Sponsored

The Analysis of Swisher Financial Concepts, Inc.'s Holdings & P&L

Currently, Swisher Financial Concepts, Inc. holds 107 types of securities in its portfolio with a total value $158.8M. In the most recent quarter, they have increased their positions in VOOG (+9.3K shares, valued at $772.3K), AMD (+523 shares, valued at $303.8K), INTC (+1.9K shares, valued at $262.2K); decreased their positions in AAPL (-13.9K shares, valued at $4.0M), AMZN (-8.2K shares, valued at $1.9M), N/A (-7.2K shares, valued at $1.8M); initiated new positions in AMD (+523 shares, valued at $303.8K), INTC (+1.9K shares, valued at $262.2K), VGK (+2.4K shares, valued at $212.8K).

1M P&L

+161.6K+0.13%

3M P&L

+5.0M+4.27%

HY P&L

+3.8M+3.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A98.3M

79.7%

2Medical Devices4.1M

3.3%

3Consumer Electronics3.2M

2.6%

Top Industries by Stock Count

1N/A54 stocks

56.8%

2Semiconductors4 stocks

4.2%

3Drug Manufacturers - General3 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS47.9K shares-0.11%2026-06-302026-08-06

VXUS VANGUARD STAR FDS188.3K shares-1.04%2026-06-302026-08-06

CGDV CAPITAL GROUP DIVIDEND VALUE251.5K shares-8.73%2026-06-302026-08-06

ABBVIE INC ABBVIE INC44.7K shares-13.90%2026-06-302026-08-06

EUSA ISHARES INC83.6K shares-0.10%2026-06-302026-08-06

CGGR CAPITAL GROUP GROWTH ETF180.9K shares-4.25%2026-06-302026-08-06

CGDG CAPITAL GROUP DIVIDEND GROWE220.8K shares-0.74%2026-06-302026-08-06

BND VANGUARD BD INDEX FDS109.9K shares1.77%2026-06-302026-08-06

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T268.5K shares-3.24%2026-06-302026-08-06

CGCP CAPITAL GRP FIXED INCM ETF T311.0K shares-3.44%2026-06-302026-08-06

CGIC CAPITAL GROUP INTERNATIONAL136.4K shares0.62%2026-06-302026-08-06

ABT ABBOTT LABORATORIES44.7K shares-13.02%2026-06-302026-08-06

AAPL APPLE INC11.2K shares-55.49%2026-06-302026-08-06

EXXON MOBIL CORP EXXON MOBIL CORP21.3K shares-22.22%2026-06-302026-08-06

AMZN AMAZON COM INC9.8K shares-45.45%2026-06-302026-08-06

MSFT MICROSOFT CORP5.9K shares-43.17%2026-06-302026-08-06

Sponsored

COWZ PACER FDS TR25.9K shares-39.79%2026-06-302026-08-06

CGXU CAPITAL GROUP INTL FOCUS EQT46.5K shares-43.74%2026-06-302026-08-06

GOOGL ALPHABET INC4.2K shares-29.20%2026-06-302026-08-06

GEV GE VERNOVA INC1.1K shares-22.25%2026-06-302026-08-06

BROADCOM INC BROADCOM INC3.3K shares-35.44%2026-06-302026-08-06

QQQ INVESCO QQQ TR1.4K shares-5.61%2026-06-302026-08-06

NVDA NVIDIA CORPORATION4.7K shares-36.41%2026-06-302026-08-06

LLY ELI LILLY & CO777 shares-35.41%2026-06-302026-08-06

Sponsored

CNC CENTENE CORP DEL14.4K shares-1.37%2026-06-302026-08-06

VOOG VANGUARD ADMIRAL FDS INC10.9K shares620.31%2026-06-302026-08-06

GOOG ALPHABET INC2.5K shares-34.24%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares-33.89%2026-06-302026-08-06

IAU ISHARES GOLD TR10.1K shares-36.59%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-08-06

IDEQ LAZARD ACTIVE ETF TR20.5K shares2.31%2026-06-302026-08-06

FNDF SCHWAB STRATEGIC TR13.0K shares-44.91%2026-06-302026-08-06

Sponsored

GE GE AEROSPACE1.5K shares-48.00%2026-06-302026-08-06

VRT VERTIV HOLDINGS CO1.6K shares-59.84%2026-06-302026-08-06

PYLD PIMCO ETF TR19.3K shares-11.89%2026-06-302026-08-06

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.5K shares-42.44%2026-06-302026-08-06

