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| Happy Holidays!! thanks for using AUM13F!! |
| McAlister Sweet & Associates Inc
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|---|---|
| CRD # | 290626 |
| SEC # | 801-112082 |
| CIK # | 0001774087 |
| AUM | $205.5 M (2025-01-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 281-897-0700 |
| Address | 19500 St Hwy 249 Houston, TX 77070 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.8 | ||
| Microsoft Corp | 7.7 | ||
| Amazon Com Inc | 6.1 | ||
| Alphabet Inc | 5.9 | ||
| Exxon Mobil Corp | 3.8 | ||
| Nvidia Corp | 2.2 | ||
| Palantir Technologies Inc | 0.9 | ||
| Philip Morris International Inc | 0.4 | ||
| VISA Inc | 0.4 | ||
| Facebook Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 37.6 |
| (b) Individuals (high net worth individuals) | 77 | 167.8 |
| (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 | 334 | 205.5 |
| By Discretionary | ||
| Discretionary | 329 | 205.2 |
| Non-Discretionary | 5 | 0.3 |
| Total | 334 | 205.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.5 | |
| Total | 334 | 205.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001774087] |
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|---|---|---|
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TX | 0.2 |
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Avid Wealth Partners LLC
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TX | 0.2 |
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Bingham Private Wealth LLC
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NC | 0.2 |
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Rachor Investment Advisory Services LLC
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Belleair Asset Management LLC
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|
Radix Financial LLC
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0.2 | |
|
Family Fiduciary Services Inc
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