Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2024)

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About Swisher Financial Concepts, Inc.

Investment Activity

Swisher Financial Concepts, Inc. has $114.92 thousand in total holdings as of March 31, 2024.
Swisher Financial Concepts, Inc. owns shares of 85 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 8.18% of the portfolio was purchased this quarter.
About 2.99% of the portfolio was sold this quarter.
This quarter, Swisher Financial Concepts, Inc. has purchased 81 new stocks and bought additional shares in 37 stocks.
Swisher Financial Concepts, Inc. sold shares of 23 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Capital Group Dividend Value ETF: $9,796
AbbVie: $8,776
Pacer US Cash Cows 100 ETF: $8,606
Vanguard Mid-Cap ETF: $7,342
Abbott Laboratories: $5,757

Largest New Holdings this Quarter

NVIDIA: $291 Holding
Caterpillar: $257 Holding
Walt Disney: $251 Holding
Taiwan Semiconductor Manufacturing: $249 Holding
Vanguard Total Stock Market ETF: $234 Holding

Largest Purchases this Quarter

iShares MSCI Emerging Markets ex China ETF: 35,694 shares (about $2.07K)
Capital Group U.S. Multi-Sector Income ETF: 41,987 shares (about $1.12K)
Capital Group Dividend Value ETF: 21,555 shares (about $692.35)
Apple: 4,072 shares (about $684.92)
Pacer US Cash Cows 100 ETF: 9,741 shares (about $555.27)

