Mcalister, Sweet & Associates, Inc. Top Holdings and 13F Report (2026) About Mcalister, Sweet & Associates, Inc.Investment ActivityMcalister, Sweet & Associates, Inc. has $160.57 million in total holdings as of March 31, 2026.Mcalister, Sweet & Associates, Inc. owns shares of 32 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 43.02% of the portfolio was purchased this quarter.About 11.93% of the portfolio was sold this quarter.This quarter, Mcalister, Sweet & Associates, Inc. has purchased 25 new stocks and bought additional shares in 11 stocks.Mcalister, Sweet & Associates, Inc. sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $48,017,204Invesco QQQ $11,489,285Schwab US Dividend Equity ETF $10,193,600Apple $9,355,128Franklin High Yield Corporate ETF $9,020,756 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $11,489,285 Holding35473P629 - Franklin High Yield Corporate ETF $9,020,756 Holding81369Y605 - Financial Select Sector SPDR Fund $7,640,847 Holding097023105 - Boeing $5,765,103 Holding921909768 - Vanguard Total International Stock ETF $5,428,621 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 17,939 shares (about $11.67M)Invesco QQQ 19,906 shares (about $11.49M)Schwab US Dividend Equity ETF 307,186 shares (about $9.42M)Franklin High Yield Corporate ETF 373,685 shares (about $9.02M)Financial Select Sector SPDR Fund 154,767 shares (about $7.64M) Largest Sales this Quarter Alphabet 21,822 shares (about $6.27M)Berkshire Hathaway 10,240 shares (about $4.91M)Invesco S&P 500 Equal Weight ETF 21,238 shares (about $4.08M)ExxonMobil 2,160 shares (about $366.46K)iShares Core S&P 500 ETF 10 shares (about $6.53K) 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$48,017,204$11,666,449 ▲32.1%73,83429.9%FinanceQQQInvesco QQQ$11,489,285$11,489,285 ▲New Holding19,9067.2%FinanceSCHDSchwab US Dividend Equity ETF$10,193,600$9,424,453 ▲1,225.3%332,2566.3%ETFAAPLApple$9,355,128$228,917 ▲2.5%36,8625.8%Computer and TechnologyFLHYFranklin High Yield Corporate ETF$9,020,756$9,020,756 ▲New Holding373,6855.6%ETFXLFFinancial Select Sector SPDR Fund$7,640,847$7,640,847 ▲New Holding154,7674.8%ETFAMZNAmazon.com$5,999,217$249,924 ▲4.3%28,8053.7%Retail/WholesaleBABoeing$5,765,103$5,765,103 ▲New Holding28,9663.6%AerospaceXOMExxonMobil$5,636,754$366,464 ▼-6.1%33,2243.5%EnergyMSFTMicrosoft$5,429,708$240,243 ▲4.6%14,6683.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$5,428,621$5,428,621 ▲New Holding70,4013.4%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$5,284,635$5,340 ▼-0.1%123,7043.3%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$4,968,057$5,232 ▼-0.1%124,3883.1%ETFIVViShares Core S&P 500 ETF$3,922,854$6,532 ▼-0.2%6,0062.4%ETFVVisa$3,613,581$3,308,923 ▲1,086.1%11,9562.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$3,481,813$4,075,997 ▼-53.9%18,1422.2%ETFBNOVInnovator U.S. Equity Buffer ETF - November$3,462,491$3,657 ▼-0.1%80,4802.2%ETFBFEBInnovator U.S. Equity Buffer ETF - February$3,338,684$3,338,684 ▲New Holding69,9902.1%ETFNVDANVIDIA$1,601,341$130,800 ▲8.9%9,1821.0%Computer and TechnologyVUGVanguard Growth ETF$1,441,844$874 ▲0.1%3,3010.9%ETFGOOGLAlphabet$1,183,254$6,274,841 ▼-84.1%4,1150.7%Computer and TechnologyVYMVanguard High Dividend Yield ETF$720,651$4,739 ▼-0.7%4,8660.4%ETFBRK.BBerkshire Hathaway$710,654$4,907,011 ▼-87.3%1,4830.4%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$540,495$108,220 ▲25.0%18,8190.3%ManufacturingMUMicron Technology$512,165$512,165 ▲New Holding1,5160.3%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$416,962$47,358 ▲12.8%6,6650.3%ETFPMPhilip Morris International$281,0780.0%1,7000.2%Consumer StaplesCRWDCrowdStrike$273,287$273,287 ▲New Holding7000.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$250,724$75,188 ▲42.8%1,7140.2%CL ADGRWWisdomTree U.S. Quality Dividend Growth Fund$237,1680.0%2,7000.1%ManufacturingMETAMeta Platforms$220,2700.0%3850.1%Computer and TechnologyJPCNuveen Preferred & Income Opportunities Fund$129,623$129,623 ▲New Holding17,1910.1%Financial ServicesPFEBInnovator U.S. Equity Power Buffer ETF - February$0$3,299,208 ▼-100.0%00.0%ETFCRMSalesforce$0$209,544 ▼-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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