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Aryn Sands

Sweeney & Michel, Llc

Assets Managed
$340.122M
Holdings
145
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
0.39%(2Q avg: 7.14%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sweeney & Michel, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Sweeney & Michel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 340.122M in assets, with a quarterly growth rate of 0.39% and a 2-quarter average growth rate of 7.14%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.39%
8.77%
$29.827M
198,413 shares@ $150.34 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 2.69%
8.16%
$27.727M
383,559 shares@ $72.29 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 2.41%
6.18%
$21.013M
156,369 shares@ $134.38 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -0.4%
6.04%
$20.527M
64,304 shares@ $319.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.17%
5.76%
$19.567M
75,491 shares@ $259.2 avg price
SHYG
Ishares 0-5 Yr Hy Corp Bond
Recent Activity
Increased 4.15%
4.19%
$14.243M
334,981 shares@ $42.53 avg price
CGIE
Cap Group Intl Equity
Recent Activity
Increased 1.49%
3.42%
$11.62M
324,312 shares@ $35.84 avg price
CGDG
Cap Group Dividend Growers
Recent Activity
Increased 1.34%
3.14%
$10.655M
286,127 shares@ $37.25 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 6.44%
3.06%
$10.376M
104,785 shares@ $99.02 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.05%
2.85%
$9.683M
20,164 shares@ $480.19 avg price

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