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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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