Bryan McAlister

@Mcalister, Sweet & Associates, Inc.

Latest period2024 - Q4

Reported11d ago

Managed Assets$140.559M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
0000⤦Chevron Corp New Recent Activity New Position	50.43%	$70.876M 249,137 shares@ $284.49 avg price	New Position
PNOVInnovator Etfs Trust Recent Activity New Position	1.99%	$2.789M 73,646 shares@ $37.88 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.21%	$282,688 700 shares@ $403.84 avg price	New Position