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Home > Institutional Investor > Mcalister, Sweet & Associates, Inc. > Profile

Instuitional Investor - Mcalister, Sweet & Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Mcalister, Sweet & Associates, Inc.
Portfolio Value $140,559,204
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 56,559 $9,910,834 14.09%
2.
Pacer Fds Tr
 141,470 $7,990,226 11.36%
3.
Apple Inc.
 AAPL 30,870 $7,730,554 10.99%
4.
Nvidia Corp
 NVDA 49,572 $6,657,024 9.46%
5.
Northern Lts Fd Tr Iv
 105,639 $5,805,919 8.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)