Swisher Financial Concepts

Swisher Financial Concepts as of March 31, 2024

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