Swisher Financial Concepts, Inc.
CIK: 0001947503SEC EDGAR →
Portfolio Value
$176.1M
Holdings
97
As of
Q4 2025
New Positions
97
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 46,452 | $15.6M | 8.84% |
| 2 | VANGUARD STAR FDS | 182,041 | $13.7M | 7.80% |
| 3 | ABBVIE INC | 51,866 | $11.8M | 6.73% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 270,859 | $11.8M | 6.71% |
| 5 | ISHARES INC | 85,453 | $8.8M | 5.01% |
| 6 | CAPITAL GROUP GROWTH ETF | 189,932 | $8.4M | 4.80% |
| 7 | CAPITAL GROUP DIVIDEND GROWE | 208,776 | $7.4M | 4.22% |
| 8 | VANGUARD BD INDEX FDS | 95,891 | $7.1M | 4.03% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 247,742 | $6.8M | 3.88% |
| 10 | APPLE INC | 24,906 | $6.8M | 3.84% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (97)
$15.6M · 46K shares
$13.7M · 182K shares
$11.8M · 52K shares
$11.8M · 271K shares
$8.8M · 85K shares
$8.4M · 190K shares
$7.4M · 209K shares
$7.1M · 96K shares
$6.8M · 248K shares
$6.8M · 25K shares
$6.6M · 290K shares
$6.4M · 51K shares
$5.5M · 187K shares
$4.8M · 10K shares
$4.0M · 17K shares
$3.3M · 27K shares
$2.6M · 44K shares
$1.8M · 6K shares
$1.8M · 5K shares
$1.4M · 8K shares
$1.3M · 8K shares
$1.3M · 1K shares
$1.2M · 4K shares
$1.1M · 14K shares
$1.1M · 18K shares
$1.1M · 3K shares
$1.1M · 24K shares
$1.0M · 32K shares
$1.0M · 2K shares
$915K · 6K shares
$874K · 3K shares
$853K · 1K shares
$851K · 17K shares
$839K · 3K shares
$756K · 2K shares
$754K · 1 shares
$749K · 10K shares
$723K · 6K shares
$688K · 8K shares
$676K · 9K shares
$674K · 2K shares
$657K · 16K shares
$647K · 751 shares
$639K · 2K shares
$630K · 4K shares
$599K · 15K shares
$589K · 729 shares
$578K · 6K shares
$578K · 10K shares
$566K · 12K shares
$560K · 4K shares
$524K · 11K shares
$513K · 19K shares
$510K · 4K shares
$439K · 6K shares
$433K · 974 shares
$428K · 3K shares
$403K · 3K shares
$401K · 2K shares
$374K · 5K shares
$368K · 1K shares
$360K · 8K shares
$348K · 557 shares
$323K · 4K shares
$322K · 919 shares
$322K · 642 shares
$320K · 776 shares
$315K · 2K shares
$310K · 2K shares
$309K · 1K shares
$304K · 597 shares
$301K · 6K shares
$300K · 910 shares
$296K · 6K shares
$293K · 17K shares
$288K · 352 shares
$262K · 5K shares
$260K · 2K shares
$250K · 4K shares
$250K · 3K shares
$249K · 5K shares
$249K · 3K shares
$248K · 3K shares
$245K · 6K shares
$243K · 5K shares
$238K · 4K shares
$238K · 943 shares
$225K · 4K shares
$224K · 5K shares
$221K · 736 shares
$216K · 378 shares
$216K · 1K shares
$205K · 8K shares
$204K · 762 shares
$203K · 4K shares
$200K · 5K shares
$22K · 33K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $110.8M | 62.9% |
| Healthcare | 9 | $21.4M | 12.2% |
| Technology | 8 | $17.6M | 10.0% |
| Unknown | 10 | $7.3M | 4.2% |
| Consumer Cyclical | 2 | $4.6M | 2.6% |
| Consumer Defensive | 7 | $3.7M | 2.1% |
| Energy | 1 | $3.3M | 1.9% |
| Communication Services | 2 | $3.0M | 1.7% |
| Industrials | 6 | $2.8M | 1.6% |
| Utilities | 3 | $1.6M | 0.9% |