Swisher Financial Concepts, Inc.
103 holdingsFiling period: 2026-03-31Current AUM: $201.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 48.0K | $15.4M | $17.7M | 8.75% | +1.5K | 2026-03-31 |
| 2 | VXUS | VANGUARD STAR FDS | 190.3K | $14.7M | $16.1M | 7.98% | +8.2K | 2026-03-31 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 275.5K | $11.7M | $13.6M | 6.77% | +4.7K | 2026-03-31 |
| 4 | ABBV | ABBVIE INC | 51.9K | $11.3M | $13.0M | 6.45% | +23 | 2026-03-31 |
| 5 | EUSA | ISHARES INC | 83.7K | $8.5M | $9.6M | 4.75% | -1,763 | 2026-03-31 |
| 6 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 222.4K | $8.0M | $8.5M | 4.23% | +13.6K | 2026-03-31 |
| 7 | BND | VANGUARD BD INDEX FDS | 108.0K | $8.0M | $7.8M | 3.87% | +12.1K | 2026-03-31 |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | 188.9K | $7.6M | $8.5M | 4.20% | -1,005 | 2026-03-31 |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | 277.5K | $7.6M | $7.5M | 3.71% | +29.7K | 2026-03-31 |
| 10 | CGCP | CAPITAL GRP FIXED INCM ETF T | 322.1K | $7.2M | $7.1M | 3.50% | +32.0K | 2026-03-31 |
| 11 | AAPL | APPLE INC | 25.1K | $6.4M | $7.7M | 3.84% | +172 | 2026-03-31 |
| 12 | ABT | ABBOTT LABORATORIES | 51.4K | $5.3M | $5.4M | 2.69% | +58 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 27.4K | $4.6M | $4.3M | 2.11% | +69 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 27.4K | $4.6M | $4.3M | 2.11% | +69 | 2026-03-31 |
| 15 | CGIC | CAPITAL GROUP INTERNATIONAL | 135.6K | $4.5M | $4.9M | 2.42% | +103.4K | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 10.3K | $3.8M | $4.8M | 2.38% | +500 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 18.0K | $3.7M | $4.9M | 2.42% | +819 | 2026-03-31 |
| 18 | COWZ | PACER FDS TR | 43.1K | $2.7M | $2.9M | 1.43% | -528 | 2026-03-31 |
| 19 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 82.6K | $2.4M | $2.8M | 1.37% | -104,876 | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 5.9K | $1.7M | $2.1M | 1.04% | +106 | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 5.0K | $1.6M | $2.0M | 0.97% | -62 | 2026-03-31 |
| 22 | IAU | ISHARES GOLD TR | 15.9K | $1.4M | $1.2M | 0.60% | +1.8K | 2026-03-31 |
| 23 | PM | PHILIP MORRIS INTL INC | 8.4K | $1.4M | $1.6M | 0.80% | +59 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 7.4K | $1.3M | $1.5M | 0.73% | -248 | 2026-03-31 |
| 25 | SLV | ISHARES SILVER TR | 17.7K | $1.2M | $928K | 0.46% | +148 | 2026-03-31 |
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