Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2025) About Swisher Financial Concepts, Inc.Investment ActivitySwisher Financial Concepts, Inc. has $121.02 million in total holdings as of March 31, 2025.Swisher Financial Concepts, Inc. owns shares of 80 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 50.32% of the portfolio was purchased this quarter.About 21.26% of the portfolio was sold this quarter.This quarter, Swisher Financial Concepts, Inc. has purchased 63 new stocks and bought additional shares in 32 stocks.Swisher Financial Concepts, Inc. sold shares of 17 stocks and completely divested from 10 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $10,962,439AbbVie $10,939,793Vanguard Total Stock Market ETF $9,366,724Vanguard Total International Stock ETF $8,214,607Capital Group U.S. Multi-Sector Income ETF $6,190,160 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $9,366,724 Holding921909768 - Vanguard Total International Stock ETF $8,214,607 Holding464286681 - iShares MSCI USA Equal Weighted ETF $5,389,006 Holding921937835 - Vanguard Total Bond Market ETF $4,920,489 Holding14021L109 - CAPITAL GROUP DIVIDEND GROWE $4,111,039 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 34,081 shares (about $9.37M)Vanguard Total International Stock ETF 132,280 shares (about $8.21M)iShares MSCI USA Equal Weighted ETF 57,581 shares (about $5.39M)Vanguard Total Bond Market ETF 66,991 shares (about $4.92M)Capital Group Growth ETF 137,429 shares (about $4.71M) Largest Sales this Quarter Schwab Fundamental International Large Company Index ETF 62,970 shares (about $2.28M)Invesco NASDAQ 100 ETF 8,223 shares (about $1.59M)iShares MSCI Emerging Markets ex China ETF 28,712 shares (about $1.58M)Pacer US Cash Cows 100 ETF 12,280 shares (about $672.45K)Vanguard International Dividend Appreciation ETF 7,792 shares (about $646.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSwisher Financial Concepts, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$10,962,439$3,158,703 ▲40.5%307,5889.1%ETFABBVAbbVie$10,939,793$27,237 ▲0.2%52,2149.0%MedicalVTIVanguard Total Stock Market ETF$9,366,724$9,366,724 ▲New Holding34,0817.7%ETFVXUSVanguard Total International Stock ETF$8,214,607$8,214,607 ▲New Holding132,2806.8%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$6,190,160$3,519,758 ▲131.8%226,7465.1%ETFCGCPCapital Group Core Plus Income ETF$5,753,234$2,961,040 ▲106.0%256,2694.8%ETFEUSAiShares MSCI USA Equal Weighted ETF$5,389,006$5,389,006 ▲New Holding57,5814.5%ETFCOWZPacer US Cash Cows 100 ETF$5,025,369$672,451 ▼-11.8%91,7714.2%ETFCGGRCapital Group Growth ETF$4,976,602$4,706,951 ▲1,745.6%145,3024.1%ETFBNDVanguard Total Bond Market ETF$4,920,489$4,920,489 ▲New Holding66,9914.1%ETFCAPITAL GROUP DIVIDEND GROWE$4,111,039$4,111,039 ▲New Holding133,0433.4%SHS ETFMSFTMicrosoft$3,941,224$888,549 ▲29.1%10,4993.3%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$3,808,108$3,808,108 ▲New Holding155,5603.1%ETFFNDFSchwab Fundamental International Large Company Index ETF$2,923,733$2,275,741 ▼-43.8%80,9002.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,995,853$1,581,742 ▼-44.2%36,2291.6%ManufacturingQQQMInvesco NASDAQ 100 ETF$1,614,805$1,587,203 ▼-49.6%8,3661.3%ETFVIGIVanguard International Dividend Appreciation ETF$1,259,813$646,288 ▼-33.9%15,1891.0%ETFVOVanguard Mid-Cap ETF$1,251,717$507,928 ▼-28.9%4,8401.0%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$1,079,420$494,593 ▼-31.4%26,5210.9%ETFCAPITAL GROUP INTERNATIONAL$1,031,009$810,466 ▲367.5%39,6850.9%SHSLLYEli Lilly and Company$1,024,131$43,773 ▲4.5%1,2400.8%MedicalCGUSCapital Group Core Equity ETF$974,694$586,246 ▲150.9%29,1820.8%ETFGOOGLAlphabet$973,729$98,966 ▲11.3%6,2970.8%Computer and TechnologyXOMExxon Mobil$894,060$19,741 ▲2.3%7,5180.7%EnergyGLDSPDR Gold Shares$839,928$104,595 ▲14.2%2,9150.7%FinanceCNCCentene$832,334$832,334 ▲New Holding13,7100.7%MedicalPGProcter & Gamble$822,510$18,918 ▲2.4%4,8260.7%Consumer StaplesJPREJPMorgan Realty Income ETF$749,050$161,186 ▼-17.7%15,5400.6%ETFTCHPT. Rowe Price Blue Chip Growth ETF$742,260$134,724 ▼-15.4%19,4870.6%ETFNVDANVIDIA$690,597$273,226 ▲65.5%6,3720.6%Computer and TechnologyJPMJPMorgan Chase & Co.