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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 $131,706,820
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 55,895 $38,115,918 28.94%
2.
Invesco Qqq Tr
 39,380 $24,191,780 18.37%
3.
Apple Inc.
 AAPL 35,960 $9,776,152 7.42%
4.
Alphabet Inc.
 GOOGL 25,937 $8,118,220 6.16%
5.
Microsoft Corp
 MSFT 14,019 $6,779,940 5.15%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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