Swisher Financial Concepts, Inc. Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) About Swisher Financial Concepts, Inc.Investment ActivitySwisher Financial Concepts, Inc. has $114.92 thousand in total holdings as of March 31, 2024.Swisher Financial Concepts, Inc. owns shares of 85 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 8.18% of the portfolio was purchased this quarter.About 2.99% of the portfolio was sold this quarter.This quarter, Swisher Financial Concepts, Inc. has purchased 81 new stocks and bought additional shares in 37 stocks.Swisher Financial Concepts, Inc. sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $9,796AbbVie $8,776Pacer US Cash Cows 100 ETF $8,606Vanguard Mid-Cap ETF $7,342Abbott Laboratories $5,757 Largest New Holdings this Quarter NVIDIA $291 HoldingCaterpillar $257 HoldingWalt Disney $251 HoldingTaiwan Semiconductor Manufacturing $249 HoldingVanguard Total Stock Market ETF $234 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets ex China ETF 35,694 shares (about $2.07K)Capital Group U.S. Multi-Sector Income ETF 41,987 shares (about $1.12K)Capital Group Dividend Value ETF 21,555 shares (about $692.35)Apple 4,072 shares (about $684.92)Pacer US Cash Cows 100 ETF 9,741 shares (about $555.27) Largest Sales this Quarter Vanguard FTSE Emerging Markets ETF 40,258 shares (about $1.71K)JPMorgan Chase & Co. 1,031 shares (about $200.59)T. Rowe Price Blue Chip Growth ETF 2,120 shares (about $74.62)J P MORGAN EXCHANGE TRADED F 1,285 shares (about $65.02)Broadcom 45 shares (about $60.00) Sector Allocation Over TimeMap of 500 Largest Holdings ofSwisher Financial Concepts, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$9,796$692 ▲7.6%304,9828.5%ETFABBVAbbVie$8,776$4 ▲0.0%52,1537.6%MedicalCOWZPacer US Cash Cows 100 ETF$8,606$555 ▲6.9%150,9747.5%ETFVOVanguard Mid-Cap ETF$7,342$286 ▲4.1%30,1536.4%ETFABTAbbott Laboratories$5,757$1 ▲0.0%51,6825.0%MedicalFNDFSchwab Fundamental International Large Company Index ETF$4,923$201 ▲4.3%139,2304.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,923$2,067 ▲72.4%85,0134.3%ManufacturingQQQInvesco QQQ$4,866$110 ▲2.3%11,0694.2%FinanceVIGIVanguard International Dividend Appreciation ETF$4,820$243 ▲5.3%60,3394.2%ETFAAPLApple$4,492$685 ▲18.0%26,7063.9%Computer and TechnologyMSFTMicrosoft$4,223$1 ▲0.0%9,9213.7%Computer and TechnologyRWJInvesco S&P SmallCap 600 Revenue ETF$3,963$215 ▲5.7%97,4543.4%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$3,520$1,124 ▲46.9%131,5053.1%ETFAMZNAmazon.com$3,281$40 ▲1.2%17,6542.9%Retail/WholesaleJ P MORGAN EXCHANGE TRADED F$2,382$65 ▼-2.7%47,0752.1%JPMORGAM LTD DURARKKARK Innovation ETF$2,175$69 ▲3.3%45,8161.9%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$1,994$169 ▲9.3%33,4921.7%ETFJPMJPMorgan Chase & Co.$1,086$201 ▼-15.6%5,5820.9%FinanceCNCCentene$1,0680.0%14,8250.9%MedicalXOMExxon Mobil$949$3 ▲0.3%7,7900.8%Oils/EnergyTCHPT. Rowe Price Blue Chip Growth ETF$940$75 ▼-7.4%26,7070.8%ETFGOOGLAlphabet$935$30 ▲3.3%5,9400.8%Computer and TechnologyIYJiShares U.S. Industrials ETF$751$29 ▼-3.7%6,1080.7%ETFPGProcter & Gamble$746$1 ▲0.1%4,7680.6%Consumer StaplesLLYEli Lilly and Company$7390.0%9780.6%MedicalCGUSCapital Group Core Equity ETF$686$133 ▲24.1%22,2240.6%ETFPLDPrologis$662$49 ▲8.1%5,4960.6%FinanceNOBLProShares S&P 500 Aristocrats ETF$659$14 ▼-2.1%6,6890.6%ETFVTRVentas$648$66 ▲11.4%15,2170.6%FinanceGOOGAlphabet$6400.0%4,0300.6%Computer