Sponsored

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

Currently, Swisher Financial Concepts, Inc. holds 102 types of securities in its portfolio with a total value $178.7M. In the most recent quarter, they have increased their positions in CGIC (+103.4K shares, valued at $3.4M), BND (+12.1K shares, valued at $892.4K), CGMS (+29.7K shares, valued at $809.1K); decreased their positions in CGXU (-104.9K shares, valued at $3.1M), CGUS (-7.4K shares, valued at $284.0K), EUSA (-1.8K shares, valued at $179.4K); initiated new positions in IDEQ (+20.1K shares, valued at $636.6K), SCHI (+14.1K shares, valued at $319.0K), IVV (+433 shares, valued at $282.8K).

1M P&L

+6.0M+3.42%

3M P&L

-952.2K-0.52%

HY P&L

+7.1M+4.06%

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/A116.3M

68.3%

2Drug Manufacturers - General12.6M

7.4%

3Consumer Electronics6.4M

3.7%

Top Industries by Stock Count

1N/A52 stocks

55.9%

2Drug Manufacturers - General3 stocks

3.2%

3Tobacco2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS48.0K shares3.23%2026-03-312026-04-16

VXUS VANGUARD STAR FDS190.3K shares4.51%2026-03-312026-04-16

CGDV CAPITAL GROUP DIVIDEND VALUE275.5K shares1.72%2026-03-312026-04-16

ABBV ABBVIE INC51.9K shares0.04%2026-03-312026-04-16

EUSA ISHARES INC83.7K shares-2.06%2026-03-312026-04-16

CGDG CAPITAL GROUP DIVIDEND GROWE222.4K shares6.53%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS108.0K shares12.64%2026-03-312026-04-16

CGGR CAPITAL GROUP GROWTH ETF188.9K shares-0.53%2026-03-312026-04-16

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T277.5K shares11.99%2026-03-312026-04-16

CGCP CAPITAL GRP FIXED INCM ETF T322.1K shares11.04%2026-03-312026-04-16

AAPL APPLE INC25.1K shares0.69%2026-03-312026-04-16

ABT ABBOTT LABORATORIES51.4K shares0.11%2026-03-312026-04-16

XOM EXXON MOBIL CORP27.4K shares0.25%2026-03-312026-04-16

CGIC CAPITAL GROUP INTERNATIONAL135.6K shares320.71%2026-03-312026-04-16

MSFT MICROSOFT CORP10.3K shares5.08%2026-03-312026-04-16

AMZN AMAZON COM INC18.0K shares4.78%2026-03-312026-04-16

Sponsored

COWZ PACER FDS TR43.1K shares-1.21%2026-03-312026-04-16

CGXU CAPITAL GROUP INTL FOCUS EQT82.6K shares-55.95%2026-03-312026-04-16

ALPHABET INC ALPHABET INC5.9K shares1.84%2026-03-312026-04-16

BROADCOM INC BROADCOM INC5.0K shares-1.21%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR15.9K shares12.90%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC8.4K shares0.70%2026-03-312026-04-16

NVDA NVIDIA CORPORATION7.4K shares-3.26%2026-03-312026-04-16

SLV ISHARES SILVER TR17.7K shares0.84%2026-03-312026-04-16

Sponsored

GEV GE VERNOVA INC1.4K shares3.60%2026-03-312026-04-16

GLD SPDR GOLD TR2.7K shares-2.31%2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR23.5K shares-1.66%2026-03-312026-04-16

LLY ELI LILLY & CO1.2K shares0.33%2026-03-312026-04-16

ALPHABET INC ALPHABET INC3.8K shares-1.57%2026-03-312026-04-16

VRT VERTIV HOLDINGS CO3.9K shares0.80%2026-03-312026-04-16

PG PROCTER & GAMBLE CO6.4K shares0.88%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR1.5K shares-7.62%2026-03-312026-04-16

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares1.04%2026-03-312026-04-16

WMT WALMART INC6.5K shares0.45%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE2.9K shares0.42%2026-03-312026-04-16

CSCO CISCO SYS INC10.4K shares6.66%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO2.6K shares1.08%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION749 shares-0.27%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-16

EMXC ISHARES INC9.0K shares-3.40%2026-03-312026-04-16

Sponsored

MO ALTRIA GROUP INC10.1K shares0.91%2026-03-312026-04-16

TCHP T ROWE PRICE ETF INC14.6K shares-14.75%2026-03-312026-04-16

IDEQ LAZARD ACTIVE ETF TR20.1K sharesnew addition2026-03-312026-04-16

VO VANGUARD INDEX FDS2.2K shares-1.27%2026-03-312026-04-16

VOOG VANGUARD ADMIRAL FDS INC1.5K shares54.72%2026-03-312026-04-16

VIGI VANGUARD WHITEHALL FDS6.7K shares-11.05%2026-03-312026-04-16

PYLD PIMCO ETF TR21.9K shares13.67%2026-03-312026-04-16

DBEF DBX ETF TR11.6K shares-1.61%2026-03-312026-04-16

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T3.9K shares5.86%2026-03-312026-04-16

