Mcalister, Sweet & Associates, Inc. Top Holdings and 13F Report (2025) About Mcalister, Sweet & Associates, Inc.Investment ActivityMcalister, Sweet & Associates, Inc. has $151.43 million in total holdings as of September 30, 2025.Mcalister, Sweet & Associates, Inc. owns shares of 25 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 21.45% of the portfolio was purchased this quarter.About 2.81% of the portfolio was sold this quarter.This quarter, Mcalister, Sweet & Associates, Inc. has purchased 28 new stocks and bought additional shares in 14 stocks.Mcalister, Sweet & Associates, Inc. sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $53,923,940Invesco S&P 500 Equal Weight ETF $23,385,934Apple $9,911,167Alphabet $8,310,506Microsoft $7,998,260 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $5,364,563 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 37,172 shares (about $24.76M)Vanguard Total International Stock ETF 73,027 shares (about $5.36M)Invesco S&P 500 Equal Weight ETF 971 shares (about $582.95K)iShares Core S&P 500 ETF 637 shares (about $426.38K)Amazon.com 1,370 shares (about $300.81K) Largest Sales this Quarter NVIDIA 10,500 shares (about $1.96M)PALANTIR TECHNOLOGIES INC 5,500 shares (about $1.00M)Meta Platforms 100 shares (about $73.44K)Vanguard Growth ETF 136 shares (about $65.23K)Innovator U.S. Equity Power Buffer ETF - November 442 shares (about $18.15K) 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$53,923,940$24,763,243 ▲84.9%80,94535.6%FinanceRSPInvesco S&P 500 Equal Weight ETF$23,385,934$582,952 ▲2.6%38,95315.4%ETFAAPLApple$9,911,167$202,939 ▲2.1%38,9246.5%Computer and TechnologyGOOGLAlphabet$8,310,506$211,737 ▲2.6%34,1865.5%Computer and TechnologyMSFTMicrosoft$7,998,260$2,590 ▲0.0%15,4425.3%Computer and TechnologyAMZNAmazon.com$6,436,036$300,811 ▲4.9%29,3124.3%Retail/WholesaleBRK.BBerkshire Hathaway$5,891,107$195,566 ▲3.4%11,7183.9%FinanceVXUSVanguard Total International Stock ETF$5,364,563$5,364,563 ▲New Holding73,0273.5%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$5,272,098$119,468 ▲2.3%124,1373.5%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$4,855,536$15,558 ▼-0.3%124,8373.2%ETFXOMExxon Mobil$4,108,204$90,990 ▲2.3%36,4362.7%EnergyIVViShares Core S&P 500 ETF$3,784,537$426,380 ▲12.7%5,6542.5%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$3,224,098$15,876 ▼-0.5%81,2322.1%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$3,030,187$18,149 ▼-0.6%73,7992.0%ETFVUGVanguard Growth ETF$1,606,214$65,227 ▼-3.9%3,3491.1%ETFVYMVanguard High Dividend Yield ETF$729,553$38,902 ▲5.6%5,1760.5%ETFSCHDSchwab US Dividend Equity ETF$713,965$38,602 ▲5.7%26,1530.5%ETFNVDANVIDIA$621,685$1,959,091 ▼-75.9%3,3320.4%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$447,480$101,085 ▲29.2%15,0510.3%ManufacturingPMPhilip Morris International$378,7370.0%2,3350.3%Consumer StaplesVVisa$378,2490.0%1,1080.2%Business ServicesCOWZPacer US Cash Cows 100 ETF$339,533$44,539 ▲15.1%5,9080.2%ETFMETAMeta Platforms$262,908$73,438 ▼-21.8%3580.2%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$240,1920.0%2,7000.2%ManufacturingPALANTIR TECHNOLOGIES INC$218,904$1,003,310 ▼-82.1%1,2000.1%CL ASUPER MICRO COMPUTER INC$0$298,961 ▼-100.0%00.0%COM NEWALCCAltC Acquisition$0$279,950 ▼-100.0%00.0%EnergyCOREWEAVE INC$0$277,202 ▼-100.0%00.0%COM CL ACRMSalesforce$0$250,057 ▼-100.0%00.0%Computer and TechnologyShowing 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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