The Analysis of Swisher Financial Concepts, Inc.'s Holdings
Currently, Swisher Financial Concepts, Inc. holds 88 types of securities in its portfolio with a total value $166.8M. In the most recent quarter, they have increased their positions in VXUS (+26.1K shares, valued at $1.9M), VTI (+5.7K shares, valued at $1.9M), CGDG (+34.9K shares, valued at $1.2M); decreased their positions in COWZ (-25.3K shares, valued at $1.5M), CGDV (-30.1K shares, valued at $1.3M), FNDF (-24.5K shares, valued at $1.1M); initiated new positions in IAU (+13.1K shares, valued at $950.3K), XSVM (+4.0K shares, valued at $223.1K), ORCL (+775 shares, valued at $217.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS45.1K shares14.54%2025-09-302025-10-20
VXUS VANGUARD STAR FDS173.6K shares17.72%2025-09-302025-10-20 ABBV ABBVIE INC51.9K shares-0.38%2025-09-302025-10-20 CGDV CAPITAL GROUP DIVIDEND VALUE262.6K shares-10.27%2025-09-302025-10-20 EUSA ISHARES INC80.6K shares16.21%2025-09-302025-10-20 CGGR CAPITAL GROUP GROWTH ETF181.1K shares7.95%2025-09-302025-10-20 ABT ABBOTT LABS51.4K shares-0.19%2025-09-302025-10-20 CGDG CAPITAL GROUP DIVIDEND GROWE195.7K shares21.69%2025-09-302025-10-20 BND VANGUARD BD INDEX FDS90.9K shares18.18%2025-09-302025-10-20 AAPL APPLE INC25.8K shares-1.76%2025-09-302025-10-20 CGMS CAPITAL GRP FIXED INCM ETF T234.8K shares6.31%2025-09-302025-10-20 CGCP CAPITAL GRP FIXED INCM ETF T275.1K shares6.25%2025-09-302025-10-20 CGXU CAPITAL GROUP INTL FOCUS EQT179.3K shares-0.64%2025-09-302025-10-20 MSFT MICROSOFT CORP10.2K shares-0.07%2025-09-302025-10-20 AMZN AMAZON COM INC18.0K shares0.36%2025-09-302025-10-20 XOM EXXON MOBIL CORP27.3K shares0.08%2025-09-302025-10-20 COWZ PACER FDS TR46.1K shares-35.46%2025-09-302025-10-20 AVGO BROADCOM INC5.3K shares78.24%2025-09-302025-10-20 GOOGL ALPHABET INC6.3K shares-0.80%2025-09-302025-10-20 NVDA NVIDIA CORPORATION7.4K shares7.97%2025-09-302025-10-20 PM PHILIP MORRIS INTL INC8.4K shares0.00%2025-09-302025-10-20 FNDF SCHWAB STRATEGIC TR24.6K shares-49.83%2025-09-302025-10-20 CGIC CAPITAL GROUP INTERNATIONAL32.7K shares-7.62%2025-09-302025-10-20 GLD SPDR GOLD TR2.8K shares1.30%2025-09-302025-10-20 QQQ INVESCO QQQ TR1.7K shares-8.99%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO6.4K shares-0.22%2025-09-302025-10-20 IAU ISHARES GOLD TR13.1K sharesnew addition2025-09-302025-10-20 GOOG ALPHABET INC3.8K shares-5.90%2025-09-302025-10-20 LLY ELI LILLY & CO1.2K shares-2.09%2025-09-302025-10-20 GE GE AEROSPACE2.8K shares0.00%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.2.6K shares0.00%2025-09-302025-10-20 TCHP T ROWE PRICE ETF INC16.7K shares-7.65%2025-09-302025-10-20 GEV GE VERNOVA INC1.3K shares-2.77%2025-09-302025-10-20 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-20 SLV ISHARES SILVER TR17.2K shares1.41%2025-09-302025-10-20 TSLA TESLA INC1.6K shares-28.21%2025-09-302025-10-20 TSM TAIWAN SEMICONDUCTOR MFG LTD2.5K shares0.28%2025-09-302025-10-20 URI UNITED RENTALS INC729 shares0.14%2025-09-302025-10-20 VIGI VANGUARD WHITEHALL FDS7.6K