NOBL PROSHARES TR5.2K shares-6.33%2026-03-312026-04-16

TSLA TESLA INC1.4K shares-4.00%2026-03-312026-04-16

RWJ INVESCO EXCH TRADED FD TR II10.5K shares-2.15%2026-03-312026-04-16

URI UNITED RENTALS INC729 shares0.00%2026-03-312026-04-16

IYJ ISHARES TR3.4K shares-9.52%2026-03-312026-04-16

CNC CENTENE CORP DEL14.6K shares0.00%2026-03-312026-04-16

NEE NEXTERA ENERGY INC4.7K shares1.35%2026-03-312026-04-16

Sponsored

CINF CINCINNATI FINL CORP2.6K shares0.23%2026-03-312026-04-16

CAH CARDINAL HEALTH INC2.0K shares0.00%2026-03-312026-04-16

MCK MCKESSON CORP472 shares34.09%2026-03-312026-04-16

BIV VANGUARD BD INDEX FDS5.2K shares-7.13%2026-03-312026-04-16

JPRE J P MORGAN EXCHANGE TRADED F8.3K shares7.25%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS665 shares19.39%2026-03-312026-04-16

IVW ISHARES TR3.2K shares-0.86%2026-03-312026-04-16

SMLV SPDR SERIES TRUST2.5K shares6.63%2026-03-312026-04-16

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET8.9K shares-45.26%2026-03-312026-04-16

VPU VANGUARD WORLD FD1.7K shares-2.93%2026-03-312026-04-16

ITA ISHARES TR1.5K shares2.85%2026-03-312026-04-16

CMI CUMMINS INC597 shares0.00%2026-03-312026-04-16

SCHI SCHWAB STRATEGIC TR14.1K sharesnew addition2026-03-312026-04-16

V VISA INC1.0K shares11.53%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL642 shares0.00%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC2.5K shares2.10%2026-03-312026-04-16

Sponsored

CEG CONSTELLATION ENERGY CORP1.1K shares2.87%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F5.4K shares-2.81%2026-03-312026-04-16

MGK VANGUARD WORLD FD779 shares0.39%2026-03-312026-04-16

IVV ISHARES TR433 sharesnew addition2026-03-312026-04-16

KO COCA COLA CO3.7K shares3.13%2026-03-312026-04-16

FDL FIRST TR EXCHANGE-TRADED FD5.4K shares-3.20%2026-03-312026-04-16

CAT CATERPILLAR INC381 shares0.79%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR10.5K sharesnew addition2026-03-312026-04-16

Sponsored

IBUY AMPLIFY ETF TR4.3K shares-1.96%2026-03-312026-04-16

HBAN HUNTINGTON BANCSHARES INC16.9K shares0.00%2026-03-312026-04-16

GRC GORMAN RUPP CO4.3K shares0.00%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC960 shares5.49%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC4.4K shares0.00%2026-03-312026-04-16

VCRM VANGUARD MUN BD FDS3.3K shares0.00%2026-03-312026-04-16

VCRB VANGUARD MALVERN FDS3.2K shares0.00%2026-03-312026-04-16

VGMS VANGUARD MALVERN FDS4.8K shares0.00%2026-03-312026-04-16

Sponsored

GIS GENERAL MILLS INC6.5K shares0.00%2026-03-312026-04-16

SOXX ISHARES TR730 shares-0.82%2026-03-312026-04-16

FDX FEDEX CORP670 sharesnew addition2026-03-312026-04-16

BAC BANK AMERICA CORP4.8K shares0.08%2026-03-312026-04-16

VAW VANGUARD WORLD FD1.0K shares-3.83%2026-03-312026-04-16

XSVM INVESCO EXCHANGE TRADED FD T3.8K shares-5.06%2026-03-312026-04-16

LITE LUMENTUM HLDGS INC311 sharesnew addition2026-03-312026-04-16

QQQM INVESCO EXCH TRADED FD TR II894 shares-5.20%2026-03-312026-04-16

Sponsored

IYG ISHARES TR2.5K shares-5.79%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON858 sharesnew addition2026-03-312026-04-16

