Swisher Financial Concepts, Inc. Portfolio Holdings

Swisher Financial Concepts, Inc.

  • $151 Million
  • Q3 2025

Swisher Financial Concepts, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Million distributed in 88 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 $14.8M, Vanguard Star Fd Vanguard Tota with a value of $12.8M, Abb Vie Inc. with a value of $12M, Capital Group Divid Value ETF with a value of $11M, and Ishares Msci Usa Equal Weighte with a value of $8.3M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $140M to 151M.

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 $151 Million
ETFs: $90 Million
Healthcare: $21.2 Million
Technology: $16.6 Million
Consumer Defensive: $5.19 Million
Consumer Cyclical: $4.69 Million
Energy: $3.07 Million
Financial Services: $2.88 Million
Communication Services: $2.47 Million
Other: $2.85 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$1.75 Million 1.16% of portfolio
5,308
Q3 2025 Added 78.24%
$69.5B
$695,000 0.46% of portfolio
729
Q3 2025 Added 0.14%
$114B
$662,000 0.44% of portfolio
10,025
Q2 2025 New
$20.4B
$463,000 0.31% of portfolio
12,998
Q3 2025 Reduced 5.19%
$24.9B
$414,000 0.27% of portfolio
2,622
Q2 2025 Reduced 0.08%
$117B
$357,000 0.24% of portfolio
1,087
Q3 2025 Added 4.92%
$165B
$352,000 0.23% of portfolio
4,670
Q3 2025 Reduced 2.42%
$32.7B
$339,000 0.22% of portfolio
3,913
Q3 2025 Reduced 1.73%
$28.8B
$326,000 0.22% of portfolio
6,475
Q2 2025 New
$41.6B
$307,000 0.2% of portfolio
1,956
Q2 2025 Added 31.28%
$113B
$271,000 0.18% of portfolio
352
Q1 2025 New
$84.6B
$277,000 0.18% of portfolio
4,439
Q2 2025 New
$58.9B
$251,000 0.17% of portfolio
596
Q3 2025 Reduced 17.34%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $151 Million
  • Prior Value $140 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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