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Bryan McAlister

@Mcalister, Sweet & Associates, Inc.

Latest period2024 - Q4ReportedManaged Assets$140.559MTotal holdings21
Assets growth rate16.08%Assets growth rate (2-Q avg)1.53%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcalister, Sweet & Associates, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Mcalister, Sweet & Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 140.559M in assets, with a quarterly growth rate of 16.08% and a 2-quarter average growth rate of 1.53%. The portfolio is managed by Bryan McAlister, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
0000⤦Chevron Corp New
Recent Activity
New Position
50.43%
$70.876M
249,137 shares@ $284.49 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 74.94%
7.06%
$9.911M
56,559 shares@ $175.24 avg price
COWZPacer Fds Tr
Recent Activity
Increased 2.54%
5.69%
$7.99M
141,470 shares@ $56.49 avg price
AAPLApple Inc
Recent Activity
Increased 1.29%
5.5%
$7.731M
30,870 shares@ $250.43 avg price
NVDANvidia Corporation
Recent Activity
Increased 1.04%
4.74%
$6.657M
49,572 shares@ $134.3 avg price
SECTNorthern Lts Fd Tr Iv
Recent Activity
Increased 1.1%
4.14%
$5.806M
105,639 shares@ $54.96 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.51%
3.87%
$5.439M
28,733 shares@ $189.31 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 19.61%
3.69%
$5.18M
48,151 shares@ $107.57 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.07%
3.63%
$5.094M
11,239 shares@ $453.29 avg price
PAUGInnovator Etfs Trust
Recent Activity
Increased 0.96%
3.34%
$4.687M
121,731 shares@ $38.51 avg price