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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.58%
2.05%
$2.872M
4,901 shares@ $586.08 avg price
PNOVInnovator Etfs Trust
Recent Activity
New Position
1.99%
$2.789M
73,646 shares@ $37.88 avg price
PMAYInnovator Etfs Trust
Recent Activity
1.69%
$2.372M
66,059 shares@ $35.91 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.34%
0.61%
$850,746
1,453 shares@ $585.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.21%
0.34%
$464,511
909 shares@ $511.02 avg price
VVisa Inc
Recent Activity
0.25%
$350,172
1,108 shares@ $316.04 avg price
CRMSalesforce Inc
Recent Activity
0.25%
$344,360
1,030 shares@ $334.34 avg price
ANGLVaneck Etf Trust
Recent Activity
0.24%
$334,048
11,651 shares@ $28.68 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -51.45%
0.23%
$310,437
1,415 shares@ $219.4 avg price
TSLATesla Inc
Recent Activity
New Position
0.21%
$282,688
700 shares@ $403.84 avg price