13F-HR filed by Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 63 holding rows worth $84,924,681 by the sum of the rows.
- Accession
- 0001947503-25-000002
- Filer
- CIK 1947503
- Filed
- 2025-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 63 entries on the cover page, a total value of $81,459,416 stated on the cover page (in dollars after the unit check, H1), rows summing to $84,924,681 with VALUE read as dollars as filed, 13F file number 028-23776. The quarter's positions are built on this report. The resolved quarter.
The cover page states a total of $81,459,416, 4% less than the sum of the rows, $84,924,681. This page uses the sum of the rows.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| AbbVie,Inc. | 00287Y109 | COM | 52,084 | $9,255,265 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 218,960 | $7,720,519 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 104,051 | $5,876,800 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 51,496 | $5,824,708 | dollars as filed | |
| Apple Inc | 037833100 | COM | 19,172 | $4,801,152 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 143,870 | $4,777,919 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 64,941 | $3,600,976 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 16,589 | $3,491,155 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 15,795 | $3,465,265 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 8,132 | $3,427,755 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 124,374 | $2,761,103 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 97,817 | $2,668,456 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 22,981 | $1,838,223 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 6,804 | $1,797,196 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G664 | S&P SMALLCAP 600 | 38,673 | $1,769,689 | dollars as filed | |
| ISHARES INC | 464286475 | EM MKT SM-CP ETF | 18,507 | $1,076,017 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,657 | $1,070,909 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q107 | PRICE BLUE CHIP | 23,024 | $969,541 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,896 | $969,044 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,187 | $916,364 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q126 | RLTY INCOME ETF | 18,884 | $892,836 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A101 | CMN | 9,845 | $888,900 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 7,352 | $790,805 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,715 | $790,526 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 7,011 | $633,471 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 10,626 | $629,078 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,552 | $617,916 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 614 | $562,590 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,910 | $554,180 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,293 | $522,165 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,851 | $517,151 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,108 | $505,309 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 11,966 | $495,392 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 16,790 | $442,081 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 11,630 | $406,717 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,239 | $391,574 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 768 | $388,500 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 2,624 | $377,069 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 2,799 | $373,722 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,786 | $343,108 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V811 | S&P500 EQL HIG | 4,650 | $337,404 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,250 | $329,972 | dollars as filed | |
| T ROWE PRICE DIVIDEND GROWTH ETF | 87283Q404 | COM | 7,790 | $308,419 | dollars as filed | |
| J P MORGAN ETF LTD DURATION BD | 46654Q773 | ETF | 5,727 | $295,055 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 7,873 | $292,658 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 631 | $286,020 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 2,817 | $280,432 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,390 | $274,511 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 10,346 | $268,156 | dollars as filed | |
| VWO | 922042858 | SHS | 5,911 | $260,320 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 1,451 | $255,724 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 3,262 | $243,750 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,512 | $242,251 | dollars as filed | |
| AMPLIFY ETF TR | 032108664 | AMPLIFY CYBERSEC | 3,197 | $238,145 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 5,730 | $231,549 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,692 | $229,864 | dollars as filed | |
| Intel Corp | 458140100 | COM | 11,423 | $229,026 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,280 | $226,782 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H658 | INSPIRE GBL HOPE | 5,890 | $217,871 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 896 | $207,803 | dollars as filed | |
| CAPITAL GROUP INTERNATIONAL | 14021T102 | SHS | 8,489 | $204,123 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 1,235 | $201,855 | dollars as filed | |
| AGILON HEALTH INC | 00857U107 | COM | 32,550 | $61,845 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001947503-25-000002 | this filing | 2025-02-13 | acceptance time not in the bulk data set |