McAlister, Sweet & Associates

McAlister, Sweet & Associates as of March 31, 2026

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