Swisher Financial Concepts, Inc. Portfolio Holdings

Swisher Financial Concepts, Inc.

  • $159 Million
  • Q3 2024

Swisher Financial Concepts, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $159 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $14.8M, Pacer Fds Tr Us Cash Cows 100 with a value of $11M, Vanguard Mid Cap ETF with a value of $10.7M, Abb Vie Inc. with a value of $10.2M, and Schwab Fundamental Intl Large with a value of $9.27M.

Examining the 13F form we can see an increase of $60M in the current position value, from $98.7M to 159M.

Swisher Financial Concepts, Inc. is based out at Westerville, OH

Below you can find more details about Swisher Financial Concepts, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $98.5 Million
Healthcare: $19.4 Million
Technology: $13.2 Million
Consumer Cyclical: $4.53 Million
Consumer Defensive: $2.85 Million
Industrials: $2.49 Million
Financial Services: $2.11 Million
Energy: $1.81 Million
Other: $3.76 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$313B
$10.2 Million 6.43% of portfolio
52,107
Q3 2024 Added 0.0%
$3.69T
$6.11 Million 3.85% of portfolio
27,220
Q3 2024 New
$206B
$5.8 Million 3.66% of portfolio
51,495
Q3 2024 New
$3.11T
$4.09 Million 2.58% of portfolio
9,827
Q3 2024 Added 0.53%
$2.01T
$3.25 Million 2.05% of portfolio
17,897
Q3 2024 New
$508B
$1.81 Million 1.14% of portfolio
15,274
Q3 2024 Added 100.0%
$1.11T
$1.06 Million 0.67% of portfolio
4,448
Q3 2024 Added 97.78%
$245B
$1.04 Million 0.66% of portfolio
14,032
Q3 2024 Added 100.03%
$984B
$1.04 Million 0.65% of portfolio
6,289
Q3 2024 Added 5.96%
$711B
$974,000 0.61% of portfolio
1,102
Q3 2024 Added 3.96%
$418B
$802,000 0.51% of portfolio
4,708
Q3 2024 Reduced 1.4%
$553B
$731,000 0.46% of portfolio
1,343
Q3 2024 Added 103.18%
$507B
$685,000 0.43% of portfolio
2,516
Q3 2024 Added 100.0%
$1.01T
$671,000 0.42% of portfolio
4,030
Q4 2023 New
$986B
$606,000 0.38% of portfolio
3,410
Q3 2024 Added 100.0%
$354B
$610,000 0.38% of portfolio
4,984
Q3 2024 Added 20.88%
$729B
$562,000 0.35% of portfolio
2,733
Q3 2024 Reduced 46.21%
$427B
$527,000 0.33% of portfolio
601
Q4 2023 New
$251B
$286,000 0.18% of portfolio
2,575
Q4 2023 New
$620B
$287,000 0.18% of portfolio
636
Q3 2024 New
$276B
$274,000 0.17% of portfolio
3,898
Q3 2024 Added 0.31%
$210B
$251,000 0.16% of portfolio
643
Q3 2024 Reduced 7.22%
$377B
$215,000 0.14% of portfolio
5,505
Q3 2024 New
$223B
$207,000 0.13% of portfolio
1,228
Q2 2024 Reduced 4.14%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $159 Million
  • Prior Value $98.7 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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