Mcalister, Sweet & Associates, Inc. Top Holdings and 13F Report (2025) About Mcalister, Sweet & Associates, Inc.Investment ActivityMcalister, Sweet & Associates, Inc. has $112.69 million in total holdings as of June 30, 2025.Mcalister, Sweet & Associates, Inc. owns shares of 28 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 50.57% of the portfolio was purchased this quarter.About 70.79% of the portfolio was sold this quarter.This quarter, Mcalister, Sweet & Associates, Inc. has purchased 29 new stocks and bought additional shares in 8 stocks.Mcalister, Sweet & Associates, Inc. sold shares of 11 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $27,045,148Invesco S&P 500 Equal Weight ETF $20,952,482Apple $7,822,589Microsoft $7,678,591Amazon.com $6,130,195 Largest New Holdings this Quarter 45782C318 - Innovator U.S. Equity Power Buffer ETF - May $4,732,481 Holding69608A108 - PALANTIR TECHNOLOGIES INC $913,344 Holding86800U302 - SUPER MICRO COMPUTER INC $298,961 Holding02156V109 - AltC Acquisition $279,950 Holding21873S108 - COREWEAVE INC $277,202 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 38,916 shares (about $24.04M)Invesco S&P 500 Equal Weight ETF 37,073 shares (about $20.45M)Innovator U.S. Equity Power Buffer ETF - May 125,237 shares (about $4.73M)Amazon.com 8,455 shares (about $1.85M)Microsoft 3,404 shares (about $1.69M) Largest Sales this Quarter iShares Core S&P 500 ETF 69,332 shares (about $43.04M)Vanguard Growth ETF 21,050 shares (about $9.23M)Pacer US Cash Cows 100 ETF 139,003 shares (about $7.66M)NVIDIA 33,421 shares (about $5.28M)Exxon Mobil 5,376 shares (about $579.53K) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$27,045,148$24,044,251 ▲801.2%43,77324.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$20,952,482$20,451,039 ▲4,078.4%37,98218.6%ETFAAPLApple$7,822,589$1,660,661 ▲27.0%38,1276.9%Computer and TechnologyMSFTMicrosoft$7,678,591$1,693,200 ▲28.3%15,4376.8%Computer and TechnologyAMZNAmazon.com$6,130,195$1,854,942 ▲43.4%27,9425.4%Retail/WholesaleGOOGLAlphabet$5,871,102$755,145 ▲14.8%33,3155.2%Computer and TechnologyBRK.BBerkshire Hathaway$5,503,288$6,315 ▲0.1%11,3294.9%FinancePAUGInnovator U.S. Equity Power Buffer ETF - August$4,908,769$26,380 ▼-0.5%121,3244.4%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$4,732,481$4,732,481 ▲New Holding125,2374.2%ETFXOMExxon Mobil$3,840,765$579,527 ▼-13.1%35,6293.4%EnergyIVViShares Core S&P 500 ETF$3,114,775$43,044,365 ▼-93.3%5,0172.8%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$3,102,832$12,999 ▲0.4%81,6322.8%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$2,934,004$1,186 ▼0.0%74,2412.6%ETFNVDANVIDIA$2,185,318$5,280,185 ▼-70.7%13,8321.9%Computer and TechnologyVUGVanguard Growth ETF$1,527,832$9,228,368 ▼-85.8%3,4851.4%ETFPALANTIR TECHNOLOGIES INC$913,344$913,344 ▲New Holding6,7000.8%CL ASCHDSchwab US Dividend Equity ETF$655,572$39,590 ▼-5.7%24,7390.6%ETFVYMVanguard High Dividend Yield ETF$653,215$9,332 ▼-1.4%4,9000.6%ETFPMPhilip Morris International$425,2740.0%2,3350.4%Consumer StaplesVVisa$393,3950.0%1,1080.3%Business ServicesANGLVanEck Fallen Angel High Yield Bond ETF$341,155$5,856 ▼-1.7%11,6510.3%ManufacturingMETAMeta Platforms$338,0450.0%4580.3%Computer and TechnologySUPER MICRO COMPUTER INC$298,961$298,961 ▲New Holding6,1000.3%COM NEWCOWZPacer US Cash Cows 100 ETF$282,845$7,659,518 ▼-96.4%5,1330.3%ETFALCCAltC Acquisition$279,950$279,950 ▲New Holding5,0000.2%EnergyCOREWEAVE INC$277,202$277,202 ▲New Holding1,7000.2%COM CL ACRMSalesforce$250,057$30,814 ▼-11.0%9170.2%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$226,0980.0%2,7000.2%ManufacturingXLFFinancial Select Sector SPDR Fund$0$7,139,616 ▼-100.0%00.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$0$5,751,403 ▼-100.0%00.0%ETFSCHXSchwab US Large-Cap ETF$0$267,676 ▼-100.0%00.0%ETFCVXChevron$0$258,077 ▼-100.0%00.0%EnergySECTMain Sector Rotation ETF$0$238,246 ▼-100.0%00.0%ETFPGProcter & Gamble$0$212,173 ▼-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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