Mc Alister, Sweet & Associates, Inc. Portfolio Holdings
Mc Alister, Sweet & Associates, Inc.
- $66.9 Million
- Q4 2024
Mc Alister, Sweet & Associates, Inc. has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $66.9 Million distributed in 30 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $9.91M, Pacer Fds Tr Us Cash Cows 100 with a value of $7.99M, Apple Inc. with a value of $7.73M, Nvidia Corp with a value of $6.66M, and Sector 10, Inc. with a value of $5.79M.
Examining the 13F form we can see an decrease of $54.2M in the current position value, from $121M to 66.9M.
Below you can find more details about Mc Alister, Sweet & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$66.9 Million
ETFs: $34.6 Million
Technology: $14.7 Million
Communication Services: $6.3 Million
Financial Services: $5.44 Million
Energy: $5.18 Million
Consumer Cyclical: $592,000