Mcalister, Sweet & Associates, Inc. Top Holdings and 13F Report (2025) About Mcalister, Sweet & Associates, Inc.Investment ActivityMcalister, Sweet & Associates, Inc. has $140.56 million in total holdings as of December 31, 2024.Mcalister, Sweet & Associates, Inc. owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 56.70% of the portfolio was purchased this quarter.About 43.97% of the portfolio was sold this quarter.This quarter, Mcalister, Sweet & Associates, Inc. has purchased 29 new stocks and bought additional shares in 9 stocks.Mcalister, Sweet & Associates, Inc. sold shares of 4 stocks and completely divested from 11 stocks this quarter.Largest Holdings ISHARES TR $43,672,662Invesco S&P 500 Equal Weight ETF $9,910,834VANGUARD INDEX FDS $9,848,097Pacer US Cash Cows 100 ETF $7,990,226Apple $7,730,554 Largest New Holdings this Quarter ISHARES TR $43,672,662 HoldingVANGUARD INDEX FDS $9,848,097 HoldingISHARES TR $5,630,658 HoldingMICROSOFT CORP $5,390,204 HoldingCHEVRON CORP NEW $4,203,877 Holding Largest Purchases this Quarter ISHARES TR 74,187 shares (about $43.67M)VANGUARD INDEX FDS 23,994 shares (about $9.85M)ISHARES TR 61,923 shares (about $5.63M)MICROSOFT CORP 12,788 shares (about $5.39M)Invesco S&P 500 Equal Weight ETF 24,227 shares (about $4.25M) Largest Sales this Quarter Amazon.com 1,500 shares (about $329.09K)SPDR S&P 500 ETF Trust 29 shares (about $17.00K)Meta Platforms 5 shares (about $2.93K)Invesco QQQ 2 shares (about $1.02K) 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 PortfolioSectorISHARES TR$43,672,662$43,672,662 ▲New Holding74,18731.1%CORE S&P500 ETFRSPInvesco S&P 500 Equal Weight ETF$9,910,834$4,245,297 ▲74.9%56,5597.1%ETFVANGUARD INDEX FDS$9,848,097$9,848,097 ▲New Holding23,9947.0%GROWTH ETFCOWZPacer US Cash Cows 100 ETF$7,990,226$197,341 ▲2.5%141,4705.7%ETFAAPLApple$7,730,554$98,416 ▲1.3%30,8705.5%Computer and TechnologyNVDANVIDIA$6,657,024$68,354 ▲1.0%49,5724.7%Computer and TechnologySECTMain Sector Rotation ETF$5,805,919$63,039 ▲1.1%105,6394.1%ETFISHARES TR$5,630,658$5,630,658 ▲New Holding61,9234.0%S&P MC 400GR ETFGOOGLAlphabet$5,439,157$80,453 ▲1.5%28,7333.9%Computer and TechnologyMICROSOFT CORP$5,390,204$5,390,204 ▲New Holding12,7883.8%COMXOMExxon Mobil$5,179,598$848,942 ▲19.6%48,1513.7%Oils/EnergyBRK.BBerkshire Hathaway$5,094,414$102,895 ▲2.1%11,2393.6%FinancePAUGInnovator U.S. Equity Power Buffer ETF - August$4,686,644$44,121 ▲1.0%121,7313.3%ETFCHEVRON CORP NEW$4,203,877$4,203,877 ▲New Holding29,0243.0%COMSPYSPDR S&P 500 ETF Trust$2,872,378$16,996 ▼-0.6%4,9012.0%FinancePNOVInnovator U.S. Equity Power Buffer ETF - November$2,789,328$2,789,328 ▲New Holding73,6462.0%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$2,372,0070.0%66,0591.7%ETFMETAMeta Platforms$850,746$2,928 ▼-0.3%1,4530.6%Computer and TechnologySCHWAB STRATEGIC TR$725,279$725,279 ▲New Holding26,5480.5%US DIVIDEND EQVANGUARD WHITEHALL FDS$634,119$634,119 ▲New Holding4,9700.5%HIGH DIV YLDQQQInvesco QQQ$464,511$1,022 ▼-0.2%9090.3%FinanceVVisa$350,1720.0%1,1080.2%Business ServicesCRMSalesforce$344,3600.0%1,0300.2%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$334,0480.0%11,6510.2%ManufacturingAMZNAmazon.com$310,437$329,085 ▼-51.5%1,4150.2%Retail/WholesaleTSLATesla$282,688$282,688 ▲New Holding7000.2%Auto/Tires/TrucksPHILIP MORRIS INTL INC$281,017$281,017 ▲New Holding2,3350.2%COMSCHWAB STRATEGIC TR$281,011$281,011 ▲New Holding12,1230.2%US LRG CAP ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$218,5110.0%2,7000.2%ManufacturingPROCTER AND GAMBLE CO$208,724$208,724 ▲New Holding1,2450.1%COMIVViShares Core S&P 500 ETF$0$32,776,320 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$8,962,846 ▼-100.0%00.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$0$5,613,154 ▼-100.0%00.0%ETFMSFTMicrosoft$0$5,389,140 ▼-100.0%00.0%Computer and TechnologyCVXChevron$0$4,182,460 ▼-100.0%00.0%Oils/EnergyPFEBInnovator U.S. Equity Power Buffer ETF - February$0$2,251,058 ▼-100.0%00.0%ETFSCHDSchwab US Dividend Equity ETF$0$804,772 ▼-100.0%00.0%ETFVYMVanguard High Dividend Yield ETF$0$707,661 ▼-100.0%00.0%ETFPMPhilip Morris International$0$283,469 ▼-100.0%00.0%Consumer StaplesSCHXSchwab US Large-Cap ETF$0$274,182 ▼-100.0%00.0%ETFPGProcter & Gamble$0$215,634 ▼-100.0%00.0%Consumer StaplesShowing 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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