McAlister, Sweet & Associates, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 2, 2026, for the 2025 Q4 period, McAlister, Sweet & Associates, Inc. held in its portfolio 24 assets valued at $131,706,820 (i.e. $131.71M).

The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($38.12M), INVESCO QQQ TR ($24.19M), and APPLE INC ($9.78M).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in McAlister, Sweet & Associates, Inc. Portfolio

SPDR S&P 500 ETF TR

INVESCO QQQ TR

APPLE INC

INNOVATOR ETFS TRUST

ALPHABET INC

MICROSOFT CORP

AMAZON COM INC

BERKSHIRE HATHAWAY INC DEL

INNOVATOR ETFS TRUST

EXXON MOBIL CORP

McAlister, Sweet & Associates, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR S&P 500 ETF TR	55895	38115918	TR UNIT
INVESCO QQQ TR	39380	24191780	UNIT SER 1
APPLE INC	35960	9776152	COM
INNOVATOR ETFS TRUST	205543	8228915	US EQTY PWR BUF
ALPHABET INC	25937	8118220	CAP STK CL A
MICROSOFT CORP	14019	6779940	COM
AMAZON COM INC	27605	6371786	COM
BERKSHIRE HATHAWAY INC DEL	11723	5892566	CL B NEW
INNOVATOR ETFS TRUST	123829	5355604	US EQTY PWR BF
EXXON MOBIL CORP	35384	4258065	COM
ISHARES TR	6016	4120933	CORE S&P500 ETF
INNOVATOR ETFS TRUST	80565	3582202	US EQTY BUF NOV
VANGUARD INDEX FDS	3299	1609450	GROWTH ETF
NVIDIA CORPORATION	8432	1572568	COM
VANGUARD WHITEHALL FDS	4898	702957	HIGH DIV YLD
SCHWAB STRATEGIC TR	25070	687658	US DIVIDEND EQ
VANECK ETF TRUST	15051	441986	FALLEN ANGEL HG
PACER FDS TR	5908	355484	US CASH COWS 100
VISA INC	1008	353516	COM CL A
PHILIP MORRIS INTL INC	1700	272680	COM
META PLATFORMS INC	385	254135	CL A
WISDOMTREE TR	2700	241461	US QTLY DIV GRT
PALANTIR TECHNOLOGIES INC	1200	213300	CL A
SALESFORCE INC	791	209544	COM