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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 | $4.5M | 3.4% | 29,030 SH | |
| AMAZON COM INC | COM | $3.7M | 2.8% | 19,487 SH | |
| APPLE INC | COM | $6.7M | 5.1% | 30,033 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.0M | 4.6% | 11,316 SH | |
| CHEVRON CORP NEW | COM | $258K | 0.2% | 1,543 SH | |
| EXXON MOBIL CORP | COM | $4.9M | 3.7% | 41,005 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $4.6M | 3.5% | 121,976 SH | |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $5.7M | 4.3% | 155,561 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $7.4M | 5.6% | 42,617 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $426K | 0.3% | 909 SH | |
| ISHARES TR | CORE S&P500 ETF | $41.8M | 31.6% | 74,349 SH | |
| ISHARES TR | S&P MC 400GR ETF | $5.8M | 4.4% | 69,061 SH | |
| META PLATFORMS INC | CL A | $264K | 0.2% | 458 SH | |
| MICROSOFT CORP | COM | $4.5M | 3.4% | 12,033 SH | |
| NORTHERN LTS FD TR IV | MAIN SECTR ROTN | $238K | 0.2% | 4,666 SH | |
| NVIDIA CORPORATION | COM | $5.1M | 3.9% | 47,253 SH | |
| PACER FDS TR | US CASH COWS 100 | $7.9M | 6.0% | 144,136 SH | |
| PHILIP MORRIS INTL INC | COM | $371K | 0.3% | 2,335 SH | |
| PROCTER AND GAMBLE CO | COM | $212K | 0.2% | 1,245 SH | |
| SALESFORCE INC | COM | $276K | 0.2% | 1,030 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $733K | 0.6% | 26,233 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $268K | 0.2% | 12,123 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $7.1M | 5.4% | 143,337 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $2.7M | 2.1% | 4,857 SH | |
| VANECK ETF TRUST | FALLEN ANGEL HG | $342K | 0.3% | 11,851 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $9.1M | 6.9% | 24,535 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $641K | 0.5% | 4,970 SH | |
| VISA INC | COM CL A | $388K | 0.3% | 1,108 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $216K | 0.2% | 2,700 SH |
| 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 |