Swisher Financial Concepts

Swisher Financial Concepts as of June 30, 2026

Portfolio Holdings for Swisher Financial Concepts

Swisher Financial Concepts holds 107 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 11.2 $18M 48k 370.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 10.1 $16M 188k 85.49
Capital Group Dividend Value Shs Creat Unit (CGDV) 7.8 $12M 252k 49.28
Abbvie (ABBV) 7.1 $11M 45k 251.64
Ishares Msci Equal Weite (EUSA) 6.0 $9.5M 84k 114.19
Capital Group Growth Etf Shs Creat Unit (CGGR) 5.4 $8.5M 181k 47.20
Capital Group Dividend Growe Shs Etf (CGDG) 5.2 $8.3M 221k 37.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.1 $8.1M 110k 73.41
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 4.6 $7.3M 269k 27.33
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.4 $6.9M 311k 22.29
Capital Group International SHS (CGIC) 3.1 $5.0M 136k 36.39
Abbott Laboratories (ABT) 2.6 $4.1M 45k 90.74
Apple (AAPL) 2.0 $3.2M 11k 289.36
Exxon Mobil Corporation (XOM) 1.8 $2.9M 21k 136.72
Amazon (AMZN) 1.5 $2.3M 9.8k 238.34
Microsoft Corporation (MSFT) 1.4 $2.2M 5.9k 373.03
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.0 $1.6M 26k 62.20
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 1.0 $1.6M 47k 34.62
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.5M 4.2k 357.33
Ge Vernova (GEV) 0.8 $1.2M 1.1k 1174.87
Broadcom (AVGO) 0.8 $1.2M 3.3k 377.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.1M 1.4k 736.44
NVIDIA Corporation (NVDA) 0.6 $937k 4.7k 200.10
Eli Lilly & Co. (LLY) 0.6 $932k 777.00 1199.43
Centene Corporation (CNC) 0.6 $922k 14k 64.19
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.6 $897k 11k 82.62
Alphabet Cap Stk Cl C (GOOG) 0.6 $875k 2.5k 353.33
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $795k 1.7k 477.57
Ishares Gold Tr Ishares New (IAU) 0.5 $761k 10k 75.51
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $749k 1.00 748850.00
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ) 0.5 $719k 21k 35.07
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $684k 13k 52.76
Ge Aerospace Com New (GE) 0.3 $554k 1.5k 373.76
Vertiv Holdings Com Cl A (VRT) 0.3 $527k 1.6k 334.83
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $511k 19k 26.52
JPMorgan Chase & Co. (JPM) 0.3 $496k 1.5k 327.29
Gorman-Rupp Company (GRC) 0.3 $486k 5.3k 91.74
Cincinnati Financial Corporation (CINF) 0.3 $482k 2.6k 185.14
Spdr Gold Tr Gold Shs (GLD) 0.3 $475k 1.3k 368.38
Wal-Mart Stores (WMT) 0.3 $464k 4.1k 113.26
Cisco Systems (CSCO) 0.3 $462k 3.9k 117.46
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $461k 2.7k 170.15
Ishares Silver Tr Ishares (SLV) 0.3 $405k 7.6k 53.47
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $379k 4.7k 80.57
J P Morgan Exchange Traded F Rlty Income Etf (JPRE) 0.2 $336k 6.4k 52.18
Ishares Tr Core S&p500 Etf (IVV) 0.2 $332k 443.00 748.89
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.2 $318k 14k 22.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $308k 11k 29.43
Procter & Gamble Company (PG) 0.2 $305k 2.1k 146.64
Costco Wholesale Corporation (COST) 0.2 $305k 326.00 935.47
Advanced Micro Devices (AMD) 0.2 $304k 523.00 580.91
T Rowe Price Exchange-traded Price Blue Chip (TCHP) 0.2 $293k 5.9k 50.09
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $290k 4.9k 59.50
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $285k 3.1k 93.38
Huntington Bancshares Incorporated (HBAN) 0.2 $282k 16k 17.73
Visa Com Cl A (V) 0.2 $276k 804.00 343.09
Spdr Series Trust St Str R2k Lowv (SMLV) 0.2 $263k 1.7k 157.38
Intel Corporation (INTC) 0.2 $262k 1.9k 139.63
Tesla Motors (TSLA) 0.2 $258k 613.00 420.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $256k 512.00 500.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $248k 362.00 685.93
Vanguard World Mega Grwth Ind (MGK) 0.2 $245k 2.8k 87.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $239k 1.7k 137.55
Corning Incorporated (GLW) 0.1 $227k 890.00 255.43
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $223k 348.00 641.03
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $213k 2.4k 88.54
General Mills (GIS) 0.1 $212k 6.1k 34.80
Capital Group Core Equity Et Shs Creat Unit (CGUS) 0.1 $208k 4.7k 44.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $201k 7.3k 27.70
Applied Materials (AMAT) 0.1 $187k 258.00 723.00
Ishares Tr Us Industrials (IYJ) 0.1 $182k 1.1k 166.65
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $181k 2.6k 69.59
Ishares Msci Emrg Chn (EMXC) 0.1 $181k 1.8k 102.30
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $178k 3.7k 47.69
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $159k 523.00 302.97
Nextera Energy (NEE) 0.1 $155k 1.8k 87.77
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $148k 2.5k 58.92
Cummins (CMI) 0.1 $146k 205.00 711.63
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $143k 2.6k 54.63
Ishares Tr Us Aer Def Etf (ITA) 0.1 $138k 571.00 242.45
Ea Series Trust Freedom 100 Em (FRDM) 0.1 $138k 1.9k 72.91
Cardinal Health (CAH) 0.1 $135k 566.00 237.56
UnitedHealth (UNH) 0.1 $128k 307.00 415.63
United Rentals (URI) 0.1 $127k 112.00 1130.48
Constellation Energy (CEG) 0.1 $125k 505.00 248.38
McKesson Corporation (MCK) 0.1 $121k 160.00 755.60
Caterpillar (CAT) 0.1 $117k 110.00 1064.90
Vanguard World Utilities Etf (VPU) 0.1 $116k 591.00 195.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $115k 1.9k 59.69
Steel Dynamics (STLD) 0.1 $109k 473.00 229.46
Ryder System (R) 0.1 $100k 377.00 264.10
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.1 $97k 1.4k 69.12
Merck & Co (MRK) 0.1 $92k 714.00 128.52
Vanguard World Materials Etf (VAW) 0.1 $88k 385.00 228.79
Stanley Black & Decker (SWK) 0.1 $85k 903.00 94.12
Bank of America Corporation (BAC) 0.0 $79k 1.4k 56.98
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $71k 929.00 76.73
Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $70k 662.00 104.93
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $68k 1.2k 56.16
Johnson & Johnson (JNJ) 0.0 $57k 223.00 253.97
Coca-Cola Company (KO) 0.0 $55k 671.00 81.27
FedEx Corporation (FDX) 0.0 $47k 150.00 313.13
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $42k 462.00 90.47
First Tr Exchange-traded SHS (FDL) 0.0 $28k 583.00 48.66
Mondelez Intl Cl A (MDLZ) 0.0 $6.3k 109.00 57.84
Philip Morris International (PM) 0.0 $3.6k 20.00 180.90
Altria (MO) 0.0 $2.2k 31.00 71.94