GRC GORMAN RUPP CO5.3K shares24.58%2026-06-302026-08-06

CINF CINCINNATI FINL CORP2.6K shares-0.99%2026-06-302026-08-06

GLD SPDR GOLD TR1.3K shares-53.01%2026-06-302026-08-06

WMT WALMART INC4.1K shares-37.23%2026-06-302026-08-06

Sponsored

CISCO SYS INC CISCO SYS INC3.9K shares-62.13%2026-06-302026-08-06

XMMO INVESCO EXCHANGE TRADED FD T2.7K shares-30.56%2026-06-302026-08-06

SLV ISHARES SILVER TR7.6K shares-57.31%2026-06-302026-08-06

VO VANGUARD INDEX FDS4.7K shares115.99%2026-06-302026-08-06

JPRE J P MORGAN EXCHANGE TRADED F6.4K shares-22.43%2026-06-302026-08-06

ISHARES TR ISHARES TR443 shares2.31%2026-06-302026-08-06

SCHI SCHWAB STRATEGIC TR14.1K shares0.00%2026-06-302026-08-06

SCHX SCHWAB STRATEGIC TR10.5K shares0.00%2026-06-302026-08-06

Sponsored

PG PROCTER & GAMBLE CO2.1K shares-67.71%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION326 shares-56.48%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC523 sharesnew addition2026-06-302026-08-06

TCHP T ROWE PRICE EXCHANGE-TRADED5.8K shares-59.83%2026-06-302026-08-06

RWJ INVESCO EXCH TRADED FD TR II4.9K shares-53.78%2026-06-302026-08-06

VIGI VANGUARD WHITEHALL FDS3.1K shares-54.37%2026-06-302026-08-06

HBAN HUNTINGTON BANCSHARES INC15.9K shares-5.91%2026-06-302026-08-06

VISA INC VISA INC804 shares-21.56%2026-06-302026-08-06

Sponsored

SMLV SPDR SERIES TRUST1.7K shares-33.70%2026-06-302026-08-06

INTC INTEL CORP1.9K sharesnew addition2026-06-302026-08-06

TSLA TESLA INC613 shares-57.43%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL512 shares-20.25%2026-06-302026-08-06

VOO VANGUARD INDEX FDS362 shares-45.56%2026-06-302026-08-06

MGK VANGUARD WORLD FD2.8K shares258.41%2026-06-302026-08-06

IVW ISHARES TR1.7K shares-46.41%2026-06-302026-08-06

GLW CORNING INC890 shares-42.25%2026-06-302026-08-06

Sponsored

SOXX ISHARES TR348 shares-52.33%2026-06-302026-08-06

VGK VANGUARD INTL EQUITY INDEX F2.4K sharesnew addition2026-06-302026-08-06

GIS GENERAL MILLS INC6.1K shares-5.79%2026-06-302026-08-06

CGUS CAPITAL GROUP CORE EQUITY ET4.7K shares-47.62%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR7.3K sharesnew addition2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC258 sharesnew addition2026-06-302026-08-06

IYJ ISHARES TR1.1K shares-68.07%2026-06-302026-08-06

XSVM INVESCO EXCHANGE TRADED FD T2.6K shares-30.74%2026-06-302026-08-06

Sponsored

EMXC ISHARES INC1.8K shares-80.37%2026-06-302026-08-06

BLES NORTHERN LTS FD TR IV3.7K shares-19.40%2026-06-302026-08-06

QQQM INVESCO EXCH TRADED FD TR II523 shares-41.50%2026-06-302026-08-06

NEXTERA ENERGY INC NEXTERA ENERGY INC1.8K shares-62.71%2026-06-302026-08-06

PAVE GLOBAL X FDS2.5K sharesnew addition2026-06-302026-08-06

CMI CUMMINS INC205 shares-65.66%2026-06-302026-08-06

DBEF DBX ETF TR2.6K shares-77.33%2026-06-302026-08-06

ITA ISHARES TR571 shares-61.44%2026-06-302026-08-06

Sponsored

FRDM EA SERIES TRUST1.9K sharesnew addition2026-06-302026-08-06

CAH CARDINAL HEALTH INC566 shares-71.06%2026-06-302026-08-06

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC307 shares-68.02%2026-06-302026-08-06

