Universe · entity
McAlister, Sweet & Associates, Inc.
Institutional manager (13F) · CIK 1774087
13F holdings · as of 2026-03-31 · top 32 · reported portfolio $161M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | $48M | 73,834 |
| 2 | INVESCO QQQ TR | $11M | 19,906 |
| 3 | SCHWAB STRATEGIC TR | $10M | 332,256 |
| 4 | APPLE INC | $9M | 36,862 |
| 5 | FRANKLIN TEMPLETON ETF TR | $9M | 373,685 |
| 6 | SELECT SECTOR SPDR TR | $8M | 154,767 |
| 7 | AMAZON COM INC | $6M | 28,805 |
| 8 | BOEING CO | $6M | 28,966 |
| 9 | EXXON MOBIL CORP | $6M | 33,224 |
| 10 | MICROSOFT CORP | $5M | 14,668 |
| 11 | VANGUARD STAR FDS | $5M | 70,401 |
| 12 | INNOVATOR ETFS TRUST | $5M | 123,704 |
| 13 | INNOVATOR ETFS TRUST | $5M | 124,388 |
| 14 | ISHARES TR | $4M | 6,006 |
| 15 | VISA INC | $4M | 11,956 |
| 16 | INVESCO EXCHANGE TRADED FD T | $3M | 18,142 |
| 17 | INNOVATOR ETFS TRUST | $3M | 80,480 |
| 18 | INNOVATOR ETFS TRUST | $3M | 69,990 |
| 19 | NVIDIA CORPORATION | $2M | 9,182 |
| 20 | VANGUARD INDEX FDS | $1M | 3,301 |
| 21 | ALPHABET INC | $1M | 4,115 |
| 22 | VANGUARD WHITEHALL FDS | $721k | 4,866 |
| 23 | BERKSHIRE HATHAWAY INC DEL | $711k | 1,483 |
| 24 | VANECK ETF TRUST | $540k | 18,819 |
| 25 | MICRON TECHNOLOGY INC | $512k | 1,516 |
| 26 | PACER FDS TR | $417k | 6,665 |
| 27 | PHILIP MORRIS INTL INC | $281k | 1,700 |
| 28 | CROWDSTRIKE HLDGS INC | $273k | 700 |
| 29 | PALANTIR TECHNOLOGIES INC | $251k | 1,714 |
| 30 | WISDOMTREE TR | $237k | 2,700 |
| 31 | META PLATFORMS INC | $220k | 385 |
| 32 | NUVEEN PFD & INCOME OPPORTUN | $130k | 17,191 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.