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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.01B
$243,000 0.15% of portfolio
6,326
Q3 2024 Added 0.09%
$785M
$106,000 0.07% of portfolio
32,675
Q4 2023 New

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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