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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
+18.61%
+8.69%
653,326.3
 
RSP
Invesco S&P 500 Equal Weight ETF
37,982
20,952.5
-12.74%
18.590
-0.75%
0.010
+13.97%
+7.77%
75,130.3
 
AAPL
Apple Inc
38,127
7,822.6
+26.95%
6.940
+1.47%
0.000
+4.92%
-14.19%
3,201,942.4
Hardware
MSFT
Microsoft Corp
15,437
7,678.6
+28.29%
6.810
+1.50%
0.000
+35.10%
+20.24%
3,752,542.7
Software
AMZN
Amazon.com Inc
27,942
6,130.2
+43.39%
5.440
+1.65%
0.000
+26.44%
+4.08%
2,424,244.1
Retail - Cyclical
GOOGL
Alphabet Inc
33,315
5,871.1
+14.76%
5.210
+0.67%
0.000
+22.70%
+0.81%
2,314,457.1
Interactive Media
BRK.B
Berkshire Hathaway Inc
11,329
5,503.3
+0.11%
4.880
+0.01%
0.000
-8.32%
+6.56%
1,040,629.8
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
+11.22%
+6.86%
769.3
 
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
+9.61%
+6.04%
638.8
 
XOM
Exxon Mobil Corp
35,629
3,840.8
-13.11%
3.410
-0.48%
0.000
+3.09%
+3.82%
472,681.2
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
$636.27
10.85%
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
$633.20
10.81%
Add 801.24%
43,773
38,916
VUG
Vanguard Growth ETF
2025-06-30
Reduce
Reduce
-5.91%
329.49 ($394.63) 438.4
$449.81
13.98%
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
$57.33
8.21%
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
$53.02
7.11%
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
$93.86
9.66%
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
$38.08
5.16%
New holding
125,237
125,237
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-2.74%
94.31 ($125.57) 157.99
$170.59
35.85%
Reduce -70.73%
13,832
-33,421
AMZN
Amazon.com Inc
2025-06-30
Add
Add
+1.65%
167.32 ($197.77) 223.3
$228.35
15.46%
Add 43.39%
27,942
8,455
MSFT
Microsoft Corp
2025-06-30
Add
Add
+1.50%
354.56 ($433.34) 497.45
$504.88
16.51%
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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