO INC | 47,325 | +87 | $6,244 |
MRK | 47,325 | +87 | $6,244 |
CVS HEALTH CORP | 68,213 | +199 | $5,441 |
CVS | 68,213 | +199 | $5,441 |
BANK AMERICA CORP | 128,688 | +233 | $4,880 |
BAC | 128,688 | +233 | $4,880 |
JP MORGAN CHASE & CO | 24,008 | +68 | $4,809 |
JPM | 24,008 | +68 | $4,809 |
ABBVIE INC | 26,379 | +2 | $4,804 |
ABBV | 26,379 | +2 | $4,804 |
MICROSOFT CORP | 9,935 | +4 | $4,180 |
MSFT | 9,935 | +4 | $4,180 |
LILLY ELI & CO | 2,906 | +9 | $2,261 |
LLY | 2,906 | +9 | $2,261 |
ALPHABET INC | 14,505 | +50 | $2,209 |
GOOG | 14,505 | +50 | $2,209 |
WASTE MANAGEMENT INC DEL | 9,581 | +77 | $2,042 |
WM | 9,581 | +77 | $2,042 |
AMAZON COM INC | 11,103 | +237 | $2,003 |
AMZN | 11,103 | +237 | $2,003 |
VISA INC | 6,786 | +58 | $1,894 |
V | 6,786 | +58 | $1,894 |
COSTCO WHSL CORP NEW | 2,582 | UNCH | $1,892 |
COST | 2,582 | UNCH | $1,892 |
BLACKSTONE INC | 13,760 | +120 | $1,808 |
BX | 13,760 | +120 | $1,808 |
INVESCO QQQ TR | 3,748 | -122 | $1,664 |
QQQ | 3,748 | -122 | $1,664 |
BERKSHIRE HATHAWAY INC DEL | $1,460 | ||
BRK.B | 3,471 | -4 | $1,460 |
JOHNSON & JOHNSON | 8,663 | +101 | $1,370 |
JNJ | 8,663 | +101 | $1,370 |
CATERPILLAR INC | 3,693 | +86 | $1,353 |
CAT | 3,693 | +86 | $1,353 |
HOME DEPOT INC | 3,296 | +32 | $1,264 |
HD | 3,296 | +32 | $1,264 |
PEPSICO INC | 7,056 | +63 | $1,235 |
PEP | 7,056 | +63 | $1,235 |
UNION PAC CORP | 4,939 | +55 | $1,215 |
UNP | 4,939 | +55 | $1,215 |
PFIZER INC | 41,807 | -82 | $1,160 |
PFE | 41,807 | -82 | $1,160 |
EATON CORP PLC | 3,467 | +87 | $1,084 |
ETN | 3,467 | +87 | $1,084 |
CSX CORP | 29,197 | +612 | $1,082 |
CSX | 29,197 | +612 | $1,082 |
SPDR S&P 500 ETF TR (SPY) | 2,020 | UNCH | $1,057 |
SPY | 2,020 | UNCH | $1,057 |
HONEYWELL INTL INC | 4,787 | -50 | $983 |
HON | 4,787 | -50 | $983 |
UNITEDHEALTH GROUP INC | 1,898 | -50 | $939 |
UNH | 1,898 | -50 | $939 |
MCDONALDS CORP | 3,294 | +58 | $929 |
MCD | 3,294 | +58 | $929 |
FEDEX CORP | 3,015 | UNCH | $874 |
FDX | 3,015 | UNCH | $874 |
DISNEY WALT CO | 7,113 | +45 | $870 |
DIS | 7,113 | +45 | $870 |
PROCTER AND GAMBLE CO | 5,266 | +65 | $854 |
PG | 5,266 | +65 | $854 |
SCHWAB CHARLES CORP | 11,602 | +221 | $839 |
SCHW | 11,602 | +221 | $839 |
UNITED RENTALS INC | 1,156 | -46 | $834 |
URI | 1,156 | -46 | $834 |
STRYKER CORP | 2,222 | -49 | $795 |
SYK | 2,222 | -49 | $795 |
NOVO NORDISK A S | 6,155 | +55 | $790 |
NVO | 6,155 | +55 | $790 |
DEERE & CO | 1,913 | +29 | $786 |
DE | 1,913 | +29 | $786 |
VALERO ENERGY CORP | 4,597 | +165 | $785 |
VLO | 4,597 | +165 | $785 |
EXXON MOBIL CORP | 6,493 | +201 | $755 |
XOM | 6,493 | +201 | $755 |
UNITED PARCEL SERVICE INC | 4,966 | +100 | $738 |
UPS | 4,966 | +100 | $738 |
META PLATFORMS INC | 1,515 | +165 | $736 |
META | 1,515 | +165 | $736 |
RTX CORP | 7,260 | +221 | $708 |
RTX | 7,260 | +221 | $708 |
BOEING CO | 3,440 | -24 | $664 |
BA | 3,440 | -24 | $664 |
ACCENTURE PLC | 1,887 | +56 | $654 |
ACN | 1,887 | +56 | $654 |
WALMART INC | 10,841 | +7,314 | $652 |
WMT | 10,841 | +7,314 | $652 |
ELEVANCE HEALTH INC | 1,248 | +30 | $647 |
ELV | 1,248 | +30 | $647 |
INTEL INC | 14,016 | +150 | $619 |
INTC | 14,016 | +150 | $619 |
BROADCOM INC | 453 | UNCH | $600 |
AVGO | 453 | UNCH | $600 |
THERMO FISHER SCIENTIFIC INC | 1,013 | -22 | $589 |
TMO | 1,013 | -22 | $589 |
GOLDMAN SACHS GROUP INC | 1,401 | +98 | $585 |
GS | 1,401 | +98 | $585 |
See Full List: All Stocks Held By Patrick M Sweeney & Associates Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Patrick M Sweeney & Associates Inc.
Size ($ in 1000's)
At 03/31/2024: $121,610 At 12/31/2023: $109,346 Patrick M Sweeney & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Patrick M Sweeney & Associates Inc. 13F filings. Link to 13F filings: SEC filings |