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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
IVVIshares Tr
Recent Activity
Exited
0%
$32.776M
56,822 shares@ $576.83 avg price
VUGVanguard Index Fds
Recent Activity
Exited
0%
$8.963M
23,345 shares@ $383.94 avg price
IJKIshares Tr
Recent Activity
Exited
0%
$5.613M
61,059 shares@ $91.94 avg price
MSFTMicrosoft Corp
Recent Activity
Exited
0%
$5.389M
12,524 shares@ $430.31 avg price
CVXChevron Corp New
Recent Activity
Exited
0%
$4.182M
28,400 shares@ $147.27 avg price
PFEBInnovator Etfs Trust
Recent Activity
Exited
0%
$2.251M
62,460 shares@ $36.04 avg price
SCHDSchwab Strategic Tr
Recent Activity
Exited
0%
$804,772
9,521 shares@ $84.53 avg price
VYMVanguard Whitehall Fds
Recent Activity
Exited
0%
$707,661
5,520 shares@ $128.2 avg price
PMPhilip Morris Intl Inc
Recent Activity
Exited
0%
$283,469
2,335 shares@ $121.4 avg price
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$274,182
4,041 shares@ $67.86 avg price