SF
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Swisher Financial Concepts, Inc.13F | |
| Swisher Financial Concepts, Inc. | |
| Last update 2025-04-10 | 80 Stocks (27 new) |
| Value $121.00 Mil | Turnover 50 % |
Swisher Financial Concepts, In... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGDV | Capital Group Dividend Value ETF | 307,588 | 10,962.4 | +40.48% | 9.060 | +2.61% | 0.070 | +17.15% | +14.67% | 18,759.3 | ||
ABBV | AbbVie Inc | 52,214 | 10,939.8 | +0.25% | 9.040 | +0.02% | 0.000 | -5.26% | +8.51% | 334,344.8 | Drug Manufacturers | |
VTI | Vanguard Total Stock Market ETF | 34,081 | 9,366.7 | New Holding | 7.740 | +7.74% | 0.000 | +17.05% | +6.98% | 450,247.8 | ||
VXUS | Vanguard Total International Stock | 132,280 | 8,214.6 | New Holding | 6.790 | +6.79% | 0.010 | +14.38% | +19.13% | 87,184.0 | ||
CGMS |
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
| 226,746 | 6,190.2 | +131.81% | 5.110 | +2.91% | 0.310 | +2.90% | +4.00% | 0 | ||
CGCP | Capital Group Core Plus Income ETF | 256,269 | 5,753.2 | +106.05% | 4.750 | +2.44% | 0.120 | +0.95% | +3.58% | 5,160.9 | ||
EUSA | iShares MSCI USA Equal Weighted ETF | 57,581 | 5,389.0 | New Holding | 4.450 | +4.45% | 0.440 | +12.14% | +6.50% | 1,527.6 | ||
COWZ | Pacer US Cash Cows 100 ETF | 91,771 | 5,025.4 | -11.80% | 4.150 | -0.82% | 0.020 | +9.55% | +0.99% | 21,239.1 | ||
CGGR | Capital Group Growth ETF | 145,302 | 4,976.6 | +1,745.57% | 4.110 | +3.89% | 0.040 | +24.07% | +9.85% | 13,390.6 | ||
BND | Vanguard Total Bond Market ETF | 66,991 | 4,920.5 | New Holding | 4.070 | +4.07% | 0.000 | +0.05% | +3.60% | 126,370.7 |
Swisher Financial Concepts, Inc.'s Historical Top Holdings Breakdowns
Swisher Financial Concepts, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | New Buy New Buy | +7.74% | 271.18 ($290.53) 303.12 | $308.03 | 6.02% | New holding | 34,081 | 34,081 | |
ABT | Abbott Laboratories | 2025-03-31 | Sold Out Sold Out | -6.86% | 111.1 ($127.27) 140.22 | $134.44 | 5.63% | Sold Out | 0 | -51,496 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | New Buy New Buy | +6.79% | 58.01 ($61.77) 64.46 | $69.49 | 12.50% | New holding | 132,280 | 132,280 | |
AAPL | Apple Inc | 2025-03-31 | Sold Out Sold Out | -5.65% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Sold Out | 0 | -19,172 | |
EUSA | iShares MSCI USA Equal Weighted ETF | 2025-03-31 | New Buy New Buy | +4.45% | 91.45 ($96.84) 100.11 | $100.84 | 4.13% | New holding | 57,581 | 57,581 | |
AMZN | Amazon.com Inc | 2025-03-31 | Sold Out Sold Out | -4.08% | 190.26 ($217) 242.06 | $223.41 | 2.95% | Sold Out | 0 | -15,795 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | New Buy New Buy | +4.07% | 71.17 ($72.57) 73.66 | $73.08 | 0.70% | New holding | 66,991 | 66,991 | |
CGGR | Capital Group Growth ETF | 2025-03-31 | Add Add | +3.89% | 33.98 ($37.42) 39.84 | $40.83 | 9.11% | Add 1745.57% | 145,302 | 137,429 | |
CGDG | Capital Group Dividend Growers ETF | 2025-03-31 | New Buy New Buy | +3.40% | 29.24 ($30.77) 31.45 | $33.95 | 10.33% | New holding | 133,043 | 133,043 | |
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 2025-03-31 | New Buy New Buy | +3.15% | 24.48 ($25.57) 26.59 | $27.21 | 6.41% | New holding | 155,560 | 155,560 |
Swisher Financial Concepts, Inc. Total Holding History ($B)
Swisher Financial Concepts, Inc.'s Asset Allocation
Swisher Financial Concepts, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Swisher Financial Concepts, Inc.'s Hypothetical Growth since 2025-03-31
Swisher Financial Concepts, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Swisher Financial Concepts, Inc.'s Holdings Heat Map
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Swisher Financial Concepts, Inc.'s Holdings Bubble Chart
Swisher Financial Concepts, Inc. News
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