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 | |||||
|---|---|---|---|---|---|
| AGNICO EAGLE MINES LTD | COM | $218K | 0.1% | 1,073 SH | New |
| ALPHABET INC | CAP STK CL A | $5.0M | 3.0%Prev: 2.8% | 17,368 SH | Increased-7,083 SH |
| ALPHABET INC | CAP STK CL C | $2.2M | 1.3%Prev: 1.2% | 7,611 SH | Increased-3,158 SH |
| AMAZON COM INC | COM | $7.1M | 4.3%Prev: 4.3% | 34,166 SH | Increased+3,693 SH |
| AMPLIFY ETF TR | AMPLIFY JUNIOR S | $253K | 0.2% | 8,517 SH | New |
| ANALOG DEVICES INC | COM | $344K | 0.2%Prev: 0.2% | 1,080 SH | Increased |
| APPLE INC | COM | $2.4M | 1.4%Prev: 1.4% | 9,372 SH | Increased+1,055 SH |
| AUTOZONE INC | COM | $1.2M | 0.7%Prev: 0.7% | 367 SH | Increased+105 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.7M | 1.6%Prev: 2.2% | 5,549 SH | Decreased-31 SH |
| BLUEROCK PVT REAL ESTATE FD | COM | $420K | 0.3% | 25,260 SH | New |
| BROADCOM INC | COM | $396K | 0.2% | 1,280 SH | New |
| BROWN & BROWN INC | COM | $599K | 0.4%Prev: 0.2% | 9,178 SH | Increased+7,381 SH |
| COSTCO WHOLESALE CORPORATION | COM | $670K | 0.4% | 672 SH | New |
| EXXON MOBIL CORP | COM | $253K | 0.2% | 1,493 SH | New |
| GALLAGHER ARTHUR J & CO | COM | $998K | 0.6%Prev: 1.0% | 4,608 SH | Decreased+585 SH |
| GE AEROSPACE | COM NEW | $468K | 0.3% | 1,647 SH | New |
| GLOBAL X FDS | GLOBAL X SILVER | $273K | 0.2% | 3,027 SH | New |
| HOME DEPOT INC | COM | $1.2M | 0.7%Prev: 1.0% | 3,717 SH | Decreased+1 SH |
| INTUIT | COM | $323K | 0.2%Prev: 0.3% | 748 SH | Decreased+10 SH |
| INVESCO EXCH TRADED FD TR II | ESG NASDAQ 100 | $233K | 0.1% | 5,895 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $1.3M | 0.8%Prev: 0.6% | 5,575 SH | Increased+1,314 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | $1.3M | 0.8%Prev: 0.8% | 21,295 SH | Increased-449 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $843K | 0.5% | 4,390 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $2.0M | 1.2%Prev: 1.2% | 3,509 SH | Increased-56 SH |
| ISHARES GOLD TR | ISHARES NEW | $379K | 0.2%Prev: 0.3% | 4,294 SH | Decreased-3,122 SH |
| ISHARES GOLD TR | SHARES REPRESENT | $10.1M | 6.1%Prev: 2.9% | 216,857 SH | Increased+90,935 SH |
| ISHARES TR | CORE S&P MCP ETF | $2.1M | 1.3%Prev: 0.8% | 31,500 SH | Increased+11,994 SH |
| ISHARES TR | CORE S&P SCP ETF | $651K | 0.4%Prev: 0.4% | 5,238 SH | Increased-11 SH |
| ISHARES TR | CORE S&P500 ETF | $9.7M | 5.9%Prev: 3.6% | 14,925 SH | Increased+6,178 SH |
| ISHARES TR | MSCI INTL QUALTY | $4.1M | 2.5%Prev: 2.4% | 87,709 SH | Increased+3,900 SH |
| JPMORGAN CHASE & CO | COM | $262K | 0.2% | 891 SH | New |
| LINDE PLC | SHS | $812K | 0.5%Prev: 0.5% | 1,638 SH | Increased+83 SH |
| MASTERCARD INCORPORATED | CL A | $2.4M | 1.4%Prev: 2.0% | 4,748 SH | Decreased-315 SH |
| META PLATFORMS INC | CL A | $2.6M | 1.6%Prev: 0.8% | 4,609 SH | Increased+2,720 SH |
| MICROSOFT CORP | COM | $7.6M | 4.6%Prev: 5.4% | 20,542 SH | Increased+918 SH |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $237K | 0.1%Prev: 0.2% | 2,609 SH | Increased-22 SH |
| NVIDIA CORPORATION | COM | $4.6M | 2.8%Prev: 1.5% | 26,257 SH | Increased+6,861 SH |
| PROGRESSIVE CORP | COM | $258K | 0.2% | 1,299 SH | New |
| REPUBLIC SVCS INC | COM | $1.6M | 0.9%Prev: 0.7% | 7,102 SH | Increased+3,083 SH |
| S&P GLOBAL INC | COM | $667K | 0.4%Prev: 0.6% | 1,568 SH | Decreased-65 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.4M | 2.6%Prev: 2.2% | 142,368 SH | Increased+35,881 SH |
| SERVICENOW INC | COM | $755K | 0.5%Prev: 0.8% | 7,217 SH | Decreased+5,870 SH |
| SHERWIN WILLIAMS CO | COM | $1.3M | 0.8%Prev: 1.1% | 4,206 SH | Decreased-56 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $1.2M | 0.8% | 17,746 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $909K | 0.5% | 1,398 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $1.1M | 0.7% | 1,764 SH | New |
| STRYKER CORPORATION | COM | $1.3M | 0.8%Prev: 1.0% | 3,968 SH | Decreased+305 SH |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $3.3M | 2.0%Prev: 2.4% | 92,582 SH | Decreased-9,498 SH |
| TESLA INC | COM | $427K | 0.3% | 1,149 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $222K | 0.1% | 2,423 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $1.7M | 1.1%Prev: 1.1% | 3,979 SH | Increased-40 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $10.2M | 6.2%Prev: 6.8% | 35,573 SH | Increased-452 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $36.2M | 21.8%Prev: 23.0% | 60,500 SH | Increased-473 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.9M | 1.1%Prev: 1.4% | 7,176 SH | Increased-1,239 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.4M | 1.4%Prev: 1.6% | 7,348 SH | Increased-816 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.0M | 2.4% | 80,009 SH | New |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $221K | 0.1%Prev: 0.2% | 4,426 SH | Decreased-980 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $999K | 0.6%Prev: 0.7% | 8,895 SH | Increased-245 SH |
| VANGUARD WORLD FD | INF TECH ETF | $288K | 0.2%Prev: 0.2% | 413 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $389K | 0.2%Prev: 0.2% | 1,059 SH | Increased |
| VISA INC | COM CL A | $2.2M | 1.3%Prev: 1.8% | 7,221 SH | Decreased+177 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $9.3M | 5.6%Prev: 7.2% | 184,965 SH | Decreased-8,329 SH |
| 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 |