The Analysis of Swisher Financial Concepts, Inc.'s Holdings

Currently, Swisher Financial Concepts, Inc. holds 97 types of securities in its portfolio with a total value $176.1M. In the most recent quarter, they have increased their positions in VXUS (+8.4K shares, valued at $633.2K), PYLD (+19.3K shares, valued at $513.7K), EUSA (+4.9K shares, valued at $503.3K); decreased their positions in AAPL (-926 shares, valued at $251.7K), AMZN (-915 shares, valued at $211.2K), N/A (-585 shares, valued at $183.1K); initiated new positions in PYLD (+19.3K shares, valued at $513.7K), VOOG (+974 shares, valued at $433.0K), HBAN (+16.9K shares, valued at $293.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS46.5K shares3.03%2025-12-312026-02-10

VXUS VANGUARD STAR FDS182.0K shares4.83%2025-12-312026-02-10

ABBV ABBVIE INC51.9K shares-0.06%2025-12-312026-02-10

CGDV CAPITAL GROUP DIVIDEND VALUE270.9K shares3.15%2025-12-312026-02-10

EUSA ISHARES INC85.5K shares6.04%2025-12-312026-02-10

CGGR CAPITAL GROUP GROWTH ETF189.9K shares4.91%2025-12-312026-02-10

CGDG CAPITAL GROUP DIVIDEND GROWE208.8K shares6.66%2025-12-312026-02-10

BND VANGUARD BD INDEX FDS95.9K shares5.51%2025-12-312026-02-10

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T247.7K shares5.50%2025-12-312026-02-10

AAPL APPLE INC24.9K shares-3.58%2025-12-312026-02-10

CGCP CAPITAL GRP FIXED INCM ETF T290.0K shares5.45%2025-12-312026-02-10

ABT ABBOTT LABS51.4K shares-0.06%2025-12-312026-02-10

CGXU CAPITAL GROUP INTL FOCUS EQT187.5K shares4.56%2025-12-312026-02-10

MSFT MICROSOFT CORP9.8K shares-3.49%2025-12-312026-02-10

AMZN AMAZON COM INC17.1K shares-5.07%2025-12-312026-02-10

XOM EXXON MOBIL CORP27.3K shares0.29%2025-12-312026-02-10

Sponsored

COWZ PACER FDS TR43.6K shares-5.52%2025-12-312026-02-10

ALPHABET INC ALPHABET INC5.8K shares-9.22%2025-12-312026-02-10

BROADCOM INC BROADCOM INC5.1K shares-3.73%2025-12-312026-02-10

NVDA NVIDIA CORPORATION7.6K shares3.48%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC8.4K shares0.00%2025-12-312026-02-10

LLY ELI LILLY & CO1.2K shares-1.64%2025-12-312026-02-10

ALPHABET INC ALPHABET INC3.8K shares0.00%2025-12-312026-02-10

ISHARES GOLD TR ISHARES GOLD TR14.1K shares7.73%2025-12-312026-02-10

Sponsored

SLV ISHARES SILVER TR17.6K shares2.20%2025-12-312026-02-10

GLD SPDR GOLD TR2.8K shares0.07%2025-12-312026-02-10

FNDF SCHWAB STRATEGIC TR23.9K shares-2.96%2025-12-312026-02-10

CGIC CAPITAL GROUP INTERNATIONAL32.2K shares-1.40%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-1.20%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO6.4K shares-0.92%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE2.8K shares0.00%2025-12-312026-02-10

GEV GE VERNOVA INC1.3K shares3.32%2025-12-312026-02-10

Sponsored

TCHP T ROWE PRICE ETF INC17.1K shares2.02%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.2.6K shares-1.14%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD2.5K shares-0.44%2025-12-312026-02-10

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-10

CSCO CISCO SYS INC9.7K shares0.27%2025-12-312026-02-10

WMT WALMART INC6.5K shares0.34%2025-12-312026-02-10

VIGI VANGUARD WHITEHALL FDS7.5K shares-0.93%2025-12-312026-02-10

EMXC ISHARES INC9.3K shares-2.46%2025-12-312026-02-10

Sponsored

TSLA TESLA INC1.5K shares-7.75%2025-12-312026-02-10

CGUS CAPITAL GROUP CORE EQUITY ET16.3K shares-4.99%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW751 shares2.88%2025-12-312026-02-10

