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.

Portfolio value $94.8 Million
ETFs: $53.5 Million
Technology: $18.8 Million
Communication Services: $6.21 Million
Consumer Cyclical: $6.13 Million
Financial Services: $5.9 Million
Energy: $3.84 Million
Consumer Defensive: $425,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $94.8 Million
  • Prior Value $128 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 02, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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