McAlister, Sweet & Associates, Inc.
CIK: 1774087SEC EDGAR →
Portfolio Value
$43.1B
Holdings
35
As of
Q3 2026
New Positions
1
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 343,226 | $11.2B | 25.92% |
| 2 | SELECT SECTOR SPDR TR | 160,887 | $8.6B | 19.94% |
| 3 | VANGUARD STAR FDS | 72,883 | $6.2B | 14.38% |
| 4 | INNOVATOR ETFS TRUST | 128,485 | $5.4B | 12.60% |
| 5 | INNOVATOR ETFS TRUST | 80,037 | $3.9B | 9.10% |
| 6 | INNOVATOR ETFS TRUST | 69,878 | $3.8B | 8.77% |
| 7 | VANGUARD INDEX FDS | 20,354 | $1.8B | 4.26% |
| 8 | VANECK ETF TRUST | 18,819 | $523.4M | 1.22% |
| 9 | PACER FDS TR | 5,784 | $386.1M | 0.90% |
| 10 | WISDOMTREE TR | 2,700 | $262.5M | 0.61% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 19 | $42.9B | 99.6% |
| Technology | 6 | $145.3M | 0.3% |
| Unknown | 5 | $24.8M | 0.1% |
| Industrials | 1 | $8.5M | 0.0% |
| Consumer Cyclical | 2 | $7.5M | 0.0% |
| Communication Services | 2 | $1.5M | 0.0% |