Filer Name: SWISHER FINANCIAL CONCEPTS, INC.
CIK: 1947503
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 63
Portfolio Value: $0.08B

Swisher Financial Concepts, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ABBV US ABBVIE INC 52,084 $9M 10.90% 0.0% -
CGDV US CAP GROUP DIVIDEND VALUE 218,960 $8M 9.09% -46.9% -
COWZ US PACER US CASH COWS 100 ETF 104,051 $6M 6.92% -45.4% -
ABT US ABBOTT LABORATORIES 51,496 $6M 6.86% 0.0% -
AAPL US APPLE INC 19,172 $5M 5.65% -29.6% -
FNDF US SCHWAB FNDMN INTL LRG CO ETF 143,870 $5M 5.63% -43.1% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 64,941 $4M 4.24% -45.0% -
QQQM US INVESCO NASDAQ 100 ETF 16,589 $3M 4.11% -45.9% -
AMZN US AMAZON.COM INC 15,795 $3M 4.08% -11.7% -
MSFT US MICROSOFT CORP 8,132 $3M 4.04% -17.2% -
CGCP US CAP GROUP CORE PLUS INCOME 124,374 $3M 3.25% -35.2% -
CGMS US CAP GROUP US MULTI-SECT BOND 97,817 $3M 3.14% -37.7% -
VIGI US VANGUARD INT DIV APP INDX FD 22,981 $2M 2.16% -77.2% -
VO US VANGUARD MID-CAP ETF 6,804 $2M 2.12% -84.3% -
RWJ US INVESCO S&P SMALLCAP 600 38,673 $2M 2.08% -77.8% -
EEMS US ISHARES MSCI EMERGING MKT SM 18,507 $1M 1.27% -44.9% -
GOOGL US ALPHABET INC-CL A 5,657 $1M 1.26% -10.0% -
QQQ US INVESCO QQQ TRUST SERIES 1 1,896 $1M 1.14% 100.0% -
TCHP US T ROWE PRICE BLUE CHIP GROWT 23,024 $1M 1.14% -56.6% -
LLY US ELI LILLY & CO 1,187 $1M 1.08% 7.7% -
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