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Pimco shares owned by Swisher Financial Concepts

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Swisher Financial Concepts from 13F filings

Historical chart of Swisher Financial Concepts investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Swisher Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $582k 22k 26.47
2024-06-30 $517k 20k 25.50
2024-03-31 $457k 18k 25.33

More positions owned by Swisher Financial Concepts

Capital Group Dividend Value Shs Creation Uni (CGDV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Abbvie (ABBV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Msci Emrg Chn (EMXC)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Abbott Laboratories (ABT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

Top funds holding Pimco

LPL Financial
Retirement Planning Group
Bank of America Corporation
Morgan Stanley
Sequoia Financial Advisors
Goss Wealth Management
AE Wealth Management
HighTower Advisors
Krilogy Financial
Envestnet Asset Management
TruWealth Advisors
Falcon Wealth Planning
Independent Advisor Alliance
Family Investment Center
JSF Financial

View all funds holding Pimco