GLW CORNING INC1.5K sharesnew addition2026-03-312026-04-16

BLES NORTHERN LTS FD TR IV4.6K shares0.00%2026-03-312026-04-16

CGCB CAPITAL GRP FIXED INCM ETF T7.7K shares0.09%2026-03-312026-04-16

R RYDER SYS INC981 sharesnew addition2026-03-312026-04-16

VTI

VANGUARD INDEX FDS

3.23%

Shares48.0K

Event2026-03-31

Filed2026-04-16

VXUS

VANGUARD STAR FDS

4.51%

Shares190.3K

Event2026-03-31

Filed2026-04-16

CGDV

CAPITAL GROUP DIVIDEND VALUE

1.72%

Shares275.5K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

0.04%

Shares51.9K

Event2026-03-31

Filed2026-04-16

EUSA

ISHARES INC

-2.06%

Shares83.7K

Event2026-03-31

Filed2026-04-16

CGDG

CAPITAL GROUP DIVIDEND GROWE

6.53%

Shares222.4K

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

12.64%

Shares108.0K

Event2026-03-31

Filed2026-04-16

CGGR

CAPITAL GROUP GROWTH ETF

-0.53%

Shares188.9K

Event2026-03-31

Filed2026-04-16

CGMS

CAPITAL GRP FIXED INCM ETF T

11.99%

Shares277.5K

Event2026-03-31

Filed2026-04-16

CGCP

CAPITAL GRP FIXED INCM ETF T

11.04%

Shares322.1K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

0.69%

Shares25.1K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

0.11%

Shares51.4K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

0.25%

Shares27.4K

Event2026-03-31

Filed2026-04-16

CGIC

CAPITAL GROUP INTERNATIONAL

320.71%

Shares135.6K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

5.08%

Shares10.3K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

4.78%

Shares18.0K

Event2026-03-31

Filed2026-04-16

COWZ

PACER FDS TR

-1.21%

Shares43.1K

Event2026-03-31

Filed2026-04-16

CGXU

CAPITAL GROUP INTL FOCUS EQT

-55.95%

Shares82.6K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

1.84%

Shares5.9K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

-1.21%

Shares5.0K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

12.90%

Shares15.9K

Event2026-03-31

Filed2026-04-16

PHILIP MORRIS INTL INC

0.70%

Shares8.4K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-3.26%

Shares7.4K

Event2026-03-31

Filed2026-04-16

SLV

ISHARES SILVER TR

0.84%

Shares17.7K

Event2026-03-31

Filed2026-04-16

GEV

GE VERNOVA INC

3.60%

Shares1.4K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

-2.31%

Shares2.7K

Event2026-03-31

Filed2026-04-16

FNDF

SCHWAB STRATEGIC TR

-1.66%

Shares23.5K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

0.33%

Shares1.2K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-1.57%

Shares3.8K

Event2026-03-31

Filed2026-04-16

VRT

VERTIV HOLDINGS CO

0.80%

Shares3.9K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

0.88%

Shares6.4K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-7.62%

Shares1.5K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.04%

Shares2.5K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

0.45%

Shares6.5K

Event2026-03-31

Filed2026-04-16

GE AEROSPACE

0.42%

Shares2.9K

Event2026-03-31

Filed2026-04-16

CSCO

CISCO SYS INC

6.66%

Shares10.4K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

1.08%

Shares2.6K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

-0.27%

Shares749

Event2026-03-31

Filed2026-04-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-16

EMXC

ISHARES INC

-3.40%

Shares9.0K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

0.91%

Shares10.1K

Event2026-03-31

Filed2026-04-16

TCHP

T ROWE PRICE ETF INC

-14.75%

Shares14.6K

Event2026-03-31

Filed2026-04-16

IDEQ

LAZARD ACTIVE ETF TR

New

Shares20.1K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-1.27%

Shares2.2K

Event2026-03-31

Filed2026-04-16

VOOG

VANGUARD ADMIRAL FDS INC

54.72%

Shares1.5K

Event2026-03-31

Filed2026-04-16

VIGI

VANGUARD WHITEHALL FDS

-11.05%

Shares6.7K

Event2026-03-31

Filed2026-04-16

PYLD

PIMCO ETF TR

13.67%

Shares21.9K

Event2026-03-31

Filed2026-04-16

DBEF

DBX ETF TR

-1.61%

Shares11.6K

Event2026-03-31

Filed2026-04-16

XMMO

INVESCO EXCHANGE TRADED FD T

5.86%

Shares3.9K

Event2026-03-31

Filed2026-04-16

NOBL

PROSHARES TR

-6.33%

