Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2025) About Swisher Financial Concepts, Inc.Investment ActivitySwisher Financial Concepts, Inc. has $166.82 million in total holdings as of September 30, 2025.Swisher Financial Concepts, Inc. owns shares of 88 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 6.95% of the portfolio was purchased this quarter.About 6.50% of the portfolio was sold this quarter.This quarter, Swisher Financial Concepts, Inc. has purchased 90 new stocks and bought additional shares in 24 stocks.Swisher Financial Concepts, Inc. sold shares of 47 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $14,796,498Vanguard Total International Stock ETF $12,756,086AbbVie $12,015,680Capital Group Dividend Value ETF $11,036,751iShares MSCI USA Equal Weighted ETF $8,297,734 Largest New Holdings this Quarter 464285204 - iShares Gold Trust $950,303 Holding46137V480 - Invesco S&P SmallCap Value with Momentum ETF $223,073 Holding68389X105 - Oracle $217,871 Holding00214Q104 - ARK Innovation ETF $211,090 Holding14020Y508 - CAPITAL GRP FIXED INCM ETF T $205,415 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 26,137 shares (about $1.92M)Vanguard Total Stock Market ETF 5,722 shares (about $1.88M)CAPITAL GROUP DIVIDEND GROWE 34,891 shares (about $1.21M)iShares MSCI USA Equal Weighted ETF 11,240 shares (about $1.16M)Vanguard Total Bond Market ETF 13,982 shares (about $1.04M) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 25,340 shares (about $1.46M)Capital Group Dividend Value ETF 30,050 shares (about $1.26M)Schwab Fundamental International Equity ETF 24,482 shares (about $1.05M)iShares MSCI Emerging Markets ex China ETF 12,588 shares (about $849.82K)Invesco NASDAQ 100 ETF 3,367 shares (about $832.05K) 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$14,796,498$1,877,785 ▲14.5%45,0888.9%ETFVXUSVanguard Total International Stock ETF$12,756,086$1,920,021 ▲17.7%173,6477.6%ETFABBVAbbVie$12,015,680$45,845 ▼-0.4%51,8957.2%MedicalCGDVCapital Group Dividend Value ETF$11,036,751$1,263,003 ▼-10.3%262,5926.6%ETFEUSAiShares MSCI USA Equal Weighted ETF$8,297,734$1,157,383 ▲16.2%80,5845.0%ETFCGGRCapital Group Growth ETF$7,951,767$585,893 ▲8.0%181,0514.8%ETFABTAbbott Laboratories$6,885,230$13,394 ▼-0.2%51,4054.1%MedicalCAPITAL GROUP DIVIDEND GROWE$6,782,283$1,208,972 ▲21.7%195,7374.1%SHS ETFBNDVanguard Total Bond Market ETF$6,759,043$1,039,841 ▲18.2%90,8844.1%ETFAAPLApple$6,577,657$117,640 ▼-1.8%25,8323.9%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$6,516,173$386,946 ▲6.3%234,8173.9%ETFCGCPCapital Group Core Plus Income ETF$6,249,129$367,405 ▲6.2%275,0503.7%ETFCGXUCapital Group International Focus Equity ETF$5,309,975$34,448 ▼-0.6%179,2703.2%ETFMSFTMicrosoft$5,285,888$3,626 ▼-0.1%10,2053.2%Computer and TechnologyAMZNAmazon.com$3,963,019$14,272 ▲0.4%18,0492.4%Retail/WholesaleXOMExxon Mobil$3,072,949$2,368 ▲0.1%27,2551.8%EnergyCOWZPacer US Cash Cows 100 ETF$2,650,784$1,456,279 ▼-35.5%46,1251.6%ETFAVGOBroadcom$1,751,129$768,676 ▲78.2%5,3081.0%Computer and TechnologyGOOGLAlphabet$1,542,824$12,399 ▼-0.8%6,3460.9%Computer and TechnologyNVDANVIDIA$1,372,502$101,314 ▲8.0%7,3560.8%Computer and TechnologyPMPhilip Morris International$1,357,7760.0%8,3710.8%Consumer StaplesFNDFSchwab Fundamental International Equity ETF$1,058,788$1,051,743 ▼-49.8%24,6460.6%ETFCAPITAL GROUP INTERNATIONAL$1,007,183$83,033 ▼-7.6%32,6900.6%SHSGLDSPDR Gold Shares$997,449$12,797 ▲1.3%2,8060.6%FinanceQQQInvesco QQQ$996,855$98,484 ▼-9.0%1,6600.6%FinancePGProcter & Gamble$990,606$2,151 ▼-0.2%6,4470.6%Consumer StaplesIAUiShares Gold Trust$950,303$950,303 ▲New Holding13,0590.6%FinanceGOOGAlphabet$932,066$58,452 ▼-5.9%3,8270.6%Computer and TechnologyLLYEli Lilly and Company$930,097$19,838 ▼-2.1%1,2190.6%MedicalGEGE Aerospace$854,3580.0%2,8400.5%AerospaceJPMJPMorgan Chase & Co.