Largest Sales this Quarter

Vanguard FTSE Emerging Markets ETF: 40,258 shares (about $1.71K)
JPMorgan Chase & Co.: 1,031 shares (about $200.59)
T. Rowe Price Blue Chip Growth ETF: 2,120 shares (about $74.62)
J P MORGAN EXCHANGE TRADED F: 1,285 shares (about $65.02)
Broadcom: 45 shares (about $60.00)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CGDV Capital Group Dividend Value ETF	$9,796	$692 ▲	7.6%	304,982	8.5%	ETF
ABBV AbbVie	$8,776	$4 ▲	0.0%	52,153	7.6%	Medical
COWZ Pacer US Cash Cows 100 ETF	$8,606	$555 ▲	6.9%	150,974	7.5%	ETF
VO Vanguard Mid-Cap ETF	$7,342	$286 ▲	4.1%	30,153	6.4%	ETF
ABT Abbott Laboratories	$5,757	$1 ▲	0.0%	51,682	5.0%	Medical
FNDF Schwab Fundamental International Large Company Index ETF	$4,923	$201 ▲	4.3%	139,230	4.3%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$4,923	$2,067 ▲	72.4%	85,013	4.3%	Manufacturing
QQQ Invesco QQQ	$4,866	$110 ▲	2.3%	11,069	4.2%	Finance
VIGI Vanguard International Dividend Appreciation ETF	$4,820	$243 ▲	5.3%	60,339	4.2%	ETF
AAPL Apple	$4,492	$685 ▲	18.0%	26,706	3.9%	Computer and Technology
MSFT Microsoft	$4,223	$1 ▲	0.0%	9,921	3.7%	Computer and Technology
RWJ Invesco S&P SmallCap 600 Revenue ETF	$3,963	$215 ▲	5.7%	97,454	3.4%	ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$3,520	$1,124 ▲	46.9%	131,505	3.1%	ETF
AMZN Amazon.com	$3,281	$40 ▲	1.2%	17,654	2.9%	Retail/Wholesale
J P MORGAN EXCHANGE TRADED F	$2,382	$65 ▼	-2.7%	47,075	2.1%	JPMORGAM LTD DUR
ARKK ARK Innovation ETF	$2,175	$69 ▲	3.3%	45,816	1.9%	ETF
EEMS iShares MSCI Emerging Markets Small-Cap ETF	$1,994	$169 ▲	9.3%	33,492	1.7%	ETF
JPM JPMorgan Chase & Co.	$1,086	$201 ▼	-15.6%	5,582	0.9%	Finance
CNC Centene	$1,068		0.0%	14,825	0.9%	Medical
XOM Exxon Mobil	$949	$3 ▲	0.3%	7,790	0.8%	Oils/Energy
TCHP T. Rowe Price Blue Chip Growth ETF	$940	$75 ▼	-7.4%	26,707	0.8%	ETF
GOOGL Alphabet	$935	$30 ▲	3.3%	5,940	0.8%	Computer and Technology
IYJ iShares U.S. Industrials ETF	$751	$29 ▼	-3.7%	6,108	0.7%	ETF
PG Procter & Gamble	$746	$1 ▲	0.1%	4,768	0.6%	Consumer Staples
LLY Eli Lilly and Company	$739		0.0%	978	0.6%	Medical
CGUS Capital Group Core Equity ETF	$686	$133 ▲	24.1%	22,224	0.6%	ETF
PLD Prologis	$662	$49 ▲	8.1%	5,496	0.6%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$659	$14 ▼	-2.1%	6,689	0.6%	ETF
VTR Ventas	$648	$66 ▲	11.4%	15,217	0.6%	Finance
GOOG Alphabet	$640		0.0%	4,030	0.6%	Computer and Technology
PSA Public Storage	$627	$59 ▲	10.4%	2,289	0.5%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$612	$1,706 ▼	-73.6%	14,439	0.5%	ETF
CSCO Cisco Systems	$577	$10 ▼	-1.8%	11,748	0.5%	Computer and Technology
INTC Intel	$536	$3 ▼	-0.6%	14,411	0.5%	Computer and Technology
GLD SPDR Gold Shares	$527		0.0%	2,432	0.5%	Finance
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$512	$27 ▼	-5.1%	12,638	0.4%	ETF
URI United Rentals	$490		0.0%	720	0.4%	Construction
BNDX Vanguard Total International Bond ETF	$475	$54 ▲	12.8%	9,752	0.4%	ETF
EMTL SPDR DoubleLine Emerging Markets Fixed Income ETF	$472	$52 ▲	12.5%	11,256	0.4%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$468	$39 ▼	-7.6%	12,073	0.4%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$457	$50 ▲	12.2%	18,039	0.4%	ETF
COST Costco Wholesale	$437		0.0%	601	0.4%	Retail/Wholesale
VXUS Vanguard Total International Stock ETF	$429	$8 ▲	1.9%	7,171	0.4%	ETF
WMT Walmart	$424	$283 ▲	200.0%	7,012	0.4%	Retail/Wholesale
SLV iShares Silver Trust	$424	$5 ▼	-1.2%	16,520	0.4%	ETF
IBUY Amplify Online Retail ETF	$392	$26 ▼	-6.3%	7,008	0.3%	ETF
TSLA Tesla	$391	$26 ▲	7.0%	2,270	0.3%	Auto/Tires/Trucks
IVW iShares S&P 500 Growth ETF	$384	$2 ▼	-0.6%	4,575	0.3%	ETF
AVGO Broadcom	$376	$60 ▼	-13.8%	282	0.3%	Computer and Technology
CGXU Capital Group International Focus Equity ETF	$371	$85 ▲	29.9%	14,489	0.3%	ETF
V Visa	$344		0.0%	1,258	0.3%	Business Services
IYG iShares U.S. Financial Services ETF	$336	$114 ▲	51.1%	5,236	0.3%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$330	$7 ▼	-2.0%	4,468	0.3%	ETF
MRK Merck & Co., Inc.	$324		0.0%	2,575	0.3%	Medical
NEE NextEra Energy	$318		0.0%	4,974	0.3%	Utilities
CINF Cincinnati Financial	$317		0.0%	2,624	0.3%	Finance
FSLR First Solar	$315		0.0%	1,710	0.3%	Oils/Energy
FDL First Trust Morningstar Dividend Leaders Index	$315	$27 ▼	-7.9%	8,403	0.3%	ETF
AEP American Electric Power	$309	$0 ▲	0.1%	3,726	0.3%	Utilities
UNH UnitedHealth Group	$306	$10 ▼	-3.1%	683	0.3%	Medical
FDX FedEx	$304	$11 ▼	-3.6%	1,126	0.3%	Transportation
TDVG T. Rowe Price Dividend Growth ETF	$297	$0 ▲	0.0%	7,989	0.3%	ETF
NVDA NVIDIA	$291	$291 ▲	New Holding	331	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$275	$2 ▼	-0.7%	582	0.2%	ETF
VPU Vanguard Utilities ETF	$265	$0 ▲	0.2%	1,884	0.2%	ETF
PTF Invesco Dorsey Wright Technology Momentum ETF	$263		0.0%	4,650	0.2%	ETF
SUM Summit Materials	$259	$13 ▲	5.3%	6,232	0.2%	Construction
BRK.B Berkshire Hathaway	$259		0.0%	636	0.2%	Finance
CAT Caterpillar	$257	$257 ▲	New Holding	693	0.2%	Industrial Products
HMC Honda Motor	$255		0.0%	6,953	0.2%	Auto/Tires/Trucks
DIS Walt Disney	$251	$251 ▲	New Holding	2,137	0.2%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$249	$249 ▲	New Holding	1,705	0.2%	Computer and Technology
KO Coca-Cola	$238	$3 ▼	-1.4%	4,022	0.2%	Consumer Staples
CMI Cummins	$235	$42 ▼	-15.1%	782	0.2%	Auto/Tires/Trucks
VTI Vanguard Total Stock Market ETF	$234	$234 ▲	New Holding	918	0.2%	ETF
XSVM Invesco S&P SmallCap Value with Momentum ETF	$232		0.0%	4,248	0.2%	Miscellaneous
PFE Pfizer	$220	$5 ▲	2.4%	8,334	0.2%	Medical
BLES Inspire Global Hope ETF	$218		0.0%	5,890	0.2%	ETF
PEP PepsiCo	$216	$9 ▼	-4.1%	1,281	0.2%	Consumer Staples
GRC Gorman-Rupp	$216	$216 ▲	New Holding	5,737	0.2%	Industrial Products
BAC Bank of America	$214	$18 ▼	-7.7%	5,901	0.2%	Finance
AMPLIFY ETF TR	$213	$213 ▲	New Holding	3,342	0.2%	AMPLIFY CYBERSEC
SOXX iShares Semiconductor ETF	$200	$200 ▲	New Holding	905	0.2%	ETF
AGL agilon health	$180		0.0%	32,675	0.2%	Medical
F Ford Motor	$133	$0 ▲	0.3%	10,205	0.1%	Auto/Tires/Trucks
VAW Vanguard Materials ETF	$0	$399 ▼	-100.0%	0	0.0%	ETF
PHO Invesco Water Resources ETF	$0	$238 ▼	-100.0%	0	0.0%	ETF
HACK Amplify Cybersecurity ETF	$0	$208 ▼	-100.0%	0	0.0%	ETF
FTCS First Trust Capital Strength ETF	$0	$200 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2024)

About Swisher Financial Concepts, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2024)

About Swisher Financial Concepts, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSwisher Financial Concepts, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information