Swisher Financial Concepts, Inc. Portfolio Holdings

Swisher Financial Concepts, Inc.

  • $140 Million
  • Q2 2025

Swisher Financial Concepts, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $140 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $12M, Capital Group Divid Value ETF with a value of $11.6M, Vanguard Star Fd Vanguard Tota with a value of $10.2M, Abb Vie Inc. with a value of $9.67M, and Abbott Laboratories with a value of $7.01M.

Examining the 13F form we can see an increase of $31.8M in the current position value, from $109M to 140M.

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 $140 Million
ETFs: $84.8 Million
Healthcare: $19.3 Million
Technology: $13.7 Million
Consumer Defensive: $5.24 Million
Consumer Cyclical: $4.66 Million
Energy: $2.94 Million
Financial Services: $2.88 Million
Industrials: $2.06 Million
Other: $2.73 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Million 8.52% of portfolio
39,366
Q2 2025 Added 15.51%
$0
$11.6 Million 8.23% of portfolio
292,642
Q2 2025 Reduced 4.86%
$0
$10.2 Million 7.26% of portfolio
147,510
Q2 2025 Added 11.51%
$336B
$9.67 Million 6.89% of portfolio
52,093
Q2 2025 Reduced 0.23%
$222B
$7.01 Million 4.99% of portfolio
51,505
Q2 2025 New
$0
$6.87 Million 4.9% of portfolio
69,344
Q2 2025 Added 20.43%
$0
$6.82 Million 4.86% of portfolio
167,711
Q2 2025 Added 15.42%
$0
$5.82 Million 4.15% of portfolio
258,879
Q2 2025 Added 1.02%
$0
$5.66 Million 4.03% of portfolio
76,902
Q2 2025 Added 14.79%
$3.44T
$5.39 Million 3.84% of portfolio
26,294
Q2 2025 New
$3.83T
$5.08 Million 3.62% of portfolio
10,212
Q2 2025 Reduced 2.73%
$0
$4.9 Million 3.49% of portfolio
180,433
Q2 2025 Added 15.99%
$2.36T
$3.95 Million 2.81% of portfolio
17,984
Q2 2025 New
$0
$3.94 Million 2.8% of portfolio
71,465
Q2 2025 Reduced 22.13%
$460B
$2.94 Million 2.09% of portfolio
27,234
Q2 2025 Added 262.25%
$0
$1.97 Million 1.4% of portfolio
49,128
Q2 2025 Reduced 39.27%
$0
$1.4 Million 1.0% of portfolio
22,129
Q2 2025 Reduced 38.92%
$1.15T
$1.13 Million 0.8% of portfolio
6,397
Q2 2025 Added 1.59%
$432B
$1.08 Million 0.77% of portfolio
6,813
Q2 2025 Added 6.92%
$375B
$1.03 Million 0.73% of portfolio
6,461
Q2 2025 Added 33.88%
$0
$1.02 Million 0.72% of portfolio
11,290
Q2 2025 Reduced 25.67%
$0
$1.01 Million 0.72% of portfolio
1,824
Q2 2025 New
$0
$993,000 0.71% of portfolio
4,374
Q2 2025 Reduced 47.72%
$772B
$970,000 0.69% of portfolio
1,245
Q2 2025 Added 0.4%
$0
$957,000 0.68% of portfolio
3,422
Q2 2025 Reduced 29.3%
$0
$926,000 0.66% of portfolio
25,081
Q2 2025 Reduced 14.05%
$106B
$844,000 0.6% of portfolio
2,770
Q2 2025 Reduced 4.97%
$0
$822,000 0.59% of portfolio
18,133
Q2 2025 Reduced 6.95%
$118B
$820,000 0.58% of portfolio
2,978
Q2 2025 Reduced 0.67%
$0
$800,000 0.57% of portfolio
18,484
Q2 2025 Reduced 30.3%
$0
$770,000 0.55% of portfolio
5,992
Q2 2025 Added 15.72%
$876B
$763,000 0.54% of portfolio
2,634
Q2 2025 Reduced 3.69%
$16.1B
$744,000 0.53% of portfolio
13,710
Q1 2025 New
$436B
$728,000 0.52% of portfolio
1
Q2 2025 New
$297B
$730,000 0.52% of portfolio
2,840
Q2 2025 Added 120.5%
$282B
$730,000 0.52% of portfolio
10,530
Q2 2025 Added 0.3%
$998B
$719,000 0.51% of portfolio
2,265
Q2 2025 Added 5.06%
$1.18T
$721,000 0.51% of portfolio
4,067
Q2 2025 Reduced 0.07%
$265B
$691,000 0.49% of portfolio
7,068
Q2 2025 Added 0.2%
$0
$638,000 0.45% of portfolio
6,339
Q2 2025 Reduced 2.13%
$0
$590,000 0.42% of portfolio
4,152
Q2 2025 Reduced 6.84%
$107B
$587,000 0.42% of portfolio
10,025
Q2 2025 New
$0
$574,000 0.41% of portfolio
12,052
Q2 2025 Reduced 22.45%
$18.2B
$556,000 0.4% of portfolio
16,965
Q2 2025 Reduced 1.99%
$1.27T
$565,000 0.4% of portfolio
2,495
Q2 2025 Added 2.76%
$61.7B
$548,000 0.39% of portfolio
728
Q2 2025 Added 3.85%
$0
$548,000 0.39% of portfolio
12,540
Q1 2025 Added 4.8%
$414B
$529,000 0.38% of portfolio
535
Q2 2025 Reduced 2.9%
$584B
$447,000 0.32% of portfolio
1,261
Q2 2025 Reduced 5.47%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $140 Million
  • Prior Value $109 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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