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Bryan McAlister

Mcalister, Sweet & Associates, Inc.

Assets Managed
$187.112M
Holdings
41
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.54%(2Q avg: 19.23%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcalister, Sweet & Associates, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 41 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 187.112M in assets, with a quarterly growth rate of 16.54% and a 2-quarter average growth rate of 19.23%. The portfolio is managed by Bryan McAlister, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 12.07%
33.03%
$61.788M
82,741 shares@ $746.78 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2.2%
8.01%
$14.98M
20,342 shares@ $736.4 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.04%
5.75%
$10.75M
339,024 shares@ $31.71 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.22%
5.72%
$10.689M
36,940 shares@ $289.36 avg price
FLHY
Franklin High Yield Corporat
Recent Activity
Increased 13.74%
5.52%
$10.324M
425,028 shares@ $24.29 avg price
XLF
Financial Select Sector Spdr
Recent Activity
Increased 3.49%
4.59%
$8.586M
160,155 shares@ $53.62 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.49%
3.69%
$6.899M
28,945 shares@ $238.34 avg price
BA
Boeing Co The
Recent Activity
Decreased -0.26%
3.35%
$6.254M
28,889 shares@ $216.48 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1.02%
3.25%
$6.08M
71,115 shares@ $85.49 avg price
PAUG
Innovator U.s. Equity Power
Recent Activity
Decreased -0.1%
3.02%
$5.64M
123,580 shares@ $45.64 avg price

1-10 of 41