McAlister, Sweet & Associates, Inc. - Portfolio overview

McAlister, Sweet & Associates, Inc. has 34 reported holdings in this dataset, with the latest filing dated 2026-04-02.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 28.78%
2. QQQ - INVESCO QQQ TR, 6.89%
3. SCHD - SCHWAB STRATEGIC TR, 6.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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