Swisher Financial Concepts, Inc. Purchases in Q1 2025

Swisher Financial Concepts, Inc.

  • $109 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
34.1K
New
$271.18 - $303.12 $9.24M - $10.3M
34.1K $9.32M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
132K
New
$58.01 - $64.46 $7.67M - $8.53M
132K $8.27M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
57.6K
New
$91.45 - $100.11 $5.27M - $5.76M
57.6K $5.36M
BND
Vanguard Bd Index Fd Inc Total

ETFs
67K
New
$71.17 - $73.66 $4.77M - $4.93M
67K $4.91M
CGGR
Capital Group Growth ETF Shs C

ETFs
137K
+ 1745.57%
$33.98 - $39.84 $4.67M - $5.48M
145K $4.99M
CGXU
Capital Group Intl Focus Equit

ETFs
156K
New
$24.59 - $26.59 $3.83M - $4.14M
156K $3.86M
CGDV
Capital Group Divid Value ETF

ETFs
88.6K
+ 40.48%
$34.95 - $37.36 $3.1M - $3.31M
308K $10.9M
CGCP
Capital Group Core Plus Income

ETFs
132K
+ 106.05%
$21.94 - $22.64 $2.89M - $2.99M
256K $5.74M
ABBV
Abb Vie Inc.

Healthcare
130
+ 0.25%
$169.2 - $216.66 $22K - $28.2K
52.2K $10.9M
CNC
Centene Corp

Healthcare
13.7K
New
$55.93 - $65.89 $767K - $903K
13.7K $832K
CGUS
Capital Group Core Equity ETF
17.6K
+ 150.92%
$33.08 - $36.62 $581K - $643K
29.2K $971K
MSFT
Microsoft Corp

Technology
2.37K
+ 29.11%
$375.39 - $447.2 $889K - $1.06M
10.5K $3.94M
URI
United Rentals, Inc.

Industrials
701
New
$594.17 - $789.56 $417K - $553K
701 $439K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.66K
+ 129.93%
$97.38 - $104.52 $356K - $383K
6.48K $653K
VRT
Vertiv Holdings CO

Industrials
3.55K
New
N/A
3.55K $307K
FDL
First Tr Morningstar Dividend

ETFs
6.93K
New
$39.69 - $43.83 $275K - $304K
6.93K $296K
AVGO
Broadcom Inc.

Technology
2.1K
+ 234.6%
$167.43 - $244.7 $352K - $514K
3K $501K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
2.36K
New
$122.03 - $134.83 $287K - $318K
2.36K $289K
VAW
Vanguard Materials ETF

ETFs
1.4K
New
$185.71 - $202.46 $260K - $283K
1.4K $261K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
505
New
$507.05 - $563.67 $256K - $285K
505 $258K
GE
General Electric CO

Industrials
1.29K
New
$168.59 - $212.13 $217K - $273K
1.29K $257K
ITA
Ishares Tr

ETFs
1.66K
New
$144.84 - $159.5 $241K - $265K
1.66K $254K
IYG
Ishares Tr

ETFs
3.1K
New
$74.6 - $84.81 $231K - $263K
3.1K $240K
MCK
Mckesson Corp

Healthcare
352
New
$566.21 - $672.99 $199K - $237K
352 $236K
CMI
Cummins Inc

Industrials
721
New
$312.92 - $386.07 $226K - $278K
721 $225K
GLD
Spdr Gold Trust

ETFs
363
+ 14.22%
$243.19 - $288.14 $88.3K - $105K
2.92K $839K
CEG
Constellation Energy Corp

Utilities
1.04K
New
$202.21 - $347.44 $210K - $361K
1.04K $213K
GRC
Gorman Rupp CO

Industrials
5.85K
New
$35.19 - $39.76 $206K - $233K
5.85K $206K
CATH
Global X Fds Global X S&P 500

ETFs
3.07K
New
$66.14 - $74.2 $203K - $228K
3.07K $205K
CAH
Cardinal Health Inc

Healthcare
1.49K
New
$118.02 - $137.77 $176K - $205K
1.49K $205K
IYJ
Ishares Tr

ETFs
1.66K
+ 59.24%
$127.48 - $142.0 $211K - $235K
4.46K $575K
NVDA
Nvidia Corp

Technology
2.52K
+ 65.46%
$106.98 - $149.43 $270K - $377K
6.37K $690K
JPM
Jpmorgan Chase & CO

Financial Services
627
+ 29.74%
$225.19 - $279.95 $141K - $176K
2.74K $670K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.04K
+ 74.68%
$165.25 - $224.62 $172K - $233K
2.43K $403K
LLY
Eli Lilly & CO

Healthcare
53
+ 4.47%
$725.72 - $929.72 $38.5K - $49.3K
1.24K $1.02M
XOM
Exxon Mobil Corp

Energy
166
+ 2.26%
$105.44 - $118.93 $17.5K - $19.7K
7.52K $894K
UNH
Unitedhealth Group Inc

Healthcare
163
+ 21.22%
$461.52 - $548.18 $75.2K - $89.4K
931 $487K
SLV
I Shares Silver Trust

ETFs
520
+ 3.1%
$26.93 - $31.32 $14K - $16.3K
17.3K $536K
VPU
Vanguard Utilities ETF

ETFs
462
+ 37.41%
$161.24 - $173.33 $74.5K - $80.1K
1.7K $286K
GOOG
Alphabet Inc.

Communication Services
1.16K
+ 39.86%
$156.06 - $207.71 $181K - $241K
4.07K $635K
V
Visa Inc.

Financial Services
95
+ 7.67%
$306.92 - $362.71 $29.2K - $34.5K
1.33K $467K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.03K
+ 31.66%
$92.45 - $106.69 $95.1K - $110K
4.28K $396K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
574
+ 4.8%
$41.61 - $44.72 $23.9K - $25.7K
12.5K $546K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
803
+ 13.58%
$42.5 - $46.71 $34.1K - $37.5K
6.71K $304K
TSLA
Tesla, Inc.

Consumer Cyclical
863
+ 66.74%
$222.15 - $428.22 $192K - $370K
2.16K $558K
PG
Procter & Gamble CO

Consumer Defensive
111
+ 2.35%
$158.56 - $176.26 $17.6K - $19.6K
4.83K $822K
NUVB
Nuvation Bio Inc.

Healthcare
10K
New
$1.82 - $3.25 $18.2K - $32.5K
10K $18K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
144
+ 4.41%
$73.78 - $76.59 $10.6K - $11K
3.41K $260K
REI
Ring Energy, Inc.

Energy
10.3K
New
$1.09 - $1.51 $11.2K - $15.5K
10.3K $11K
Activity Summary
Buys All Purchases 59 New Holdings 27 Increased Positions 32 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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