Institutions / McAlister, Sweet & Associates, Inc.
McAlister, Sweet & Associates, Inc.
CIK 1774087 · Institution · as of Dec 31, 2025
Portfolio value
$131.71M
Positions
25
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $38.12M | 28.9% |
| Invesco Qqq Tr | $24.19M | 18.4% |
| Apple Inc. | $9.78M | 7.4% |
| Alphabet Inc. | $8.12M | 6.2% |
| Microsoft Corp | $6.78M | 5.1% |
| Amazon.com Inc | $6.37M | 4.8% |
| Warren E. Buffett | $5.89M | 4.5% |
| Innovator Etfs Trust | $5.36M | 4.1% |
| Innovator Etfs Trust | $4.93M | 3.7% |
| Exxon Mobil Corp | $4.26M | 3.2% |
| iShares Tr | $4.12M | 3.1% |
| Innovator Etfs Trust | $3.58M | 2.7% |
| Innovator Etfs Trust | $3.30M | 2.5% |
| Vanguard Index Fds | $1.61M | 1.2% |
| NVIDIA Corp | $1.57M | 1.2% |
| Vanguard Whitehall Fds | $703.0K | 0.5% |
| Schwab Strategic Tr | $687.7K | 0.5% |
| VanEck ETF Trust | $442.0K | 0.3% |
| Pacer Fds Tr | $355.5K | 0.3% |
| Visa Inc | $353.5K | 0.3% |
| Philip Morris International Inc. | $272.7K | 0.2% |
| Meta Platforms Inc | $254.1K | 0.2% |
| WisdomTree Tr | $241.5K | 0.2% |
| Palantir Technologies Inc | $213.3K | 0.2% |
| Salesforce Inc | $209.5K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.