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McAlister, Sweet & Associates, Inc.

13F
McAlister, Sweet & Associates, Inc.
Last update 2025-07-02 28 Stocks (5 new)
Value $113.00 Mil Turnover 32 %
Countries:
McAlister, Sweet & Associates,... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
43,773
27,045.2
+801.24%
24.000
+21.34%
0.000
+16.39%
+8.89%
654,583.2
 
RSP
Invesco S&P 500 Equal Weight ETF
37,982
20,952.5
-12.74%
18.590
-0.75%
0.010
+11.87%
+7.57%
74,989.8
 
AAPL
Apple Inc
38,127
7,822.6
+26.95%
6.940
+1.47%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
15,437
7,678.6
+28.29%
6.810
+1.50%
0.000
+32.15%
+21.67%
3,797,138.0
Software
AMZN
Amazon.com Inc
27,942
6,130.2
+43.39%
5.440
+1.65%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
GOOGL
Alphabet Inc
33,315
5,871.1
+14.76%
5.210
+0.67%
0.000
+20.80%
+1.76%
2,333,192.1
Interactive Media
BRK.B
Berkshire Hathaway Inc
11,329
5,503.3
+0.11%
4.880
+0.01%
0.000
-9.60%
+6.03%
1,036,369.2
Insurance
PAUG
Innovator U.S. Equity Power Buffer ETF - August
Innovator U.S. Equity Power Buffer ETF - August
121,324
4,908.8
-0.53%
4.360
-0.02%
0.630
+10.11%
+6.96%
770.1
 
PMAY
Innovator U.S. Equity Power Buffer ETF - May
Innovator U.S. Equity Power Buffer ETF - May
125,237
4,732.5
New Holding
4.200
+4.20%
0.740
+7.91%
+6.02%
638.6
 
XOM
Exxon Mobil Corp
35,629
3,840.8
-13.11%
3.410
-0.48%
0.000
+2.93%
+4.87%
477,464.9
Oil & Gas

McAlister, Sweet & Associates, Inc.'s Historical Top Holdings Breakdowns

McAlister, Sweet & Associates, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Reduce
Reduce
-29.50%
498.8 ($573.99) 620.9
$637.58
11.08%
Reduce -93.25%
5,017
-69,332
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+21.34%
496.48 ($571.44) 617.85
$634.42
11.02%
Add 801.24%
43,773
38,916
VUG
Vanguard Growth ETF
2025-06-30
Reduce
Reduce
-5.91%
329.49 ($394.63) 438.4
$452.27
14.61%
Reduce -85.8%
3,485
-21,050
COWZ
Pacer US Cash Cows 100 ETF
2025-06-30
Reduce
Reduce
-5.77%
47.46 ($52.98) 55.3
$57.04
7.66%
Reduce -96.44%
5,133
-139,003
XLF
Financial Select Sector SPDR
2025-06-30
Sold Out
Sold Out
-5.41%
43.92 ($49.5) 52.37
$53.07
7.21%
Sold Out
0
-143,337
IJK
iShares S&P Mid-Cap 400 Growth ETF
2025-06-30
Sold Out
Sold Out
-4.35%
73.7 ($85.59) 90.98
$93.38
9.10%
Sold Out
0
-69,061
PMAY
Innovator U.S. Equity Power Buffer ETF - May
Innovator U.S. Equity Power Buffer ETF - May
2025-06-30
New Buy
New Buy
+4.20%
33.11 ($36.21) 37.79
$38.07
5.14%
New holding
125,237
125,237
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-2.74%
94.31 ($125.57) 157.99
$173.74
38.36%
Reduce -70.73%
13,832
-33,421
AMZN
Amazon.com Inc
2025-06-30
Add
Add
+1.65%
167.32 ($197.77) 223.3
$232.23
17.42%
Add 43.39%
27,942
8,455
MSFT
Microsoft Corp
2025-06-30
Add
Add
+1.50%
354.56 ($433.34) 497.45
$510.88
17.89%
Add 28.29%
15,437
3,404

McAlister, Sweet & Associates, Inc. Total Holding History ($B)

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McAlister, Sweet & Associates, Inc.'s Asset Allocation

To

McAlister, Sweet & Associates, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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McAlister, Sweet & Associates, Inc.'s Hypothetical Growth since 2025-06-30

McAlister, Sweet & Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

McAlister, Sweet & Associates, Inc.'s Holdings Heat Map

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McAlister, Sweet & Associates, Inc.'s Holdings Bubble Chart

McAlister, Sweet & Associates, Inc. News

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