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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 35.31% of Swisher Financial Concepts's stock portfolio.
Added to shares of these 10 stocks: VXUS, VTI, CGDG, EUSA, BND, IAU, AVGO, CGGR, CGMS, CGCP.
Started 5 new stock positions in IAU, XSVM, CGCB, ORCL, ARKK.
Reduced shares in these 10 stocks: COWZ, CGDV, FNDF, EMXC, QQQM, EEMS, VO, RWJ, VIGI, XMMO.
Sold out of its positions in CAT, DIS, PAVE, PSR, EEMS, JPLD, PYLD.
Swisher Financial Concepts was a net buyer of stock by $744k.
Swisher Financial Concepts has $167M in assets under management (AUM), dropping by 7.69%.
Central Index Key (CIK): 0001947503

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Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 88 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	8.9	$15M	+14%	45k	328.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	7.6	$13M	+17%	174k	73.46	View chart
Abbvie (ABBV)	7.2	$12M		52k	231.54	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	6.6	$11M	-10%	263k	42.03	View chart
Ishares Msci Equal Weite (EUSA)	5.0	$8.3M	+16%	81k	102.97	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	4.8	$8.0M	+7%	181k	43.92	View chart
Abbott Laboratories (ABT)	4.1	$6.9M		51k	133.94	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	4.1	$6.8M	+21%	196k	34.65	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.1	$6.8M	+18%	91k	74.37	View chart
Apple (AAPL)	3.9	$6.6M		26k	254.63	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	3.9	$6.5M	+6%	235k	27.75	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	3.7	$6.2M	+6%	275k	22.72	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	3.2	$5.3M		179k	29.62	View chart
Microsoft Corporation (MSFT)	3.2	$5.3M		10k	517.97	View chart
Amazon (AMZN)	2.4	$4.0M		18k	219.57	View chart
Exxon Mobil Corporation (XOM)	1.8	$3.1M		27k	112.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.6	$2.7M	-35%	46k	57.47	View chart
Broadcom (AVGO)	1.0	$1.8M	+78%	5.3k	329.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$1.5M		6.3k	243.12	View chart
NVIDIA Corporation (NVDA)	0.8	$1.4M	+7%	7.4k	186.58	View chart
Philip Morris International (PM)	0.8	$1.4M		8.4k	162.20	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$1.1M	-49%	25k	42.96	View chart
Capital Group International SHS (CGIC)	0.6	$1.0M	-7%	33k	30.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$997k		2.8k	355.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$997k	-8%	1.7k	600.52	View chart
Procter & Gamble Company (PG)	0.6	$991k		6.4k	153.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$950k	NEW	13k	72.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$932k	-5%	3.8k	243.55	View chart
Eli Lilly & Co. (LLY)	0.6	$930k	-2%	1.2k	763.00	View chart
Ge Aerospace Com New (GE)	0.5	$854k		2.8k	300.83	View chart
JPMorgan Chase & Co. (JPM)	0.5	$831k		2.6k	315.43	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.5	$819k	-7%	17k	48.88	View chart
Ge Vernova (GEV)	0.5	$777k	-2%	1.3k	614.90	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$754k		1.00	754200.00	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$729k		17k	42.37	View chart
Tesla Motors (TSLA)	0.4	$723k	-28%	1.6k	444.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$699k		2.5k	279.29	View chart
United Rentals (URI)	0.4	$696k		729.00	954.04	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$681k	-32%	7.6k	89.57	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$680k	-31%	17k	39.54	View chart
Costco Wholesale Corporation (COST)	0.4	$676k	+36%	730.00	925.63	View chart
Wal-Mart Stores (WMT)	0.4	$667k	-8%	6.5k	103.05	View chart
Cisco Systems (CSCO)	0.4	$664k	-7%	9.7k	68.42	View chart
Altria (MO)	0.4	$662k		10k	66.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$653k	-35%	2.2k	293.74	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$644k	-56%	9.5k	67.51	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$590k		3.9k	150.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$575k	-11%	5.6k	103.07	View chart
Ishares Tr Us Industrials (IYJ)	0.3	$564k	-6%	3.9k	145.88	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.3	$561k	-37%	12k	48.30	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$546k	-6%	12k	46.42	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$482k	-40%	3.6k	135.25	View chart
Centene Corporation (CNC)	0.3	$464k	-5%	13k	35.68	View chart
Cincinnati Financial Corporation (CINF)	0.2	$415k		2.6k	158.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$392k	-5%	3.2k	120.73	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.2	$370k	-35%	7.7k	47.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$360k	+34%	4.6k	78.10	View chart
Constellation Energy (CEG)	0.2	$358k	+4%	1.1k	329.07	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.2	$354k	-3%	4.6k	76.16	View chart
Nextera Energy (NEE)	0.2	$353k	-2%	4.7k	75.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$351k	+10%	573.00	612.19	View chart
General Mills (GIS)	0.2	$327k		6.5k	50.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$324k		644.00	502.74	View chart
Vanguard World Utilities Etf (VPU)	0.2	$323k		1.7k	189.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$320k	-7%	5.9k	54.18	View chart
UnitedHealth (UNH)	0.2	$319k		925.00	345.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$317k	-17%	4.9k	65.00	View chart
Visa Com Cl A (V)	0.2	$314k	-27%	919.00	341.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$312k	-22%	776.00	402.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$310k		1.5k	209.27	View chart
Cardinal Health (CAH)	0.2	$307k		2.0k	156.96	View chart
Spdr Series Trust Ssga Us Smal Etf (SMLV)	0.2	$293k	-11%	2.3k	129.72	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$286k		6.5k	43.96	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$277k		4.4k	62.47	View chart
McKesson Corporation (MCK)	0.2	$272k		352.00	772.54	View chart
Cummins (CMI)	0.2	$252k	-17%	596.00	422.65	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$249k	-76%	1.0k	247.12	View chart
Bank of America Corporation (BAC)	0.1	$246k	-6%	4.8k	51.59	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$241k	-13%	2.7k	89.64	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$240k	-18%	5.5k	43.41	View chart
Coca-Cola Company (KO)	0.1	$236k		3.6k	66.32	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$223k	NEW	4.0k	56.46	View chart
Oracle Corporation (ORCL)	0.1	$218k	NEW	775.00	281.12	View chart
Vanguard World Materials Etf (VAW)	0.1	$218k	-21%	1.1k	204.86	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$215k	-12%	2.5k	86.80	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$211k	NEW	2.4k	86.30	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$205k	NEW	7.7k	26.58	View chart
Agilon Health (AGL)	0.0	$34k		33k	1.03	View chart

Past Filings by Swisher Financial Concepts

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

Swisher Financial Concepts 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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