Swisher Financial Concepts

Swisher Financial Concepts as of March 31, 2026

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 102 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 8.6 $15M 48k 320.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.2 $15M 190k 77.11
Capital Group Dividend Value Shs Creation Uni (CGDV) 6.6 $12M 276k 42.54
Abbvie (ABBV) 6.3 $11M 52k 217.49
Ishares Msci Equal Weite (EUSA) 4.8 $8.5M 84k 101.77
Capital Group Dividend Growe Shs Etf (CGDG) 4.5 $8.0M 222k 35.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.5 $8.0M 108k 73.64
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.2 $7.6M 189k 40.19
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 4.2 $7.6M 278k 27.23
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.0 $7.2M 322k 22.34
Apple (AAPL) 3.6 $6.4M 25k 253.79
Abbott Laboratories (ABT) 3.0 $5.3M 51k 102.67
Exxon Mobil Corporation (XOM) 2.6 $4.6M 27k 169.66
Capital Group International SHS (CGIC) 2.5 $4.5M 136k 33.11
Microsoft Corporation (MSFT) 2.1 $3.8M 10k 370.12
Amazon (AMZN) 2.1 $3.7M 18k 208.27
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.5 $2.7M 43k 62.56
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.4 $2.4M 83k 29.49
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.7M 5.9k 287.59
Broadcom (AVGO) 0.9 $1.6M 5.0k 309.52
Ishares Gold Tr Ishares New (IAU) 0.8 $1.4M 16k 88.16
Philip Morris International (PM) 0.8 $1.4M 8.4k 165.34
NVIDIA Corporation (NVDA) 0.7 $1.3M 7.4k 174.40
Ishares Silver Tr Ishares (SLV) 0.7 $1.2M 18k 68.14
Ge Vernova (GEV) 0.7 $1.2M 1.4k 872.90
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.2M 2.7k 430.29
Schwab Strategic Tr Fundamental Intl (FNDF) 0.6 $1.2M 24k 48.93
Eli Lilly & Co. (LLY) 0.6 $1.1M 1.2k 919.77
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 3.8k 286.86
Vertiv Holdings Com Cl A (VRT) 0.5 $983k 3.9k 250.58
Procter & Gamble Company (PG) 0.5 $931k 6.4k 144.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $875k 1.5k 577.42
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $851k 2.5k 337.95
Wal-Mart Stores (WMT) 0.5 $811k 6.5k 124.27
Ge Aerospace Com New (GE) 0.5 $809k 2.9k 283.78
Cisco Systems (CSCO) 0.5 $806k 10k 77.59
JPMorgan Chase & Co. (JPM) 0.4 $774k 2.6k 294.11
Costco Wholesale Corporation (COST) 0.4 $746k 749.00 996.43
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $718k 1.00 718140.00
Ishares Msci Emrg Chn (EMXC) 0.4 $707k 9.0k 78.66
Altria (MO) 0.4 $668k 10k 65.99
T Rowe Price Etf Price Blue Chip (TCHP) 0.4 $643k 15k 44.18
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) 0.4 $637k 20k 31.75
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $625k 2.2k 287.18
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $615k 1.5k 407.89
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $593k 6.7k 88.46
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $573k 22k 26.20
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $572k 12k 49.40
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $566k 3.9k 145.01
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $552k 5.2k 106.02
Tesla Motors (TSLA) 0.3 $535k 1.4k 371.75
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.3 $532k 11k 50.48
United Rentals (URI) 0.3 $531k 729.00 728.32
Ishares Tr Us Industrials (IYJ) 0.3 $505k 3.4k 147.54
Centene Corporation (CNC) 0.3 $477k 15k 32.74
Nextera Energy (NEE) 0.2 $440k 4.7k 92.88
Cincinnati Financial Corporation (CINF) 0.2 $414k 2.6k 157.35
Cardinal Health (CAH) 0.2 $413k 2.0k 211.31
McKesson Corporation (MCK) 0.2 $409k 472.00 865.36
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $405k 5.2k 77.18
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.2 $398k 8.3k 48.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $397k 665.00 596.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $367k 3.2k 113.12
Spdr Series Trust State Street Spd (SMLV) 0.2 $346k 2.5k 137.10
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $344k 8.9k 38.42
Vanguard World Utilities Etf (VPU) 0.2 $329k 1.7k 198.20
Ishares Tr Us Aer Def Etf (ITA) 0.2 $324k 1.5k 218.76
Cummins (CMI) 0.2 $321k 597.00 537.61
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $319k 14k 22.68
Visa Com Cl A (V) 0.2 $310k 1.0k 302.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $308k 642.00 479.20
Merck & Co (MRK) 0.2 $304k 2.5k 120.29
Constellation Energy (CEG) 0.2 $300k 1.1k 279.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $290k 5.4k 54.05
Vanguard World Mega Grwth Ind (MGK) 0.2 $286k 779.00 367.44
Ishares Tr Core S&p500 Etf (IVV) 0.2 $283k 433.00 653.21
Coca-Cola Company (KO) 0.2 $281k 3.7k 76.05
First Tr Exchange-traded SHS (FDL) 0.2 $272k 5.4k 50.80
Caterpillar (CAT) 0.2 $270k 381.00 708.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $269k 11k 25.64
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.1 $266k 4.3k 62.52
Huntington Bancshares Incorporated (HBAN) 0.1 $265k 17k 15.65
Gorman-Rupp Company (GRC) 0.1 $264k 4.3k 62.13
UnitedHealth (UNH) 0.1 $260k 960.00 270.59
Mondelez Intl Cl A (MDLZ) 0.1 $256k 4.4k 57.64
Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.1 $249k 3.3k 75.15
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $248k 3.2k 77.38
Vanguard Malvern Fds Multi Sector (VGMS) 0.1 $247k 4.8k 51.00
General Mills (GIS) 0.1 $241k 6.5k 37.22
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $240k 730.00 328.68
FedEx Corporation (FDX) 0.1 $239k 670.00 356.18
Bank of America Corporation (BAC) 0.1 $233k 4.8k 48.75
Vanguard World Materials Etf (VAW) 0.1 $227k 1.0k 225.34
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $226k 3.8k 60.26
Lumentum Hldgs (LITE) 0.1 $219k 311.00 702.76
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $212k 894.00 237.62
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $210k 2.5k 82.84
Johnson & Johnson (JNJ) 0.1 $210k 858.00 244.44
Corning Incorporated (GLW) 0.1 $210k 1.5k 135.97
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $206k 4.6k 44.35
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.1 $203k 7.7k 26.26
Ryder System (R) 0.1 $201k 981.00 204.85