URI UNITED RENTALS INC112 shares-84.64%2026-06-302026-08-06

CEG CONSTELLATION ENERGY CORP505 shares-52.98%2026-06-302026-08-06

MCK MCKESSON CORP160 shares-66.10%2026-06-302026-08-06

CAT CATERPILLAR INC110 shares-71.13%2026-06-302026-08-06

VPU VANGUARD WORLD FD591 shares-64.35%2026-06-302026-08-06

Sponsored

VWO VANGUARD INTL EQUITY INDEX F1.9K shares-64.10%2026-06-302026-08-06

STLD STEEL DYNAMICS INC473 sharesnew addition2026-06-302026-08-06

R RYDER SYS INC377 shares-61.57%2026-06-302026-08-06

IBUY AMPLIFY ETF TR1.4K shares-66.89%2026-06-302026-08-06

MRK MERCK & CO INC714 shares-71.78%2026-06-302026-08-06

VAW VANGUARD WORLD FD385 shares-61.69%2026-06-302026-08-06

SWK STANLEY BLACK & DECKER INC903 sharesnew addition2026-06-302026-08-06

BAC BANK OF AMER CORP1.4K shares-71.01%2026-06-302026-08-06

Sponsored

BIV VANGUARD BD INDEX FDS929 shares-82.29%2026-06-302026-08-06

HACK AMPLIFY ETF TR662 sharesnew addition2026-06-302026-08-06

NOBL PROSHARES TR1.2K shares-76.80%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON223 shares-74.01%2026-06-302026-08-06

KO COCA COLA CO671 shares-81.83%2026-06-302026-08-06

FDX FEDEX CORP150 shares-77.61%2026-06-302026-08-06

IYG ISHARES TR462 shares-81.79%2026-06-302026-08-06

FDL FIRST TR EXCHANGE-TRADED FD583 shares-89.12%2026-06-302026-08-06

Sponsored

MDLZ MONDELEZ INTL INC109 shares-97.54%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC20 shares-99.76%2026-06-302026-08-06

MO ALTRIA GROUP INC31 shares-99.69%2026-06-302026-08-06

VANGUARD INDEX FDS

-0.11%

Shares47.9K

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

-1.04%

Shares188.3K

Event2026-06-30

Filed2026-08-06

CGDV

CAPITAL GROUP DIVIDEND VALUE

-8.73%

Shares251.5K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

-13.90%

Shares44.7K

Event2026-06-30

Filed2026-08-06

EUSA

ISHARES INC

-0.10%

Shares83.6K

Event2026-06-30

Filed2026-08-06

CGGR

CAPITAL GROUP GROWTH ETF

-4.25%

Shares180.9K

Event2026-06-30

Filed2026-08-06

CGDG

CAPITAL GROUP DIVIDEND GROWE

-0.74%

Shares220.8K

Event2026-06-30

Filed2026-08-06

BND

VANGUARD BD INDEX FDS

1.77%

Shares109.9K

Event2026-06-30

Filed2026-08-06

CGMS

CAPITAL GRP FIXED INCM ETF T

-3.24%

Shares268.5K

Event2026-06-30

Filed2026-08-06

CGCP

CAPITAL GRP FIXED INCM ETF T

-3.44%

Shares311.0K

Event2026-06-30

Filed2026-08-06

CGIC

CAPITAL GROUP INTERNATIONAL

0.62%

Shares136.4K

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-13.02%

Shares44.7K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-55.49%

Shares11.2K

Event2026-06-30

Filed2026-08-06

EXXON MOBIL CORP

-22.22%

Shares21.3K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

-45.45%

Shares9.8K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-43.17%

Shares5.9K

Event2026-06-30

Filed2026-08-06

COWZ

PACER FDS TR

-39.79%

Shares25.9K

Event2026-06-30

Filed2026-08-06

CGXU

CAPITAL GROUP INTL FOCUS EQT

-43.74%

Shares46.5K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-29.20%

Shares4.2K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC

-22.25%

Shares1.1K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-35.44%

Shares3.3K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-5.61%

Shares1.4K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

-36.41%

Shares4.7K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO

-35.41%

Shares777

Event2026-06-30

Filed2026-08-06

CNC

CENTENE CORP DEL

-1.37%

Shares14.4K

Event2026-06-30

Filed2026-08-06

VOOG

VANGUARD ADMIRAL FDS INC

620.31%

Shares10.9K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

-34.24%

Shares2.5K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-33.89%

Shares1.7K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TR

-36.59%

Shares10.1K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-08-06

IDEQ

LAZARD ACTIVE ETF TR

2.31%

Shares20.5K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB STRATEGIC TR

-44.91%

Shares13.0K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

-48.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS CO

-59.84%

Shares1.6K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ETF TR

-11.89%

Shares19.3K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO

-42.44%

Shares1.5K

Event2026-06-30

Filed2026-08-06

GRC

GORMAN RUPP CO

24.58%

Shares5.3K

Event2026-06-30

Filed2026-08-06

CINF

CINCINNATI FINL CORP

-0.99%

Shares2.6K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD TR

-53.01%

Shares1.3K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-37.23%

Shares4.1K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

-62.13%

Shares3.9K

Event2026-06-30

Filed2026-08-06

XMMO

INVESCO EXCHANGE TRADED FD T

-30.56%

Shares2.7K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TR

-57.31%

Shares7.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

115.99%

Shares4.7K

Event2026-06-30

Filed2026-08-06

JPRE

J P MORGAN EXCHANGE TRADED F

-22.43%

Shares6.4K

Event2026-06-30

Filed2026-08-06

ISHARES TR

2.31%

Shares443

Event2026-06-30

Filed2026-08-06

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares14.1K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO

