Swisher Financial Concepts, Inc. Portfolio Holdings

Swisher Financial Concepts, Inc.

  • $81.2 Million
  • Q4 2024

Swisher Financial Concepts, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $81.2 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $9.26M, Capital Group Divid Value ETF with a value of $7.72M, Pacer Fds Tr Us Cash Cows 100 with a value of $5.88M, Abbott Laboratories with a value of $5.82M, and Apple Inc. with a value of $4.8M.

Examining the 13F form we can see an decrease of $77.5M in the current position value, from $159M to 81.2M.

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 $81.2 Million
ETFs: $41.8 Million
Healthcare: $16.7 Million
Technology: $10.3 Million
Consumer Cyclical: $3.99 Million
Consumer Defensive: $2.21 Million
Financial Services: $1.8 Million
Communication Services: $1.62 Million
Energy: $790,000
Other: $343,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.41B
$61,000 0.08% of portfolio
32,550
Q4 2024 Reduced 0.38%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $81.2 Million
  • Prior Value $159 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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