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| McAlister Sweet & Associates Inc
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|---|---|
| CRD # | 290626 |
| SEC # | 801-112082 |
| CIK # | 0001774087 |
| AUM | 224.2 M (2026-03-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 281-897-0700 |
| Address | 19500 St Hwy 249 Houston, TX 77070 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001774087 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.7 | ||
| Amazon Com Inc | 6.9 | ||
| Boeing Co | 6.3 | ||
| Microsoft Corp | 5.5 | ||
| Micron Technology Inc | 2.4 | ||
| Alphabet Inc | 1.3 | ||
| Western Digital Corp | 1.0 | ||
| Nvidia Corp | 0.8 | ||
| Visa Inc | 0.3 | ||
| GS Acquisition Holdings Corp | 0.3 | ||
| Philip Morris International Inc | 0.3 | ||
| Marvell Technology Inc | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 42.0 |
| (b) Individuals (high net worth individuals) | 80 | 182.3 |
| (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 | 368 | 224.2 |
| By Discretionary | ||
| Discretionary | 362 | 223.8 |
| Non-Discretionary | 6 | 0.4 |
| Total | 368 | 224.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.2 | |
| Total | 368 | 224.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001774087] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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