StockDriftsStockDriftsTop 32 Mcalister, Sweet & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 29.9% | 73.8K | $48.0M | +32.09%(+17.94K) | $617.54(+20.20%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.16% | 19.9K | $11.5M | new | $584.08(+22.37%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.35% | 332.3K | $10.2M | +1225.31%(+307.19K) | $28.81(+10.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.83% | 36.9K | $9.4M | +2.51%(+902) | $178.67(+67.27%) | 2026-03-31 | |
| FLHY | FRANKLIN TEMPLETON ETF TR | 5.62% | 373.7K | $9.0M | new | $24.28(-0.11%) | 2026-03-31 | |
| XLF | SELECT SECTOR SPDR TR | 4.76% | 154.8K | $7.6M | new | $49.29(+3.45%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.74% | 28.8K | $6.0M | +4.35%(+1.20K) | $204.32(+32.21%) | 2026-03-31 | |
| BA | BOEING CO | 3.59% | 29.0K | $5.8M | new | $208.07(+15.63%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.51% | 33.2K | $5.6M | -6.10%(-2.16K) | $84.27(+79.86%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.38% | 14.7K | $5.4M | +4.63%(+649) | $361.49(+12.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.29% | +57.24% |
| Top 20 Holdings Unweighted | +17.24% | +61.17% |
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