13F HOLDINGS REPORT
Swisher Financial Concepts, Inc.
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0002063364-25-000234
Total Value
$166.8M
Positions
88
Other Managers
0
Confidential Omitted
No
Holdings (88)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 45,088 | $14.8M | 8.87% |
| 2 | VANGUARD STAR FDS | 921909768 | 173,647 | $12.8M | 7.65% |
| 3 | ABBVIE INC | ABBV | 51,895 | $12.0M | 7.20% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 262,592 | $11.0M | 6.62% |
| 5 | ISHARES INC | 464286681 | 80,584 | $8.3M | 4.97% |
| 6 | CAPITAL GROUP GROWTH ETF | 14020G101 | 181,051 | $8.0M | 4.77% |
| 7 | ABBOTT LABS | ABLZF | 51,405 | $6.9M | 4.13% |
| 8 | CAPITAL GROUP DIVIDEND GROWE | 14021L109 | 195,737 | $6.8M | 4.07% |
| 9 | VANGUARD BD INDEX FDS | 921937835 | 90,884 | $6.8M | 4.05% |
| 10 | APPLE INC | AAPL | 25,832 | $6.6M | 3.94% |
| 11 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 234,817 | $6.5M | 3.91% |
| 12 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 275,050 | $6.2M | 3.75% |
| 13 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 179,270 | $5.3M | 3.18% |
| 14 | MICROSOFT CORP | MSFT | 10,205 | $5.3M | 3.17% |
| 15 | AMAZON COM INC | AMZN | 18,049 | $4.0M | 2.38% |
| 16 | EXXON MOBIL CORP | XOM | 27,255 | $3.1M | 1.84% |
| 17 | PACER FDS TR | 69374H881 | 46,125 | $2.7M | 1.59% |
| 18 | BROADCOM INC | AVGO | 5,308 | $1.8M | 1.05% |
| 19 | ALPHABET INC | GOOG | 6,346 | $1.5M | 0.92% |
| 20 | NVIDIA CORPORATION | NVDA | 7,356 | $1.4M | 0.82% |
| 21 | PHILIP MORRIS INTL INC | 718172109 | 8,371 | $1.4M | 0.81% |
| 22 | SCHWAB STRATEGIC TR | 808524755 | 24,646 | $1.1M | 0.63% |
| 23 | CAPITAL GROUP INTERNATIONAL | 14021T102 | 32,690 | $1.0M | 0.60% |
| 24 | SPDR GOLD TR | GLD | 2,806 | $997,449 | 0.60% |
| 25 | INVESCO QQQ TR | IVZ | 1,660 | $996,855 | 0.60% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 6,447 | $990,606 | 0.59% |
| 27 | ISHARES GOLD TR | IAU | 13,059 | $950,303 | 0.57% |
| 28 | ALPHABET INC | GOOG | 3,827 | $932,066 | 0.56% |
| 29 | ELI LILLY & CO | LLY | 1,219 | $930,097 | 0.56% |
| 30 | GE AEROSPACE | 369604301 | 2,840 | $854,358 | 0.51% |
| 31 | JPMORGAN CHASE & CO. | VYLD | 2,634 | $830,845 | 0.50% |
| 32 | T ROWE PRICE ETF INC | 87283Q107 | 16,745 | $818,496 | 0.49% |
| 33 | GE VERNOVA INC | GEV | 1,264 | $777,234 | 0.47% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,200 | 0.45% |
| 35 | ISHARES SILVER TR | SLV | 17,205 | $728,976 | 0.44% |
| 36 | TESLA INC | TSLA | 1,626 | $723,115 | 0.43% |
| 37 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,502 | $698,784 | 0.42% |
| 38 | UNITED RENTALS INC | URI | 729 | $695,498 | 0.42% |
| 39 | VANGUARD WHITEHALL FDS | 921946810 | 7,601 | $680,799 | 0.41% |
| 40 | CAPITAL GROUP CORE EQUITY ET | 14020V108 | 17,189 | $679,636 | 0.41% |
| 41 | COSTCO WHSL CORP NEW | 22160K105 | 730 | $675,710 | 0.41% |
| 42 | WALMART INC | WMT | 6,473 | $667,069 | 0.40% |
| 43 | CISCO SYS INC | CSCO | 9,708 | $664,209 | 0.40% |
