Mcalister, Sweet & Associates, Inc. Top Holdings and 13F Report (2025) About Mcalister, Sweet & Associates, Inc.Investment ActivityMcalister, Sweet & Associates, Inc. has $132.09 million in total holdings as of March 31, 2025.Mcalister, Sweet & Associates, Inc. owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 58.59% of the portfolio was purchased this quarter.About 62.33% of the portfolio was sold this quarter.This quarter, Mcalister, Sweet & Associates, Inc. has purchased 22 new stocks and bought additional shares in 7 stocks.Mcalister, Sweet & Associates, Inc. sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $41,776,440Vanguard Growth ETF $9,098,076Pacer US Cash Cows 100 ETF $7,892,904Invesco S&P 500 Equal Weight ETF $7,382,566Financial Select Sector SPDR Fund $7,139,616 Largest New Holdings this Quarter 464287200 - iShares Core S&P 500 ETF $41,776,440 Holding922908736 - Vanguard Growth ETF $9,098,076 Holding81369Y605 - Financial Select Sector SPDR Fund $7,139,616 Holding464287606 - iShares S&P Mid-Cap 400 Growth ETF $5,751,403 Holding594918104 - Microsoft $4,517,123 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 74,349 shares (about $41.78M)Vanguard Growth ETF 24,535 shares (about $9.10M)Financial Select Sector SPDR Fund 143,337 shares (about $7.14M)iShares S&P Mid-Cap 400 Growth ETF 69,061 shares (about $5.75M)Microsoft 12,033 shares (about $4.52M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 55,650 shares (about $26.08M)Main Sector Rotation ETF 100,973 shares (about $5.16M)Invesco S&P 500 Equal Weight ETF 13,942 shares (about $2.42M)Exxon Mobil 7,146 shares (about $849.87K)Meta Platforms 995 shares (about $573.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcalister, Sweet & Associates, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$41,776,440$41,776,440 ▲New Holding74,34931.6%ETFVUGVanguard Growth ETF$9,098,076$9,098,076 ▲New Holding24,5356.9%ETFCOWZPacer US Cash Cows 100 ETF$7,892,904$145,990 ▲1.9%144,1366.0%ETFRSPInvesco S&P 500 Equal Weight ETF$7,382,566$2,415,180 ▼-24.7%42,6175.6%ETFXLFFinancial Select Sector SPDR Fund$7,139,616$7,139,616 ▲New Holding143,3375.4%ETFAAPLApple$6,671,309$185,925 ▼-2.7%30,0335.1%Computer and TechnologyBRK.BBerkshire Hathaway$6,026,675$41,009 ▲0.7%11,3164.6%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$5,751,403$5,751,403 ▲New Holding69,0614.4%ETFNVDANVIDIA$5,121,280$251,333 ▼-4.7%47,2533.9%Computer and TechnologyXOMExxon Mobil$4,876,720$849,873 ▼-14.8%41,0053.7%EnergyPAUGInnovator U.S. Equity Power Buffer ETF - August$4,608,253$9,256 ▲0.2%121,9763.5%ETFMSFTMicrosoft$4,517,123$4,517,123 ▲New Holding12,0333.4%Computer and TechnologyGOOGLAlphabet$4,489,199$45,928 ▲1.0%29,0303.4%Computer and TechnologyAMZNAmazon.com$3,707,597$3,438,379 ▲1,277.2%19,4872.8%Retail/WholesalePFEBInnovator U.S. Equity Power Buffer ETF - February$2,911,808$2,911,808 ▲New Holding81,2902.2%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$2,764,367$23,263 ▲0.8%74,2712.1%ETFSPYSPDR S&P 500 ETF Trust$2,716,957$24,613 ▼-0.9%4,8572.1%FinanceSCHDSchwab US Dividend Equity ETF$733,462$733,462 ▲New Holding26,2330.6%ETFVYMVanguard High Dividend Yield ETF$640,928$640,928 ▲New Holding4,9700.5%ETFRSPInvesco S&P 500 Equal Weight ETF$426,068$26,084,361 ▼-98.4%9090.3%ETFVVisa$388,3100.0%1,1080.3%Business ServicesPMPhilip Morris International$370,635$370,635 ▲New Holding2,3350.3%Consumer StaplesANGLVanEck Fallen Angel High Yield Bond ETF$342,033$5,772 ▲1.7%11,8510.3%ManufacturingCRMSalesforce$276,4110.0%1,0300.2%Computer and TechnologySCHXSchwab US Large-Cap ETF$267,676$267,676 ▲New Holding12,1230.2%ETFMETAMeta Platforms$263,973$573,478 ▼-68.5%4580.2%Computer and TechnologyCVXChevron$258,077$258,077 ▲New Holding1,5430.2%EnergySECTMain Sector Rotation ETF$238,246$5,155,682 ▼-95.6%4,6660.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$215,6220.0%2,7000.2%ManufacturingPGProcter & Gamble$212,173$212,173 ▲New Holding1,2450.2%Consumer StaplesISHARES TR$0$43,672,662 ▼-100.0%00.0%CORE S&P500 ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$0$2,372,007 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$464,511 ▼-100.0%00.0%FinanceTSLATesla$0$282,688 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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