Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2025) About Swisher Financial Concepts, Inc.Investment ActivitySwisher Financial Concepts, Inc. has $84.92 million in total holdings as of December 31, 2024.Swisher Financial Concepts, Inc. owns shares of 63 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.52% of the portfolio was purchased this quarter.About 74.49% of the portfolio was sold this quarter.This quarter, Swisher Financial Concepts, Inc. has purchased 87 new stocks and bought additional shares in 6 stocks.Swisher Financial Concepts, Inc. sold shares of 52 stocks and completely divested from 26 stocks this quarter.Largest Holdings AbbVie $9,255,265Capital Group Dividend Value ETF $7,720,519Pacer US Cash Cows 100 ETF $5,876,800Abbott Laboratories $5,824,708Apple $4,801,152 Largest New Holdings this Quarter Invesco QQQ $969,044 HoldingAMPLIFY ETF TR $238,145 Holding Largest Purchases this Quarter Invesco QQQ 1,896 shares (about $969.04K)AMPLIFY ETF TR 3,197 shares (about $238.15K)Eli Lilly and Company 85 shares (about $65.62K)Costco Wholesale 13 shares (about $11.91K)SPDR Gold Shares 32 shares (about $7.75K) Largest Sales this Quarter Vanguard Mid-Cap ETF 36,449 shares (about $9.63M)Capital Group Dividend Value ETF 193,172 shares (about $6.81M)Vanguard International Dividend Appreciation ETF 77,666 shares (about $6.21M)Invesco S&P SmallCap 600 Revenue ETF 135,150 shares (about $6.18M)Pacer US Cash Cows 100 ETF 86,556 shares (about $4.89M) 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 PortfolioSectorABBVAbbVie$9,255,265$4,087 ▼0.0%52,08410.9%MedicalCGDVCapital Group Dividend Value ETF$7,720,519$6,811,235 ▼-46.9%218,9609.1%ETFCOWZPacer US Cash Cows 100 ETF$5,876,800$4,888,682 ▼-45.4%104,0516.9%ETFABTAbbott Laboratories$5,824,708$113 ▲0.0%51,4966.9%MedicalAAPLApple$4,801,152$2,015,422 ▼-29.6%19,1725.7%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$4,777,919$3,620,286 ▼-43.1%143,8705.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,600,976$2,950,548 ▼-45.0%64,9414.2%ManufacturingQQQMInvesco NASDAQ 100 ETF$3,491,155$2,964,820 ▼-45.9%16,5894.1%ETFAMZNAmazon.com$3,465,265$461,158 ▼-11.7%15,7954.1%Retail/WholesaleMSFTMicrosoft$3,427,755$714,467 ▼-17.2%8,1324.0%Computer and TechnologyCGCPCapital Group Core Plus Income ETF$2,761,103$1,501,586 ▼-35.2%124,3743.3%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$2,668,456$1,613,453 ▼-37.7%97,8173.1%ETFVIGIVanguard International Dividend Appreciation ETF$1,838,223$6,212,411 ▼-77.2%22,9812.2%ETFVOVanguard Mid-Cap ETF$1,797,196$9,627,572 ▼-84.3%6,8042.1%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$1,769,689$6,184,508 ▼-77.8%38,6732.1%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$1,076,017$878,163 ▼-44.9%18,5071.3%ETFGOOGLAlphabet$1,070,909$119,642 ▼-10.0%5,6571.3%Computer and TechnologyTCHPT. Rowe Price Blue Chip Growth ETF$969,541$1,266,459 ▼-56.6%23,0241.1%ETFQQQInvesco QQQ$969,044$969,044 ▲New Holding1,8961.1%FinanceLLYEli Lilly and Company$916,364$65,620 ▲7.7%1,1871.1%MedicalJPREJPMorgan Realty Income ETF$892,836$645,987 ▼-42.0%18,8841.1%ETFPSRInvesco Active U.S. Real Estate ETF$888,900$612,253 ▼-40.8%9,8451.0%ETFXOMExxon Mobil$790,805$852,116 ▼-51.9%7,3520.9%Oils/EnergyPGProcter & Gamble$790,526$1,174 ▲0.1%4,7150.9%Consumer StaplesWMTWalmart$633,471$634,375 ▼-50.0%7,0110.7%Retail/WholesaleCSCOCisco Systems$629,078$25,102 ▼-3.8%10,6260.7%Computer and TechnologyGLDSPDR Gold Shares$617,916$7,748 ▲1.3%2,5520.7%FinanceCOSTCostco Wholesale$562,590$11,912 ▲2.2%6140.7%Retail/WholesaleGOOGAlphabet$554,180$213,293 ▼-27.8%2,9100.7%Computer and TechnologyTSLATesla$522,165$1,274,115 ▼-70.9%1,2930.6%Auto/Tires/TrucksNVDANVIDIA$517,151$152,151 ▼-22.7%3,8510.6%Computer and TechnologyJPMJPMorgan Chase & Co.