| 44 | ALTRIA GROUP INC | MO | 10,025 | $662,252 | 0.40% |
| 45 | VANGUARD INDEX FDS | 922908629 | 2,224 | $653,278 | 0.39% |
| 46 | ISHARES INC | 46434G764 | 9,541 | $644,113 | 0.39% |
| 47 | VERTIV HOLDINGS CO | VRT | 3,913 | $590,321 | 0.35% |
| 48 | PROSHARES TR | 74348A467 | 5,582 | $575,312 | 0.34% |
| 49 | ISHARES TR | 464287754 | 3,866 | $563,953 | 0.34% |
| 50 | INVESCO EXCH TRADED FD TR II | IVZ | 11,619 | $561,177 | 0.34% |
| 51 | DBX ETF TR | 233051200 | 11,767 | $546,224 | 0.33% |
| 52 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,560 | $481,484 | 0.29% |
| 53 | CENTENE CORP DEL | CNC | 12,998 | $463,769 | 0.28% |
| 54 | CINCINNATI FINL CORP | 172062101 | 2,622 | $414,538 | 0.25% |
| 55 | ISHARES TR | 464287309 | 3,248 | $392,121 | 0.24% |
| 56 | J P MORGAN EXCHANGE TRADED F | 46641Q126 | 7,714 | $369,719 | 0.22% |
| 57 | VANGUARD BD INDEX FDS | 921937819 | 4,611 | $360,104 | 0.22% |
| 58 | CONSTELLATION ENERGY CORP | CEG | 1,087 | $357,699 | 0.21% |
| 59 | AMPLIFY ETF TR | 032108102 | 4,646 | $353,861 | 0.21% |
| 60 | NEXTERA ENERGY INC | NEE-PW | 4,670 | $352,538 | 0.21% |
| 61 | VANGUARD INDEX FDS | 922908363 | 573 | $350,784 | 0.21% |
| 62 | GENERAL MLS INC | 370334104 | 6,475 | $326,492 | 0.20% |
| 63 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 644 | $323,765 | 0.19% |
| 64 | VANGUARD WORLD FD | 92204A876 | 1,704 | $322,676 | 0.19% |
| 65 | VANGUARD INTL EQUITY INDEX F | 922042858 | 5,912 | $320,312 | 0.19% |
| 66 | UNITEDHEALTH GROUP INC | UNH | 925 | $319,402 | 0.19% |
| 67 | ISHARES BITCOIN TRUST ETF | IBIT | 4,879 | $317,135 | 0.19% |
| 68 | VISA INC | V | 919 | $313,728 | 0.19% |
| 69 | VANGUARD WORLD FD | 921910816 | 776 | $312,278 | 0.19% |
| 70 | ISHARES TR | 464288760 | 1,480 | $309,717 | 0.19% |
| 71 | CARDINAL HEALTH INC | CAH | 1,956 | $307,014 | 0.18% |
| 72 | SPDR SERIES TRUST | 78468R887 | 2,256 | $292,645 | 0.18% |
| 73 | T ROWE PRICE ETF INC | 87283Q404 | 6,507 | $286,030 | 0.17% |
| 74 | MONDELEZ INTL INC | 609207105 | 4,439 | $277,304 | 0.17% |
| 75 | MCKESSON CORP | MCK | 352 | $271,934 | 0.16% |
| 76 | CUMMINS INC | CMI | 596 | $251,901 | 0.15% |
| 77 | INVESCO EXCH TRADED FD TR II | IVZ | 1,007 | $248,850 | 0.15% |
| 78 | BANK AMERICA CORP | 060505104 | 4,770 | $246,087 | 0.15% |
| 79 | ISHARES TR | 464287770 | 2,693 | $241,401 | 0.14% |
| 80 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 5,533 | $240,188 | 0.14% |
| 81 | COCA COLA CO | KO | 3,552 | $235,578 | 0.14% |
| 82 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,951 | $223,073 | 0.13% |
| 83 | ORACLE CORP | ORCL-PD | 775 | $217,871 | 0.13% |
| 84 | VANGUARD WORLD FD | 92204A801 | 1,062 | $217,561 | 0.13% |
| 85 | AMPLIFY ETF TR | 032108664 | 2,472 | $214,570 | 0.13% |
| 86 | ARK ETF TR | 00214Q104 | 2,446 | $211,090 | 0.13% |
| 87 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 7,728 | $205,415 | 0.12% |
| 88 | AGILON HEALTH INC | AGL | 32,550 | $33,526 | 0.02% |