Sweeney--Michel

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MMM",
  "ABNB",
  "ABBV",
  "ALL",
  null,
  "ASML",
  "T",
  "CAT",
  null,
  "RQI",
  "CMI",
  null,
  null,
  null,
  null,
  null,
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  null,
  "META",
  null,
  "LVLU",
  "IJH",
  null,
  null,
  null,
  null,
  "NCA",
  "KMI",
  null,
  null,
  "WDFC",
  "MSFT",
  "GE",
  "WRN",
  "BX",
  "IJR",
  "KKR",
  null,
  null,
  "VHT",
  "PEP",
  "IEMG",
  null,
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  null,
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  null,
  "SHEL",
  "GLD",
  "SBUX",
  "UPS",
  "VNQ",
  "MET",
  "SCHW",
  null,
  null,
  "TCBK",
  "VCIT",
  "VIG",
  null,
  "VYM",
  null,
  "WM",
  null,
  "VIGI",
  "AMZN",
  null,
  null,
  "VGT",
  "VYMI",
  null,
  "BND",
  "VOO",
  null,
  "V",
  "WMT",
  "WFC",
  "IUSG",
  null,
  "MTUM",
  "IUSV",
  "DGRO",
  "MCK",
  null,
  "FDX",
  "BAC",
  "BRK-B",
  "CVX",
  "CEG",
  "COST",
  "DE",
  null,
  "USMV",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 119
Total Value: 228526174
Accession Number: 0001979556-25-000001
Form Type: 13F-HR
CIK: sweeney--michel
Manager Name: Sweeney--Michel

Data Enrichment

71% identified

84 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

119 positions • $228.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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KINDER MORGAN, INC.

KMI|49456B101

Shares:95.9K

Value:$2.4M

% of Portfolio:1.1% ($2.4M/$228.5M)

AMAZON COM INC

AMZN|023135106

Shares:13.5K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$228.5M)

464288646

Shares:38.0K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$228.5M)

Prologis, Inc.

PLD|74340W103

Shares:21.3K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$228.5M)

46432F396

MTUM|46432F396

Shares:10.1K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$228.5M)

NVIDIA CORP

NVDA|67066G104

Shares:18.8K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$228.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:9.9K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$228.5M)

46429B697

USMV|46429B697

Shares:18.1K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$228.5M)

921908844

VIG|921908844

Shares:8.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$228.5M)

09789C788

Shares:30.1K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$228.5M)

AMGEN INC

AMGN|031162100

Shares:5.2K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$228.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:22.8K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$228.5M)

46434V381

Shares:28.2K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$228.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:34.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$228.5M)

92204A207

Shares:5.8K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$228.5M)

46434V456

Shares:29.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$228.5M)

14020X104

Shares:42.5K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$228.5M)

464287671

IUSG|464287671

Shares:9.2K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$228.5M)

922908553

VNQ|922908553

Shares:13.1K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$228.5M)

922908769

VTI|922908769

Shares:4.2K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$228.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KINDER MORGAN, INC.(KMIcusip49456B101)	95.9K	QoQ- YoY NEW(+95.9K)	All Managers (Combined)	$2.4M	1.1% ($2.4M/$228.5M)	QoQ- YoY NEW(+$2.4M)
AMAZON COM INC(AMZNcusip023135106)	13.5K	QoQ- YoY +0.51% (-69)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$228.5M)	QoQ- YoY -8.30% (-$208.3K)
(cusip464288646)✕	38.0K	QoQ- YoY +42.73% (+11.4K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$228.5M)	QoQ- YoY +44.97% (+$610.6K)
Prologis, Inc.(PLDcusip74340W103)	21.3K	QoQ- YoY -1.30% (-281)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$228.5M)	QoQ- YoY -18.18% (-$425.2K)
(MTUMcusip46432F396)	10.1K	QoQ- YoY -3.27% (-341)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$228.5M)	QoQ- YoY -5.38% (-$103.7K)
NVIDIA CORP(NVDAcusip67066G104)	18.8K	QoQ- YoY +1191.60% (+17.3K)	All Managers (Combined)	$1.8M	0.8% ($1.8M/$228.5M)	QoQ- YoY +36.18% (+$480.5K)
AbbVie Inc.(ABBVcusip00287Y109)	9.9K	QoQ- YoY +8.93% (+810)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$228.5M)	QoQ- YoY +18.42% (+$269.8K)
(USMVcusip46429B697)	18.1K	QoQ- YoY +8.28% (+1.4K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$228.5M)	QoQ- YoY +11.45% (+$158.8K)
(VIGcusip921908844)	8.8K	QoQ- YoY -11.64% (-1.2K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$228.5M)	QoQ- YoY -15.51% (-$282.2K)
(cusip09789C788)✕	30.1K	QoQ- YoY NEW(+30.1K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$228.5M)	QoQ- YoY NEW(+$1.5M)
AMGEN INC(AMGNcusip031162100)	5.2K	QoQ- YoY +3.38% (-170)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$228.5M)	QoQ- YoY -6.96% (-$108.8K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	22.8K	QoQ- YoY +2.77% (+614)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$228.5M)	QoQ- YoY +3.08% (+$42.3K)
(cusip46434V381)✕	28.2K	QoQ- YoY -22.59% (-8.2K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$228.5M)	QoQ- YoY -34.36% (-$735.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	34.3K	QoQ- YoY -3.37% (-1.2K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$228.5M)	QoQ- YoY -12.05% (-$164.9K)
(cusip92204A207)✕	5.8K	QoQ- YoY +11.21% (+586)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$228.5M)	QoQ- YoY +10.45% (+$112.6K)
(cusip46434V456)✕	29.9K	QoQ- YoY +19.77% (+4.9K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$228.5M)	QoQ- YoY +8.14% (+$81.0K)
(cusip14020X104)✕	42.5K	QoQ- YoY +46.20% (+13.4K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$228.5M)	QoQ- YoY +26.90% (+$227.8K)
(IUSGcusip464287671)	9.2K	QoQ- YoY -13.00% (-1.4K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$228.5M)	QoQ- YoY -16.32% (-$205.1K)
(VNQcusip922908553)	13.1K	QoQ- YoY +4.73% (-595)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$228.5M)	QoQ- YoY -0.27% (-$2.9K)
(VTIcusip922908769)	4.2K	QoQ- YoY +0.54% (-23)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$228.5M)	QoQ- YoY -5.54% (-$60.6K)