Swisher Financial Concepts

Swisher Financial Concepts as of Sept. 30, 2025

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 88 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 8.9 $15M 45k 328.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 7.6 $13M 174k 73.46
Abbvie (ABBV) 7.2 $12M 52k 231.54
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.6 $11M 263k 42.03
Ishares Msci Equal Weite (EUSA) 5.0 $8.3M 81k 102.97
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.8 $8.0M 181k 43.92
Abbott Laboratories (ABT) 4.1 $6.9M 51k 133.94
Capital Group Dividend Growe Shs Etf (CGDG) 4.1 $6.8M 196k 34.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.1 $6.8M 91k 74.37
Apple (AAPL) 3.9 $6.6M 26k 254.63
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 3.9 $6.5M 235k 27.75
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.7 $6.2M 275k 22.72
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.2 $5.3M 179k 29.62
Microsoft Corporation (MSFT) 3.2 $5.3M 10k 517.97
Amazon (AMZN) 2.4 $4.0M 18k 219.57
Exxon Mobil Corporation (XOM) 1.8 $3.1M 27k 112.75
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.6 $2.7M 46k 57.47
Broadcom (AVGO) 1.0 $1.8M 5.3k 329.90
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.5M 6.3k 243.12
NVIDIA Corporation (NVDA) 0.8 $1.4M 7.4k 186.58
Philip Morris International (PM) 0.8 $1.4M 8.4k 162.20
Schwab Strategic Tr Fundamental Intl (FNDF) 0.6 $1.1M 25k 42.96
Capital Group International SHS (CGIC) 0.6 $1.0M 33k 30.81
Spdr Gold Tr Gold Shs (GLD) 0.6 $997k 2.8k 355.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $997k 1.7k 600.52
Procter & Gamble Company (PG) 0.6 $991k 6.4k 153.65
Ishares Gold Tr Ishares New (IAU) 0.6 $950k 13k 72.77
Alphabet Cap Stk Cl C (GOOG) 0.6 $932k 3.8k 243.55
Eli Lilly & Co. (LLY) 0.6 $930k 1.2k 763.00
Ge Aerospace Com New (GE) 0.5 $854k 2.8k 300.83
JPMorgan Chase & Co. (JPM) 0.5 $831k 2.6k 315.43
T Rowe Price Etf Price Blue Chip (TCHP) 0.5 $819k 17k 48.88
Ge Vernova (GEV) 0.5 $777k 1.3k 614.90
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $754k 1.00 754200.00
Ishares Silver Tr Ishares (SLV) 0.4 $729k 17k 42.37
Tesla Motors (TSLA) 0.4 $723k 1.6k 444.72
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $699k 2.5k 279.29
United Rentals (URI) 0.4 $696k 729.00 954.04
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $681k 7.6k 89.57
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.4 $680k 17k 39.54
Costco Wholesale Corporation (COST) 0.4 $676k 730.00 925.63
Wal-Mart Stores (WMT) 0.4 $667k 6.5k 103.05
Cisco Systems (CSCO) 0.4 $664k 9.7k 68.42
Altria (MO) 0.4 $662k 10k 66.06
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $653k 2.2k 293.74
Ishares Msci Emrg Chn (EMXC) 0.4 $644k 9.5k 67.51
Vertiv Holdings Com Cl A (VRT) 0.4 $590k 3.9k 150.86
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $575k 5.6k 103.07
Ishares Tr Us Industrials (IYJ) 0.3 $564k 3.9k 145.88
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.3 $561k 12k 48.30
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $546k 12k 46.42
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $482k 3.6k 135.25
Centene Corporation (CNC) 0.3 $464k 13k 35.68
Cincinnati Financial Corporation (CINF) 0.2 $415k 2.6k 158.10
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $392k 3.2k 120.73
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.2 $370k 7.7k 47.93
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $360k 4.6k 78.10
Constellation Energy (CEG) 0.2 $358k 1.1k 329.07
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.2 $354k 4.6k 76.16
Nextera Energy (NEE) 0.2 $353k 4.7k 75.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $351k 573.00 612.19
General Mills (GIS) 0.2 $327k 6.5k 50.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $324k 644.00 502.74
Vanguard World Utilities Etf (VPU) 0.2 $323k 1.7k 189.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $320k 5.9k 54.18
UnitedHealth (UNH) 0.2 $319k 925.00 345.30
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $317k 4.9k 65.00
Visa Com Cl A (V) 0.2 $314k 919.00 341.38
Vanguard World Mega Grwth Ind (MGK) 0.2 $312k 776.00 402.42
Ishares Tr Us Aer Def Etf (ITA) 0.2 $310k 1.5k 209.27
Cardinal Health (CAH) 0.2 $307k 2.0k 156.96
Spdr Series Trust Ssga Us Smal Etf (SMLV) 0.2 $293k 2.3k 129.72
T Rowe Price Etf Price Div Grwt (TDVG) 0.2 $286k 6.5k 43.96
Mondelez Intl Cl A (MDLZ) 0.2 $277k 4.4k 62.47
McKesson Corporation (MCK) 0.2 $272k 352.00 772.54
Cummins (CMI) 0.2 $252k 596.00 422.65
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $249k 1.0k 247.12
Bank of America Corporation (BAC) 0.1 $246k 4.8k 51.59
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $241k 2.7k 89.64
First Tr Exchange-traded SHS (FDL) 0.1 $240k 5.5k 43.41
Coca-Cola Company (KO) 0.1 $236k 3.6k 66.32
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $223k 4.0k 56.46
Oracle Corporation (ORCL) 0.1 $218k 775.00 281.12
Vanguard World Materials Etf (VAW) 0.1 $218k 1.1k 204.86
Amplify Etf Tr Amplify Cybersec (HACK) 0.1 $215k 2.5k 86.80
Ark Etf Tr Innovation Etf (ARKK) 0.1 $211k 2.4k 86.30
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.1 $205k 7.7k 26.58
Agilon Health (AGL) 0.0 $34k 33k 1.03