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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 | $1.3M | 0.7%Prev: 5.2% | 3,603 SH | Decreased-29,712 SH |
| AMAZON COM INC | COM | $6.9M | 3.7%Prev: 5.4% | 28,945 SH | Increased+1,003 SH |
| APPLE INC | COM | $10.7M | 5.7%Prev: 6.9% | 36,940 SH | Increased-1,187 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $607K | 0.3%Prev: 4.9% | 1,214 SH | Decreased-10,115 SH |
| BOEING CO | COM | $6.3M | 3.3% | 28,889 SH | New |
| EXXON MOBIL CORP | COM | $5.3M | 2.8%Prev: 3.4% | 38,694 SH | Increased+3,065 SH |
| FRANKLIN TEMPLETON ETF TR | HIGH YIELD CORP | $10.3M | 5.5% | 425,028 SH | New |
| GE AEROSPACE | COM NEW | $215K | 0.1% | 576 SH | New |
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | $3.8M | 2.1% | 80,480 SH | New |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $3.7M | 2.0% | 69,990 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $5.6M | 3.0%Prev: 4.4% | 123,580 SH | Increased+2,256 SH |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $5.3M | 2.8%Prev: 9.6% | 128,672 SH | Decreased-152,438 SH |
| INVESCO QQQ TR | UNIT SER 1 | $15.0M | 8.0%Prev: 18.6% | 20,342 SH | Decreased-17,640 SH |
| ISHARES TR | CORE S&P500 ETF | $4.6M | 2.5%Prev: 2.8% | 6,187 SH | Increased+1,170 SH |
| ISHARES TR | S&P 500 GRWT ETF | $218K | 0.1% | 1,585 SH | New |
| MARVELL TECHNOLOGY INC | COM | $298K | 0.2% | 1,000 SH | New |
| META PLATFORMS INC | CL A | $202K | 0.1%Prev: 0.3% | 358 SH | Decreased-100 SH |
| MICRON TECHNOLOGY INC | COM | $2.4M | 1.3% | 2,081 SH | New |
| MICROSOFT CORP | COM | $5.5M | 2.9%Prev: 6.8% | 14,632 SH | Decreased-805 SH |
| NUVEEN PFD & INCOME OPPORTUN | COM | $233K | 0.1% | 29,583 SH | New |
| NVIDIA CORPORATION | COM | $837K | 0.4%Prev: 1.9% | 4,182 SH | Decreased-9,650 SH |
| PACER FDS TR | US CASH COWS 100 | $360K | 0.2%Prev: 0.3% | 5,784 SH | Increased+651 SH |
| PHILIP MORRIS INTL INC | COM | $308K | 0.2%Prev: 0.4% | 1,700 SH | Decreased-635 SH |
| PIMCO CORPORATE & INCOME OPP | COM | $142K | 0.1% | 11,812 SH | New |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | $133K | 0.1% | 10,031 SH | New |
| RTX CORPORATION | COM | $227K | 0.1% | 1,199 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $10.8M | 5.7%Prev: 0.6% | 339,024 SH | Increased+314,285 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $216K | 0.1% | 7,343 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $289K | 0.2% | 5,439 SH | New |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $8.6M | 4.6% | 160,155 SH | New |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $3.7M | 2.0% | 21,419 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $61.8M | 33.0% | 82,741 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $235K | 0.1% | 492 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $550K | 0.3%Prev: 0.3% | 18,819 SH | Increased+7,168 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.8M | 0.9%Prev: 1.4% | 20,525 SH | Increased+17,040 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.1M | 3.2% | 71,115 SH | New |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $820K | 0.4%Prev: 0.6% | 5,191 SH | Increased+291 SH |
| VERTIV HOLDINGS CO | COM CL A | $335K | 0.2% | 1,000 SH | New |
| VISA INC | COM CL A | $336K | 0.2%Prev: 0.3% | 979 SH | Decreased-129 SH |
| WESTERN DIGITAL CORP | COM | $958K | 0.5% | 1,500 SH | New |
| WISDOMTREE TR | US QTLY DIV GRT | $258K | 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 |