Swisher Financial Concepts, Inc. Portfolio Holdings
Swisher Financial Concepts, Inc.
- $115 Million
- Q1 2024
Swisher Financial Concepts, Inc. has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $115 Million distributed in 85 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 $9.8M, Abb Vie Inc. with a value of $8.78M, Pacer Fds Tr Us Cash Cows 100 with a value of $8.61M, Vanguard Mid Cap ETF with a value of $7.34M, and Abbott Laboratories with a value of $5.76M.
Examining the 13F form we can see an increase of $15.1M in the current position value, from $99.9M to 115M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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