$670,886$153,801 ▲29.7%2,7350.6%FinanceNOBLProShares S&P 500 Aristocrats ETF$661,820$373,979 ▲129.9%6,4770.5%ETFCSCOCisco Systems$647,877$7,837 ▼-1.2%10,4990.5%Computer and TechnologyGOOGAlphabet$635,856$181,227 ▲39.9%4,0700.5%Computer and TechnologyWMTWalmart$619,309$3,775 ▲0.6%7,0540.5%Retail/WholesaleXMMOInvesco S&P MidCap Momentum ETF$589,073$589,073 ▲New Holding5,1780.5%ETFIYJiShares U.S. Industrials ETF$580,212$215,838 ▲59.2%4,4570.5%ETFTSLATesla$558,749$223,655 ▲66.7%2,1560.5%Auto/Tires/TrucksDBEFXtrackers MSCI EAFE Hedged Equity ETF$542,982$24,854 ▲4.8%12,5400.4%ETFSLViShares Silver Trust$536,437$16,115 ▲3.1%17,3100.4%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$535,989$493,223 ▼-47.9%9,6380.4%ETFCOSTCostco Wholesale$521,314$59,606 ▼-10.3%5510.4%Retail/WholesaleAVGOBroadcom$501,939$351,927 ▲234.6%2,9980.4%Computer and TechnologyUNHUnitedHealth Group$487,611$85,371 ▲21.2%9310.4%MedicalVVisa$467,345$33,282 ▲7.7%1,3340.4%Business ServicesURIUnited Rentals$439,508$439,508 ▲New Holding7010.4%ConstructionPSRInvesco Active U.S. Real Estate ETF$421,012$489,947 ▼-53.8%4,5500.3%ETFTSMTaiwan Semiconductor Manufacturing$403,048$172,308 ▲74.7%2,4280.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$397,211$95,520 ▲31.7%4,2790.3%ETFCINFCincinnati Financial$387,6170.0%2,6240.3%FinanceNEENextEra Energy$344,667$5,388 ▲1.6%4,8620.3%UtilitiesJ P MORGAN EXCHANGE TRADED F$312,832$15,028 ▲5.0%6,0160.3%JPMORGAM LTD DURVWOVanguard FTSE Emerging Markets ETF$303,876$36,344 ▲13.6%6,7140.3%ETFFDLFirst Trust Morningstar Dividend Leaders Index$301,170$301,170 ▲New Holding6,9330.2%ETFVPUVanguard Utilities ETF$289,795$78,895 ▲37.4%1,6970.2%ETFSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$289,394$289,394 ▲New Holding2,3550.2%ETFTDVGT. Rowe Price Dividend Growth ETF$289,043$25,652 ▼-8.2%7,1550.2%ETFPTFInvesco Dorsey Wright Technology Momentum ETF$274,1640.0%4,6500.2%ETFVAWVanguard Materials ETF$263,956$263,956 ▲New Holding1,3980.2%ETFBIVVanguard Intermediate-Term Bond ETF$260,800$11,026 ▲4.4%3,4060.2%ETFVOOVanguard S&P 500 ETF$259,335$259,335 ▲New Holding5050.2%ETFGEGeneral Electric$257,806$257,806 ▲New Holding1,2880.2%TransportationINTCIntel$257,774$1,635 ▼-0.6%11,3510.2%Computer and TechnologyVRTVertiv$256,600$256,600 ▲New Holding3,5540.2%Computer and TechnologyITAiShares U.S. Aerospace & Defense ETF$254,454$254,454 ▲New Holding1,6620.2%ETFKOCoca-Cola$252,532$11,889 ▼-4.5%3,5260.2%Consumer StaplesIYGiShares U.S. Financial Services ETF$243,584$243,584 ▲New Holding3,1010.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$241,411$31,197 ▼-11.4%9,1620.2%ETFISHARES BITCOIN TRUST ETF$241,072$241,072 ▲New Holding5,1500.2%SHS BEN INTGE VERNOVA INC$239,340$239,340 ▲New Holding7840.2%COMMCKMcKesson$236,892$236,892 ▲New Holding3520.2%MedicalCMICummins$225,991$225,991 ▲New Holding7210.2%Auto/Tires/TrucksBLESInspire Global Hope ETF$222,2300.0%5,8900.2%ETFCEGConstellation Energy$209,292$209,292 ▲New Holding1,0380.2%EnergyCATHGlobal X S&P 500 Catholic Values ETF$207,415$207,415 ▲New Holding3,0710.2%ManufacturingGRCGorman-Rupp$205,492$205,492 ▲New Holding5,8540.2%IndustrialsCAHCardinal Health$205,277$205,277 ▲New Holding1,4900.2%MedicalAGLagilon health$140,9420.0%32,5500.1%MedicalNUVBNuvation Bio$17,600$17,600 ▲New Holding10,0000.0%MedicalREIRing Energy$11,834$11,834 ▲New Holding10,2900.0%EnergyABTAbbott Laboratories$0$5,824,708 ▼-100.0%00.0%MedicalAAPLApple$0$4,801,152 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$3,465,265 ▼-100.0%00.0%Retail/WholesaleQQQInvesco QQQ$0$969,044 ▼-100.0%00.0%FinanceBRK.BBerkshire Hathaway$0$286,020 ▼-100.0%00.0%FinanceFSLRFirst Solar$0$255,724 ▼-100.0%00.0%EnergyBACBank of America$0$242,251 ▼-100.0%00.0%FinanceAMPLIFY ETF TR$0$238,145 ▼-100.0%00.0%AMPLIFY CYBERSECPAVEGlobal X U.S. Infrastructure Development ETF$0$231,549 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$226,782 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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