Swisher Financial Concepts, Inc. Portfolio Holdings

Swisher Financial Concepts, Inc.

  • $109 Million
  • Q1 2025

Swisher Financial Concepts, Inc. has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $109 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $10.9M, Capital Group Divid Value ETF with a value of $10.9M, Vanguard Total Stock Market Et with a value of $9.32M, Vanguard Star Fd Vanguard Tota with a value of $8.27M, and Capital Group Core Plus Income with a value of $5.74M.

Examining the 13F form we can see an increase of $27.4M in the current position value, from $81.2M to 109M.

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 $109 Million
ETFs: $77.5 Million
Healthcare: $13.9 Million
Technology: $6.44 Million
Consumer Defensive: $2.21 Million
Communication Services: $1.61 Million
Financial Services: $1.52 Million
Industrials: $1.43 Million
Energy: $905,000
Other: $1.12 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $109 Million
  • Prior Value $81.2 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 27 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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