$505,309$149,819 ▼-22.9%2,1080.6%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$495,392$27,821 ▼-5.3%11,9660.6%ETFSLViShares Silver Trust$442,081$422,333 ▼-48.9%16,7900.5%ETFCGUSCapital Group Core Equity ETF$406,717$859,876 ▼-67.9%11,6300.5%ETFVVisa$391,574$403,584 ▼-50.8%1,2390.5%Business ServicesUNHUnitedHealth Group$388,500$290,869 ▼-42.8%7680.5%MedicalCINFCincinnati Financial$377,0690.0%2,6240.4%FinanceIYJiShares U.S. Industrials ETF$373,722$345,549 ▼-48.0%2,7990.4%ETFNEENextEra Energy$343,108$2,724 ▼-0.8%4,7860.4%UtilitiesPTFInvesco Dorsey Wright Technology Momentum ETF$337,4040.0%4,6500.4%ETFIVWiShares S&P 500 Growth ETF$329,972$131,786 ▼-28.5%3,2500.4%ETFTDVGT. Rowe Price Dividend Growth ETF$308,419$325,641 ▼-51.4%7,7900.4%ETFJ P MORGAN EXCHANGE TRADED F$295,055$350,130 ▼-54.3%5,7270.3%JPMORGAM LTD DURCGGRCapital Group Growth ETF$292,658$338,566 ▼-53.6%7,8730.3%ETFBRK.BBerkshire Hathaway$286,020$2,266 ▼-0.8%6310.3%FinanceNOBLProShares S&P 500 Aristocrats ETF$280,432$372,814 ▼-57.1%2,8170.3%ETFTSMTaiwan Semiconductor Manufacturing$274,511$398,930 ▼-59.2%1,3900.3%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$268,156$301,721 ▼-52.9%10,3460.3%ETFVWOVanguard FTSE Emerging Markets ETF$260,320$723,576 ▼-73.5%5,9110.3%ETFFSLRFirst Solar$255,724$42,474 ▼-14.2%1,4510.3%Oils/EnergyBIVVanguard Intermediate-Term Bond ETF$243,750$87,950 ▼-26.5%3,2620.3%ETFBACBank of America$242,251$308 ▲0.1%5,5120.3%FinanceAMPLIFY ETF TR$238,145$238,145 ▲New Holding3,1970.3%AMPLIFY CYBERSECPAVEGlobal X U.S. Infrastructure Development ETF$231,549$237,166 ▼-50.6%5,7300.3%ETFKOCoca-Cola$229,864$12,826 ▼-5.3%3,6920.3%Consumer StaplesINTCIntel$229,026$69,532 ▼-23.3%11,4230.3%Computer and TechnologyMRKMerck & Co., Inc.$226,782$29,342 ▼-11.5%2,2800.3%MedicalBLESInspire Global Hope ETF$217,8710.0%5,8900.3%ETFAVGOBroadcom$207,803$384,528 ▼-64.9%8960.2%Computer and TechnologyCAPITAL GROUP INTERNATIONAL$204,123$287,561 ▼-58.5%8,4890.2%SHSVPUVanguard Utilities ETF$201,855$406,652 ▼-66.8%1,2350.2%ETFAGLagilon health$61,845$238 ▼-0.4%32,5500.1%MedicalVTIVanguard Total Stock Market ETF$0$1,232 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$1,220 ▼-100.0%00.0%ETFCNCCentene$0$1,057 ▼-100.0%00.0%MedicalURIUnited Rentals$0$1,035 ▼-100.0%00.0%ConstructionVTRVentas$0$993 ▼-100.0%00.0%FinanceVAWVanguard Materials ETF$0$687 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$619 ▼-100.0%00.0%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$0$448 ▼-100.0%00.0%MiscellaneousSUMSummit Materials$0$430 ▼-100.0%00.0%ConstructionSOXXiShares Semiconductor ETF$0$428 ▼-100.0%00.0%ETFMGKVanguard Mega Cap Growth ETF$0$406 ▼-100.0%00.0%ETFIBUYAmplify Online Retail ETF$0$369 ▼-100.0%00.0%ETFFDLFirst Trust Morningstar Dividend Leaders Index$0$345 ▼-100.0%00.0%ETFCGXUCapital Group International Focus Equity ETF$0$328 ▼-100.0%00.0%ETFARKKARK Innovation ETF$0$322 ▼-100.0%00.0%ETFIYGiShares U.S. Financial Services ETF$0$313 ▼-100.0%00.0%ETFCMICummins$0$255 ▼-100.0%00.0%Auto/Tires/TrucksCATCaterpillar$0$251 ▼-100.0%00.0%Industrial ProductsGRCGorman-Rupp$0$243 ▼-100.0%00.0%Industrial ProductsMATXMatson$0$243 ▼-100.0%00.0%TransportationFDXFedEx$0$232 ▼-100.0%00.0%TransportationGEGeneral Electric$0$228 ▼-100.0%00.0%TransportationHMCHonda Motor$0$221 ▼-100.0%00.0%Auto/Tires/TrucksPFEPfizer$0$218 ▼-100.0%00.0%MedicalAEPAmerican Electric Power$0$211 ▼-100.0%00.0%UtilitiesPEPPepsiCo$0$207 ▼-100.0%00.0%Consumer StaplesShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
