0001214659-24-000242.txt : 20240104 0001214659-24-000242.hdr.sgml : 20240104 20240104152848 ACCESSION NUMBER: 0001214659-24-000242 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240104 DATE AS OF CHANGE: 20240104 EFFECTIVENESS DATE: 20240104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: McAlister, Sweet & Associates, Inc. CENTRAL INDEX KEY: 0001774087 ORGANIZATION NAME: 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: 24511503 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 12-31-2023 12-31-2023 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 01-04-2024 0 31 107652926
INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 3832675 27437 SH SOLE 0 0 27437 AMAZON COM INC COM 023135106 395044 2600 SH SOLE 0 0 2600 APPLE INC COM 037833100 5107311 26527 SH SOLE 0 0 26527 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2960278 8300 SH SOLE 0 0 8300 BOEING CO COM 097023105 4087409 15681 SH SOLE 0 0 15681 CHEVRON CORP NEW COM 166764100 2922158 19591 SH SOLE 0 0 19591 CROWDSTRIKE HLDGS INC CL A 22788C105 210639 825 SH SOLE 0 0 825 EXXON MOBIL CORP COM 30231G102 5005632 50066 SH SOLE 0 0 50066 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 1680431 48793 SH SOLE 0 0 48793 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 1733438 51946 SH SOLE 0 0 51946 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 1615685 49485 SH SOLE 0 0 49485 INNOVATOR ETFS TR US EQTY PWR BUF 45782C318 1608347 51100 SH SOLE 0 0 51100 INVESCO QQQ TR UNIT SER 1 46090E103 508253 1241 SH SOLE 0 0 1241 ISHARES TR S&P MC 400GR ETF 464287606 3868629 48834 SH SOLE 0 0 48834 ISHARES TR CORE S&P500 ETF 464287200 30726148 64330 SH SOLE 0 0 64330 META PLATFORMS INC CL A 30303M102 339094 958 SH SOLE 0 0 958 MICROSOFT CORP COM 594918104 3880990 10321 SH SOLE 0 0 10321 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 6129751 131681 SH SOLE 0 0 131681 NVIDIA CORPORATION COM 67066G104 705689 1425 SH SOLE 0 0 1425 PACER FDS TR US CASH COWS 100 69374H881 11058429 212703 SH SOLE 0 0 212703 PHILIP MORRIS INTL INC COM 718172109 220017 2339 SH SOLE 0 0 2339 SALESFORCE INC COM 79466L302 351818 1337 SH SOLE 0 0 1337 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 227912 4041 SH SOLE 0 0 4041 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 904705 11884 SH SOLE 0 0 11884 SPDR S&P 500 ETF TR TR UNIT 78462F103 5022601 10567 SH SOLE 0 0 10567 TESLA INC COM 88160R101 427386 1720 SH SOLE 0 0 1720 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 315384 10958 SH SOLE 0 0 10958 VANGUARD INDEX FDS GROWTH ETF 922908736 10575205 34017 SH SOLE 0 0 34017 VANGUARD INDEX FDS TOTAL STK MKT 922908769 230815 973 SH SOLE 0 0 973 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 649580 5819 SH SOLE 0 0 5819 VISA INC COM CL A 92826C839 351473 1350 SH SOLE 0 0 1350