0001214659-23-004947.txt : 20230405 0001214659-23-004947.hdr.sgml : 20230405 20230405103837 ACCESSION NUMBER: 0001214659-23-004947 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230405 DATE AS OF CHANGE: 20230405 EFFECTIVENESS DATE: 20230405 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: 23801502 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 03-31-2023 03-31-2023 false McAlister, Sweet & Associates, Inc.

7915 CYPRESS CREEK PARKWAY SUITE 217 HOUSTON TX 77070

13F HOLDINGS REPORT 028-21443 N Bryan McAlister 281-897-0700 Bryan McAlister Houston TX 04-04-2023 0 29 90947976 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 1500766 14468 SH SOLE 0 0 14468 AMAZON COM INC COM 023135106 944897 9148 SH SOLE 0 0 9148 APPLE INC COM 037833100 3490826 21169 SH SOLE 0 0 21169 AUTOMATIC DATA PROCESSING IN COM 053015103 202663 910 SH SOLE 0 0 910 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1565464 5070 SH SOLE 0 0 5070 EXXON MOBIL CORP COM 30231G102 6287615 57337 SH SOLE 0 0 57337 FORD MTR CO DEL COM 345370860 133473 10593 SH SOLE 0 0 10593 INNOVATOR ETFS TR US EQTY PWR BUF 45782C417 1317045 45058 SH SOLE 0 0 45058 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 1330716 45109 SH SOLE 0 0 45109 INVESCO QQQ TR UNIT SER 1 46090E103 574140 1789 SH SOLE 0 0 1789 ISHARES TR CORE S&P500 ETF 464287200 30416812 73992 SH SOLE 0 0 73992 MICROSOFT CORP COM 594918104 2687153 9321 SH SOLE 0 0 9321 NORTHERN LTS FD TR IV MAIN SECTR ROTN 66538H591 3038707 74845 SH SOLE 0 0 74845 NVIDIA CORPORATION COM 67066G104 284714 1025 SH SOLE 0 0 1025 PEPSICO INC COM 713448108 207652 1139 SH SOLE 0 0 1139 PHILIP MORRIS INTL INC COM 718172109 227431 2339 SH SOLE 0 0 2339 PROCTER AND GAMBLE CO COM 742718109 200226 1347 SH SOLE 0 0 1347 SALESFORCE INC COM 79466L302 219958 1101 SH SOLE 0 0 1101 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6204969 84814 SH SOLE 0 0 84814 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 361372 7471 SH SOLE 0 0 7471 SELECT SECTOR SPDR TR ENERGY 81369Y506 372072 4492 SH SOLE 0 0 4492 SOFI TECHNOLOGIES INC COM 83406F102 95299 15700 SH SOLE 0 0 15700 SPDR S&P 500 ETF TR TR UNIT 78462F103 5440384 13289 SH SOLE 0 0 13289 TESLA INC COM 88160R101 2347617 11316 SH SOLE 0 0 11316 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 202682 7233 SH SOLE 0 0 7233 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11127124 54518 SH SOLE 0 0 54518 VANGUARD INDEX FDS GROWTH ETF 922908736 9153450 36696 SH SOLE 0 0 36696 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 742197 7035 SH SOLE 0 0 7035 VISA INC COM CL A 92826C839 270552 1200 SH SOLE 0 0 1200