shares-32.67%2025-09-302025-10-20 CGUS CAPITAL GROUP CORE EQUITY ET17.2K shares-31.47%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW730 shares36.45%2025-09-302025-10-20 WMT WALMART INC6.5K shares-8.42%2025-09-302025-10-20 CSCO CISCO SYS INC9.7K shares-7.81%2025-09-302025-10-20 MO ALTRIA GROUP INC10.0K shares0.00%2025-09-302025-10-20 VO VANGUARD INDEX FDS2.2K shares-35.01%2025-09-302025-10-20 EMXC ISHARES INC9.5K shares-56.88%2025-09-302025-10-20 VRT VERTIV HOLDINGS CO3.9K shares-1.73%2025-09-302025-10-20 NOBL PROSHARES TR5.6K shares-11.94%2025-09-302025-10-20 IYJ ISHARES TR3.9K shares-6.89%2025-09-302025-10-20 RWJ INVESCO EXCH TRADED FD TR II11.6K shares-37.14%2025-09-302025-10-20 DBEF DBX ETF TR11.8K shares-6.16%2025-09-302025-10-20 XMMO INVESCO EXCHANGE TRADED FD T3.6K shares-40.59%2025-09-302025-10-20 CNC CENTENE CORP DEL13.0K shares-5.19%2025-09-302025-10-20 CINF CINCINNATI FINL CORP2.6K shares0.00%2025-09-302025-10-20 IVW ISHARES TR3.2K shares-5.33%2025-09-302025-10-20 JPRE J P MORGAN EXCHANGE TRADED F7.7K shares-35.99%2025-09-302025-10-20 BIV VANGUARD BD INDEX FDS4.6K shares34.59%2025-09-302025-10-20 CEG CONSTELLATION ENERGY CORP1.1K shares4.92%2025-09-302025-10-20 IBUY AMPLIFY ETF TR4.6K shares-3.25%2025-09-302025-10-20 NEE NEXTERA ENERGY INC4.7K shares-2.42%2025-09-302025-10-20 VOO VANGUARD INDEX FDS573 shares10.40%2025-09-302025-10-20 GIS GENERAL MLS INC6.5K shares0.00%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL644 shares0.31%2025-09-302025-10-20 VPU VANGUARD WORLD FD1.7K shares0.24%2025-09-302025-10-20 VWO VANGUARD INTL EQUITY INDEX F5.9K shares-7.10%2025-09-302025-10-20 UNH UNITEDHEALTH GROUP INC925 shares-0.64%2025-09-302025-10-20 IBIT ISHARES BITCOIN TRUST ETF4.9K shares-17.60%2025-09-302025-10-20 V VISA INC919 shares-27.12%2025-09-302025-10-20 MGK VANGUARD WORLD FD776 shares-22.71%2025-09-302025-10-20 ITA ISHARES TR1.5K shares0.00%2025-09-302025-10-20 CAH CARDINAL HEALTH INC2.0K shares0.00%2025-09-302025-10-20 SMLV SPDR SERIES TRUST2.3K shares-11.22%2025-09-302025-10-20 TDVG T ROWE PRICE ETF INC6.5K shares0.02%2025-09-302025-10-20 MDLZ MONDELEZ INTL INC4.4K shares0.00%2025-09-302025-10-20 MCK MCKESSON CORP352 shares0.00%2025-09-302025-10-20 CMI CUMMINS INC596 shares-17.34%2025-09-302025-10-20 QQQM INVESCO EXCH TRADED FD TR II1.0K shares-76.98%2025-09-302025-10-20 BAC BANK AMERICA CORP4.8K shares-6.85%2025-09-302025-10-20 IYG ISHARES TR2.7K shares-13.16%2025-09-302025-10-20 FDL FIRST TR EXCHANGE-TRADED FD5.5K shares-18.19%2025-09-302025-10-20 KO COCA COLA CO3.6K shares0.37%2025-09-302025-10-20 XSVM INVESCO EXCHANGE TRADED FD T4.0K sharesnew addition2025-09-302025-10-20 ORCL ORACLE CORP775 sharesnew addition2025-09-302025-10-20 VAW VANGUARD WORLD FD1.1K shares-21.80%2025-09-302025-10-20 HACK AMPLIFY ETF TR2.5K shares-12.40%2025-09-302025-10-20 ARKK ARK ETF TR2.4K sharesnew addition2025-09-302025-10-20 CGCB CAPITAL GRP FIXED INCM ETF T7.7K sharesnew addition2025-09-302025-10-20 AGL AGILON HEALTH INC32.5K shares0.00%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available