Swisher Financial Concepts, Inc. 13F Holdings
CIK 0001947503 · WESTERVILLE, OH
As of Sep 30, 2025, Swisher Financial Concepts, Inc. reported 88 positions worth
CIK 0001947503 · WESTERVILLE, OH
As of Sep 30, 2025, Swisher Financial Concepts, Inc. reported 88 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 45,088 | 4.8M | 8.87% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 173,647 | 2.8M | 7.65% |
| ABBVIE INC | ABBV | Equity | 51,895 | 2.0M | 7.20% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 262,592 | 1.0M | 6.62% |
| ISHARES MSCI USA EQUAL WEIGHTED ETF | EUSA | — | 80,584 | $8.3M | 4.97% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 181,051 | $8.0M | 4.77% |
| ABBOTT LABORATORIES | ABT | Healthcare | 51,405 | $6.9M | 4.13% |
| CAPITAL GROUP DIVIDEND GROWERS ETF | CGDG | — | 195,737 | $6.8M | 4.07% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 90,884 | $6.8M | 4.05% |
| APPLE INC | AAPL | Technology | 25,832 | $6.6M | 3.94% |
| CAPITAL GROUP US MULTI-SECTOR INCOME ETF | CGMS | — | 234,817 | $6.5M | 3.91% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 275,050 | $6.2M | 3.75% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 179,270 | $5.3M | 3.18% |
| MICROSOFT CORP | MSFT | Technology | 10,205 | $5.3M | 3.17% |
| AMAZON.COM INC | AMZN | Equity | 18,049 | $4.0M | 2.38% |
| EXXON MOBIL CORP | XOM | Energy | 27,255 | $3.1M | 1.84% |
| PACER US CASH COWS 100 ETF | COWZ | — | 46,125 | $2.7M | 1.59% |
| BROADCOM INC | AVGO | Technology | 5,308 | .8M | 1.05% |
| ALPHABET INC | GOOGL | Equity | 6,346 | .5M | 0.92% |
| NVIDIA CORP | NVDA | Technology | 7,356 | .4M | 0.82% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 8,371 | .4M | 0.81% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 24,646 | .1M | 0.63% |
| CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | CGIC | — | 32,690 | .0M | 0.60% |
| SPDR GOLD TRUST | GQ9 | — | 2,806 | $997.4K | 0.60% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,660 | $996.9K | 0.60% |