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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PGProcter And Gamble Co
| 0% | $215,634 1,245 shares@ $173.2 avg price | Exited |