McAlister, Sweet & Associates

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

  • Top 5 stock holdings are SPY, QQQ, SCHD, AAPL, FLHY, and represent 54.85% of McAlister, Sweet & Associates's stock portfolio.
  • Added to shares of these 10 stocks: SPY (+$12M), QQQ (+$12M), SCHD (+$9.4M), FLHY (+$9.0M), XLF (+$7.6M), BA (+$5.8M), VXUS (+$5.4M), BFEB, V, MU.
  • Started 9 new stock positions in QQQ, BFEB, BA, XLF, JPC, CRWD, MU, FLHY, VXUS.
  • Reduced shares in these 10 stocks: GOOGL (-$6.3M), BRK.B, RSP, PFEB, XOM, , IVV, PAUG, PMAY, VYM.
  • Sold out of its positions in PFEB, CRM.
  • McAlister, Sweet & Associates was a net buyer of stock by $50M.
  • McAlister, Sweet & Associates has $161M in assets under management (AUM), dropping by 21.91%.
  • Central Index Key (CIK): 0001774087

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Portfolio Holdings for McAlister, Sweet & Associates

McAlister, Sweet & Associates holds 32 positions in its portfolio as reported in the March 2026 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) 29.9 $48M +32% 74k 650.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 7.2 $12M NEW 20k 577.18
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Schwab Strategic Tr Us Dividend Eq (SCHD) 6.3 $10M +1225% 332k 30.68
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Apple (AAPL) 5.8 $9.4M +2% 37k 253.79
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Franklin Templeton Etf Tr High Yield Corp (FLHY) 5.6 $9.0M NEW 374k 24.14
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Select Sector Spdr Tr State Street Fin (XLF) 4.8 $7.6M NEW 155k 49.37
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Amazon (AMZN) 3.7 $6.0M +4% 29k 208.27
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Boeing Company (BA) 3.6 $5.8M NEW 29k 199.03
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Exxon Mobil Corporation (XOM) 3.5 $5.6M -6% 33k 169.66
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Microsoft Corporation (MSFT) 3.4 $5.4M +4% 15k 370.17
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.4 $5.4M NEW 70k 77.11
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 3.3 $5.3M 124k 42.72
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 3.1 $5.0M 124k 39.94
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Ishares Tr Core S&p500 Etf (IVV) 2.4 $3.9M 6.0k 653.16
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Visa Com Cl A (V) 2.3 $3.6M +1086% 12k 302.24
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $3.5M -53% 18k 191.92
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Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 2.2 $3.5M 81k 43.02
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Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 2.1 $3.3M NEW 70k 47.70
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NVIDIA Corporation (NVDA) 1.0 $1.6M +8% 9.2k 174.40
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Vanguard Index Fds Growth Etf (VUG) 0.9 $1.4M 3.3k 436.79
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.2M -84% 4.1k 287.55
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Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $721k 4.9k 148.10
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $711k -87% 1.5k 479.20
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $541k +25% 19k 28.72
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Micron Technology (MU) 0.3 $512k NEW 1.5k 337.84
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $417k +12% 6.7k 62.56
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Philip Morris International (PM) 0.2 $281k 1.7k 165.34
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $273k NEW 700.00 390.41
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Palantir Technologies Cl A (PLTR) 0.2 $251k +42% 1.7k 146.28
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $237k 2.7k 87.84
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Meta Platforms Cl A (META) 0.1 $220k 385.00 572.13
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Nuveen Multi-Strategy Income & Growth (JPC) 0.1 $130k NEW 17k 7.54
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Past Filings by McAlister, Sweet & Associates

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

View all past filings