Swisher Financial Concepts, Inc. Portfolio Holdings by Sector
Swisher Financial Concepts, Inc.
- $115 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGDV COWZ VO EMXC FNDF QQQ VIGI RWJ 32 stocks |
$62,318
58.56% of portfolio
|
  17  
|
  11  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY MRK PFE 4 stocks |
$10,059
9.45% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$5,757
5.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,492
4.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$4,223
3.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,281
3.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1,575
1.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
INTC AVGO NVDA TSM 4 stocks |
$1,452
1.36% of portfolio
|
  2  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CNC UNH 2 stocks |
$1,374
1.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1,300
1.22% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$1,289
1.21% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$949
0.89% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$861
0.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA HMC F 3 stocks |
$779
0.73% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
$746
0.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
VTR 1 stocks |
$648
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE AEP 2 stocks |
$627
0.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$577
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$490
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$454
0.43% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
CMI GRC 2 stocks |
$451
0.42% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$344
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
CINF 1 stocks |
$317
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Solar | Technology
FSLR 1 stocks |
$315
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$304
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
SUM 1 stocks |
$259
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$259
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$257
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$251
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$234
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
AGL 1 stocks |
$180
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|