McAlister, Sweet & Associates, Inc.: 13F holdings
CIK 17740872026Q2
| Positions | 41 |
|---|
| Reported value | $187.1m |
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| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 41 (+9 vs prior quarter) |
|---|
| Reported value | $187.1m (+16.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 82,741 | $61.8m | 33.0% |
| QQQ INVESCO QQQ TR | 20,342 | $15.0m | 8.0% |
| SCHD SCHWAB STRATEGIC TR | 339,024 | $10.8m | 5.7% |
| AAPL APPLE INC | 36,940 | $10.7m | 5.7% |
| FLHY FRANKLIN TEMPLETON ETF TR | 425,028 | $10.3m | 5.5% |
| XLF SELECT SECTOR SPDR TR | 160,155 | $8.6m | 4.6% |
| AMZN AMAZON COM INC | 28,945 | $6.9m | 3.7% |
| BA BOEING CO | 28,889 | $6.3m | 3.3% |
| VXUS VANGUARD STAR FDS | 71,115 | $6.1m | 3.2% |
| EWU INNOVATOR ETFS TRUST | 123,580 | $5.6m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1774087")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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