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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 | $1.2M | 0.7%Prev: 3.4% | 4,115 SH | Decreased-24,915 SH |
| AMAZON COM INC | COM | $6.0M | 3.7%Prev: 2.8% | 28,805 SH | Increased+9,318 SH |
| APPLE INC | COM | $9.4M | 5.8%Prev: 5.1% | 36,862 SH | Increased+6,829 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $711K | 0.4%Prev: 4.6% | 1,483 SH | Decreased-9,833 SH |
| BOEING CO | COM | $5.8M | 3.6% | 28,966 SH | New |
| CROWDSTRIKE HLDGS INC | CL A | $273K | 0.2% | 700 SH | New |
| EXXON MOBIL CORP | COM | $5.6M | 3.5%Prev: 3.7% | 33,224 SH | Increased-7,781 SH |
| FRANKLIN TEMPLETON ETF TR | HIGH YIELD CORP | $9.0M | 5.6% | 373,685 SH | New |
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | $3.5M | 2.2% | 80,480 SH | New |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $3.3M | 2.1% | 69,990 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $5.3M | 3.3%Prev: 3.5% | 123,704 SH | Increased+1,728 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $5.0M | 3.1%Prev: 4.3% | 124,388 SH | Decreased-31,173 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $3.5M | 2.2%Prev: 5.6% | 18,142 SH | Decreased-24,475 SH |
| INVESCO QQQ TR | UNIT SER 1 | $11.5M | 7.2%Prev: 0.3% | 19,906 SH | Increased+18,997 SH |
| ISHARES TR | CORE S&P500 ETF | $3.9M | 2.4%Prev: 31.6% | 6,006 SH | Decreased-68,343 SH |
| META PLATFORMS INC | CL A | $220K | 0.1%Prev: 0.2% | 385 SH | Decreased-73 SH |
| MICRON TECHNOLOGY INC | COM | $512K | 0.3% | 1,516 SH | New |
| MICROSOFT CORP | COM | $5.4M | 3.4%Prev: 3.4% | 14,668 SH | Increased+2,635 SH |
| NUVEEN PFD & INCOME OPPORTUN | COM | $130K | 0.1% | 17,191 SH | New |
| NVIDIA CORPORATION | COM | $1.6M | 1.0%Prev: 3.9% | 9,182 SH | Decreased-38,071 SH |
| PACER FDS TR | US CASH COWS 100 | $417K | 0.3%Prev: 6.0% | 6,665 SH | Decreased-137,471 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $251K | 0.2% | 1,714 SH | New |
| PHILIP MORRIS INTL INC | COM | $281K | 0.2%Prev: 0.3% | 1,700 SH | Decreased-635 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $10.2M | 6.3%Prev: 0.6% | 332,256 SH | Increased+306,023 SH |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $7.6M | 4.8% | 154,767 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $48.0M | 29.9%Prev: 2.1% | 73,834 SH | Increased+68,977 SH |
| VANECK ETF TRUST | FALLEN ANGEL HG | $540K | 0.3%Prev: 0.3% | 18,819 SH | Increased+6,968 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.4M | 0.9%Prev: 6.9% | 3,301 SH | Decreased-21,234 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $5.4M | 3.4% | 70,401 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $721K | 0.4%Prev: 0.5% | 4,866 SH | Increased-104 SH |
| VISA INC | COM CL A | $3.6M | 2.3%Prev: 0.3% | 11,956 SH | Increased+10,848 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $237K | 0.1%Prev: 0.2% | 2,700 SH | Increased |
| 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 |