VO VANGUARD INDEX FDS2.2K shares-0.90%2025-12-312026-02-10

VRT VERTIV HOLDINGS CO3.9K shares-0.56%2025-12-312026-02-10

CNC CENTENE CORP DEL14.6K shares12.05%2025-12-312026-02-10

URI UNITED RENTALS INC729 shares0.00%2025-12-312026-02-10

NOBL PROSHARES TR5.6K shares-0.43%2025-12-312026-02-10

Sponsored

MO ALTRIA GROUP INC10.0K shares0.00%2025-12-312026-02-10

DBEF DBX ETF TR11.8K shares0.00%2025-12-312026-02-10

IYJ ISHARES TR3.8K shares-2.22%2025-12-312026-02-10

RWJ INVESCO EXCH TRADED FD TR II10.8K shares-7.35%2025-12-312026-02-10

PYLD PIMCO ETF TR19.3K sharesnew addition2025-12-312026-02-10

XMMO INVESCO EXCHANGE TRADED FD T3.7K shares3.51%2025-12-312026-02-10

BIV VANGUARD BD INDEX FDS5.6K shares22.51%2025-12-312026-02-10

VOOG VANGUARD ADMIRAL FDS INC974 sharesnew addition2025-12-312026-02-10

Sponsored

CINF CINCINNATI FINL CORP2.6K shares0.00%2025-12-312026-02-10

IVW ISHARES TR3.3K shares0.71%2025-12-312026-02-10

CAH CARDINAL HEALTH INC2.0K shares0.00%2025-12-312026-02-10

NEE NEXTERA ENERGY INC4.7K shares0.00%2025-12-312026-02-10

CEG CONSTELLATION ENERGY CORP1.0K shares-3.96%2025-12-312026-02-10

JPRE J P MORGAN EXCHANGE TRADED F7.7K shares0.18%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS557 shares-2.79%2025-12-312026-02-10

IBUY AMPLIFY ETF TR4.3K shares-6.59%2025-12-312026-02-10

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL642 shares-0.31%2025-12-312026-02-10

V VISA INC919 shares0.00%2025-12-312026-02-10

MGK VANGUARD WORLD FD776 shares0.00%2025-12-312026-02-10

VPU VANGUARD WORLD FD1.7K shares0.23%2025-12-312026-02-10

SMLV SPDR SERIES TRUST2.4K shares4.96%2025-12-312026-02-10

ITA ISHARES TR1.4K shares-2.70%2025-12-312026-02-10

CMI CUMMINS INC597 shares0.17%2025-12-312026-02-10

GIS GENERAL MLS INC6.5K shares0.00%2025-12-312026-02-10

Sponsored

UNH UNITEDHEALTH GROUP INC910 shares-1.62%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F5.5K shares-6.72%2025-12-312026-02-10

HBAN HUNTINGTON BANCSHARES INC16.9K sharesnew addition2025-12-312026-02-10

MCK MCKESSON CORP352 shares0.00%2025-12-312026-02-10

BAC BANK AMERICA CORP4.8K shares0.08%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC2.5K sharesnew addition2025-12-312026-02-10

KO COCA COLA CO3.6K shares0.79%2025-12-312026-02-10

VCRM VANGUARD MUN BD FDS3.3K sharesnew addition2025-12-312026-02-10

Sponsored

VGMS VANGUARD MALVERN FDS4.8K sharesnew addition2025-12-312026-02-10

VCRB VANGUARD MALVERN FDS3.2K sharesnew addition2025-12-312026-02-10

IYG ISHARES TR2.7K shares0.00%2025-12-312026-02-10

FDL FIRST TR EXCHANGE-TRADED FD5.5K shares0.00%2025-12-312026-02-10

TDVG T ROWE PRICE ETF INC5.4K shares-16.89%2025-12-312026-02-10

MDLZ MONDELEZ INTL INC4.4K shares0.00%2025-12-312026-02-10

QQQM INVESCO EXCH TRADED FD TR II943 shares-6.36%2025-12-312026-02-10

XSVM INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-12-312026-02-10

Sponsored

IBIT ISHARES BITCOIN TRUST ETF4.5K shares-7.26%2025-12-312026-02-10

SOXX ISHARES TR736 sharesnew addition2025-12-312026-02-10

VAW VANGUARD WORLD FD1.0K shares-1.60%2025-12-312026-02-10

CAT CATERPILLAR INC378 sharesnew addition2025-12-312026-02-10

CGCB CAPITAL GRP FIXED INCM ETF T7.7K shares0.12%2025-12-312026-02-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND762 sharesnew addition2025-12-312026-02-10

GRC GORMAN RUPP CO4.3K sharesnew addition2025-12-312026-02-10

BLES NORTHERN LTS FD TR IV4.6K sharesnew addition2025-12-312026-02-10

Sponsored

AGL AGILON HEALTH INC32.5K shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available