Institutions / Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc.
CIK 1947503 · Institution · as of Dec 31, 2025
Portfolio value
$176.14M
Positions
97
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 97 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $15.57M | 8.8% |
| Vanguard Star Fds | $13.73M | 7.8% |
| AbbVie Inc. | $11.85M | 6.7% |
| Capital Group Dividend Value | $11.82M | 6.7% |
| iShares Inc | $8.83M | 5.0% |
| Capital Group Growth ETF | $8.45M | 4.8% |
| Capital Group Dividend Growe | $7.44M | 4.2% |
| Vanguard Bd Index Fds | $7.10M | 4.0% |
| Capital Grp Fixed Incm ETF T | $6.84M | 3.9% |
| Apple Inc. | $6.77M | 3.8% |
| Capital Grp Fixed Incm ETF T | $6.57M | 3.7% |
| Abbott Laboratories | $6.44M | 3.7% |
| Capital Group Intl Focus Eqt | $5.54M | 3.1% |
| Microsoft Corp | $4.76M | 2.7% |
| Amazon.com Inc | $3.95M | 2.2% |
| Exxon Mobil Corp | $3.29M | 1.9% |
| Pacer Fds Tr | $2.62M | 1.5% |
| Alphabet Inc. | $1.80M | 1.0% |
| Broadcom Inc. | $1.77M | 1.0% |
| NVIDIA Corp | $1.42M | 0.8% |
| Philip Morris International Inc. | $1.34M | 0.8% |
| ELI LILLY & Co | $1.29M | 0.7% |
| Alphabet Inc. | $1.20M | 0.7% |
| iShares Gold Tr | $1.14M | 0.6% |
| iShares Silver Tr | $1.13M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.