account_balance

Investment manager · 13F filer · SEC CIK 1774087

McAlister, Sweet & Associates, Inc.

Reported value$158Mas of Sep 30, 2026
Positions35 1 new, 7 sold out
Top 10 weight83.4%SPY alone is 33%
FiledOct 77 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 32.9% Trimmed −17%
QQQ Invesco QQQ Tr 9.6% Held
AAPL Apple Inc. 7.7% Held
SCHD Schwab Strategic Tr 7.1% Held
XLF Select Sector SPDR Tr 5.4% Held
BA Boeing Co 5.3% Added +57%AMZN Amazon.com Inc 4.6% Held
VXUS Vanguard Star FDS 3.9% Added +2%
PMAY Innovator Etfs Trust 3.4% Held
XOM ExxonMobil Holdings Corp 3.4% Trimmed −14%
IVV iShares Tr 2.9% Trimmed −2%
BNOV Innovator Etfs Trust 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 7, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • FLHY $10.3M
  • PAUG $5.64M
  • WDC $958K
  • VRT $335K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist