13F Filings History of McAlister, Sweet & Associates, Inc.

Latest 13F report
Q4 2025 - 02 Jan 2026
Value $
$131,706,820
Signature - Title
Bryan McAlister - President
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by McAlister, Sweet & Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McAlister, Sweet & Associates, Inc. reported 25 stock holdings with total value $131,706,820 as of Q4 2025. Top holdings included SPY, RSP, AAPL, GOOGL, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 25 $131,706,820 +$5,273,512 -$30,338,670 -$25,065,158 SPY, RSP, AAPL, GOOGL, MSFT 13F-HR 02 Jan 2026, 14:52
Q3 2025 25 $151,433,593 +$31,901,415 -$4,256,819 +$27,644,596 SPY, RSP, AAPL, GOOGL, MSFT 13F-HR 02 Oct 2025, 10:51
Q2 2025 28 $91,732,802 +$36,529,451 -$79,772,312 -$43,242,861 SPY, AAPL, MSFT, AMZN, GOOGL 13F-HR 02 Jul 2025, 15:12
Q1 2025 30 $131,659,839 +$77,387,014 -$83,450,938 -$6,063,924 IVV, VUG, COWZ, RSP, XLF 13F-HR 10 Apr 2025, 11:52
Q4 2024 21 $140,559,204 +$79,696,521 -$61,810,727 +$17,885,794 VANGUARD WHITEHALL FDS, RSP, COWZ, AAPL, NVDA 13F-HR 07 Jan 2025, 16:18
Q3 2024 29 $121,091,076 +$13,133,205 -$36,509,106 -$23,375,901 IVV, VUG, COWZ, AAPL, NVDA 13F-HR 02 Oct 2024, 10:40
Q2 2024 33 $139,220,875 +$12,056,789 -$3,802,604 +$8,254,185 IVV, VUG, COWZ, AAPL, SECT 13F-HR 02 Jul 2024, 10:27
Q1 2024 33 $127,288,516 +$15,337,505 -$4,878,523 +$10,458,982 IVV, VUG, COWZ, SECT, SPY 13F-HR 02 Apr 2024, 10:10
Q4 2023 31 $107,652,926 +$15,381,339 -$35,045,788 -$19,664,449 IVV, COWZ, VUG, SECT, AAPL 13F-HR 04 Jan 2024, 15:28
Q3 2023 31 $117,646,966 +$17,258,380 -$13,367,987 +$3,890,393 IVV, VUG, COWZ, VTV, XOM 13F-HR 03 Oct 2023, 10:25
Q2 2023 37 $116,243,335 +$35,951,415 -$18,627,910 +$17,323,505 IVV, VUG, SCHD, XOM, COWZ 13F-HR 05 Jul 2023, 15:20
Q1 2023 29 $90,947,976 +$28,023,993 -$8,588,079 +$19,435,914 IVV, VTI, VUG, XOM, SCHD 13F-HR 05 Apr 2023, 10:38
Q4 2022 24 $67,480,994 +$3,353,329 -$36,659,450 -$33,306,121 IVV, SCHD, XOM, VUG, SPY 13F-HR 10 Jan 2023, 11:59
Q3 2022 24 $93,560,000 +$34,096,609 -$34,018,346 +$78,263 IVV, VUG, SCHD, SCHX, SPY 13F-HR 02 Nov 2022, 16:24
Q2 2022 35 $98,606,000 +$39,629,781 -$20,740,679 +$18,889,102 IVV, SCHD, VUG, VYM, SCHG 13F-HR 05 Jul 2022, 16:10
Q1 2022 30 $94,110,000 +$16,490,698 -$27,338,013 -$10,847,315 VYM, SCHD, IVV, VUG, SCHG 13F-HR 04 Apr 2022, 10:21
Q4 2021 38 $114,587,000 $0 $0 $0 SCHD, VYM, VUG, IVV, SCHG 13F-HR 13 Jan 2022, 15:28