| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 9 | Q4 2023 | 38.6% |
| VANGUARD INDEX FDS | 9 | Q4 2023 | 11.4% |
| SCHWAB STRATEGIC TR | 9 | Q4 2023 | 16.3% |
| EXXON MOBIL CORP | 9 | Q4 2023 | 9.6% |
| VANGUARD WHITEHALL FDS | 9 | Q4 2023 | 16.4% |
| APPLE INC | 9 | Q4 2023 | 6.1% |
| SPDR S&P 500 ETF TR | 9 | Q4 2023 | 6.9% |
| NORTHERN LTS FD TR IV | 9 | Q4 2023 | 5.7% |
| MICROSOFT CORP | 9 | Q4 2023 | 3.6% |
| ALPHABET INC | 9 | Q4 2023 | 3.6% |
View McAlister, Sweet & Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-02 |
| 13F-HR | 2024-01-04 |
| 13F-HR | 2023-10-03 |
| 13F-HR | 2023-07-05 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-05 |
| 13F-HR | 2022-04-04 |
| 13F-HR | 2022-01-13 |
View McAlister, Sweet & Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.