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⚲
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| McAlister Sweet & Associates Inc
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| |
|---|---|
| CRD # | 290626 |
| SEC # | 801-112082 |
| CIK # | 0001774087 |
| AUM | $173.1 MM (2024-03-04) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 281-897-0700 |
| Address | 19500 St Hwy 249 Houston, TX 77070 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.2 | |
| XOM | 385,508.3 | 5.6 | |
| NVDA | 399,550.0 | 5.2 | |
| GOOGL | 1,475,138.5 | 4.8 | |
| MSFT | 1,918,222.4 | 4.5 | |
| CVX | 294,604.1 | 4.0 | |
| META | 434,852.0 | 0.7 | |
| AMZN | 1,092,997.8 | 0.6 | |
| CRWD | 40,424.6 | 0.4 | |
| CRM | 170,602.7 | 0.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 41.5 |
| (b) Individuals (high net worth individuals) | 64 | 131.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 323 | 173.1 |
| By Discretionary | ||
| Discretionary | 318 | 172.8 |
| Non-Discretionary | 5 | 0.2 |
| Total | 323 | 173.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.1 | |
| Total | 323 | 173.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001774087] |
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|---|---|---|
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