Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PATRICK M SWEENEY & ASSOCIATES INC | 04-25-2024 | 03-31-2024 | 134 | 121,607,272 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 1 | $8,410,990 | 74,001 | 0.01 | 0.01 | 100 | 0.14 | 03-31-2024 |
| APPLE INC | COM | 2 | $6,483,294 | 37,808 | 0.01 | 0.01 | 241 | 0.64 | 03-31-2024 |
| MERCK & CO INC | COM | 3 | $6,244,500 | 47,325 | 0.01 | 0.00 | 87 | 0.18 | 03-31-2024 |
| CVS HEALTH CORP | COM | 4 | $5,440,687 | 68,213 | 0.00 | 0.00 | 199 | 0.29 | 03-31-2024 |
