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CIK 0001774087 • 6 13F filings • Apr 10, 2025 – Jul 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $8.1M | 6.2%Prev: 0.8% | 25,937 SH | Increased+22,334 SH |
| AMAZON COM INC | COM | $6.4M | 4.8%Prev: 4.6% | 27,605 SH | Decreased-1,608 SH |
| APPLE INC | COM | $9.8M | 7.4%Prev: 7.7% | 35,960 SH | Decreased-755 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.9M | 4.5%Prev: 0.4% | 11,723 SH | Increased+10,560 SH |
| EXXON MOBIL CORP | COM | $4.3M | 3.2% | 35,384 SH | New |
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | $3.6M | 2.7%Prev: 2.5% | 80,565 SH | Decreased+528 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $5.4M | 4.1% | 123,829 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $8.2M | 6.2%Prev: 3.4% | 205,543 SH | Increased+77,058 SH |
| INVESCO QQQ TR | UNIT SER 1 | $24.2M | 18.4%Prev: 9.6% | 39,380 SH | Increased+18,928 SH |
| ISHARES TR | CORE S&P500 ETF | $4.1M | 3.1%Prev: 2.9% | 6,016 SH | Decreased-26 SH |
| META PLATFORMS INC | CL A | $254K | 0.2%Prev: 0.2% | 385 SH | Decreased+27 SH |
| MICROSOFT CORP | COM | $6.8M | 5.1%Prev: 0.6% | 14,019 SH | Increased+12,084 SH |
| NVIDIA CORPORATION | COM | $1.6M | 1.2%Prev: 0.6% | 8,432 SH | Increased+4,150 SH |
| PACER FDS TR | US CASH COWS 100 | $355K | 0.3%Prev: 0.2% | 5,908 SH | Decreased+124 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $213K | 0.2% | 1,200 SH | New |
| PHILIP MORRIS INTL INC | COM | $273K | 0.2%Prev: 0.2% | 1,700 SH | Decreased |
| SALESFORCE INC | COM | $210K | 0.2% | 791 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $688K | 0.5%Prev: 7.1% | 25,070 SH | Decreased-318,156 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $38.1M | 28.9% | 55,895 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $442K | 0.3%Prev: 0.3% | 15,051 SH | Decreased-3,768 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.6M | 1.2% | 3,299 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $703K | 0.5%Prev: 0.5% | 4,898 SH | Decreased-305 SH |
| VISA INC | COM CL A | $354K | 0.3%Prev: 0.2% | 1,008 SH | Increased+29 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $241K | 0.2%Prev: 0.2% | 2,700 SH | Decreased |
| Q3 2025 |
| 13F-HR |
| 0001214659-25-014482 |
| $151.4M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008452 | $187.1M | View |
| Jul 2, 2025 | Q2 2025 | 13F-HR | 0001214659-25-009962 | $112.7M | View |
| Apr 2, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004209 | $160.6M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005687 | $132.1M | View |