Swisher Financial Concepts

Swisher Financial Concepts as of March 31, 2025

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 80 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Dividend Value Shs Creation Uni (CGDV) 9.1 $11M 308k 35.64
Abbvie (ABBV) 9.0 $11M 52k 209.52
Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $9.4M 34k 274.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.8 $8.2M 132k 62.10
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 5.1 $6.2M 227k 27.30
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.8 $5.8M 256k 22.45
Ishares Msci Equal Weite (EUSA) 4.5 $5.4M 58k 93.59
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.2 $5.0M 92k 54.76
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.1 $5.0M 145k 34.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.1 $4.9M 67k 73.45
Capital Group Dividend Growe Shs Etf (CGDG) 3.4 $4.1M 133k 30.90
Microsoft Corporation (MSFT) 3.3 $3.9M 11k 375.39
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.1 $3.8M 156k 24.48
Schwab Strategic Tr Fundamental Intl (FNDF) 2.4 $2.9M 81k 36.14
Ishares Msci Emrg Chn (EMXC) 1.6 $2.0M 36k 55.09
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.3 $1.6M 8.4k 193.02
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $1.3M 15k 82.94
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.3M 4.8k 258.62
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.9 $1.1M 27k 40.70
Capital Group International SHS (CGIC) 0.9 $1.0M 40k 25.98
Eli Lilly & Co. (LLY) 0.8 $1.0M 1.2k 825.91
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.8 $975k 29k 33.40
Alphabet Cap Stk Cl A (GOOGL) 0.8 $974k 6.3k 154.63
Exxon Mobil Corporation (XOM) 0.7 $894k 7.5k 118.92
Spdr Gold Tr Gold Shs (GLD) 0.7 $840k 2.9k 288.14
Centene Corporation (CNC) 0.7 $832k 14k 60.71
Procter & Gamble Company (PG) 0.7 $823k 4.8k 170.43
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.6 $749k 16k 48.20
T Rowe Price Etf Price Blue Chip (TCHP) 0.6 $742k 20k 38.09
NVIDIA Corporation (NVDA) 0.6 $691k 6.4k 108.38
JPMorgan Chase & Co. (JPM) 0.6 $671k 2.7k 245.30
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $662k 6.5k 102.18
Cisco Systems (CSCO) 0.5 $648k 11k 61.71
Alphabet Cap Stk Cl C (GOOG) 0.5 $636k 4.1k 156.23
Wal-Mart Stores (WMT) 0.5 $619k 7.1k 87.80
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.5 $589k 5.2k 113.76
Ishares Tr Us Industrials (IYJ) 0.5 $580k 4.5k 130.18
Tesla Motors (TSLA) 0.5 $559k 2.2k 259.16
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.4 $543k 13k 43.30
Ishares Silver Tr Ishares (SLV) 0.4 $536k 17k 30.99
Ishares Em Mkt Sm-cp Etf (EEMS) 0.4 $536k 9.6k 55.61
Costco Wholesale Corporation (COST) 0.4 $521k 551.00 946.12
Broadcom (AVGO) 0.4 $502k 3.0k 167.42
UnitedHealth (UNH) 0.4 $488k 931.00 523.75
Visa Com Cl A (V) 0.4 $467k 1.3k 350.33
United Rentals (URI) 0.4 $440k 701.00 626.97
Invesco Actively Managed Exc Active Us Real (PSR) 0.3 $421k 4.6k 92.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $403k 2.4k 166.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $397k 4.3k 92.83
Cincinnati Financial Corporation (CINF) 0.3 $388k 2.6k 147.72
Nextera Energy (NEE) 0.3 $345k 4.9k 70.89
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.3 $313k 6.0k 52.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $304k 6.7k 45.26
First Tr Morningstar Divid L SHS (FDL) 0.2 $301k 6.9k 43.44
Vanguard World Utilities Etf (VPU) 0.2 $290k 1.7k 170.77
Spdr Ser Tr Ssga Us Smal Etf (SMLV) 0.2 $289k 2.4k 122.88
T Rowe Price Etf Price Div Grwt (TDVG) 0.2 $289k 7.2k 40.40
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.2 $274k 4.7k 58.96
Vanguard World Materials Etf (VAW) 0.2 $264k 1.4k 188.81
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $261k 3.4k 76.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $259k 505.00 513.53
Ge Aerospace Com New (GE) 0.2 $258k 1.3k 200.16
Intel Corporation (INTC) 0.2 $258k 11k 22.71
Vertiv Holdings Com Cl A (VRT) 0.2 $257k 3.6k 72.20
Ishares Tr Us Aer Def Etf (ITA) 0.2 $255k 1.7k 153.10
Coca-Cola Company (KO) 0.2 $253k 3.5k 71.62
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $244k 3.1k 78.55
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $241k 9.2k 26.35
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $241k 5.2k 46.81
Ge Vernova (GEV) 0.2 $239k 784.00 305.28
McKesson Corporation (MCK) 0.2 $237k 352.00 672.99
Cummins (CMI) 0.2 $226k 721.00 313.44
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.2 $222k 5.9k 37.73
Constellation Energy (CEG) 0.2 $209k 1.0k 201.63
Global X Fds S&p 500 Catholic (CATH) 0.2 $207k 3.1k 67.54
Gorman-Rupp Company (GRC) 0.2 $206k 5.9k 35.10
Cardinal Health (CAH) 0.2 $205k 1.5k 137.77
Agilon Health (AGL) 0.1 $141k 33k 4.33
Nuvation Bio Com Cl A (NUVB) 0.0 $18k 10k 1.76
Ring Energy (REI) 0.0 $12k 10k 1.15