13F-HR filed by Swisher Financial Concepts, Inc.
Swisher Financial Concepts, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-16, with 90 holding rows worth $154,912,318.
- Accession
- 0002063364-25-000145
- Filer
- CIK 1947503
- Filed
- 2025-07-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 90 entries on the cover page, a total value of $154,912,318 stated on the cover page (in dollars after the unit check, H1), rows summing to $154,912,318 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 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 |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 39,366 | $11,964,453 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 292,642 | $11,556,447 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 147,510 | $10,191,452 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 52,093 | $9,669,455 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 51,505 | $7,005,177 | dollars as filed | |
| iShares MSCI USA Equal Weighted ETF | 464286681 | SHS | 69,344 | $6,873,377 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 167,711 | $6,817,462 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 220,873 | $6,100,519 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 258,879 | $5,824,779 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 76,902 | $5,662,294 | dollars as filed | |
| CAPITAL GROUP DIVIDEND GROWE | 14021L109 | SHS ETF | 160,846 | $5,409,260 | dollars as filed | |
| Apple Inc | 037833100 | COM | 26,294 | $5,394,716 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 10,212 | $5,079,401 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 180,433 | $4,895,146 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 17,984 | $3,945,510 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 71,465 | $3,937,697 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 27,234 | $2,935,775 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 49,128 | $1,966,099 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 8,371 | $1,524,610 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 22,129 | $1,397,225 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,397 | $1,127,293 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,813 | $1,076,387 | dollars as filed | |
| CAPITAL GROUP INTERNATIONAL | 14021T102 | SHS | 35,385 | $1,030,071 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 6,461 | $1,029,329 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 11,290 | $1,017,446 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,824 | $1,006,384 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 4,374 | $993,335 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,245 | $970,521 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 3,422 | $957,578 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 25,081 | $926,224 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,770 | $844,379 | dollars as filed | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q107 | PRICE BLUE CHIP | 18,133 | $822,332 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,978 | $820,815 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G664 | S&P SMALLCAP 600 | 18,484 | $800,158 | dollars as filed | |
| Invesco S&P MidCap Momentum ETF | 46137V464 | SHS | 5,992 | $770,802 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,634 | $763,548 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 13,710 | $744,179 | dollars as filed | |
| General Electric Company | 369604301 | COM | 2,840 | $731,009 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 10,530 | $730,602 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $728,800 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,067 | $721,445 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,265 | $719,500 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 7,068 | $691,105 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,300 | $687,895 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 6,339 | $638,349 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 4,152 | $590,871 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 10,025 | $587,766 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q126 | RLTY INCOME ETF | 12,052 | $574,162 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 2,495 | $565,093 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 16,965 | $556,622 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 728 | $548,801 | dollars as filed | |
| DBX ETF TR | 233051200 | XTRACK MSCI EAFE | 12,540 | $548,625 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 535 | $529,618 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 3,982 | $511,333 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,261 | $447,718 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 2,622 | $390,468 | dollars as filed | |
| ISHARES INC | 464286475 | EM MKT SM-CP ETF | 5,830 | $378,076 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,431 | $377,760 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 1,004 | $367,635 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 5,921 | $362,424 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 6,475 | $335,493 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 1,036 | $334,379 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,786 | $332,244 | dollars as filed | |
| AMPLIFY ETF TR | 032108102 | CMN | 4,802 | $331,448 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 1,956 | $328,608 | dollars as filed | |
| SPDR SERIES TRUST | 78468R887 | ST STR R2K LOWV | 2,541 | $317,961 | dollars as filed | |
| VWO | 922042858 | SHS | 6,364 | $314,763 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 642 | $311,864 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 1,700 | $300,101 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 4,439 | $299,366 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 519 | $294,598 | dollars as filed | |
| J P MORGAN ETF LTD DURATION BD | 46654Q773 | ETF | 5,592 | $292,070 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 931 | $290,444 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 336917109 | SHS | 6,763 | $283,167 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 1,480 | $279,192 | dollars as filed | |
| T ROWE PRICE DIVIDEND GROWTH ETF | 87283Q404 | COM | 6,506 | $275,708 | dollars as filed | |
| ISHARES TR | 464287770 | U.S. FIN SVC ETF | 3,101 | $265,446 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 3,426 | $264,974 | dollars as filed | |
| Vanguard Materials ETF | 92204A801 | SHS | 1,358 | $264,579 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 352 | $257,939 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,539 | $250,389 | dollars as filed | |
| AMPLIFY ETF TR | 032108664 | AMPLIFY CYBERSEC | 2,822 | $243,736 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,121 | $242,322 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 721 | $236,197 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A101 | CMN | 2,358 | $215,327 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 4,918 | $214,326 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,714 | $212,570 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 7,760 | $205,955 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 528 | $204,975 | dollars as filed | |
| AGILON HEALTH INC | 00857U107 | COM | 32,550 | $74,865 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002063364-25-000145 | this filing | 2025-07-16 | acceptance time not in the bulk data set |