Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
McAlister, Sweet & Associates, Inc. (CIK 1774087) reported $160.6M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($48.0M, 29.90%), QQQ ($11.5M, 7.16%), SCHD ($10.2M, 6.35%), AAPL ($9.4M, 5.83%), FLHY ($9.0M, 5.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $48.0M | 29.90% | 73,834 | Added |
| 2 | QQQ | INVESCO QQQ TR | $11.5M | 7.16% | 19,906 | New |
| 3 | SCHD | SCHWAB STRATEGIC TR | $10.2M | 6.35% | 332,256 | Added |
| 4 | AAPL | APPLE INC | $9.4M | 5.83% | 36,862 | Added |
| 5 | FLHY | FRANKLIN TEMPLETON ETF TR | $9.0M | 5.62% | 373,685 | New |
| 6 | XLF | SELECT SECTOR SPDR TR | $7.6M | 4.76% | 154,767 | New |
| 7 | AMZN | AMAZON COM INC | $6.0M | 3.74% | 28,805 | Added |
| 8 | BA | BOEING CO | $5.8M | 3.59% | 28,966 | New |
| 9 | XOM | EXXON MOBIL CORP | $5.6M | 3.51% | 33,224 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $5.4M | 3.38% | 14,668 | Added |
| 11 | VXUS | VANGUARD STAR FDS | $5.4M | 3.38% | 70,401 | New |
| 12 | PAUG | INNOVATOR ETFS TRUST | $5.3M | 3.29% | 123,704 | Trimmed |
| 13 | PMAY | INNOVATOR ETFS TRUST | $5.0M | 3.09% | 124,388 | Trimmed |
| 14 | IVV | ISHARES TR | $3.9M | 2.44% | 6,006 | Trimmed |
| 15 | V | VISA INC | $3.6M | 2.25% | 11,956 | Added |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $3.5M | 2.17% | 18,142 | Trimmed |
| 17 | BNOV | INNOVATOR ETFS TRUST | $3.5M | 2.16% | 80,480 | Trimmed |
| 18 | BFEB | INNOVATOR ETFS TRUST | $3.3M | 2.08% | 69,990 | New |
| 19 | NVDA | NVIDIA CORPORATION | $1.6M | 1.00% | 9,182 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $1.4M | 0.90% | 3,301 | Added |
| 21 | GOOGL | ALPHABET INC | $1.2M | 0.74% | 4,115 | Trimmed |
| 22 | VYM | VANGUARD WHITEHALL FDS | $720,651 | 0.45% | 4,866 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $710,654 | 0.44% | 1,483 | Trimmed |
| 24 | ANGL | VANECK ETF TRUST | $540,495 | 0.34% | 18,819 | Added |
| 25 | MU | MICRON TECHNOLOGY INC | $512,165 | 0.32% | 1,516 | New |
Source: SEC Form 13F filings · as of 2026-03-31