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

Currently, McAlister, Sweet & Associates, Inc. holds 32 types of securities in its portfolio with a total value $160.6M. In the most recent quarter, they have increased their positions in SPY (+17.9K shares, valued at $11.7M), N/A (+19.9K shares, valued at $11.5M), SCHD (+307.2K shares, valued at $9.4M); decreased their positions in N/A (-21.8K shares, valued at $6.3M), N/A (-10.2K shares, valued at $4.9M), N/A (-21.2K shares, valued at $4.1M); initiated new positions in N/A (+19.9K shares, valued at $11.5M), FLHY (+373.7K shares, valued at $9.0M), XLF (+154.8K shares, valued at $7.6M).

1M P&L

+6.5M+4.22%

3M P&L

+2.5M+1.59%

HY P&L

+7.8M+5.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A104.8M

72.9%

2Consumer Electronics9.4M

6.5%

3Internet Retail6.0M

4.2%

Top Industries by Stock Count

1N/A16 stocks

57.1%

2Software - Infrastructure3 stocks

10.7%

3Semiconductors2 stocks

7.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR73.8K shares32.09%2026-03-312026-04-02

INVESCO QQQ TR INVESCO QQQ TR19.9K sharesnew addition2026-03-312026-04-02

SCHD SCHWAB STRATEGIC TR332.3K shares1225.31%2026-03-312026-04-02

AAPL APPLE INC36.9K shares2.51%2026-03-312026-04-02

FLHY FRANKLIN TEMPLETON ETF TR373.7K sharesnew addition2026-03-312026-04-02

XLF SELECT SECTOR SPDR TR154.8K sharesnew addition2026-03-312026-04-02

AMZN AMAZON COM INC28.8K shares4.35%2026-03-312026-04-02

BA BOEING CO29.0K sharesnew addition2026-03-312026-04-02

Sponsored

XOM EXXON MOBIL CORP33.2K shares-6.10%2026-03-312026-04-02

MSFT MICROSOFT CORP14.7K shares4.63%2026-03-312026-04-02

VXUS VANGUARD STAR FDS70.4K sharesnew addition2026-03-312026-04-02

PAUG INNOVATOR ETFS TRUST123.7K shares-0.10%2026-03-312026-04-02

PMAY INNOVATOR ETFS TRUST124.4K shares-0.11%2026-03-312026-04-02

IVV ISHARES TR6.0K shares-0.17%2026-03-312026-04-02

V VISA INC12.0K shares1086.11%2026-03-312026-04-02

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T18.1K shares-53.93%2026-03-312026-04-02

Sponsored

BNOV INNOVATOR ETFS TRUST80.5K shares-0.11%2026-03-312026-04-02

BFEB INNOVATOR ETFS TRUST70.0K sharesnew addition2026-03-312026-04-02

NVDA NVIDIA CORPORATION9.2K shares8.89%2026-03-312026-04-02

VUG VANGUARD INDEX FDS3.3K shares0.06%2026-03-312026-04-02

ALPHABET INC ALPHABET INC4.1K shares-84.13%2026-03-312026-04-02

VYM VANGUARD WHITEHALL FDS4.9K shares-0.65%2026-03-312026-04-02

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares-87.35%2026-03-312026-04-02

ANGL VANECK ETF TRUST18.8K shares25.03%2026-03-312026-04-02

Sponsored

MU MICRON TECHNOLOGY INC1.5K sharesnew addition2026-03-312026-04-02

COWZ PACER FDS TR6.7K shares12.81%2026-03-312026-04-02

PM PHILIP MORRIS INTL INC1.7K shares0.00%2026-03-312026-04-02

CRWD CROWDSTRIKE HLDGS INC700 sharesnew addition2026-03-312026-04-02

PLTR PALANTIR TECHNOLOGIES INC1.7K shares42.83%2026-03-312026-04-02

DGRW WISDOMTREE TR2.7K shares0.00%2026-03-312026-04-02

META META PLATFORMS INC385 shares0.00%2026-03-312026-04-02

JPC NUVEEN PFD & INCOME OPPORTUN17.2K sharesnew addition2026-03-312026-04-02

Sponsored

SPY

SPDR S&P 500 ETF TR

32.09%

Shares73.8K

Event2026-03-31

Filed2026-04-02

INVESCO QQQ TR

New

Shares19.9K

Event2026-03-31

Filed2026-04-02

SCHD

SCHWAB STRATEGIC TR

1225.31%

Shares332.3K

Event2026-03-31

Filed2026-04-02

AAPL

APPLE INC

2.51%

Shares36.9K

Event2026-03-31

Filed2026-04-02

FLHY

FRANKLIN TEMPLETON ETF TR

New

Shares373.7K

Event2026-03-31

Filed2026-04-02

XLF

SELECT SECTOR SPDR TR

New

Shares154.8K

Event2026-03-31

Filed2026-04-02

AMZN

AMAZON COM INC

4.35%

Shares28.8K

Event2026-03-31

Filed2026-04-02

BOEING CO

New

Shares29.0K

Event2026-03-31

Filed2026-04-02

XOM

EXXON MOBIL CORP

-6.10%

Shares33.2K

Event2026-03-31

Filed2026-04-02

MSFT

MICROSOFT CORP

4.63%

Shares14.7K

Event2026-03-31

Filed2026-04-02

VXUS

VANGUARD STAR FDS

New

Shares70.4K

Event2026-03-31

Filed2026-04-02

PAUG

INNOVATOR ETFS TRUST

-0.10%

Shares123.7K

Event2026-03-31

Filed2026-04-02

PMAY

INNOVATOR ETFS TRUST

-0.11%

Shares124.4K

Event2026-03-31

Filed2026-04-02

IVV

ISHARES TR

-0.17%

Shares6.0K

Event2026-03-31

Filed2026-04-02

VISA INC

1086.11%

Shares12.0K

Event2026-03-31

Filed2026-04-02

INVESCO EXCHANGE TRADED FD T

-53.93%

Shares18.1K

Event2026-03-31

Filed2026-04-02

BNOV

INNOVATOR ETFS TRUST

-0.11%

Shares80.5K

Event2026-03-31

Filed2026-04-02

BFEB

INNOVATOR ETFS TRUST

New

Shares70.0K

Event2026-03-31

Filed2026-04-02

NVDA

NVIDIA CORPORATION

8.89%

Shares9.2K

Event2026-03-31

Filed2026-04-02

VUG

VANGUARD INDEX FDS

0.06%

Shares3.3K

Event2026-03-31

Filed2026-04-02

ALPHABET INC

-84.13%

Shares4.1K

Event2026-03-31

Filed2026-04-02

VYM

VANGUARD WHITEHALL FDS

-0.65%

Shares4.9K

Event2026-03-31

Filed2026-04-02

BERKSHIRE HATHAWAY INC DEL

-87.35%

Shares1.5K

Event2026-03-31

Filed2026-04-02

ANGL

VANECK ETF TRUST

25.03%

Shares18.8K

Event2026-03-31

Filed2026-04-02

MICRON TECHNOLOGY INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-02

COWZ

PACER FDS TR

12.81%

Shares6.7K

Event2026-03-31

Filed2026-04-02

PHILIP MORRIS INTL INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-02

CRWD

CROWDSTRIKE HLDGS INC

New

Shares700

Event2026-03-31

Filed2026-04-02

PLTR

PALANTIR TECHNOLOGIES INC

42.83%

Shares1.7K

Event2026-03-31

Filed2026-04-02

DGRW

WISDOMTREE TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-02