The Analysis of McAlister, Sweet & Associates, Inc.'s Holdings


Currently, McAlister, Sweet & Associates, Inc. holds 25 types of securities in its portfolio with a total value $131.7M. In the most recent quarter, they have increased their positions in BNOV (+80.6K shares, valued at $3.6M), NVDA (+5.1K shares, valued at $951.1K), N/A (+427 shares, valued at $262.3K); decreased their positions in SPY (-25.1K shares, valued at $17.1M), N/A (-8.2K shares, valued at $2.6M), AAPL (-3.0K shares, valued at $805.8K); initiated new positions in BNOV (+80.6K shares, valued at $3.6M), CRM (+791 shares, valued at $209.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR55.9K shares-30.95%2025-12-312026-01-02history
INVESCO QQQ TR INVESCO QQQ TR39.4K shares1.10%2025-12-312026-01-02history
AAPL APPLE INC36.0K shares-7.61%2025-12-312026-01-02history
ALPHABET INC ALPHABET INC25.9K shares-24.13%2025-12-312026-01-02history
MSFT MICROSOFT CORP14.0K shares-9.22%2025-12-312026-01-02history
AMZN AMAZON COM INC27.6K shares-5.82%2025-12-312026-01-02history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.7K shares0.04%2025-12-312026-01-02history
PAUG INNOVATOR ETFS TRUST123.8K shares-0.25%2025-12-312026-01-02history
Sponsored
PMAY INNOVATOR ETFS TRUST124.5K shares-0.25%2025-12-312026-01-02history
XOM EXXON MOBIL CORP35.4K shares-2.89%2025-12-312026-01-02history
IVV ISHARES TR6.0K shares6.40%2025-12-312026-01-02history
BNOV INNOVATOR ETFS TRUST80.6K sharesnew addition2025-12-312026-01-02history
PFEB INNOVATOR ETFS TRUST81.0K shares-0.26%2025-12-312026-01-02history
VUG VANGUARD INDEX FDS3.3K shares-1.49%2025-12-312026-01-02history
NVDA NVIDIA CORPORATION8.4K shares153.06%2025-12-312026-01-02history
VYM VANGUARD WHITEHALL FDS4.9K shares-5.37%2025-12-312026-01-02history
Sponsored
SCHD SCHWAB STRATEGIC TR25.1K shares-4.14%2025-12-312026-01-02history
ANGL VANECK ETF TRUST15.1K shares0.00%2025-12-312026-01-02history
COWZ PACER FDS TR5.9K shares0.00%2025-12-312026-01-02history
V VISA INC1.0K shares-9.03%2025-12-312026-01-02history
PM PHILIP MORRIS INTL INC1.7K shares-27.19%2025-12-312026-01-02history
META META PLATFORMS INC385 shares7.54%2025-12-312026-01-02history
DGRW WISDOMTREE TR2.7K shares0.00%2025-12-312026-01-02history
PLTR PALANTIR TECHNOLOGIES INC1.2K shares0.00%2025-12-312026-01-02history
Sponsored
CRM SALESFORCE INC791 sharesnew addition2025-12-312026-01-02history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available