Loading…
CIK 0002064225 • 11 13F filings • Apr 17, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("sfm-llc-d-b-a-sweeney-financial-advisors","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $1.3M | 1.1% | 2,139 SH | New |
| ALPHABET INC | CAP STK CL A | $4.7M | 3.9%Prev: 2.5% | 33,995 SH | Increased+16,142 SH |
| ALPHABET INC | CAP STK CL C | $1.4M | 1.1%Prev: 1.2% | 9,738 SH | Decreased+1,081 SH |
| AMAZON COM INC | COM | $4.2M | 3.5%Prev: 4.1% | 27,650 SH | Decreased-4,850 SH |
| ANALOG DEVICES INC | COM | $216K | 0.2%Prev: 0.2% | 1,089 SH | Decreased+9 SH |
| APPLE INC | COM | $1.4M | 1.2%Prev: 1.3% | 7,447 SH | Decreased-1,604 SH |
| AUTOZONE INC | COM | $564K | 0.5%Prev: 0.8% | 218 SH | Decreased-90 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 1.6%Prev: 1.7% | 5,510 SH | Decreased-180 SH |
| COSTCO WHSL CORP NEW | COM | $413K | 0.3%Prev: 0.4% | 625 SH | Decreased-50 SH |
| DANAHER CORPORATION | COM | $2.1M | 1.7%Prev: 0.1% | 8,890 SH | Increased+7,721 SH |
| DIAGEO PLC | SPON ADR NEW | $974K | 0.8% | 6,687 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $212K | 0.2% | 15,391 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $214K | 0.2% | 8,140 SH | New |
| HOME DEPOT INC | COM | $1.3M | 1.1%Prev: 0.9% | 3,754 SH | Decreased-88 SH |
| INTUIT | COM | $574K | 0.5%Prev: 0.3% | 918 SH | Increased+194 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.3M | 1.1%Prev: 0.7% | 24,683 SH | Increased+3,334 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.5M | 1.3%Prev: 1.3% | 3,723 SH | Decreased+82 SH |
| ISHARES TR | CORE S&P MCP ETF | $1.4M | 1.2%Prev: 1.2% | 5,142 SH | Decreased-26,271 SH |
| ISHARES TR | CORE S&P SCP ETF | $937K | 0.8%Prev: 0.4% | 8,657 SH | Increased+3,012 SH |
| ISHARES TR | CORE S&P500 ETF | $4.6M | 3.8%Prev: 6.0% | 9,565 SH | Decreased-5,836 SH |
| ISHARES TR | MSCI INTL QUALTY | $1.8M | 1.5%Prev: 2.1% | 47,472 SH | Decreased-35,913 SH |
| ISHARES TR | U.S. MED DVC ETF | $312K | 0.3% | 5,776 SH | New |
| LINDE PLC | SHS | $472K | 0.4%Prev: 0.4% | 1,149 SH | Decreased-404 SH |
| MASTERCARD INCORPORATED | CL A | $2.3M | 1.9%Prev: 1.5% | 5,454 SH | Decreased+781 SH |
| META PLATFORMS INC | CL A | $543K | 0.4%Prev: 1.7% | 1,535 SH | Decreased-2,515 SH |
| MICROSOFT CORP | COM | $7.5M | 6.2%Prev: 5.9% | 19,956 SH | Decreased+218 SH |
| NEXTERA ENERGY INC | COM | $523K | 0.4% | 8,606 SH | New |
| PEPSICO INC | COM | $749K | 0.6% | 4,411 SH | New |
| QUALCOMM INC | COM | $219K | 0.2% | 1,516 SH | New |
| REPUBLIC SVCS INC | COM | $335K | 0.3%Prev: 0.9% | 2,031 SH | Decreased-4,608 SH |
| S&P GLOBAL INC | COM | $581K | 0.5%Prev: 0.4% | 1,318 SH | Decreased-237 SH |
| SALESFORCE INC | COM | $577K | 0.5% | 2,191 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.4M | 2.0%Prev: 2.0% | 31,661 SH | Decreased-95,264 SH |
| SERVICENOW INC | COM | $913K | 0.8%Prev: 0.7% | 1,292 SH | Decreased-49 SH |
| SHERWIN WILLIAMS CO | COM | $1.5M | 1.2%Prev: 0.9% | 4,652 SH | Decreased+413 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $510K | 0.4%Prev: 0.5% | 1,074 SH | Decreased-318 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $947K | 0.8%Prev: 0.6% | 1,866 SH | Decreased+99 SH |
| SPDR SER TR | PORTFOLIO S&P400 | $432K | 0.4% | 8,857 SH | New |
| SPDR SER TR | PORTFOLIO S&P500 | $904K | 0.7% | 16,176 SH | New |
| STRYKER CORPORATION | COM | $1.1M | 0.9%Prev: 0.8% | 3,707 SH | Decreased-76 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $2.5M | 2.0%Prev: 2.2% | 89,101 SH | Decreased-10,221 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $1.6M | 1.3% | 2,943 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 1.0%Prev: 1.1% | 3,929 SH | Decreased-90 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $8.7M | 7.2%Prev: 5.7% | 37,370 SH | Decreased+4,004 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $23.6M | 19.5%Prev: 20.2% | 54,057 SH | Decreased-2,603 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.3M | 1.9%Prev: 1.1% | 10,783 SH | Increased+3,085 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.2M | 1.8%Prev: 1.5% | 9,285 SH | Decreased+1,224 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $205K | 0.2% | 1,782 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $276K | 0.2%Prev: 0.1% | 5,406 SH | Increased+980 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $3.3M | 2.7% | 55,493 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $2.2M | 1.8% | 37,535 SH | New |
| VANGUARD WORLD FD | ESG US STK ETF | $829K | 0.7%Prev: 0.6% | 9,750 SH | Decreased+1,213 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $321K | 0.3%Prev: 0.2% | 1,237 SH | Decreased+178 SH |
| VERALTO CORP | COM SHS | $232K | 0.2% | 2,819 SH | New |
| VISA INC | COM CL A | $1.9M | 1.6%Prev: 1.4% | 7,375 SH | Decreased+162 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $13.5M | 11.2%Prev: 9.5% | 269,301 SH | Decreased-55,525 SH |
| YUM BRANDS INC | COM | $288K | 0.2% | 2,208 SH | New |
| 13F-HR |
| 0001085146-25-002153 |
| $141.9M |
| View |
| Apr 17, 2025 | Q4 2023 | 13F-HR | 0001085146-25-002149 | $121.0M | View |
| Oct 15, 2025 | Q3 2025 | 13F-HR | 0002064225-25-000001 | $172.0M | View |
| Apr 17, 2025 | Q3 2024 | 13F-HR | 0001085146-25-002152 | $133.4M | View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0002064225-26-000004 | $195.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003911 | $155.8M | View |
| Apr 17, 2025 | Q2 2024 | 13F-HR | 0001085146-25-002151 | $132.8M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002064225-26-000002 | $165.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002154 | $136.0M | View |
| Apr 17, 2025 | Q1 2024 | 13F-HR | 0001085146-25-002150 | $130.9M | View |