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Swisher Financial Concepts

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

Top 5 stock holdings are VTI, VXUS, ABBV, CGDV, EUSA, and represent 35.09% of Swisher Financial Concepts's stock portfolio.
Added to shares of these 10 stocks: VXUS, PYLD, EUSA, CGDG, VTI, VOOG, CGGR, BND, CGDV, CGMS.
Started 12 new stock positions in CAT, HBAN, PYLD, SOXX, VGMS, MRK, VOOG, VCRB, BLES, ACN. VCRM, GRC.
Reduced shares in these 10 stocks: AAPL, , HACK, AMZN, ARKK, GOOGL, MSFT, COWZ, AVGO, TSLA.
Sold out of its positions in ARKK, HACK, ORCL.
Swisher Financial Concepts was a net buyer of stock by $5.7M.
Swisher Financial Concepts has $176M in assets under management (AUM), dropping by 5.58%.
Central Index Key (CIK): 0001947503

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Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 97 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	8.8	$16M	+3%	47k	335.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.8	$14M	+4%	182k	75.44	View chart
Abbvie (ABBV)	6.7	$12M		52k	228.49	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	6.7	$12M	+3%	271k	43.64	View chart
Ishares Msci Equal Weite (EUSA)	5.0	$8.8M	+6%	86k	103.37	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	4.8	$8.4M	+4%	190k	44.47	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	4.2	$7.4M	+6%	209k	35.64	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.0	$7.1M	+5%	96k	74.07	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	3.9	$6.8M	+5%	248k	27.62	View chart
Apple (AAPL)	3.8	$6.8M	-3%	25k	271.85	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	3.7	$6.6M	+5%	290k	22.64	View chart
Abbott Laboratories (ABT)	3.7	$6.4M		51k	125.29	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.1	$5.5M	+4%	188k	29.55	View chart
Microsoft Corporation (MSFT)	2.7	$4.8M	-3%	9.8k	483.64	View chart
Amazon (AMZN)	2.2	$4.0M	-5%	17k	230.82	View chart
Exxon Mobil Corporation (XOM)	1.9	$3.3M		27k	120.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.5	$2.6M	-5%	44k	60.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.8M	-9%	5.8k	313.03	View chart
Broadcom (AVGO)	1.0	$1.8M	-3%	5.1k	346.08	View chart
NVIDIA Corporation (NVDA)	0.8	$1.4M	+3%	7.6k	186.50	View chart
Philip Morris International (PM)	0.8	$1.3M		8.4k	160.40	View chart
Eli Lilly & Co. (LLY)	0.7	$1.3M		1.2k	1074.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.2M		3.8k	313.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$1.1M	+7%	14k	81.17	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$1.1M	+2%	18k	64.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.1M		2.8k	396.31	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$1.1M	-2%	24k	45.21	View chart
Capital Group International SHS (CGIC)	0.6	$1.0M		32k	32.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.0M		1.6k	614.49	View chart
Procter & Gamble Company (PG)	0.5	$916k		6.4k	143.31	View chart
Ge Aerospace Com New (GE)	0.5	$875k		2.8k	308.04	View chart
Ge Vernova (GEV)	0.5	$854k	+3%	1.3k	653.57	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.5	$852k	+2%	17k	49.86	View chart
JPMorgan Chase & Co. (JPM)	0.5	$839k		2.6k	322.25	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$757k		2.5k	303.89	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$755k		1.00	754800.00	View chart
Cisco Systems (CSCO)	0.4	$750k		9.7k	77.03	View chart
Wal-Mart Stores (WMT)	0.4	$724k		6.5k	111.40	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$689k		7.5k	91.45	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$676k	-2%	9.3k	72.68	View chart
Tesla Motors (TSLA)	0.4	$675k	-7%	1.5k	449.72	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$657k	-4%	16k	40.23	View chart
Costco Wholesale Corporation (COST)	0.4	$648k	+2%	751.00	862.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$640k		2.2k	290.22	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$630k		3.9k	162.01	View chart
Centene Corporation (CNC)	0.3	$599k	+12%	15k	41.15	View chart
