McAlister, Sweet & Associates, Inc.
13F Portfolio Filings
Most recent 13F Q4 2025Location houston, TXCIK 0001774087All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
25 | $131.71M | SPY, RSP, AAPL, GOOGL | 13F-HR | Jan 2, 2026 | 000121465926000032 | ||
25 | $151.43M | SPY, RSP, AAPL, GOOGL | 13F-HR | Oct 2, 2025 | 000121465925014482 | ||
28 | $112.69M | SPY, RSP, AAPL, MSFT | 13F-HR | Jul 2, 2025 | 000121465925009962 | ||
30 | $132.09M | IVV, VUG, COWZ, RSP | 13F-HR | Apr 10, 2025 | 000121465925005687 | ||
30 | $140.56M | 0, RSP, 0, COWZ | 13F-HR | Jan 7, 2025 | 000121465925000286 | ||
29 | $121.09M | IVV, VUG, COWZ, AAPL | 13F-HR | Oct 2, 2024 | 000121465924016994 | ||
33 | $139.22M | IVV, VUG, COWZ, AAPL | 13F-HR | Jul 2, 2024 | 000121465924011769 | ||
33 | $127.29M | IVV, VUG, COWZ, SECT | 13F-HR | Apr 2, 2024 | 000121465924005816 | ||
31 | $107.65M | IVV, COWZ, VUG, SECT | 13F-HR | Jan 4, 2024 | 000121465924000242 | ||
31 | $117.65M | IVV, VUG, COWZ, VTV | 13F-HR | Oct 3, 2023 | 000121465923012980 | ||
37 | $116.24M | IVV, VUG, SCHD, XOM | 13F-HR | Jul 5, 2023 | 000121465923009238 | ||
29 | $90.95M | IVV, VTI, VUG, XOM | 13F-HR | Apr 5, 2023 | 000121465923004947 | ||
24 | $67.48M | IVV, SCHD, XOM, VUG | 13F-HR | Jan 10, 2023 | 000121465923000442 | ||
24 | $93.56M | IVV, VUG, SCHD, SCHX | 13F-HR | Nov 2, 2022 | 000121465922013054 | ||
35 | $98.61M | IVV, SCHD, VUG, VYM | 13F-HR | Jul 5, 2022 | 000121465922008589 | ||
30 | $94.11M | VYM, SCHD, IVV, VUG | 13F-HR | Apr 4, 2022 | 000121465922004739 | ||
38 | $114.59M | SCHD, VYM, VUG, IVV | 13F-HR | Jan 13, 2022 | 000121465922000650 |