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| Name: |
SWEENEY & MICHEL LLC |
| City: |
CHICO |
| State: |
CA |
| Zip: |
95926 |
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data |
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| Holdings
Found :
12 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MTUM |
Ishares Msci Usa Momentum F... |
24 |
New |
$0.00 |
$1,925,000 |
10,415 |
0.85% |
1,925,000 |
10,415 |
0.001 |
N/A |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
31 |
New |
$51.06 |
$1,358,000 |
26,607 |
0.6% |
1,358,000 |
26,607 |
0.003 |
Closed - End Fund - E... |
|
|
IQLT |
Ishares Edge Msci Intl Qual... |
40 |
New |
$0.00 |
$994,000 |
24,997 |
0.44% |
994,000 |
24,997 |
0 |
N/A |
|
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FBTC |
Fidelity Wise Origin Bitcoi... |
76 |
New |
$0.00 |
$427,000 |
7,935 |
0.19% |
427,000 |
7,935 |
0.088 |
N/A |
|
|
FENY |
Fidelity MSCI Energy Index |
98 |
New |
$25.15 |
$258,000 |
10,000 |
0.11% |
258,000 |
10,000 |
0.019 |
N/A |
|
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ALL |
Allstate Corp |
99 |
New |
$164.84 |
$254,000 |
1,500 |
0.11% |
254,000 |
1,500 |
0 |
Property & Casualty I... |
|
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QQQ |
Invesco QQQ Trust Series I |
100 |
New |
$457.95 |
$247,000 |
553 |
0.11% |
247,000 |
553 |
0 |
Closed - End Fund - Debt |
|
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VOO |
Vanguard S&P 500 Etf |
101 |
New |
$486.73 |
$246,000 |
511 |
0.11% |
246,000 |
511 |
0.008 |
Closed - End Fund - E... |
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DKNG |
Draftkings Inc Class A |
104 |
New |
$0.00 |
$229,000 |
5,188 |
0.1% |
229,000 |
5,188 |
0.001 |
N/A |
|
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WM |
Waste Management Inc |
106 |
New |
$208.81 |
$210,000 |
1,000 |
0.09% |
210,000 |
1,000 |
0 |
Waste Management |
|
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SPY |
Standard & Poors Depository... |
107 |
New |
$529.44 |
$208,000 |
397 |
0.09% |
208,000 |
397 |
0 |
Closed - End Fund - E... |
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GE |
General Electric Co |
108 |
New |
$167.33 |
$203,000 |
1,269 |
0.09% |
203,000 |
1,269 |
0 |
Conglomerates |
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