United Rentals (URI)	0.3	$590k		729.00	808.92	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$578k		5.6k	104.07	View chart
Altria (MO)	0.3	$578k		10k	57.66	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$566k		12k	48.11	View chart
Ishares Tr Us Industrials (IYJ)	0.3	$560k	-2%	3.8k	148.17	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.3	$525k	-7%	11k	48.72	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$514k	NEW	19k	26.68	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$510k	+3%	3.7k	138.44	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$440k	+22%	5.6k	77.89	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$433k	NEW	974.00	444.59	View chart
Cincinnati Financial Corporation (CINF)	0.2	$428k		2.6k	163.32	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$403k		3.3k	123.27	View chart
Cardinal Health (CAH)	0.2	$402k		2.0k	205.50	View chart
Nextera Energy (NEE)	0.2	$375k		4.7k	80.28	View chart
Constellation Energy (CEG)	0.2	$369k	-3%	1.0k	353.28	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.2	$361k		7.7k	46.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$349k	-2%	557.00	626.19	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.2	$323k	-6%	4.3k	74.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$323k		642.00	502.65	View chart
Visa Com Cl A (V)	0.2	$322k		919.00	350.71	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$320k		776.00	412.77	View chart
Vanguard World Utilities Etf (VPU)	0.2	$316k		1.7k	184.97	View chart
Spdr Series Trust State Street Spd (SMLV)	0.2	$311k	+4%	2.4k	131.12	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$309k	-2%	1.4k	214.70	View chart
Cummins (CMI)	0.2	$305k		597.00	510.06	View chart
General Mills (GIS)	0.2	$301k		6.5k	46.50	View chart
UnitedHealth (UNH)	0.2	$300k		910.00	330.11	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$297k	-6%	5.5k	53.76	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$294k	NEW	17k	17.35	View chart
McKesson Corporation (MCK)	0.2	$289k		352.00	820.29	View chart
Bank of America Corporation (BAC)	0.1	$263k		4.8k	55.00	View chart
Merck & Co (MRK)	0.1	$261k	NEW	2.5k	105.25	View chart
Coca-Cola Company (KO)	0.1	$250k		3.6k	69.91	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$250k	NEW	3.3k	75.57	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.1	$250k	NEW	4.8k	51.58	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$250k	NEW	3.2k	77.89	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$248k		2.7k	92.25	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$245k		5.5k	44.34	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$243k	-16%	5.4k	44.97	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$239k		4.4k	53.83	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$239k	-6%	943.00	252.92	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$226k		4.0k	57.14	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$225k	-7%	4.5k	49.65	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$222k	NEW	736.00	301.12	View chart
Vanguard World Materials Etf (VAW)	0.1	$217k		1.0k	207.55	View chart
Caterpillar (CAT)	0.1	$217k	NEW	378.00	572.88	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$205k		7.7k	26.52	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$204k	NEW	762.00	268.30	View chart
Gorman-Rupp Company (GRC)	0.1	$203k	NEW	4.3k	47.75	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.1	$201k	NEW	4.6k	43.21	View chart
Agilon Health (AGL)	0.0	$22k		33k	0.69	View chart

Past Filings by Swisher Financial Concepts

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

Swisher Financial Concepts 2025 Q4 filed Feb. 10, 2026
Swisher Financial Concepts 2025 Q3 filed Oct. 20, 2025
Swisher Financial Concepts 2025 Q2 filed July 16, 2025
Swisher Financial Concepts 2025 Q1 filed April 9, 2025
Swisher Financial Concepts 2024 Q4 filed Feb. 13, 2025
Swisher Financial Concepts 2024 Q3 filed Nov. 5, 2024
Swisher Financial Concepts 2024 Q2 filed July 22, 2024
Swisher Financial Concepts 2024 Q1 filed April 23, 2024

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