Swisher Financial Concepts

Swisher Financial Concepts as of Dec. 31, 2024

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 63 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Abbvie (ABBV) 10.9 $9.3M 52k 177.70
Capital Group Dividend Value Shs Creation Uni (CGDV) 9.1 $7.7M 219k 35.26
Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.9 $5.9M 104k 56.48
Abbott Laboratories (ABT) 6.9 $5.8M 52k 113.11
Apple (AAPL) 5.7 $4.8M 19k 250.43
Schwab Strategic Tr Fundamental Intl (FNDF) 5.6 $4.8M 144k 33.21
Ishares Msci Emrg Chn (EMXC) 4.2 $3.6M 65k 55.45
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.1 $3.5M 17k 210.45
Amazon (AMZN) 4.1 $3.5M 16k 219.39
Microsoft Corporation (MSFT) 4.0 $3.4M 8.1k 421.51
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.3 $2.8M 124k 22.20
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 3.1 $2.7M 98k 27.28
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.2 $1.8M 23k 79.99
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $1.8M 6.8k 264.14
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 2.1 $1.8M 39k 45.76
Ishares Em Mkt Sm-cp Etf (EEMS) 1.3 $1.1M 19k 58.14
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.1M 5.7k 189.31
T Rowe Price Etf Price Blue Chip (TCHP) 1.1 $970k 23k 42.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $969k 1.9k 511.10
Eli Lilly & Co. (LLY) 1.1 $916k 1.2k 772.00
J P Morgan Exchange Traded F Realty Income Et (JPRE) 1.1 $893k 19k 47.28
Invesco Actively Managed Exc Active Us Real (PSR) 1.0 $889k 9.8k 90.29
Exxon Mobil Corporation (XOM) 0.9 $791k 7.4k 107.56
Procter & Gamble Company (PG) 0.9 $791k 4.7k 167.66
Wal-Mart Stores (WMT) 0.7 $634k 7.0k 90.35
Cisco Systems (CSCO) 0.7 $629k 11k 59.20
Spdr Gold Tr Gold Shs (GLD) 0.7 $618k 2.6k 242.13
Costco Wholesale Corporation (COST) 0.7 $563k 614.00 916.27
Alphabet Cap Stk Cl C (GOOG) 0.7 $554k 2.9k 190.44
Tesla Motors (TSLA) 0.6 $522k 1.3k 403.84
NVIDIA Corporation (NVDA) 0.6 $517k 3.9k 134.29
JPMorgan Chase & Co. (JPM) 0.6 $505k 2.1k 239.71
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $495k 12k 41.40
Ishares Silver Tr Ishares (SLV) 0.5 $442k 17k 26.33
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.5 $407k 12k 34.97
Visa Com Cl A (V) 0.5 $392k 1.2k 316.04
UnitedHealth (UNH) 0.5 $389k 768.00 505.86
Cincinnati Financial Corporation (CINF) 0.4 $377k 2.6k 143.70
Ishares Tr Us Industrials (IYJ) 0.4 $374k 2.8k 133.52
Nextera Energy (NEE) 0.4 $343k 4.8k 71.69
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.4 $337k 4.7k 72.56
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $330k 3.3k 101.53
T Rowe Price Etf Price Div Grwt (TDVG) 0.4 $308k 7.8k 39.59
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.3 $295k 5.7k 51.52
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $293k 7.9k 37.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $286k 631.00 453.28
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $280k 2.8k 99.55
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $275k 1.4k 197.49
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $268k 10k 25.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $260k 5.9k 44.04
First Solar (FSLR) 0.3 $256k 1.5k 176.24
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $244k 3.3k 74.72
Bank of America Corporation (BAC) 0.3 $242k 5.5k 43.95
Amplify Etf Tr Amplify Cybersec (HACK) 0.3 $238k 3.2k 74.49
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $232k 5.7k 40.41
Coca-Cola Company (KO) 0.3 $230k 3.7k 62.26
Intel Corporation (INTC) 0.3 $229k 11k 20.05
Merck & Co (MRK) 0.3 $227k 2.3k 99.47
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.3 $218k 5.9k 36.99
Broadcom (AVGO) 0.2 $208k 896.00 231.92
Capital Group International SHS (CGIC) 0.2 $204k 8.5k 24.05
Vanguard World Utilities Etf (VPU) 0.2 $202k 1.2k 163.45
Agilon Health (AGL) 0.1 $62k 33k 1.90