Shares5.2K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

-4.00%

Shares1.4K

Event2026-03-31

Filed2026-04-16

RWJ

INVESCO EXCH TRADED FD TR II

-2.15%

Shares10.5K

Event2026-03-31

Filed2026-04-16

URI

UNITED RENTALS INC

0.00%

Shares729

Event2026-03-31

Filed2026-04-16

IYJ

ISHARES TR

-9.52%

Shares3.4K

Event2026-03-31

Filed2026-04-16

CNC

CENTENE CORP DEL

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-16

NEE

NEXTERA ENERGY INC

1.35%

Shares4.7K

Event2026-03-31

Filed2026-04-16

CINF

CINCINNATI FINL CORP

0.23%

Shares2.6K

Event2026-03-31

Filed2026-04-16

CAH

CARDINAL HEALTH INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-16

MCK

MCKESSON CORP

34.09%

Shares472

Event2026-03-31

Filed2026-04-16

BIV

VANGUARD BD INDEX FDS

-7.13%

Shares5.2K

Event2026-03-31

Filed2026-04-16

JPRE

J P MORGAN EXCHANGE TRADED F

7.25%

Shares8.3K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

19.39%

Shares665

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

-0.86%

Shares3.2K

Event2026-03-31

Filed2026-04-16

SMLV

SPDR SERIES TRUST

6.63%

Shares2.5K

Event2026-03-31

Filed2026-04-16

CGUS

CAPITAL GROUP CORE EQUITY ET

-45.26%

Shares8.9K

Event2026-03-31

Filed2026-04-16

VPU

VANGUARD WORLD FD

-2.93%

Shares1.7K

Event2026-03-31

Filed2026-04-16

ITA

ISHARES TR

2.85%

Shares1.5K

Event2026-03-31

Filed2026-04-16

CMI

CUMMINS INC

0.00%

Shares597

Event2026-03-31

Filed2026-04-16

SCHI

SCHWAB STRATEGIC TR

New

Shares14.1K

Event2026-03-31

Filed2026-04-16

VISA INC

11.53%

Shares1.0K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares642

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

2.10%

Shares2.5K

Event2026-03-31

Filed2026-04-16

CEG

CONSTELLATION ENERGY CORP

2.87%

Shares1.1K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

-2.81%

Shares5.4K

Event2026-03-31

Filed2026-04-16

MGK

VANGUARD WORLD FD

0.39%

Shares779

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

New

Shares433

Event2026-03-31

Filed2026-04-16

COCA COLA CO

3.13%

Shares3.7K

Event2026-03-31

Filed2026-04-16

FDL

FIRST TR EXCHANGE-TRADED FD

-3.20%

Shares5.4K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

0.79%

Shares381

Event2026-03-31

Filed2026-04-16

SCHX

SCHWAB STRATEGIC TR

New

Shares10.5K

Event2026-03-31

Filed2026-04-16

IBUY

AMPLIFY ETF TR

-1.96%

Shares4.3K

Event2026-03-31

Filed2026-04-16

HBAN

HUNTINGTON BANCSHARES INC

0.00%

Shares16.9K

Event2026-03-31

Filed2026-04-16

GRC

GORMAN RUPP CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-16

UNH

UNITEDHEALTH GROUP INC

5.49%

Shares960

Event2026-03-31

Filed2026-04-16

MDLZ

MONDELEZ INTL INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-16

VCRM

VANGUARD MUN BD FDS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-16

VCRB

VANGUARD MALVERN FDS

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-16

VGMS

VANGUARD MALVERN FDS

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-16

GIS

GENERAL MILLS INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-16

SOXX

ISHARES TR

-0.82%

Shares730

Event2026-03-31

Filed2026-04-16

FDX

FEDEX CORP

New

Shares670

Event2026-03-31

Filed2026-04-16

BAC

BANK AMERICA CORP

0.08%

Shares4.8K

Event2026-03-31

Filed2026-04-16

VAW

VANGUARD WORLD FD

-3.83%

Shares1.0K

Event2026-03-31

Filed2026-04-16

XSVM

INVESCO EXCHANGE TRADED FD T

-5.06%

Shares3.8K

Event2026-03-31

Filed2026-04-16

LITE

LUMENTUM HLDGS INC

New

Shares311

Event2026-03-31

Filed2026-04-16

QQQM

INVESCO EXCH TRADED FD TR II

-5.20%

Shares894

Event2026-03-31

Filed2026-04-16

IYG

ISHARES TR

-5.79%

Shares2.5K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

New

Shares858

Event2026-03-31

Filed2026-04-16

GLW

CORNING INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-16

BLES

NORTHERN LTS FD TR IV

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-16

CGCB

CAPITAL GRP FIXED INCM ETF T

0.09%

Shares7.7K

Event2026-03-31

Filed2026-04-16

RYDER SYS INC

New

Shares981

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available