Mc Alister, Sweet & Associates, Inc. Portfolio Holdings by Sector
Mc Alister, Sweet & Associates, Inc.
- $94.8 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY RSP PAUG PMAY IVV PFEB VUG SCHD 12 stocks |
$53,475
56.39% of portfolio
|
  3  
|
  8  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$8,591
9.06% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,822
8.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$6,209
6.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6,130
6.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,503
5.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$3,840
4.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$2,185
2.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$425
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$393
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$250
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|