McAlister, Sweet & Associates

Latest statistics and disclosures from McAlister, Sweet & Associates's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, RSP, AAPL, GOOGL, MSFT, and represent 68.37% of McAlister, Sweet & Associates's stock portfolio.
  • Added to shares of these 10 stocks: SPY (+$25M), VXUS (+$5.4M), RSP, IVV, AMZN, GOOGL, AAPL, BRK.B, PAUG, ANGL.
  • Started 1 new stock position in VXUS.
  • Reduced shares in these 10 stocks: NVDA, PLTR, SMCI, OKLO, CRWV, , META, VUG, PNOV, PFEB.
  • Sold out of its positions in OKLO, CRWV, CRM, SMCI.
  • McAlister, Sweet & Associates was a net buyer of stock by $28M.
  • McAlister, Sweet & Associates has $151M in assets under management (AUM), dropping by 34.39%.
  • Central Index Key (CIK): 0001774087

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Portfolio Holdings for McAlister, Sweet & Associates

McAlister, Sweet & Associates holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 35.6 $54M +84% 81k 666.18
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Invesco Qqq Tr Unit Ser 1 (RSP) 15.4 $23M +2% 39k 600.36
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Apple (AAPL) 6.5 $9.9M +2% 39k 254.63
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Alphabet Cap Stk Cl A (GOOGL) 5.5 $8.3M +2% 34k 243.10
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Microsoft Corporation (MSFT) 5.3 $8.0M 15k 517.95
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Amazon (AMZN) 4.3 $6.4M +4% 29k 219.57
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.9 $5.9M +3% 12k 502.74
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.5 $5.4M NEW 73k 73.46
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 3.5 $5.3M +2% 124k 42.47
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 3.2 $4.9M 125k 38.90
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Exxon Mobil Corporation (XOM) 2.7 $4.1M +2% 36k 112.75
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Ishares Tr Core S&p500 Etf (IVV) 2.5 $3.8M +12% 5.7k 669.36
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 2.1 $3.2M 81k 39.69
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 2.0 $3.0M 74k 41.06
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Vanguard Index Fds Growth Etf (VUG) 1.1 $1.6M -3% 3.3k 479.61
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Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $730k +5% 5.2k 140.95
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $714k +5% 26k 27.30
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NVIDIA Corporation (NVDA) 0.4 $622k -75% 3.3k 186.58
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $448k +29% 15k 29.73
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Philip Morris International (PM) 0.3 $379k 2.3k 162.20
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Visa Com Cl A (V) 0.2 $378k 1.1k 341.38
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $340k +15% 5.9k 57.47
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Meta Platforms Cl A (META) 0.2 $263k -21% 358.00 734.38
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $240k 2.7k 88.96
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Palantir Technologies Cl A (PLTR) 0.1 $219k -82% 1.2k 182.42
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Past Filings by McAlister, Sweet & Associates

SEC 13F filings are viewable for McAlister, Sweet & Associates going back to 2021