0001214659-24-005816.txt : 20240402 0001214659-24-005816.hdr.sgml : 20240402 20240402101020 ACCESSION NUMBER: 0001214659-24-005816 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240402 DATE AS OF CHANGE: 20240402 EFFECTIVENESS DATE: 20240402 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: 24812529 BUSINESS ADDRESS: STREET 1: 19500 ST. HWY. 249, SUITE 345 CITY: HOUSTON STATE: TX ZIP: 77070 BUSINESS PHONE: 281-897-0700 MAIL ADDRESS: STREET 1: 19500 ST. HWY. 249, SUITE 345 CITY: HOUSTON STATE: TX ZIP: 77070 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001774087 XXXXXXXX 03-31-2024 03-31-2024 false McAlister, Sweet & Associates, Inc.

19500 St. Hwy. 249, Suite 345 Houston TX 77070

13F HOLDINGS REPORT 028-21443 N Bryan McAlister 281-897-0700 Bryan McAlister Houston TX 04-01-2024 0 33 127288516 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 217671 1206 SH SOLE 0 0 1206 ALPHABET INC CAP STK CL A 02079K305 4519297 29943 SH SOLE 0 0 29943 AMAZON COM INC COM 023135106 583529 3235 SH SOLE 0 0 3235 APPLE INC COM 037833100 5135201 29946 SH SOLE 0 0 29946 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3618995 8606 SH SOLE 0 0 8606 BOEING CO COM 097023105 202447 1049 SH SOLE 0 0 1049 CHEVRON CORP NEW COM 166764100 3931214 24922 SH SOLE 0 0 24922 CROWDSTRIKE HLDGS INC CL A 22788C105 360664 1125 SH SOLE 0 0 1125 EXXON MOBIL CORP COM 30231G102 4687213 40324 SH SOLE 0 0 40324 INNOVATOR ETFS TR US EQTY PWR BUF 45782C318 2086379 64255 SH SOLE 0 0 64255 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 1804536 52826 SH SOLE 0 0 52826 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 2151175 60802 SH SOLE 0 0 60802 INNOVATOR ETFS TR US EQTY PWR BUF 45782C573 2024892 56959 SH SOLE 0 0 56959 INVESCO QQQ TR UNIT SER 1 46090E103 551374 1242 SH SOLE 0 0 1242 ISHARES TR S&P MC 400GR ETF 464287606 5248426 57517 SH SOLE 0 0 57517 ISHARES TR CORE S&P500 ETF 464287200 40506676 77048 SH SOLE 0 0 77048 META PLATFORMS INC CL A 30303M102 465186 958 SH SOLE 0 0 958 MICROSOFT CORP COM 594918104 4400599 10460 SH SOLE 0 0 10460 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 6222081 123503 SH SOLE 0 0 123503 NVIDIA CORPORATION COM 67066G104 1287573 1425 SH SOLE 0 0 1425 PACER FDS TR US CASH COWS 100 69374H881 13071554 224945 SH SOLE 0 0 224945 PHILIP MORRIS INTL INC COM 718172109 214264 2339 SH SOLE 0 0 2339 PROCTER AND GAMBLE CO COM 742718109 218485 1347 SH SOLE 0 0 1347 SALESFORCE INC COM 79466L302 402678 1337 SH SOLE 0 0 1337 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 902466 11193 SH SOLE 0 0 11193 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 250784 4041 SH SOLE 0 0 4041 SPDR S&P 500 ETF TR TR UNIT 78462F103 5553434 10617 SH SOLE 0 0 10617 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 338328 11658 SH SOLE 0 0 11658 VANGUARD INDEX FDS GROWTH ETF 922908736 14818154 43051 SH SOLE 0 0 43051 VANGUARD INDEX FDS TOTAL STK MKT 922908769 252883 973 SH SOLE 0 0 973 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 687471 5682 SH SOLE 0 0 5682 VISA INC COM CL A 92826C839 366153 1312 SH SOLE 0 0 1312 WISDOMTREE TR US QTLY DIV GRT 97717X669 206734 2713 SH SOLE 0 0 2713