Swisher Financial Concepts

Swisher Financial Concepts as of June 30, 2024

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 78 positions in its portfolio as reported in the June 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) 10.4 $10M 310k 33.12
Abbvie (ABBV) 8.8 $8.6M 52k 165.95
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.3 $8.2M 152k 53.99
Vanguard Index Fds Mid Cap Etf (VO) 7.4 $7.3M 30k 241.35
Ishares Msci Emrg Chn (EMXC) 5.3 $5.3M 89k 59.35
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 5.1 $5.0M 62k 81.44
Schwab Strategic Tr Fundamental Intl (FNDF) 5.0 $5.0M 141k 35.21
Microsoft Corporation (MSFT) 4.5 $4.5M 9.8k 459.23
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 4.0 $3.9M 99k 39.77
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 3.8 $3.7M 139k 26.95
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 2.5 $2.4M 48k 51.00
Ishares Em Mkt Sm-cp Etf (EEMS) 2.1 $2.1M 34k 61.38
Ark Etf Tr Innovation Etf (ARKK) 2.1 $2.1M 46k 44.82
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.1M 5.9k 185.17
JPMorgan Chase & Co. (JPM) 1.1 $1.1M 5.1k 208.82
T Rowe Price Etf Price Blue Chip (TCHP) 1.1 $1.0M 27k 39.28
Capital Group Core Equity Et Shs Creation Uni (CGUS) 1.0 $997k 31k 32.49
Centene Corporation (CNC) 1.0 $981k 15k 66.17
Eli Lilly & Co. (LLY) 1.0 $961k 1.1k 906.60
Exxon Mobil Corporation (XOM) 0.9 $872k 7.6k 114.18
Ventas (VTR) 0.8 $792k 15k 51.79
Procter & Gamble Company (PG) 0.8 $783k 4.8k 163.98
Alphabet Cap Stk Cl C (GOOG) 0.8 $752k 4.0k 186.60
Ishares Tr Us Industrials (IYJ) 0.7 $728k 6.1k 119.19
Public Storage (PSA) 0.7 $664k 2.3k 285.22
Prologis (PLD) 0.6 $639k 5.6k 113.22
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $637k 6.7k 95.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $580k 13k 44.05
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.6 $552k 21k 25.83
Cisco Systems (CSCO) 0.6 $544k 12k 47.31
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.5 $526k 13k 41.62
Tesla Motors (TSLA) 0.5 $520k 2.2k 231.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $520k 11k 48.48
Spdr Gold Tr Gold Shs (GLD) 0.5 $519k 2.4k 215.35
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $517k 20k 25.50
Costco Wholesale Corporation (COST) 0.5 $516k 601.00 858.57
Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.5 $516k 12k 42.03
NVIDIA Corporation (NVDA) 0.5 $506k 4.1k 122.73
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $481k 7.9k 60.58
Wal-Mart Stores (WMT) 0.5 $478k 7.0k 68.14
United Rentals (URI) 0.5 $465k 720.00 645.83
Ishares Silver Tr Ishares (SLV) 0.4 $443k 16k 26.99
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $442k 12k 36.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $430k 4.6k 93.97
Broadcom (AVGO) 0.4 $423k 255.00 1658.82
Intel Corporation (INTC) 0.4 $422k 14k 31.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $384k 1.4k 269.28
First Solar (FSLR) 0.4 $366k 1.7k 216.57
Vanguard World Materials Etf (VAW) 0.4 $357k 1.9k 190.20
Nextera Energy (NEE) 0.3 $340k 4.8k 70.48
Visa Com Cl A (V) 0.3 $337k 1.3k 267.89
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $334k 4.5k 74.57
FedEx Corporation (FDX) 0.3 $332k 1.1k 298.29
Merck & Co (MRK) 0.3 $329k 2.6k 127.77
UnitedHealth (UNH) 0.3 $329k 661.00 497.73
First Tr Morningstar Divid L SHS (FDL) 0.3 $318k 8.4k 37.86
Cincinnati Financial Corporation (CINF) 0.3 $312k 2.6k 118.90
T Rowe Price Etf Price Div Grwt (TDVG) 0.3 $309k 8.0k 38.67
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $300k 1.7k 175.95
Ishares Tr U.s. Fin Svc Etf (IYG) 0.3 $295k 4.5k 66.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $294k 582.00 505.15
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.3 $291k 4.7k 62.58
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.3 $272k 12k 22.16
Vanguard World Utilities Etf (VPU) 0.3 $272k 1.8k 147.59
Coca-Cola Company (KO) 0.2 $245k 3.9k 63.05
Gorman-Rupp Company (GRC) 0.2 $229k 6.3k 36.23
Caterpillar (CAT) 0.2 $227k 693.00 327.56
Matson (MATX) 0.2 $226k 1.8k 129.00
Honda Motor Adr Ech Cnv In 3 (HMC) 0.2 $225k 7.0k 32.36
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $224k 894.00 250.56
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.2 $222k 4.2k 52.26
Pfizer (PFE) 0.2 $218k 7.8k 27.87
Summit Matls Cl A 0.2 $217k 6.1k 35.68
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.2 $215k 5.9k 36.50
Cummins (CMI) 0.2 $209k 782.00 267.26
Walt Disney Company (DIS) 0.2 $209k 2.1k 97.94
Pepsi (PEP) 0.2 $201k 1.2k 163.68
Agilon Health (AGL) 0.2 $192k 33k 5.88