Swisher Financial Concepts

Swisher Financial Concepts as of Dec. 31, 2025

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 97 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 8.8 $16M 47k 335.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 7.8 $14M 182k 75.44
Abbvie (ABBV) 6.7 $12M 52k 228.49
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.7 $12M 271k 43.64
Ishares Msci Equal Weite (EUSA) 5.0 $8.8M 86k 103.37
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.8 $8.4M 190k 44.47
Capital Group Dividend Growe Shs Etf (CGDG) 4.2 $7.4M 209k 35.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.0 $7.1M 96k 74.07
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 3.9 $6.8M 248k 27.62
Apple (AAPL) 3.8 $6.8M 25k 271.85
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 3.7 $6.6M 290k 22.64
Abbott Laboratories (ABT) 3.7 $6.4M 51k 125.29
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 3.1 $5.5M 188k 29.55
Microsoft Corporation (MSFT) 2.7 $4.8M 9.8k 483.64
Amazon (AMZN) 2.2 $4.0M 17k 230.82
Exxon Mobil Corporation (XOM) 1.9 $3.3M 27k 120.34
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.5 $2.6M 44k 60.17
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.8M 5.8k 313.03
Broadcom (AVGO) 1.0 $1.8M 5.1k 346.08
NVIDIA Corporation (NVDA) 0.8 $1.4M 7.6k 186.50
Philip Morris International (PM) 0.8 $1.3M 8.4k 160.40
Eli Lilly & Co. (LLY) 0.7 $1.3M 1.2k 1074.68
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.2M 3.8k 313.80
Ishares Gold Tr Ishares New (IAU) 0.6 $1.1M 14k 81.17
Ishares Silver Tr Ishares (SLV) 0.6 $1.1M 18k 64.42
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.1M 2.8k 396.31
Schwab Strategic Tr Fundamental Intl (FNDF) 0.6 $1.1M 24k 45.21
Capital Group International SHS (CGIC) 0.6 $1.0M 32k 32.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.0M 1.6k 614.49
Procter & Gamble Company (PG) 0.5 $916k 6.4k 143.31
Ge Aerospace Com New (GE) 0.5 $875k 2.8k 308.04
Ge Vernova (GEV) 0.5 $854k 1.3k 653.57
T Rowe Price Etf Price Blue Chip (TCHP) 0.5 $852k 17k 49.86
JPMorgan Chase & Co. (JPM) 0.5 $839k 2.6k 322.25
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $757k 2.5k 303.89
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $755k 1.00 754800.00
Cisco Systems (CSCO) 0.4 $750k 9.7k 77.03
Wal-Mart Stores (WMT) 0.4 $724k 6.5k 111.40
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $689k 7.5k 91.45
Ishares Msci Emrg Chn (EMXC) 0.4 $676k 9.3k 72.68
Tesla Motors (TSLA) 0.4 $675k 1.5k 449.72
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.4 $657k 16k 40.23
Costco Wholesale Corporation (COST) 0.4 $648k 751.00 862.34
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $640k 2.2k 290.22
Vertiv Holdings Com Cl A (VRT) 0.4 $630k 3.9k 162.01
Centene Corporation (CNC) 0.3 $599k 15k 41.15
United Rentals (URI) 0.3 $590k 729.00 808.92
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $578k 5.6k 104.07
Altria (MO) 0.3 $578k 10k 57.66
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $566k 12k 48.11
Ishares Tr Us Industrials (IYJ) 0.3 $560k 3.8k 148.17
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.3 $525k 11k 48.72
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $514k 19k 26.68
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $510k 3.7k 138.44
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $440k 5.6k 77.89
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $433k 974.00 444.59
Cincinnati Financial Corporation (CINF) 0.2 $428k 2.6k 163.32
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $403k 3.3k 123.27
Cardinal Health (CAH) 0.2 $402k 2.0k 205.50
Nextera Energy (NEE) 0.2 $375k 4.7k 80.28
Constellation Energy (CEG) 0.2 $369k 1.0k 353.28
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.2 $361k 7.7k 46.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $349k 557.00 626.19
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.2 $323k 4.3k 74.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $323k 642.00 502.65
Visa Com Cl A (V) 0.2 $322k 919.00 350.71
Vanguard World Mega Grwth Ind (MGK) 0.2 $320k 776.00 412.77
Vanguard World Utilities Etf (VPU) 0.2 $316k 1.7k 184.97
Spdr Series Trust State Street Spd (SMLV) 0.2 $311k 2.4k 131.12
Ishares Tr Us Aer Def Etf (ITA) 0.2 $309k 1.4k 214.70
Cummins (CMI) 0.2 $305k 597.00 510.06
General Mills (GIS) 0.2 $301k 6.5k 46.50
UnitedHealth (UNH) 0.2 $300k 910.00 330.11
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $297k 5.5k 53.76
Huntington Bancshares Incorporated (HBAN) 0.2 $294k 17k 17.35
McKesson Corporation (MCK) 0.2 $289k 352.00 820.29
Bank of America Corporation (BAC) 0.1 $263k 4.8k 55.00
Merck & Co (MRK) 0.1 $261k 2.5k 105.25
Coca-Cola Company (KO) 0.1 $250k 3.6k 69.91
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.1 $250k 3.3k 75.57
Vanguard Malvern Fds Multi Sector (VGMS) 0.1 $250k 4.8k 51.58
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $250k 3.2k 77.89
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $248k 2.7k 92.25
First Tr Exchange-traded SHS (FDL) 0.1 $245k 5.5k 44.34
T Rowe Price Etf Price Div Grwt (TDVG) 0.1 $243k 5.4k 44.97
Mondelez Intl Cl A (MDLZ) 0.1 $239k 4.4k 53.83
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $239k 943.00 252.92
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $226k 4.0k 57.14
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $225k 4.5k 49.65
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $222k 736.00 301.12
Vanguard World Materials Etf (VAW) 0.1 $217k 1.0k 207.55
Caterpillar (CAT) 0.1 $217k 378.00 572.88
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.1 $205k 7.7k 26.52
Accenture Plc Ireland Shs Class A (ACN) 0.1 $204k 762.00 268.30
Gorman-Rupp Company (GRC) 0.1 $203k 4.3k 47.75
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $201k 4.6k 43.21
Agilon Health (AGL) 0.0 $22k 33k 0.69