$830,8450.0%2,6340.5%FinanceTCHPT. Rowe Price Blue Chip Growth ETF$818,496$67,845 ▼-7.7%16,7450.5%ETFGE VERNOVA INC$777,234$22,136 ▼-2.8%1,2640.5%COMBRK.ABerkshire Hathaway$754,2000.0%10.5%FinanceSLViShares Silver Trust$728,976$10,169 ▲1.4%17,2050.4%ETFTSLATesla$723,115$284,176 ▼-28.2%1,6260.4%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$698,784$1,955 ▲0.3%2,5020.4%Computer and TechnologyURIUnited Rentals$695,498$954 ▲0.1%7290.4%ConstructionVIGIVanguard International Dividend Appreciation ETF$680,799$330,413 ▼-32.7%7,6010.4%ETFCGUSCapital Group Core Equity ETF$679,636$312,042 ▼-31.5%17,1890.4%ETFCOSTCostco Wholesale$675,710$180,498 ▲36.4%7300.4%Retail/WholesaleWMTWalmart$667,069$61,317 ▼-8.4%6,4730.4%Retail/WholesaleCSCOCisco Systems$664,209$56,240 ▼-7.8%9,7080.4%Computer and TechnologyMOAltria Group$662,2520.0%10,0250.4%Consumer StaplesVOVanguard Mid-Cap ETF$653,278$351,901 ▼-35.0%2,2240.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$644,113$849,816 ▼-56.9%9,5410.4%ManufacturingVRTVertiv$590,321$10,409 ▼-1.7%3,9130.4%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$575,312$78,021 ▼-11.9%5,5820.3%ETFIYJiShares U.S. Industrials ETF$563,953$41,720 ▼-6.9%3,8660.3%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$561,177$331,567 ▼-37.1%11,6190.3%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$546,224$35,883 ▼-6.2%11,7670.3%ETFXMMOInvesco S&P MidCap Momentum ETF$481,484$328,924 ▼-40.6%3,5600.3%ETFCNCCentene$463,769$25,404 ▼-5.2%12,9980.3%MedicalCINFCincinnati Financial$414,5380.0%2,6220.2%FinanceIVWiShares S&P 500 Growth ETF$392,121$22,093 ▼-5.3%3,2480.2%ETFJPREJPMorgan Realty Income ETF$369,719$207,913 ▼-36.0%7,7140.2%ETFBIVVanguard Intermediate-Term Bond ETF$360,104$92,545 ▲34.6%4,6110.2%ETFCEGConstellation Energy$357,699$16,783 ▲4.9%1,0870.2%EnergyIBUYAmplify Online Retail ETF$353,861$11,882 ▼-3.2%4,6460.2%ETFNEENextEra Energy$352,538$8,757 ▼-2.4%4,6700.2%UtilitiesVOOVanguard S&P 500 ETF$350,784$33,058 ▲10.4%5730.2%ETFGISGeneral Mills$326,4920.0%6,4750.2%Consumer StaplesBRK.BBerkshire Hathaway$323,765$1,005 ▲0.3%6440.2%FinanceVPUVanguard Utilities ETF$322,676$757 ▲0.2%1,7040.2%ETFVWOVanguard FTSE Emerging Markets ETF$320,312$24,489 ▼-7.1%5,9120.2%ETFUNHUnitedHealth Group$319,402$2,072 ▼-0.6%9250.2%MedicalISHARES BITCOIN TRUST ETF$317,135$67,730 ▼-17.6%4,8790.2%SHS BEN INTVVisa$313,728$116,752 ▼-27.1%9190.2%Business ServicesMGKVanguard Mega Cap Growth ETF$312,278$91,752 ▼-22.7%7760.2%ETFITAiShares U.S. Aerospace & Defense ETF$309,7170.0%1,4800.2%ETFCAHCardinal Health$307,0140.0%1,9560.2%MedicalSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$292,645$36,970 ▼-11.2%2,2560.2%ETFTDVGT. Rowe Price Dividend Growth ETF$286,030$44 ▲0.0%6,5070.2%ETFMDLZMondelez International$277,3040.0%4,4390.2%Consumer StaplesMCKMcKesson$271,9340.0%3520.2%MedicalCMICummins$251,901$52,832 ▼-17.3%5960.2%Auto/Tires/TrucksQQQMInvesco NASDAQ 100 ETF$248,850$832,054 ▼-77.0%1,0070.1%ETFBACBank of America$246,087$18,108 ▼-6.9%4,7700.1%FinanceIYGiShares U.S. Financial Services ETF$241,401$36,573 ▼-13.2%2,6930.1%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$240,188$53,394 ▼-18.2%5,5330.1%ETFKOCocaCola$235,578$862 ▲0.4%3,5520.1%Consumer StaplesXSVMInvesco S&P SmallCap Value with Momentum ETF$223,073$223,073 ▲New Holding3,9510.1%MiscellaneousORCLOracle$217,871$217,871 ▲New Holding7750.1%Computer and TechnologyVAWVanguard Materials ETF$217,561$60,638 ▼-21.8%1,0620.1%ETFAMPLIFY ETF TR$214,570$30,380 ▼-12.4%2,4720.1%AMPLIFY CYBERSECARKKARK Innovation ETF$211,090$211,090 ▲New Holding2,4460.1%ETFCAPITAL GRP FIXED INCM ETF T$205,415$205,415 ▲New Holding7,7280.1%CORE BOND ETFAGLAgilon Health$33,5260.0%32,5500.0%MedicalEEMSiShares MSCI Emerging Markets Small-Cap ETF$0$378,076 ▼-100.0%00.0%ETFJ P MORGAN EXCHANGE TRADED F$0$292,070 ▼-100.0%00.0%JPMORGAM LTD DURPSRInvesco Active U.S. Real Estate ETF$0$215,327 ▼-100.0%00.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$0$214,326 ▼-100.0%00.0%ETFDISWalt Disney$0$212,570 ▼-100.0%00.0%Consumer DiscretionaryPYLDPIMCO Multi Sector Bond Active ETF$0$205,955 ▼-100.0%00.0%ETFCATCaterpillar$0$204,975 ▼-100.0%00.0%IndustrialsShowing 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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