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Size ($ in 1000's)
At 03/31/2024: $127,287
At 12/31/2023: $107,652
McAlister Sweet & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from McAlister Sweet & Associates Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the McAlister Sweet & Associates Inc. top holdings by largest position size, as per the latest 13f filing made by McAlister Sweet & Associates Inc..
In the McAlister Sweet & Associates Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by McAlister Sweet & Associates Inc. in that top holding, then the share count change between reporting periods, and finally the McAlister Sweet & Associates Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
77,048 |
+12,718 |
$40,507 | | IVV | 77,048 | +12,718 | $40,507 | | VANGUARD INDEX FDS (VUG) |
43,051 |
+9,034 |
$14,818 | | VUG | 43,051 | +9,034 | $14,818 | | PACER FDS TR |
224,945 |
+12,242 |
$13,072 | | COWZ | 224,945 | +12,242 | $13,072 | | NORTHERN LTS FD TR IV |
123,503 |
-8,178 |
$6,222 | | SECT | 123,503 | -8,178 | $6,222 | | SPDR S&P 500 ETF TR (SPY) |
10,617 |
+50 |
$5,553 | | SPY | 10,617 | +50 | $5,553 | | ISHARES TR (IJK) |
57,517 |
+8,683 |
$5,248 | | IJK | 57,517 | +8,683 | $5,248 | | APPLE INC |
29,946 |
+3,419 |
$5,135 | | AAPL | 29,946 | +3,419 | $5,135 | | EXXON MOBIL CORP |
40,324 |
-9,742 |
$4,687 | | XOM | 40,324 | -9,742 | $4,687 | | ALPHABET INC |
29,943 |
+2,506 |
$4,519 | | GOOGL | 29,943 | +2,506 | $4,519 | | MICROSOFT CORP |
10,460 |
+139 |
$4,401 | | MSFT | 10,460 | +139 | $4,401 | | CHEVRON CORP NEW |
24,922 |
+5,331 |
$3,931 | | CVX | 24,922 | +5,331 | $3,931 |  BERKSHIRE HATHAWAY INC DEL |
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$3,619 | | BRK.B | 8,606 | +306 | $3,619 | | INNOVATOR ETFS TR (PAUG) |
60,802 |
+8,856 |
$2,151 | | PAUG | 60,802 | +8,856 | $2,151 | | INNOVATOR ETFS TR (PMAY) |
64,255 |
+13,155 |
$2,086 | | PMAY | 64,255 | +13,155 | $2,086 | | INNOVATOR ETFS TR (PNOV) |
56,959 |
+8,166 |
$2,025 | | PNOV | 56,959 | +8,166 | $2,025 | | INNOVATOR ETFS TR (PFEB) |
52,826 |
+3,341 |
$1,805 | | PFEB | 52,826 | +3,341 | $1,805 | | NVIDIA CORPORATION |
1,425 |
UNCH |
$1,288 | | NVDA | 1,425 | UNCH | $1,288 | | SCHWAB STRATEGIC TR |
11,193 |
-691 |
$902 | | SCHD | 11,193 | -691 | $902 | | VANGUARD WHITEHALL FDS (VYM) |
5,682 |
-137 |
$687 | | VYM | 5,682 | -137 | $687 | | AMAZON COM INC |
3,235 |
+635 |
$584 | | AMZN | 3,235 | +635 | $584 | | INVESCO QQQ TR |
1,242 |
+1 |
$551 | | QQQ | 1,242 | +1 | $551 | | META PLATFORMS INC |
958 |
UNCH |
$465 | | META | 958 | UNCH | $465 | | SALESFORCE INC |
1,337 |
UNCH |
$403 | | CRM | 1,337 | UNCH | $403 | | VISA INC |
1,312 |
-38 |
$366 | | V | 1,312 | -38 | $366 | | CROWDSTRIKE HLDGS INC |
1,125 |
+300 |
$361 | | CRWD | 1,125 | +300 | $361 | | VANECK ETF TRUST (ANGL) |
11,658 |
+700 |
$338 | | ANGL | 11,658 | +700 | $338 | | VANGUARD INDEX FDS (VTI) |
973 |
UNCH |
$253 | | VTI | 973 | UNCH | $253 | | SCHWAB STRATEGIC TR |
4,041 |
UNCH |
$251 | | SCHX | 4,041 | UNCH | $251 | | ADVANCED MICRO DEVICES INC |
1,206 |
+1,206 |
$218 | | AMD | 1,206 | +1,206 | $218 | | PROCTER AND GAMBLE CO |
1,347 |
+1,347 |
$218 | | PG | 1,347 | +1,347 | $218 | | PHILIP MORRIS INTL INC |
2,339 |
UNCH |
$214 | | PM | 2,339 | UNCH | $214 | | WISDOMTREE TR |
2,713 |
+2,713 |
$207 | | DGRW | 2,713 | +2,713 | $207 |
See Full List: All Stocks Held By McAlister Sweet & Associates Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By McAlister Sweet & Associates Inc.
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