13F HOLDINGS REPORT
Swisher Financial Concepts, Inc.
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0002063364-25-000145
Total Value
$154.9M
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 39,366 | $12.0M | 7.72% |
| 2 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 292,642 | $11.6M | 7.46% |
| 3 | VANGUARD STAR FDS | 921909768 | 147,510 | $10.2M | 6.58% |
| 4 | ABBVIE INC | ABBV | 52,093 | $9.7M | 6.24% |
| 5 | ABBOTT LABS | ABLZF | 51,505 | $7.0M | 4.52% |
| 6 | ISHARES INC | 464286681 | 69,344 | $6.9M | 4.44% |
| 7 | CAPITAL GROUP GROWTH ETF | 14020G101 | 167,711 | $6.8M | 4.40% |
| 8 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 220,873 | $6.1M | 3.94% |
| 9 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 258,879 | $5.8M | 3.76% |
| 10 | VANGUARD BD INDEX FDS | 921937835 | 76,902 | $5.7M | 3.66% |
| 11 | CAPITAL GROUP DIVIDEND GROWE | 14021L109 | 160,846 | $5.4M | 3.49% |
| 12 | APPLE INC | AAPL | 26,294 | $5.4M | 3.48% |
| 13 | MICROSOFT CORP | MSFT | 10,212 | $5.1M | 3.28% |
| 14 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 180,433 | $4.9M | 3.16% |
| 15 | AMAZON COM INC | AMZN | 17,984 | $3.9M | 2.55% |
| 16 | PACER FDS TR | 69374H881 | 71,465 | $3.9M | 2.54% |
| 17 | EXXON MOBIL CORP | XOM | 27,234 | $2.9M | 1.90% |
| 18 | SCHWAB STRATEGIC TR | 808524755 | 49,128 | $2.0M | 1.27% |
| 19 | PHILIP MORRIS INTL INC | 718172109 | 8,371 | $1.5M | 0.98% |
| 20 | ISHARES INC | 46434G764 | 22,129 | $1.4M | 0.90% |
| 21 | ALPHABET INC | GOOG | 6,397 | $1.1M | 0.73% |
| 22 | NVIDIA CORPORATION | NVDA | 6,813 | $1.1M | 0.69% |
| 23 | CAPITAL GROUP INTERNATIONAL | 14021T102 | 35,385 | $1.0M | 0.66% |
| 24 | PROCTER AND GAMBLE CO | 742718109 | 6,461 | $1.0M | 0.66% |
| 25 | VANGUARD WHITEHALL FDS | 921946810 | 11,290 | $1.0M | 0.66% |
| 26 | INVESCO QQQ TR | IVZ | 1,824 | $1.0M | 0.65% |
| 27 | INVESCO EXCH TRADED FD TR II | IVZ | 4,374 | $993,335 | 0.64% |
| 28 | ELI LILLY & CO | LLY | 1,245 | $970,521 | 0.63% |
| 29 | VANGUARD INDEX FDS | 922908629 | 3,422 | $957,578 | 0.62% |
| 30 | CAPITAL GROUP CORE EQUITY ET | 14020V108 | 25,081 | $926,224 | 0.60% |
| 31 | SPDR GOLD TR | GLD | 2,770 | $844,379 | 0.55% |
| 32 | T ROWE PRICE ETF INC | 87283Q107 | 18,133 | $822,332 | 0.53% |
| 33 | BROADCOM INC | AVGO | 2,978 | $820,815 | 0.53% |
| 34 | INVESCO EXCH TRADED FD TR II | IVZ | 18,484 | $800,158 | 0.52% |
| 35 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,992 | $770,802 | 0.50% |
| 36 | JPMORGAN CHASE & CO. | VYLD | 2,634 | $763,548 | 0.49% |
| 37 | CENTENE CORP DEL | CNC | 13,710 | $744,179 | 0.48% |
| 38 | GE AEROSPACE | 369604301 | 2,840 | $731,009 | 0.47% |
| 39 | CISCO SYS INC | CSCO | 10,530 | $730,602 | 0.47% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $728,800 | 0.47% |
| 41 | ALPHABET INC | GOOG | 4,067 | $721,445 | 0.47% |
| 42 | TESLA INC | TSLA | 2,265 | $719,500 | 0.46% |
| 43 | WALMART INC | WMT | 7,068 | $691,105 | 0.45% |
| 44 | GE VERNOVA INC | GEV | 1,300 | $687,895 | 0.44% |
