Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2025) About Swisher Financial Concepts, Inc.Investment ActivitySwisher Financial Concepts, Inc. has $154.91 million in total holdings as of June 30, 2025.Swisher Financial Concepts, Inc. owns shares of 90 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 21.71% of the portfolio was purchased this quarter.About 5.68% of the portfolio was sold this quarter.This quarter, Swisher Financial Concepts, Inc. has purchased 80 new stocks and bought additional shares in 29 stocks.Swisher Financial Concepts, Inc. sold shares of 37 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $11,964,453Capital Group Dividend Value ETF $11,556,447Vanguard Total International Stock ETF $10,191,452AbbVie $9,669,455Abbott Laboratories $7,005,177 Largest New Holdings this Quarter 002824100 - Abbott Laboratories $7,005,177 Holding037833100 - Apple $5,394,716 Holding023135106 - Amazon.com $3,945,510 Holding718172109 - Philip Morris International $1,524,610 Holding46090E103 - Invesco QQQ $1,006,384 Holding Largest Purchases this Quarter Abbott Laboratories 51,505 shares (about $7.01M)Apple 26,294 shares (about $5.39M)Amazon.com 17,984 shares (about $3.95M)Exxon Mobil 19,716 shares (about $2.13M)Vanguard Total Stock Market ETF 5,285 shares (about $1.61M) Largest Sales this Quarter Schwab Fundamental International Equity ETF 31,772 shares (about $1.27M)Pacer US Cash Cows 100 ETF 20,306 shares (about $1.12M)Invesco NASDAQ 100 ETF 3,992 shares (about $906.58K)iShares MSCI Emerging Markets ex China ETF 14,100 shares (about $890.27K)Capital Group Dividend Value ETF 14,946 shares (about $590.22K) 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 PortfolioSectorVTIVanguard Total Stock Market ETF$11,964,453$1,606,263 ▲15.5%39,3667.7%ETFCGDVCapital Group Dividend Value ETF$11,556,447$590,218 ▼-4.9%292,6427.5%ETFVXUSVanguard Total International Stock ETF$10,191,452$1,052,239 ▲11.5%147,5106.6%ETFABBVAbbVie$9,669,455$22,460 ▼-0.2%52,0936.2%MedicalABTAbbott Laboratories$7,005,177$7,005,177 ▲New Holding51,5054.5%MedicalEUSAiShares MSCI USA Equal Weighted ETF$6,873,377$1,165,949 ▲20.4%69,3444.4%ETFCGGRCapital Group Growth ETF$6,817,462$910,927 ▲15.4%167,7114.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$6,100,519$162,212 ▼-2.6%220,8733.9%ETFCGCPCapital Group Core Plus Income ETF$5,824,779$58,725 ▲1.0%258,8793.8%ETFBNDVanguard Total Bond Market ETF$5,662,294$729,747 ▲14.8%76,9023.7%ETFCAPITAL GROUP DIVIDEND GROWE$5,409,260$935,016 ▲20.9%160,8463.5%SHS ETFAAPLApple$5,394,716$5,394,716 ▲New Holding26,2943.5%Computer and TechnologyMSFTMicrosoft$5,079,401$142,752 ▼-2.7%10,2123.3%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$4,895,146$674,804 ▲16.0%180,4333.2%ETFAMZNAmazon.com$3,945,510$3,945,510 ▲New Holding17,9842.5%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$3,937,697$1,118,854 ▼-22.1%71,4652.5%ETFXOMExxon Mobil$2,935,775$2,125,348 ▲262.3%27,2341.9%EnergyFNDFSchwab Fundamental International Equity ETF$1,966,099$1,271,513 ▼-39.3%49,1281.3%ETFPMPhilip Morris International$1,524,610$1,524,610 ▲New Holding8,3711.0%Consumer StaplesEMXCiShares MSCI Emerging Markets ex China ETF$1,397,225$890,274 ▼-38.9%22,1290.9%ManufacturingGOOGLAlphabet$1,127,293$17,622 ▲1.6%6,3970.7%Computer and TechnologyNVDANVIDIA$1,076,387$69,674 ▲6.9%6,8130.7%Computer and TechnologyCAPITAL GROUP INTERNATIONAL$1,030,071$125,175 ▼-10.8%35,3850.7%SHSPGProcter & Gamble$1,029,329$260,479 ▲33.9%6,4610.7%Consumer StaplesVIGIVanguard International Dividend Appreciation ETF$1,017,446$351,375 ▼-25.7%11,2900.7%ETFQQQInvesco QQQ$1,006,384$1,006,384 ▲New Holding1,8240.6%FinanceQQQMInvesco NASDAQ 100 ETF$993,335$906,583 ▼-47.7%4,3740.6%ETFLLYEli Lilly and Company$970,521$3,898 ▲0.4%1,2450.6%MedicalVOVanguard Mid-Cap ETF$957,578$396,799 ▼-29.3%3,4220.6%ETFCGUSCapital Group Core Equity ETF$926,224$151,447 ▼-14.1%25,0810.6%ETFGLDSPDR Gold Shares$844,379$44,200 ▼-5.0%2,7700.5%FinanceTCHPT. Rowe Price Blue Chip Growth ETF$822,332$61,404 ▼-6.9%18,1330.5%ETFAVGOBroadcom$820,815$5,513 ▼-0.7%2,9780.5%Computer and TechnologyRWJInvesco S&P SmallCap 600 Revenue ETF$800,158$347,915 ▼-30.3%18,4840.5%ETFXMMOInvesco S&P MidCap Momentum ETF$770,802$104,712 ▲15.7%5,9920.5%ETFJPMJPMorgan Chase & Co.$763,548$29,278 ▼-3.7%2,6340.5%FinanceCNCCentene$744,1790.0%13,7100.5%MedicalGEGE Aerospace$731,009$399,481 ▲120.5%2,8400.5%AerospaceCSCOCisco Systems$730,602$2,151 ▲0.3%10,5300.5%Computer and TechnologyBRK.ABerkshire Hathaway$728,800$728,800 ▲New Holding10.5%FinanceGOOGAlphabet$721,445$532 ▼-0.1%4,0670.5%Computer and TechnologyTSLATesla$719,500$34,625 ▲5.1%2,2650.5%Auto/Tires/TrucksWMTWalmart$691,105$1,369 ▲0.2%7,0680.4%Retail/WholesaleGE VERNOVA INC$687,895$273,041 ▲65.8%1,3000.4%COMNOBLProShares S&P 500 Aristocrats ETF$638,349$13,897 ▼-2.1%6,3390.4%ETFIYJiShares U.S. Industrials ETF$590,871$43,405 ▼-6.8%4,1520.4%ETFMOAltria Group$587,766$587,766 ▲New Holding10,0250.4%Consumer StaplesJPREJPMorgan Realty Income ETF$574,162$166,170 ▼-22.4%12,0520.4%ETFTSMTaiwan Semiconductor Manufacturing$565,093$15,175 ▲2.8%2,4950.4%Computer and TechnologySLViShares Silver Trust$556,622$11,319 ▼-2.0%16,9650.4%ETFURIUnited Rentals$548,801$20,354 ▲3.9%7280.4%ConstructionDBEFXtrackers MSCI EAFE Hedged Equity ETF$548,6250.0%12,5400.4%ETFCOSTCostco Wholesale$529,618$15,839 ▼-2.9%5350.3%Retail/WholesaleVRTVertiv$511,333$54,960 ▲12.0%3,9820.3%Computer and TechnologyVVisa$447,718$25,919 ▼-5.5%1,2610.3%Business ServicesCINFCincinnati Financial$390,468$298 ▼-0.1%2,6220.3%FinanceEEMSiShares MSCI Emerging Markets Small-Cap ETF$378,076$246,949 ▼-39.5%5,8300.2%ETFIVWiShares S&P 500 Growth ETF$377,760$93,367 ▼-19.8%3,4310.2%ETFMGKVanguard Mega Cap Growth ETF$367,635$367,635 ▲New Holding1,0040.2%ETFISHARES BITCOIN TRUST ETF$362,424$47,193 ▲15.0%5,9210.2%SHS BEN INTGISGeneral Mills$335,493$335,493 ▲New Holding6,4750.2%Consumer StaplesCEGConstellation Energy$334,379$646 ▼-0.2%1,0360.2%EnergyNEENextEra Energy$332,244$5,276 ▼-1.6%4,7860.2%UtilitiesIBUYAmplify Online Retail ETF$331,448$331,448 ▲New Holding4,8020.2%ETFCAHCardinal Health$328,608$78,288 ▲31.3%1,9560.2%MedicalSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$317,961$23,275 ▲7.9%2,5410.2%ETFVWOVanguard FTSE Emerging Markets ETF$314,763$17,311 ▼-5.2%6,3640.2%ETFBRK.BBerkshire Hathaway$311,864$311,864 ▲New Holding6420.2%FinanceVPUVanguard Utilities ETF$300,101$530 ▲0.2%1,7000.2%ETFMDLZMondelez International$299,366$299,366 ▲New Holding4,4390.2%Consumer StaplesVOOVanguard S&P 500 ETF$294,598$7,947 ▲2.8%5190.2%ETFJ P MORGAN EXCHANGE TRADED F$292,070$22,146 ▼-7.0%5,5920.2%JPMORGAM LTD DURUNHUnitedHealth Group$290,4440.0%9310.2%MedicalFDLFirst Trust Morningstar Dividend Leaders Index Fund$283,167$7,118 ▼-2.5%6,7630.2%ETFITAiShares U.S. Aerospace & Defense ETF$279,192$34,333 ▼-11.0%1,4800.2%ETFTDVGT. Rowe Price Dividend Growth ETF$275,708$27,503 ▼-9.1%6,5060.2%ETFIYGiShares U.S. Financial Services ETF$265,4460.0%3,1010.2%ETFBIVVanguard Intermediate-Term Bond ETF$264,974$1,547 ▲0.6%3,4260.2%ETFVAWVanguard Materials ETF$264,579$7,793 ▼-2.9%1,3580.2%ETFMCKMcKesson$257,9390.0%3520.2%MedicalKOCocaCola$250,389$920 ▲0.4%3,5390.2%Consumer StaplesAMPLIFY ETF TR$243,736$243,736 ▲New Holding2,8220.2%AMPLIFY CYBERSECBACBank of America$242,322$242,322 ▲New Holding5,1210.2%FinanceCMICummins$236,1970.0%7210.2%Auto/Tires/TrucksPSRInvesco Active U.S. Real Estate ETF$215,327$200,168 ▼-48.2%2,3580.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$214,326$214,326 ▲New Holding4,9180.1%ETFDISWalt Disney$212,570$212,570 ▲New Holding1,7140.1%Consumer DiscretionaryPYLDPIMCO Multi Sector Bond Active ETF$205,955$37,210 ▼-15.3%7,7600.1%ETFCATCaterpillar$204,975$204,975 ▲New Holding5280.1%IndustrialsAGLAgilon Health$74,8650.0%32,5500.0%MedicalPTFInvesco Dorsey Wright Technology Momentum ETF$0$274,164 ▼-100.0%00.0%ETFINTCIntel$0$257,774 ▼-100.0%00.0%Computer and TechnologyBLESInspire Global Hope ETF$0$222,230 ▼-100.0%00.0%ETFCATHGlobal X S&P 500 Catholic Values ETF$0$207,415 ▼-100.0%00.0%ManufacturingGRCGorman-Rupp$0$205,492 ▼-100.0%00.0%IndustrialsNUVBNuvation Bio$0$17,600 ▼-100.0%00.0%MedicalREIRing Energy$0$11,834 ▼-100.0%00.0%EnergyShowing 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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