Mc Alister, Sweet & Associates, Inc. Portfolio Holdings
Mc Alister, Sweet & Associates, Inc.
- $121 Million
- Q3 2024
Mc Alister, Sweet & Associates, Inc. has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Million distributed in 29 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 $32.8M, Vanguard Growth ETF with a value of $8.96M, Pacer Fds Tr Us Cash Cows 100 with a value of $7.98M, Apple Inc. with a value of $7.1M, and Nvidia Corp with a value of $5.96M.
Examining the 13F form we can see an decrease of $14.8M in the current position value, from $136M to 121M.
Below you can find more details about Mc Alister, Sweet & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$121 Million
ETFs: $81.5 Million
Technology: $18.7 Million
Energy: $8.9 Million
Communication Services: $5.53 Million
Financial Services: $5.37 Million
Consumer Cyclical: $543,000
Consumer Defensive: $498,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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