Mc Alister, Sweet & Associates, Inc. has filed its 13F form on April 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $125 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.5M, Vanguard Growth ETF with a value of $14.8M, Pacer Fds Tr Us Cash Cows 100 with a value of $13.1M, Sector 10, Inc. with a value of $6.22M, and Spdr S&P 500 ETF Trust with a value of $5.55M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $106M to 125M.

Below you can find more details about Mc Alister, Sweet & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $125 Million
ETFs: $94.6 Million
Technology: $11.8 Million
Energy: $8.62 Million
Communication Services: $4.98 Million
Financial Services: $3.98 Million
Consumer Cyclical: $583,000
Consumer Defensive: $432,000
Industrials: $202,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $125 Million
  • Prior Value $106 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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