Swisher Financial Concepts, Inc. Incresed Positions in Q3 2025

Swisher Financial Concepts, Inc.

  • $151 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.72K
+ 14.54%
$303.93 - $329.86 $1.74M - $1.89M
45.1K $14.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26.1K
+ 17.72%
$68.24 - $73.73 $1.78M - $1.93M
174K $12.8M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
11.2K
+ 16.21%
$99.08 - $103.57 $1.11M - $1.16M
80.6K $8.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
13.3K
+ 7.95%
$40.2 - $44.58 $536K - $595K
181K $7.95M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14K
+ 18.18%
$72.57 - $74.72 $1.01M - $1.04M
90.9K $6.76M
AVGO
Broadcom Inc.

Technology
2.33K
+ 78.24%
$264.74 - $369.57 $617K - $861K
5.31K $1.75M
CGCP
Capital Group Core Plus Income

ETFs
16.2K
+ 6.25%
$22.27 - $22.95 $360K - $371K
275K $6.25M
NVDA
Nvidia Corp

Technology
543
+ 7.97%
$153.3 - $186.58 $83.2K - $101K
7.36K $1.37M
SLV
I Shares Silver Trust

ETFs
240
+ 1.41%
$32.73 - $42.5 $7.86K - $10.2K
17.2K $728K
GLD
Spdr Gold Trust

ETFs
36
+ 1.3%
$300.96 - $355.47 $10.8K - $12.8K
2.81K $997K
COST
Costco Wholesale Corp

Consumer Defensive
195
+ 36.45%
$915.95 - $994.57 $179K - $194K
730 $675K
XOM
Exxon Mobil Corp

Energy
21
+ 0.08%
$105.83 - $117.22 $2.22K - $2.46K
27.3K $3.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7
+ 0.28%
$224.68 - $282.71 $1.57K - $1.98K
2.5K $698K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.19K
+ 34.59%
$76.16 - $78.59 $90.2K - $93.1K
4.61K $360K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
+ 10.4%
$567.77 - $614.76 $30.7K - $33.2K
573 $350K
CEG
Constellation Energy Corp

Utilities
51
+ 4.92%
$298.82 - $354.89 $15.2K - $18.1K
1.09K $357K
VPU
Vanguard Utilities ETF

ETFs
4
+ 0.24%
$175.25 - $189.41 $701 - $758
1.7K $322K
AMZN
Amazon Com Inc

Consumer Cyclical
65
+ 0.36%
$211.65 - $238.24 $13.8K - $15.5K
18K $3.96M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.31%
$459.11 - $506.91 $918 - $1.01K
644 $323K
TDVG
T Rowe Price Exchange Traded F

Technology
1
+ 0.02%
$42.05 - $43.96 $42.1 - $44
6.51K $286K
CGMS
Capital Grp Core Plus Income E
13.9K
+ 6.31%
N/A
235K $0
Capital Group Dividend Growe
34.9K
+ 21.69%
N/A
196K $0
KO
Coca Cola CO

Consumer Defensive
13
+ 0.37%
$65.67 - $71.67 $854 - $932
3.55K $235K
Activity Summary
Buys All Purchases 29 New Holdings 5 Increased Positions 24 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Swisher Financial Concepts, Inc. Portfolio

Follow Swisher Financial Concepts, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email