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 $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.2B
$1.06 Million 0.67% of portfolio
14,825
Q4 2023 New
$58.9B
$1.04 Million 0.65% of portfolio
1,443
Q3 2024 Added 100.42%
$25.4B
$993,000 0.63% of portfolio
18,476
Q3 2024 Added 20.81%
$66.5B
$441,000 0.28% of portfolio
2,554
Q3 2024 Added 901.57%
$149B
$413,000 0.26% of portfolio
4,824
Q2 2024 Reduced 3.02%
$19.8B
$398,000 0.25% of portfolio
1,692
Q3 2024 Added 0.12%
$24.9B
$356,000 0.22% of portfolio
2,624
Q4 2023 New
$101B
$331,000 0.21% of portfolio
14,891
Q3 2024 Added 9.71%
$52.5B
$255,000 0.16% of portfolio
783
Q3 2024 Added 0.13%
$78.1B
$232,000 0.15% of portfolio
883
Q3 2024 Reduced 20.66%
$144B
$218,000 0.14% of portfolio
7,714
Q3 2024 Reduced 1.38%
$45.4B
$221,000 0.14% of portfolio
6,953
Q4 2023 New
$198B
$228,000 0.14% of portfolio
1,235
Q3 2024 New
$50.1B
$211,000 0.13% of portfolio
2,065
Q3 2024 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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