0001214659-23-009238.txt : 20230705
0001214659-23-009238.hdr.sgml : 20230705
20230705152048
ACCESSION NUMBER: 0001214659-23-009238
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230705
DATE AS OF CHANGE: 20230705
EFFECTIVENESS DATE: 20230705
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: McAlister, Sweet & Associates, Inc.
CENTRAL INDEX KEY: 0001774087
IRS NUMBER: 010968541
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21443
FILM NUMBER: 231068266
BUSINESS ADDRESS:
STREET 1: 7915 CYPRESS CREEK PARKWAY SUITE 217
CITY: HOUSTON
STATE: TX
ZIP: 77070
BUSINESS PHONE: 281-897-0700
MAIL ADDRESS:
STREET 1: 7915 CYPRESS CREEK PARKWAY SUITE 217
CITY: HOUSTON
STATE: TX
ZIP: 77070
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001774087
XXXXXXXX
06-30-2023
06-30-2023
false
McAlister, Sweet & Associates, Inc.
7915 CYPRESS CREEK PARKWAY SUITE 217
HOUSTON
TX
77070
13F HOLDINGS REPORT
028-21443
N
Bryan McAlister
President
281-897-0700
Bryan McAlister
Houston
TX
07-05-2023
0
37
116243335
INFORMATION TABLE
2
infotable.xml
ALBEMARLE CORP
COM
012653101
214166
960
SH
SOLE
0
0
960
ALPHABET INC
CAP STK CL A
02079K305
2792960
23333
SH
SOLE
0
0
23333
AMAZON COM INC
COM
023135106
393687
3020
SH
SOLE
0
0
3020
APPLE INC
COM
037833100
4317065
22256
SH
SOLE
0
0
22256
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2508055
7355
SH
SOLE
0
0
7355
CISCO SYS INC
COM
17275R102
434956
8407
SH
SOLE
0
0
8407
COTY INC
COM CL A
222070203
172060
14000
SH
SOLE
0
0
14000
EXXON MOBIL CORP
COM
30231G102
5953608
55512
SH
SOLE
0
0
55512
HOME DEPOT INC
COM
437076102
200363
645
SH
SOLE
0
0
645
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C318
1503186
50358
SH
SOLE
0
0
50358
INNOVATOR ETFS TR
US EQTY PWR BUF
45782C417
1526537
49579
SH
SOLE
0
0
49579
INNOVATOR ETFS TR
US EQTY PWR BF
45782C680
1431768
45890
SH
SOLE
0
0
45890
INVESCO QQQ TR
UNIT SER 1
46090E103
1061819
2874
SH
SOLE
0
0
2874
ISHARES TR
S&P MC 400GR ETF
464287606
2941125
39215
SH
SOLE
0
0
39215
ISHARES TR
CORE S&P500 ETF
464287200
44813217
100543
SH
SOLE
0
0
100543
META PLATFORMS INC
CL A
30303M102
418417
1458
SH
SOLE
0
0
1458
MICROSOFT CORP
COM
594918104
3299725
9690
SH
SOLE
0
0
9690
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
66538H591
3064776
71125
SH
SOLE
0
0
71125
NVIDIA CORPORATION
COM
67066G104
433596
1025
SH
SOLE
0
0
1025
PACER FDS TR
US CASH COWS 100
69374H881
5782744
120801
SH
SOLE
0
0
120801
PEPSICO INC
COM
713448108
210978
1139
SH
SOLE
0
0
1139
PHILIP MORRIS INTL INC
COM
718172109
228296
2339
SH
SOLE
0
0
2339
PROCTER AND GAMBLE CO
COM
742718109
204333
1347
SH
SOLE
0
0
1347
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
205422
2097
SH
SOLE
0
0
2097
SALESFORCE INC
COM
79466L302
232597
1101
SH
SOLE
0
0
1101
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
248496
4745
SH
SOLE
0
0
4745
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
6065127
83519
SH
SOLE
0
0
83519
SOFI TECHNOLOGIES INC
COM
83406F102
107586
12900
SH
SOLE
0
0
12900
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3756798
8475
SH
SOLE
0
0
8475
STARBUCKS CORP
COM
855244109
2449358
24726
SH
SOLE
0
0
24726
TESLA INC
COM
88160R101
451815
1726
SH
SOLE
0
0
1726
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
248082
8933
SH
SOLE
0
0
8933
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
251560
1142
SH
SOLE
0
0
1142
VANGUARD INDEX FDS
GROWTH ETF
922908736
11475160
40554
SH
SOLE
0
0
40554
VANGUARD INDEX FDS
VALUE ETF
922908744
3566000
25095
SH
SOLE
0
0
25095
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
643531
6067
SH
SOLE
0
0
6067
VISA INC
COM CL A
92826C839
2634366
11093
SH
SOLE
0
0
11093