Mc Alister, Sweet & Associates, Inc. Portfolio Holdings
Mc Alister, Sweet & Associates, Inc.
- $94.8 Million
- Q2 2025
Mc Alister, Sweet & Associates, Inc. has filed its 13F form on July 02, 2025 for Q2 2025 where it was disclosed a total value porftolio of $94.8 Million distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $27M, Apple Inc. with a value of $7.82M, Microsoft Corp with a value of $7.68M, Invesco S&P 500 Equal Weight E with a value of $6.9M, and Amazon Com Inc with a value of $6.13M.
Examining the 13F form we can see an decrease of $33.6M in the current position value, from $128M to 94.8M.
Below you can find more details about Mc Alister, Sweet & Associates, Inc. portfolio as well as his latest detailed transactions.