SF

Swisher Financial Concepts, Inc.

13F
Swisher Financial Concepts, Inc.
Last update 2025-07-16 90 Stocks (18 new)
Value $155.00 Mil Turnover 22 %
Countries:
Top Holdings: VTI(7.72%)CGDV(7.46%)VXUS(6.58%)ABBV(6.24%)ABT(4.52%)
Summary Stock Picks Current Portfolio
Swisher Financial Concepts, In... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
39,366
11,964.5
+15.51%
7.720
+1.04%
0.000
+18.95%
+8.50%
478,431.4
 
CGDV
Capital Group Dividend Value ETF
292,642
11,556.5
-4.86%
7.460
-0.44%
0.060
+21.55%
+17.04%
19,876.2
 
VXUS
Vanguard Total International Stock
147,510
10,191.5
+11.51%
6.580
+0.68%
0.010
+14.52%
+21.84%
94,497.9
 
ABBV
AbbVie Inc
52,093
9,669.5
-0.23%
6.240
-0.02%
0.000
+8.55%
+10.19%
336,588.1
Drug Manufacturers
ABT
Abbott Laboratories
51,505
7,005.2
New Holding
4.520
+4.52%
0.000
-2.65%
+12.85%
218,923.7
Medical Devices & Instruments
EUSA
iShares MSCI USA Equal Weighted ETF
69,344
6,873.4
+20.43%
4.440
+0.75%
0.460
+14.51%
+7.77%
1,556.1
 
CGGR
Capital Group Growth ETF
167,711
6,817.5
+15.42%
4.400
+0.59%
0.050
+24.77%
+11.81%
14,266.1
 
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
220,873
6,100.5
-2.59%
3.940
-0.13%
-
+4.43%
+4.12%
2,949.9
 
CGCP
Capital Group Core Plus Income ETF
258,879
5,824.8
+1.02%
3.760
+0.04%
0.110
+2.73%
+3.58%
5,235.1
 
BND
Vanguard Total Bond Market ETF
76,902
5,662.3
+14.79%
3.660
+0.47%
0.000
+1.67%
+3.53%
127,758.4
 

Swisher Financial Concepts, Inc.'s Historical Top Holdings Breakdowns

Swisher Financial Concepts, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ABT
Abbott Laboratories
2025-06-30
New Buy
New Buy
+4.52%
●
123.95 ($131.88) 138.08
$125.83
-4.59%
New holding
51,505
51,505
AAPL
Apple Inc
2025-06-30
New Buy
New Buy
+3.48%
●
172.42 ($202.27) 223.89
$214.15
5.87%
New holding
26,294
26,294
AMZN
Amazon.com Inc
2025-06-30
New Buy
New Buy
+2.55%
●
167.32 ($197.77) 223.3
$228.29
15.43%
New holding
17,984
17,984
XOM
Exxon Mobil Corp
2025-06-30
Add
Add
+1.38%
●
99.93 ($107.09) 119.04
$109.93
2.65%
Add 262.25%
27,234
19,716
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+1.04%
●
243.75 ($281.15) 303.93
$312.41
11.12%
Add 15.51%
39,366
5,285
PM
Philip Morris International Inc
2025-06-30
New Buy
New Buy
+0.98%
●
149.23 ($171.52) 184.95
$164.67
-3.99%
New holding
8,371
8,371
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
2025-06-30
Reduce
Reduce
-0.95%
●
32.25 ($37.69) 40.02
$41.68
10.59%
Reduce -39.27%
49,128
-31,772
COWZ
Pacer US Cash Cows 100 ETF
2025-06-30
Reduce
Reduce
-0.92%
●
47.46 ($52.98) 55.3
$57.41
8.36%
Reduce -22.13%
71,465
-20,306
EUSA
iShares MSCI USA Equal Weighted ETF
2025-06-30
Add
Add
+0.75%
●
82.93 ($93.76) 99.12
$102.04
8.83%
Add 20.43%
69,344
11,763
VXUS
Vanguard Total International Stock
2025-06-30
Add
Add
+0.68%
●
55.54 ($64.89) 69.09
$71.07
9.52%
Add 11.51%
147,510
15,230

Swisher Financial Concepts, Inc. Total Holding History ($B)

To

Swisher Financial Concepts, Inc.'s Asset Allocation

To

Swisher Financial Concepts, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Swisher Financial Concepts, Inc.'s Hypothetical Growth since 2025-06-30

Swisher Financial Concepts, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Swisher Financial Concepts, Inc.'s Holdings Heat Map

Size field:

Swisher Financial Concepts, Inc.'s Holdings Bubble Chart

Swisher Financial Concepts, Inc. News

  • 1

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