Swisher Financial Concepts

Swisher Financial Concepts as of June 30, 2025

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 90 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $12M 39k 303.93
Capital Group Dividend Value Shs Creation Uni (CGDV) 7.5 $12M 293k 39.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.6 $10M 148k 69.09
Abbvie (ABBV) 6.2 $9.7M 52k 185.62
Abbott Laboratories (ABT) 4.5 $7.0M 52k 136.01
Ishares Msci Equal Weite (EUSA) 4.4 $6.9M 69k 99.12
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.4 $6.8M 168k 40.65
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 3.9 $6.1M 221k 27.62
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.8 $5.8M 259k 22.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $5.7M 77k 73.63
Capital Group Dividend Growe Shs Etf (CGDG) 3.5 $5.4M 161k 33.63
Apple (AAPL) 3.5 $5.4M 26k 205.17
Microsoft Corporation (MSFT) 3.3 $5.1M 10k 497.40
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.2 $4.9M 180k 27.13
Amazon (AMZN) 2.5 $3.9M 18k 219.39
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.5 $3.9M 72k 55.10
Exxon Mobil Corporation (XOM) 1.9 $2.9M 27k 107.80
Schwab Strategic Tr Fundamental Intl (FNDF) 1.3 $2.0M 49k 40.02
Philip Morris International (PM) 1.0 $1.5M 8.4k 182.13
Ishares Msci Emrg Chn (EMXC) 0.9 $1.4M 22k 63.14
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.1M 6.4k 176.22
NVIDIA Corporation (NVDA) 0.7 $1.1M 6.8k 157.99
Capital Group International SHS (CGIC) 0.7 $1.0M 35k 29.11
Procter & Gamble Company (PG) 0.7 $1.0M 6.5k 159.31
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $1.0M 11k 90.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.0M 1.8k 551.75
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $993k 4.4k 227.10
Eli Lilly & Co. (LLY) 0.6 $971k 1.2k 779.53
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $958k 3.4k 279.83
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.6 $926k 25k 36.93
Spdr Gold Tr Gold Shs (GLD) 0.5 $844k 2.8k 304.83
T Rowe Price Etf Price Blue Chip (TCHP) 0.5 $822k 18k 45.35
Broadcom (AVGO) 0.5 $821k 3.0k 275.63
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.5 $800k 19k 43.29
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.5 $771k 6.0k 128.64
JPMorgan Chase & Co. (JPM) 0.5 $764k 2.6k 289.88
Centene Corporation (CNC) 0.5 $744k 14k 54.28
Ge Aerospace Com New (GE) 0.5 $731k 2.8k 257.40
Cisco Systems (CSCO) 0.5 $731k 11k 69.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $729k 1.00 728800.00
Alphabet Cap Stk Cl C (GOOG) 0.5 $721k 4.1k 177.39
Tesla Motors (TSLA) 0.5 $720k 2.3k 317.66
Wal-Mart Stores (WMT) 0.4 $691k 7.1k 97.78
Ge Vernova (GEV) 0.4 $688k 1.3k 529.15
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $638k 6.3k 100.70
Ishares Tr Us Industrials (IYJ) 0.4 $591k 4.2k 142.31
Altria (MO) 0.4 $588k 10k 58.63
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.4 $574k 12k 47.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $565k 2.5k 226.49
Ishares Silver Tr Ishares (SLV) 0.4 $557k 17k 32.81
United Rentals (URI) 0.4 $549k 728.00 753.85
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.4 $549k 13k 43.75
Costco Wholesale Corporation (COST) 0.3 $530k 535.00 989.94
Vertiv Holdings Com Cl A (VRT) 0.3 $511k 4.0k 128.41
Visa Com Cl A (V) 0.3 $448k 1.3k 355.05
Cincinnati Financial Corporation (CINF) 0.3 $391k 2.6k 148.92
Ishares Em Mkt Sm-cp Etf (EEMS) 0.2 $378k 5.8k 64.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $378k 3.4k 110.10
Vanguard World Mega Grwth Ind (MGK) 0.2 $368k 1.0k 366.17
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $362k 5.9k 61.21
General Mills (GIS) 0.2 $336k 6.5k 51.81
Constellation Energy (CEG) 0.2 $334k 1.0k 322.76
Nextera Energy (NEE) 0.2 $332k 4.8k 69.42
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.2 $331k 4.8k 69.02
Cardinal Health (CAH) 0.2 $329k 2.0k 168.00
Spdr Series Trust Ssga Us Smal Etf (SMLV) 0.2 $318k 2.5k 125.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $315k 6.4k 49.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $312k 642.00 485.77
Vanguard World Utilities Etf (VPU) 0.2 $300k 1.7k 176.53
Mondelez Intl Cl A (MDLZ) 0.2 $299k 4.4k 67.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $295k 519.00 567.63
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.2 $292k 5.6k 52.23
UnitedHealth (UNH) 0.2 $290k 931.00 311.97
First Tr Exchange-traded SHS (FDL) 0.2 $283k 6.8k 41.87
Ishares Tr Us Aer Def Etf (ITA) 0.2 $279k 1.5k 188.64
T Rowe Price Etf Price Div Grwt (TDVG) 0.2 $276k 6.5k 42.38
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $265k 3.1k 85.60
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $265k 3.4k 77.34
Vanguard World Materials Etf (VAW) 0.2 $265k 1.4k 194.83
McKesson Corporation (MCK) 0.2 $258k 352.00 732.78
Coca-Cola Company (KO) 0.2 $250k 3.5k 70.75
Amplify Etf Tr Amplify Cybersec (HACK) 0.2 $244k 2.8k 86.37
Bank of America Corporation (BAC) 0.2 $242k 5.1k 47.32
Cummins (CMI) 0.2 $236k 721.00 327.60
Invesco Actively Managed Exc Active Us Real (PSR) 0.1 $215k 2.4k 91.32
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $214k 4.9k 43.58
Walt Disney Company (DIS) 0.1 $213k 1.7k 124.02
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $206k 7.8k 26.54
Caterpillar (CAT) 0.1 $205k 528.00 388.21
Agilon Health (AGL) 0.0 $75k 33k 2.30