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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 | $5.9M | 5.2%Prev: 0.7% | 33,315 SH | Increased+29,200 SH |
| AMAZON COM INC | COM | $6.1M | 5.4%Prev: 3.7% | 27,942 SH | Increased-863 SH |
| APPLE INC | COM | $7.8M | 6.9%Prev: 5.8% | 38,127 SH | Decreased+1,265 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.5M | 4.9%Prev: 0.4% | 11,329 SH | Increased+9,846 SH |
| COREWEAVE INC | COM CL A | $277K | 0.2% | 1,700 SH | New |
| EXXON MOBIL CORP | COM | $3.8M | 3.4%Prev: 3.5% | 35,629 SH | Decreased+2,405 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $4.9M | 4.4%Prev: 3.3% | 121,324 SH | Decreased-2,380 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $10.8M | 9.6%Prev: 3.1% | 281,110 SH | Increased+156,722 SH |
| INVESCO QQQ TR | UNIT SER 1 | $21.0M | 18.6%Prev: 7.2% | 37,982 SH | Increased+18,076 SH |
| ISHARES TR | CORE S&P500 ETF | $3.1M | 2.8%Prev: 2.4% | 5,017 SH | Decreased-989 SH |
| META PLATFORMS INC | CL A | $338K | 0.3%Prev: 0.1% | 458 SH | Increased+73 SH |
| MICROSOFT CORP | COM | $7.7M | 6.8%Prev: 3.4% | 15,437 SH | Increased+769 SH |
| NVIDIA CORPORATION | COM | $2.2M | 1.9%Prev: 1.0% | 13,832 SH | Increased+4,650 SH |
| OKLO INC | COM CL A | $280K | 0.2% | 5,000 SH | New |
| PACER FDS TR | US CASH COWS 100 | $283K | 0.3%Prev: 0.3% | 5,133 SH | Decreased-1,532 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $913K | 0.8%Prev: 0.2% | 6,700 SH | Increased+4,986 SH |
| PHILIP MORRIS INTL INC | COM | $425K | 0.4%Prev: 0.2% | 2,335 SH | Increased+635 SH |
| SALESFORCE INC | COM | $250K | 0.2% | 917 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $656K | 0.6%Prev: 6.3% | 24,739 SH | Decreased-307,517 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $27.0M | 24.0%Prev: 29.9% | 43,773 SH | Decreased-30,061 SH |
| SUPER MICRO COMPUTER INC | COM NEW | $299K | 0.3% | 6,100 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $341K | 0.3%Prev: 0.3% | 11,651 SH | Decreased-7,168 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.5M | 1.4%Prev: 0.9% | 3,485 SH | Increased+184 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $653K | 0.6%Prev: 0.4% | 4,900 SH | Decreased+34 SH |
| VISA INC | COM CL A | $393K | 0.3%Prev: 2.3% | 1,108 SH | Decreased-10,848 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $226K | 0.2%Prev: 0.1% | 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 |