Swisher Financial Concepts, Inc. Portfolio Holdings

Swisher Financial Concepts, Inc.

  • $98.7 Million
  • Q2 2024

Swisher Financial Concepts, Inc. has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $98.7 Million distributed in 78 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 $10.3M, Abb Vie Inc. with a value of $8.65M, Pacer Fds Tr Us Cash Cows 100 with a value of $8.21M, Vanguard Mid Cap ETF with a value of $7.29M, and Ishares Inc Msci Emerging Mkts with a value of $5.26M.

Examining the 13F form we can see an decrease of $16.3M in the current position value, from $115M to 98.7M.

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 $98.7 Million
ETFs: $59 Million
Healthcare: $11.7 Million
Technology: $7.05 Million
Consumer Defensive: $2.22 Million
Real Estate: $2.1 Million
Communication Services: $2.06 Million
Financial Services: $1.71 Million
Industrials: $1.69 Million
Other: $2.17 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.56B
$226,000 0.23% of portfolio
1,752
Q2 2024 New
$4.62B
$217,000 0.22% of portfolio
6,082
Q2 2024 Reduced 2.41%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $98.7 Million
  • Prior Value $115 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 22, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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