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| Name: |
PATRICK M SWEENEY & ASSOCIATES INC |
| City: |
LIBERTYVILLE |
| State: |
IL |
| Zip: |
60048 |
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data |
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| Holdings
Found :
8 |
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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 |
|
PFF |
iShares S&P U.S. Preferred ... |
104 |
New |
$31.50 |
$286,000 |
8,885 |
0.24% |
286,000 |
8,885 |
0.002 |
Closed - End Fund - E... |
|
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GE |
General Electric Co |
114 |
New |
$167.33 |
$256,000 |
1,456 |
0.21% |
256,000 |
1,456 |
0 |
Conglomerates |
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AXP |
American Express Co |
122 |
New |
$238.18 |
$236,000 |
1,037 |
0.19% |
236,000 |
1,037 |
0 |
Credit Services |
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A |
Agilent Technologies Inc |
129 |
New |
$150.66 |
$220,000 |
1,510 |
0.18% |
220,000 |
1,510 |
0 |
Scientific & Technica... |
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SCHM |
Schwab U.S. Mid-Cap Etf |
130 |
New |
$79.59 |
$219,000 |
2,687 |
0.18% |
219,000 |
2,687 |
0.002 |
N/A |
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STZ |
Constellation Brands Inc |
132 |
New |
$248.51 |
$216,000 |
796 |
0.18% |
216,000 |
796 |
0 |
Beverage - Wineries &... |
|
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JEPI |
Jpmorgan Equity Premium Inc... |
133 |
New |
$0.00 |
$215,000 |
3,716 |
0.18% |
215,000 |
3,716 |
0 |
N/A |
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XLF |
SPDR Financial Sector |
134 |
New |
$41.61 |
$207,000 |
4,924 |
0.17% |
207,000 |
4,924 |
0 |
Closed - End Fund - E... |
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