-67.71%

Shares2.1K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-56.48%

Shares326

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares523

Event2026-06-30

Filed2026-08-06

TCHP

T ROWE PRICE EXCHANGE-TRADED

-59.83%

Shares5.8K

Event2026-06-30

Filed2026-08-06

RWJ

INVESCO EXCH TRADED FD TR II

-53.78%

Shares4.9K

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD WHITEHALL FDS

-54.37%

Shares3.1K

Event2026-06-30

Filed2026-08-06

HBAN

HUNTINGTON BANCSHARES INC

-5.91%

Shares15.9K

Event2026-06-30

Filed2026-08-06

VISA INC

-21.56%

Shares804

Event2026-06-30

Filed2026-08-06

SMLV

SPDR SERIES TRUST

-33.70%

Shares1.7K

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

-57.43%

Shares613

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

-20.25%

Shares512

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-45.56%

Shares362

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD WORLD FD

258.41%

Shares2.8K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES TR

-46.41%

Shares1.7K

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-42.25%

Shares890

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES TR

-52.33%

Shares348

Event2026-06-30

Filed2026-08-06

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares2.4K

Event2026-06-30

Filed2026-08-06

GIS

GENERAL MILLS INC

-5.79%

Shares6.1K

Event2026-06-30

Filed2026-08-06

CGUS

CAPITAL GROUP CORE EQUITY ET

-47.62%

Shares4.7K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

New

Shares7.3K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

New

Shares258

Event2026-06-30

Filed2026-08-06

IYJ

ISHARES TR

-68.07%

Shares1.1K

Event2026-06-30

Filed2026-08-06

XSVM

INVESCO EXCHANGE TRADED FD T

-30.74%

Shares2.6K

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES INC

-80.37%

Shares1.8K

Event2026-06-30

Filed2026-08-06

BLES

NORTHERN LTS FD TR IV

-19.40%

Shares3.7K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO EXCH TRADED FD TR II

-41.50%

Shares523

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC

-62.71%

Shares1.8K

Event2026-06-30

Filed2026-08-06

PAVE

GLOBAL X FDS

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC

-65.66%

Shares205

Event2026-06-30

Filed2026-08-06

DBEF

DBX ETF TR

-77.33%

Shares2.6K

Event2026-06-30

Filed2026-08-06

ITA

ISHARES TR

-61.44%

Shares571

Event2026-06-30

Filed2026-08-06

FRDM

EA SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

CAH

CARDINAL HEALTH INC

-71.06%

Shares566

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC

-68.02%

Shares307

Event2026-06-30

Filed2026-08-06

URI

UNITED RENTALS INC

-84.64%

Shares112

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP

-52.98%

Shares505

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP

-66.10%

Shares160

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-71.13%

Shares110

Event2026-06-30

Filed2026-08-06

VPU

VANGUARD WORLD FD

-64.35%

Shares591

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

-64.10%

Shares1.9K

Event2026-06-30

Filed2026-08-06

STLD

STEEL DYNAMICS INC

New

Shares473

Event2026-06-30

Filed2026-08-06

RYDER SYS INC

-61.57%

Shares377

Event2026-06-30

Filed2026-08-06

IBUY

AMPLIFY ETF TR

-66.89%

Shares1.4K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC

-71.78%

Shares714

Event2026-06-30

Filed2026-08-06

VAW

VANGUARD WORLD FD

-61.69%

Shares385

Event2026-06-30

Filed2026-08-06

SWK

STANLEY BLACK & DECKER INC

New

Shares903

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP

-71.01%

Shares1.4K

Event2026-06-30

Filed2026-08-06

BIV

VANGUARD BD INDEX FDS

-82.29%

Shares929

Event2026-06-30

Filed2026-08-06

HACK

AMPLIFY ETF TR

New

Shares662

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES TR

-76.80%

Shares1.2K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-74.01%

Shares223

Event2026-06-30

Filed2026-08-06

COCA COLA CO

-81.83%

Shares671

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

-77.61%

Shares150

Event2026-06-30

Filed2026-08-06

IYG

ISHARES TR

-81.79%

Shares462

Event2026-06-30

Filed2026-08-06

FDL

FIRST TR EXCHANGE-TRADED FD

-89.12%

Shares583

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC

-97.54%

Shares109

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC

-99.76%

Shares20

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC

-99.69%

Shares31

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available