Loading…
CIK 0001774087 • 6 13F filings • Apr 10, 2025 – Jul 13, 2026
Import this data to Google Sheets with:
=jivedata("mcalister-sweet-associates-inc-0001774087-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.2M | 0.8%Prev: 5.5% | 3,603 SH | Decreased-30,583 SH |
| AMAZON COM INC | COM | $7.3M | 4.6%Prev: 4.3% | 29,213 SH | Increased-99 SH |
| APPLE INC | COM | $12.2M | 7.7%Prev: 6.5% | 36,715 SH | Increased-2,209 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $579K | 0.4%Prev: 3.9% | 1,163 SH | Decreased-10,555 SH |
| BOEING CO | COM | $8.5M | 5.3% | 45,420 SH | New |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $5.4M | 3.4% | 33,267 SH | New |
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | $3.9M | 2.5% | 80,037 SH | New |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $3.8M | 2.4% | 69,878 SH | New |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $5.4M | 3.4%Prev: 7.3% | 128,485 SH | Decreased-151,383 SH |
| INVESCO QQQ TR | UNIT SER 1 | $15.1M | 9.6%Prev: 15.4% | 20,452 SH | Decreased-18,501 SH |
| ISHARES TR | CORE S&P500 ETF | $4.6M | 2.9%Prev: 2.5% | 6,042 SH | Increased+388 SH |
| ISHARES TR | S&P 500 GRWT ETF | $225K | 0.1% | 1,585 SH | New |
| META PLATFORMS INC | CL A | $260K | 0.2%Prev: 0.2% | 358 SH | Decreased |
| MICRON TECHNOLOGY INC | COM | $543K | 0.3% | 510 SH | New |
| MICROSOFT CORP | COM | $993K | 0.6%Prev: 5.3% | 1,935 SH | Decreased-13,507 SH |
| NUVEEN PFD & INCOME OPPORTUN | COM | $202K | 0.1% | 29,613 SH | New |
| NVIDIA CORPORATION | COM | $978K | 0.6%Prev: 0.4% | 4,282 SH | Increased+950 SH |
| PACER FDS TR | US CASH COWS 100 | $386K | 0.2%Prev: 0.2% | 5,784 SH | Increased-124 SH |
| PHILIP MORRIS INTL INC | COM | $324K | 0.2%Prev: 0.3% | 1,700 SH | Decreased-635 SH |
| PIMCO CORPORATE & INCOME OPP | COM | $130K | 0.1% | 11,835 SH | New |
| PIMCO DYNAMIC INCOME OPRNTS | COM BEN SHS | $119K | 0.1% | 10,051 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $11.2M | 7.1%Prev: 0.5% | 343,226 SH | Increased+317,073 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $220K | 0.1% | 7,343 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $208K | 0.1% | 3,389 SH | New |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $8.6M | 5.4% | 160,887 SH | New |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $3.3M | 2.1% | 22,011 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $52.1M | 32.9% | 68,295 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $224K | 0.1% | 492 SH | New |
| TESLA INC | COM | $248K | 0.2% | 700 SH | New |
| VANECK ETF TRUST | FALLEN ANGEL HG | $523K | 0.3%Prev: 0.3% | 18,819 SH | Increased+3,768 SH |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $1.8M | 1.2% | 20,354 SH | New |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.2M | 3.9%Prev: 3.5% | 72,883 SH | Increased-144 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $808K | 0.5%Prev: 0.5% | 5,203 SH | Increased+27 SH |
| VISA INC | COM CL A | $352K | 0.2%Prev: 0.2% | 979 SH | Decreased-129 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $263K | 0.2%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 |