McAlister, Sweet & Associates

McAlister, Sweet & Associates as of Dec. 31, 2025

Portfolio Holdings for McAlister, Sweet & Associates

McAlister, Sweet & Associates holds 25 positions in its portfolio as reported in the December 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) 28.9 $38M 56k 681.92
Invesco Qqq Tr Unit Ser 1 (RSP) 18.4 $24M 39k 614.32
Apple (AAPL) 7.4 $9.8M 36k 271.86
Alphabet Cap Stk Cl A (GOOGL) 6.2 $8.1M 26k 313.00
Microsoft Corporation (MSFT) 5.1 $6.8M 14k 483.63
Amazon (AMZN) 4.8 $6.4M 28k 230.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.5 $5.9M 12k 502.65
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 4.1 $5.4M 124k 43.25
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 3.7 $4.9M 125k 39.59
Exxon Mobil Corporation (XOM) 3.2 $4.3M 35k 120.34
Ishares Tr Core S&p500 Etf (IVV) 3.1 $4.1M 6.0k 685.00
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 2.7 $3.6M 81k 44.46
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 2.5 $3.3M 81k 40.72
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.6M 3.3k 487.86
NVIDIA Corporation (NVDA) 1.2 $1.6M 8.4k 186.50
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $703k 4.9k 143.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $688k 25k 27.43
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.3 $442k 15k 29.37
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $356k 5.9k 60.17
Visa Com Cl A (V) 0.3 $354k 1.0k 350.71
Philip Morris International (PM) 0.2 $273k 1.7k 160.40
Meta Platforms Cl A (META) 0.2 $254k 385.00 660.09
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $242k 2.7k 89.43
Palantir Technologies Cl A (PLTR) 0.2 $213k 1.2k 177.75
salesforce (CRM) 0.2 $210k 791.00 264.91