and TechnologyPSAPublic Storage$627$59 ▲10.4%2,2890.5%FinanceVWOVanguard FTSE Emerging Markets ETF$612$1,706 ▼-73.6%14,4390.5%ETFCSCOCisco Systems$577$10 ▼-1.8%11,7480.5%Computer and TechnologyINTCIntel$536$3 ▼-0.6%14,4110.5%Computer and TechnologyGLDSPDR Gold Shares$5270.0%2,4320.5%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$512$27 ▼-5.1%12,6380.4%ETFURIUnited Rentals$4900.0%7200.4%ConstructionBNDXVanguard Total International Bond ETF$475$54 ▲12.8%9,7520.4%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$472$52 ▲12.5%11,2560.4%ETFPAVEGlobal X U.S. Infrastructure Development ETF$468$39 ▼-7.6%12,0730.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$457$50 ▲12.2%18,0390.4%ETFCOSTCostco Wholesale$4370.0%6010.4%Retail/WholesaleVXUSVanguard Total International Stock ETF$429$8 ▲1.9%7,1710.4%ETFWMTWalmart$424$283 ▲200.0%7,0120.4%Retail/WholesaleSLViShares Silver Trust$424$5 ▼-1.2%16,5200.4%ETFIBUYAmplify Online Retail ETF$392$26 ▼-6.3%7,0080.3%ETFTSLATesla$391$26 ▲7.0%2,2700.3%Auto/Tires/TrucksIVWiShares S&P 500 Growth ETF$384$2 ▼-0.6%4,5750.3%ETFAVGOBroadcom$376$60 ▼-13.8%2820.3%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$371$85 ▲29.9%14,4890.3%ETFVVisa$3440.0%1,2580.3%Business ServicesIYGiShares U.S. Financial Services ETF$336$114 ▲51.1%5,2360.3%ETFBIVVanguard Intermediate-Term Bond ETF$330$7 ▼-2.0%4,4680.3%ETFMRKMerck & Co., Inc.$3240.0%2,5750.3%MedicalNEENextEra Energy$3180.0%4,9740.3%UtilitiesCINFCincinnati Financial$3170.0%2,6240.3%FinanceFSLRFirst Solar$3150.0%1,7100.3%Oils/EnergyFDLFirst Trust Morningstar Dividend Leaders Index$315$27 ▼-7.9%8,4030.3%ETFAEPAmerican Electric Power$309$0 ▲0.1%3,7260.3%UtilitiesUNHUnitedHealth Group$306$10 ▼-3.1%6830.3%MedicalFDXFedEx$304$11 ▼-3.6%1,1260.3%TransportationTDVGT. Rowe Price Dividend Growth ETF$297$0 ▲0.0%7,9890.3%ETFNVDANVIDIA$291$291 ▲New Holding3310.3%Computer and TechnologyVOOVanguard S&P 500 ETF$275$2 ▼-0.7%5820.2%ETFVPUVanguard Utilities ETF$265$0 ▲0.2%1,8840.2%ETFPTFInvesco Dorsey Wright Technology Momentum ETF$2630.0%4,6500.2%ETFSUMSummit Materials$259$13 ▲5.3%6,2320.2%ConstructionBRK.BBerkshire Hathaway$2590.0%6360.2%FinanceCATCaterpillar$257$257 ▲New Holding6930.2%Industrial ProductsHMCHonda Motor$2550.0%6,9530.2%Auto/Tires/TrucksDISWalt Disney$251$251 ▲New Holding2,1370.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$249$249 ▲New Holding1,7050.2%Computer and TechnologyKOCoca-Cola$238$3 ▼-1.4%4,0220.2%Consumer StaplesCMICummins$235$42 ▼-15.1%7820.2%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$234$234 ▲New Holding9180.2%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$2320.0%4,2480.2%MiscellaneousPFEPfizer$220$5 ▲2.4%8,3340.2%MedicalBLESInspire Global Hope ETF$2180.0%5,8900.2%ETFPEPPepsiCo$216$9 ▼-4.1%1,2810.2%Consumer StaplesGRCGorman-Rupp$216$216 ▲New Holding5,7370.2%Industrial ProductsBACBank of America$214$18 ▼-7.7%5,9010.2%FinanceAMPLIFY ETF TR$213$213 ▲New Holding3,3420.2%AMPLIFY CYBERSECSOXXiShares Semiconductor ETF$200$200 ▲New Holding9050.2%ETFAGLagilon health$1800.0%32,6750.2%MedicalFFord Motor$133$0 ▲0.3%10,2050.1%Auto/Tires/TrucksVAWVanguard Materials ETF$0$399 ▼-100.0%00.0%ETFPHOInvesco Water Resources ETF$0$238 ▼-100.0%00.0%ETFHACKAmplify Cybersecurity ETF$0$208 ▼-100.0%00.0%ETFFTCSFirst Trust Capital Strength ETF$0$200 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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