Mcalister, Sweet & Associates, Inc.
McAlister, Sweet & Associates, Inc. is a registered investment adviser specializing in financial planning and portfolio management for individuals and small businesses. The firm focuses on a personalized, 'hands on' approach with a limited number of clients, emphasizing tailored strategies and disciplined investment methods, including fundamental, technical, and cyclical analysis. The firm acts as a fiduciary for retirement accounts and does not charge performance-based fees or commissions.
Investment Strategy
Utilizes a disciplined investment approach, employing security analysis methods such as charting, fundamental and technical analysis, and cyclical analysis. Strategies include long-term and short-term purchases, trading, option writing, and alternative investments. The firm does not vote client securities proxies or have custody of client assets.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 35.61% | $53.9M | 80,945 | $627.43 | $666.18 | +$26.9M |
R RSP | INVESCO QQQ TR | 15.44% | $23.4M | 38,953 | $177.78 | $189.70 | +$2.4M |
A AAPL | APPLE INC | 6.54% | $9.9M | 38,924 | $185.76 | $254.63 | +$2.1M |
G GOOGL | ALPHABET INC | 5.49% | $8.3M | 34,186 | $143.97 | $243.10 | +$2.4M |
M MSFT | MICROSOFT CORP | 5.28% | $8.0M | 15,442 | $402.33 | $517.95 | +$319.7K |