| 45 | PROSHARES TR | 74348A467 | 6,339 | $638,349 | 0.41% |
| 46 | ISHARES TR | 464287754 | 4,152 | $590,871 | 0.38% |
| 47 | ALTRIA GROUP INC | MO | 10,025 | $587,766 | 0.38% |
| 48 | J P MORGAN EXCHANGE TRADED F | 46641Q126 | 12,052 | $574,162 | 0.37% |
| 49 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,495 | $565,093 | 0.36% |
| 50 | ISHARES SILVER TR | SLV | 16,965 | $556,622 | 0.36% |
| 51 | UNITED RENTALS INC | URI | 728 | $548,801 | 0.35% |
| 52 | DBX ETF TR | 233051200 | 12,540 | $548,625 | 0.35% |
| 53 | COSTCO WHSL CORP NEW | 22160K105 | 535 | $529,618 | 0.34% |
| 54 | VERTIV HOLDINGS CO | VRT | 3,982 | $511,333 | 0.33% |
| 55 | VISA INC | V | 1,261 | $447,718 | 0.29% |
| 56 | CINCINNATI FINL CORP | 172062101 | 2,622 | $390,468 | 0.25% |
| 57 | ISHARES INC | 464286475 | 5,830 | $378,076 | 0.24% |
| 58 | ISHARES TR | 464287309 | 3,431 | $377,760 | 0.24% |
| 59 | VANGUARD WORLD FD | 921910816 | 1,004 | $367,635 | 0.24% |
| 60 | ISHARES BITCOIN TRUST ETF | IBIT | 5,921 | $362,424 | 0.23% |
| 61 | GENERAL MLS INC | 370334104 | 6,475 | $335,493 | 0.22% |
| 62 | CONSTELLATION ENERGY CORP | CEG | 1,036 | $334,379 | 0.22% |
| 63 | NEXTERA ENERGY INC | NEE-PW | 4,786 | $332,244 | 0.21% |
| 64 | AMPLIFY ETF TR | 032108102 | 4,802 | $331,448 | 0.21% |
| 65 | CARDINAL HEALTH INC | CAH | 1,956 | $328,608 | 0.21% |
| 66 | SPDR SERIES TRUST | 78468R887 | 2,541 | $317,961 | 0.21% |
| 67 | VANGUARD INTL EQUITY INDEX F | 922042858 | 6,364 | $314,763 | 0.20% |
| 68 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 642 | $311,864 | 0.20% |
| 69 | VANGUARD WORLD FD | 92204A876 | 1,700 | $300,101 | 0.19% |
| 70 | MONDELEZ INTL INC | 609207105 | 4,439 | $299,366 | 0.19% |
| 71 | VANGUARD INDEX FDS | 922908363 | 519 | $294,598 | 0.19% |
| 72 | J P MORGAN EXCHANGE TRADED F | 46654Q773 | 5,592 | $292,070 | 0.19% |
| 73 | UNITEDHEALTH GROUP INC | UNH | 931 | $290,444 | 0.19% |
| 74 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 6,763 | $283,167 | 0.18% |
| 75 | ISHARES TR | 464288760 | 1,480 | $279,192 | 0.18% |
| 76 | T ROWE PRICE ETF INC | 87283Q404 | 6,506 | $275,708 | 0.18% |
| 77 | ISHARES TR | 464287770 | 3,101 | $265,446 | 0.17% |
| 78 | VANGUARD BD INDEX FDS | 921937819 | 3,426 | $264,974 | 0.17% |
| 79 | VANGUARD WORLD FD | 92204A801 | 1,358 | $264,579 | 0.17% |
| 80 | MCKESSON CORP | MCK | 352 | $257,939 | 0.17% |
| 81 | COCA COLA CO | KO | 3,539 | $250,389 | 0.16% |
| 82 | AMPLIFY ETF TR | 032108664 | 2,822 | $243,736 | 0.16% |
| 83 | BANK AMERICA CORP | 060505104 | 5,121 | $242,322 | 0.16% |
| 84 | CUMMINS INC | CMI | 721 | $236,197 | 0.15% |
| 85 | INVESCO ACTIVELY MANAGED EXC | IVZ | 2,358 | $215,327 | 0.14% |
| 86 | GLOBAL X FDS | 37954Y673 | 4,918 | $214,326 | 0.14% |
| 87 | DISNEY WALT CO | 254687106 | 1,714 | $212,570 | 0.14% |
| 88 | PIMCO ETF TR | 72201R585 | 7,760 | $205,955 | 0.13% |
| 89 | CATERPILLAR INC | CAT | 528 | $204,975 | 0.13% |
| 90 | AGILON HEALTH INC | AGL | 32,550 | $74,865 | 0.05% |