Mc Alister, Sweet & Associates, Inc. Portfolio Holdings
Mc Alister, Sweet & Associates, Inc.
- $113 Million
- Q4 2025
Mc Alister, Sweet & Associates, Inc. has filed its 13F form on January 02, 2026 for Q4 2025 where it was disclosed a total value porftolio of $113 Million distributed in 25 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 $37.2M, Apple Inc. with a value of $9.62M, Invesco S&P 500 Equal Weight E with a value of $7.38M, Alphabet Inc. with a value of $7.17M, and Microsoft Corp with a value of $7.11M.
Examining the 13F form we can see an decrease of $19.5M in the current position value, from $132M to 113M.
Below you can find more details about Mc Alister, Sweet & Associates, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$113 Million
ETFs: $69.5 Million
Technology: $18.7 Million
Communication Services: $7.4 Million
Consumer Cyclical: $6.48 Million
Financial Services: $6.29 Million
Energy: $4.16 Million
Consumer Defensive: $259,000