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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 | $8.3M | 5.5%Prev: 0.7% | 34,186 SH | Increased+30,583 SH |
| AMAZON COM INC | COM | $6.4M | 4.3%Prev: 3.7% | 29,312 SH | Decreased+367 SH |
| APPLE INC | COM | $9.9M | 6.5%Prev: 5.7% | 38,924 SH | Decreased+1,984 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.9M | 3.9%Prev: 0.3% | 11,718 SH | Increased+10,504 SH |
| EXXON MOBIL CORP | COM | $4.1M | 2.7%Prev: 2.8% | 36,436 SH | Decreased-2,258 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $5.3M | 3.5%Prev: 3.0% | 124,137 SH | Decreased+557 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $11.1M | 7.3%Prev: 2.8% | 279,868 SH | Increased+151,196 SH |
| INVESCO QQQ TR | UNIT SER 1 | $23.4M | 15.4%Prev: 8.0% | 38,953 SH | Increased+18,611 SH |
| ISHARES TR | CORE S&P500 ETF | $3.8M | 2.5%Prev: 2.5% | 5,654 SH | Decreased-533 SH |
| META PLATFORMS INC | CL A | $263K | 0.2%Prev: 0.1% | 358 SH | Increased |
| MICROSOFT CORP | COM | $8.0M | 5.3%Prev: 2.9% | 15,442 SH | Increased+810 SH |
| NVIDIA CORPORATION | COM | $622K | 0.4%Prev: 0.4% | 3,332 SH | Decreased-850 SH |
| PACER FDS TR | US CASH COWS 100 | $340K | 0.2%Prev: 0.2% | 5,908 SH | Decreased+124 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $219K | 0.1% | 1,200 SH | New |
| PHILIP MORRIS INTL INC | COM | $379K | 0.3%Prev: 0.2% | 2,335 SH | Increased+635 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $714K | 0.5%Prev: 5.7% | 26,153 SH | Decreased-312,871 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $53.9M | 35.6% | 80,945 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $447K | 0.3%Prev: 0.3% | 15,051 SH | Decreased-3,768 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.6M | 1.1%Prev: 0.9% | 3,349 SH | Decreased-17,176 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.4M | 3.5%Prev: 3.2% | 73,027 SH | Decreased+1,912 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $730K | 0.5%Prev: 0.4% | 5,176 SH | Decreased-15 SH |
| VISA INC | COM CL A | $378K | 0.2%Prev: 0.2% | 1,108 SH | Increased+129 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $240K | 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 |