Swisher Financial Concepts

Swisher Financial Concepts as of Sept. 30, 2024

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 87 positions in its portfolio as reported in the September 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) 9.4 $15M 412k 36.02
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.9 $11M 191k 57.46
Vanguard Index Fds Mid Cap Etf (VO) 6.6 $10M 43k 241.35
Abbvie (ABBV) 6.4 $10M 52k 195.87
Schwab Strategic Tr Fundamental Intl (FNDF) 5.8 $9.3M 253k 36.65
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 5.5 $8.7M 101k 86.55
Ishares Msci Emrg Chn (EMXC) 4.5 $7.1M 118k 59.99
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 4.4 $6.9M 174k 39.77
Apple (AAPL) 3.8 $6.1M 27k 224.50
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.8 $6.1M 31k 197.84
Abbott Laboratories (ABT) 3.7 $5.8M 52k 112.63
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.8 $4.4M 192k 23.06
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 2.7 $4.4M 157k 27.78
Microsoft Corporation (MSFT) 2.6 $4.1M 9.8k 416.40
Amazon (AMZN) 2.0 $3.2M 18k 181.54
Ishares Em Mkt Sm-cp Etf (EEMS) 1.3 $2.1M 34k 63.10
T Rowe Price Etf Price Blue Chip (TCHP) 1.3 $2.1M 53k 39.28
Exxon Mobil Corporation (XOM) 1.1 $1.7M 15k 114.18
J P Morgan Exchange Traded F Realty Income Et (JPRE) 1.0 $1.6M 33k 50.11
Invesco Actively Managed Exc Active Us Real (PSR) 1.0 $1.6M 17k 96.36
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.8 $1.2M 36k 33.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.2M 4.5k 269.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.2M 20k 60.58
Ventas (VTR) 0.7 $1.2M 19k 63.15
United Rentals (URI) 0.7 $1.1M 1.4k 788.38
Wal-Mart Stores (WMT) 0.7 $1.1M 14k 80.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.1M 22k 48.29
Centene Corporation (CNC) 0.7 $1.1M 15k 71.30
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.0M 6.3k 165.05
Tesla Motors (TSLA) 0.6 $1.0M 4.4k 231.21
Eli Lilly & Co. (LLY) 0.6 $974k 1.1k 883.85
Ishares Silver Tr Ishares (SLV) 0.6 $886k 33k 26.99
Procter & Gamble Company (PG) 0.5 $802k 4.7k 170.35
UnitedHealth (UNH) 0.5 $792k 1.3k 589.44
Vanguard World Materials Etf (VAW) 0.5 $718k 3.5k 206.77
Ishares Tr Us Industrials (IYJ) 0.5 $715k 5.4k 132.73
Visa Com Cl A (V) 0.4 $696k 2.5k 276.63
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $691k 6.6k 105.30
Alphabet Cap Stk Cl C (GOOG) 0.4 $671k 4.0k 166.50
Vanguard World Utilities Etf (VPU) 0.4 $656k 3.7k 176.06
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.4 $650k 13k 51.90
T Rowe Price Etf Price Div Grwt (TDVG) 0.4 $649k 16k 40.50
Spdr Gold Tr Gold Shs (GLD) 0.4 $617k 2.5k 244.84
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $612k 3.4k 179.47
NVIDIA Corporation (NVDA) 0.4 $610k 5.0k 122.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $609k 1.2k 505.15
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $584k 17k 34.39
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $582k 22k 26.47
Cisco Systems (CSCO) 0.4 $579k 11k 52.40
JPMorgan Chase & Co. (JPM) 0.4 $562k 2.7k 205.63
Capital Group International SHS (CGIC) 0.3 $527k 20k 25.77
Costco Wholesale Corporation (COST) 0.3 $527k 601.00 876.87
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $527k 13k 41.70
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $471k 12k 40.61
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.3 $444k 8.5k 52.26
Broadcom (AVGO) 0.3 $441k 2.6k 172.67
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $429k 4.5k 94.33
Summit Matls Cl A (SUM) 0.3 $425k 12k 35.68
Nextera Energy (NEE) 0.3 $413k 4.8k 85.61
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $408k 1.8k 227.93
Vanguard World Mega Grwth Ind (MGK) 0.3 $406k 1.3k 317.19
First Solar (FSLR) 0.3 $398k 1.7k 235.22
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.2 $369k 6.2k 59.42
Cincinnati Financial Corporation (CINF) 0.2 $356k 2.6k 135.67
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $346k 4.4k 77.95
First Tr Morningstar Divid L SHS (FDL) 0.2 $345k 8.3k 41.49
Intel Corporation (INTC) 0.2 $331k 15k 22.23
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.2 $328k 12k 26.56
Ark Etf Tr Innovation Etf (ARKK) 0.2 $322k 7.1k 45.28
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $313k 4.5k 70.13
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.2 $292k 4.7k 62.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $287k 636.00 451.26
Merck & Co (MRK) 0.2 $286k 2.6k 111.07
Coca-Cola Company (KO) 0.2 $274k 3.9k 70.29
Cummins (CMI) 0.2 $255k 783.00 325.67
Caterpillar (CAT) 0.2 $251k 643.00 390.36
Gorman-Rupp Company (GRC) 0.2 $243k 6.3k 38.41
Matson (MATX) 0.2 $243k 1.8k 138.62
FedEx Corporation (FDX) 0.1 $232k 883.00 262.74
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $229k 5.9k 38.88
Ge Aerospace Com New (GE) 0.1 $228k 1.2k 184.62
Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $221k 7.0k 31.78
Pfizer (PFE) 0.1 $218k 7.7k 28.26
Bank of America Corporation (BAC) 0.1 $215k 5.5k 39.06
American Electric Power Company (AEP) 0.1 $211k 2.1k 102.18
Pepsi (PEP) 0.1 $207k 1.2k 168.57
Agilon Health (AGL) 0.1 $106k 33k 3.24