Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Swisher Financial Concepts

Latest statistics and disclosures from Swisher Financial Concepts's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001947503

Tip: Access up to 7 years of quarterly data

Positions held by Swisher Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 85 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV)	8.5	$9.8M	305k	32.12	View chart
Abbvie (ABBV)	7.6	$8.8M	52k	168.27	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	7.5	$8.6M	151k	57.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.4	$7.3M	30k	243.49	View chart
Abbott Laboratories (ABT)	5.0	$5.8M	52k	111.39	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	4.3	$4.9M	139k	35.36	View chart
Ishares Msci Emrg Chn (EMXC)	4.3	$4.9M	85k	57.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.2	$4.9M	11k	439.61	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	4.2	$4.8M	60k	79.88	View chart
Apple (AAPL)	3.9	$4.5M	27k	168.20	View chart
Microsoft Corporation (MSFT)	3.7	$4.2M	9.9k	425.66	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	3.4	$4.0M	98k	40.67	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	3.1	$3.5M	132k	26.77	View chart
Amazon (AMZN)	2.9	$3.3M	18k	185.85	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	2.1	$2.4M	47k	50.60	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.9	$2.2M	46k	47.47	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	1.7	$2.0M	34k	59.54	View chart
JPMorgan Chase & Co. (JPM)	0.9	$1.1M	5.6k	194.55	View chart
Centene Corporation (CNC)	0.9	$1.1M	15k	72.04	View chart
Exxon Mobil Corporation (XOM)	0.8	$949k	7.8k	121.82	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.8	$940k	27k	35.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$935k	5.9k	157.41	View chart
Ishares Tr Us Industrials (IYJ)	0.7	$751k	6.1k	122.95	View chart
Procter & Gamble Company (PG)	0.6	$746k	4.8k	156.46	View chart
Eli Lilly & Co. (LLY)	0.6	$739k	978.00	755.62	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$686k	22k	30.87	View chart
Prologis (PLD)	0.6	$662k	5.5k	120.45	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$659k	6.7k	98.52	View chart
Ventas (VTR)	0.6	$648k	15k	42.58	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$640k	4.0k	158.81	View chart
Public Storage (PSA)	0.5	$627k	2.3k	273.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$612k	14k	42.39	View chart
Cisco Systems (CSCO)	0.5	$577k	12k	49.11	View chart
Intel Corporation (INTC)	0.5	$536k	14k	37.19	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$527k	2.4k	216.69	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$512k	13k	40.51	View chart
United Rentals (URI)	0.4	$490k	720.00	680.56	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$475k	9.8k	48.71	View chart
Ssga Active Tr Spdr Dbleln Emrg (EMTL)	0.4	$472k	11k	41.93	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$468k	12k	38.76	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$457k	18k	25.33	View chart
Costco Wholesale Corporation (COST)	0.4	$437k	601.00	727.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$429k	7.2k	59.82	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$424k	17k	25.67	View chart
Wal-Mart Stores (WMT)	0.4	$424k	7.0k	60.47	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.3	$392k	7.0k	55.94	View chart
Tesla Motors (TSLA)	0.3	$391k	2.3k	172.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$384k	4.6k	83.93	View chart
Broadcom (AVGO)	0.3	$376k	282.00	1333.33	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$371k	15k	25.61	View chart
Visa Com Cl A (V)	0.3	$344k	1.3k	273.45	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.3	$336k	5.2k	64.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$330k	4.5k	73.86	View chart
Merck & Co (MRK)	0.3	$324k	2.6k	125.83	View chart
Nextera Energy (NEE)	0.3	$318k	5.0k	63.93	View chart
Cincinnati Financial Corporation (CINF)	0.3	$317k	2.6k	120.81	View chart
First Solar (FSLR)	0.3	$315k	1.7k	184.21	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$315k	8.4k	37.49	View chart
American Electric Power Company (AEP)	0.3	$309k	3.7k	82.93	View chart
UnitedHealth (UNH)	0.3	$306k	683.00	448.02	View chart
FedEx Corporation (FDX)	0.3	$304k	1.1k	269.98	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.3	$297k	8.0k	37.18	View chart
NVIDIA Corporation (NVDA)	0.3	$291k	331.00	879.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$275k	582.00	472.51	View chart
Vanguard World Utilities Etf (VPU)	0.2	$265k	1.9k	140.66	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)	0.2	$263k	4.7k	56.56	View chart
Summit Matls Cl A (SUM)	0.2	$259k	6.2k	41.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$259k	636.00	407.23	View chart
Caterpillar (CAT)	0.2	$257k	693.00	370.85	View chart
Honda Motor Adr Ech Cnv In 3 (HMC)	0.2	$255k	7.0k	36.67	View chart
Walt Disney Company (DIS)	0.2	$251k	2.1k	117.45	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$249k	1.7k	146.04	View chart
Coca-Cola Company (KO)	0.2	$238k	4.0k	59.17	View chart
Cummins (CMI)	0.2	$235k	782.00	300.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$234k	918.00	254.90	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.2	$232k	4.2k	54.61	View chart
Pfizer (PFE)	0.2	$220k	8.3k	26.40	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.2	$218k	5.9k	37.01	View chart
Pepsi (PEP)	0.2	$216k	1.3k	168.62	View chart
Gorman-Rupp Company (GRC)	0.2	$216k	5.7k	37.65	View chart
Bank of America Corporation (BAC)	0.2	$214k	5.9k	36.27	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$213k	3.3k	63.73	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$200k	905.00	220.99	View chart
Agilon Health (AGL)	0.2	$180k	33k	5.51	View chart
Ford Motor Company (F)	0.1	$133k	10k	13.03	View chart

Past Filings by Swisher Financial Concepts

SEC 13F filings are viewable for Swisher Financial Concepts going back to 2024

Swisher Financial Concepts 2024 Q1 filed April 23, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z