Swisher Financial Concepts, Inc. Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$154.9B
Holdings
90
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 39,366 | $12.0B | 7.72% | |
| 2 | CGDGCAPITAL GROUP DIVIDEND VALUE | 292,642 | $11.6B | 7.46% | |
| 3 | VXUSVANGUARD STAR FDS | 147,510 | $10.2B | 6.58% | |
| 4 | ABBVABBVIE INC | 52,093 | $9.7B | 6.24% | |
| 5 | ABTABBOTT LABS | 51,505 | $7.0B | 4.52% | |
| 6 | EUSAISHARES INC | 69,344 | $6.9B | 4.44% | |
| 7 | CGGRCAPITAL GROUP GROWTH ETF | 167,711 | $6.8B | 4.40% | |
| 8 | CGMSCAPITAL GRP FIXED INCM ETF T | 220,873 | $6.1B | 3.94% | |
| 9 | CGCPCAPITAL GRP FIXED INCM ETF T | 258,879 | $5.8B | 3.76% | |
| 10 | BNDVANGUARD BD INDEX FDS | 76,902 | $5.7B | 3.66% | |
| 11 | CGDGCAPITAL GROUP DIVIDEND GROWE | 160,846 | $5.4B | 3.49% | |
| 12 | AAPLAPPLE INC | 26,294 | $5.4B | 3.48% | |
| 13 | MSFTMICROSOFT CORP | 10,212 | $5.1B | 3.28% | |
| 14 | CGXUCAPITAL GROUP INTL FOCUS EQT | 180,433 | $4.9B | 3.16% | |
| 15 | AMZNAMAZON COM INC | 17,984 | $3.9B | 2.55% | |
| 16 | COWZPACER FDS TR | 71,465 | $3.9B | 2.54% | |
| 17 | XOMEXXON MOBIL CORP | 27,234 | $2.9B | 1.90% | |
| 18 | FNDFSCHWAB STRATEGIC TR | 49,128 | $2.0B | 1.27% | |
| 19 | 4I1PHILIP MORRIS INTL INC | 8,371 | $1.5B | 0.98% | |
| 20 | EMXCISHARES INC | 22,129 | $1.4B | 0.90% | |
| 21 | GOOGLALPHABET INC | 6,397 | $1.1B | 0.73% | |
| 22 | NVDANVIDIA CORPORATION | 6,813 | $1.1B | 0.69% | |
| 23 | CGICCAPITAL GROUP INTERNATIONAL | 35,385 | $1.0B | 0.66% | |
| 24 | PGPROCTER AND GAMBLE CO | 6,461 | $1.0B | 0.66% | |
| 25 | VIGIVANGUARD WHITEHALL FDS | 11,290 | $1.0B | 0.66% | |
| 26 | NDQINVESCO QQQ TR | 1,824 | $1.0B | 0.65% | |
| 27 | QQQMINVESCO EXCH TRADED FD TR II | 4,374 | $993.3M | 0.64% | |
| 28 | LLYELI LILLY & CO | 1,245 | $970.5M | 0.63% | |
| 29 | VOVANGUARD INDEX FDS | 3,422 | $957.6M | 0.62% | |
| 30 | CGUSCAPITAL GROUP CORE EQUITY ET | 25,081 | $926.2M | 0.60% | |
| 31 | GQ9SPDR GOLD TR | 2,770 | $844.4M | 0.55% | |
| 32 | TMEDT ROWE PRICE ETF INC | 18,133 | $822.3M | 0.53% | |
| 33 | AVGOBROADCOM INC | 2,978 | $820.8M | 0.53% | |
| 34 | RWJINVESCO EXCH TRADED FD TR II | 18,484 | $800.2M | 0.52% | |
| 35 | XMMOINVESCO EXCHANGE TRADED FD T | 5,992 | $770.8M | 0.50% | |
| 36 | JPMJPMORGAN CHASE & CO. | 2,634 | $763.5M | 0.49% | |
| 37 | CNCCENTENE CORP DEL | 13,710 | $744.2M | 0.48% | |
| 38 | GEGE AEROSPACE | 2,840 | $731.0M | 0.47% | |
| 39 | CSCOCISCO SYS INC | 10,530 | $730.6M | 0.47% | |
| 40 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.47% | |
| 41 | GOOGALPHABET INC | 4,067 | $721.4M | 0.47% | |
| 42 | TSLATESLA INC | 2,265 | $719.5M | 0.46% | |
| 43 | WMTWALMART INC | 7,068 | $691.1M | 0.45% | |
| 44 | GEVGE VERNOVA INC | 1,300 | $687.9M | 0.44% | |
| 45 | NOBLPROSHARES TR | 6,339 | $638.3M | 0.41% | |
| 46 | IYJISHARES TR | 4,152 | $590.9M | 0.38% | |
| 47 | MOALTRIA GROUP INC | 10,025 | $587.8M | 0.38% | |
| 48 | JPREJ P MORGAN EXCHANGE TRADED F | 12,052 | $574.2M | 0.37% | |
| 49 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,495 | $565.1M | 0.36% | |
| 50 | SLVISHARES SILVER TR | 16,965 | $556.6M | 0.36% | |
| 51 | URIUNITED RENTALS INC | 728 | $548.8M | 0.35% | |
| 52 | DBEFDBX ETF TR | 12,540 | $548.6M | 0.35% | |
| 53 | COSTCOSTCO WHSL CORP NEW | 535 | $529.6M | 0.34% | |
| 54 | VRTVERTIV HOLDINGS CO | 3,982 | $511.3M | 0.33% | |
| 55 | VVISA INC | 1,261 | $447.7M | 0.29% | |
| 56 | CINFCINCINNATI FINL CORP | 2,622 | $390.5M | 0.25% | |
| 57 | EEMSISHARES INC | 5,830 | $378.1M | 0.24% | |
| 58 | IVWISHARES TR | 3,431 | $377.8M | 0.24% | |
| 59 | MGKVANGUARD WORLD FD | 1,004 | $367.6M | 0.24% | |
| 60 | IBITISHARES BITCOIN TRUST ETF | 5,921 | $362.4M | 0.23% | |
| 61 | GISGENERAL MLS INC | 6,475 | $335.5M | 0.22% | |
| 62 | CEGCONSTELLATION ENERGY CORP | 1,036 | $334.4M | 0.22% | |
| 63 | NEENEXTERA ENERGY INC | 4,786 | $332.2M | 0.21% | |
| 64 | IBUYAMPLIFY ETF TR | 4,802 | $331.4M | 0.21% | |
| 65 | CAHCARDINAL HEALTH INC | 1,956 | $328.6M | 0.21% | |
| 66 | SMLVSPDR SERIES TRUST | 2,541 | $318.0M | 0.21% | |
| 67 | VWOVANGUARD INTL EQUITY INDEX F | 6,364 | $314.8M | 0.20% | |
| 68 | BRK/BBERKSHIRE HATHAWAY INC DEL | 642 | $311.9M | 0.20% | |
| 69 | VPUVANGUARD WORLD FD | 1,700 | $300.1M | 0.19% | |
| 70 | MDLZMONDELEZ INTL INC | 4,439 | $299.4M | 0.19% | |
| 71 | VOOVANGUARD INDEX FDS | 519 | $294.6M | 0.19% | |
| 72 | JPLDJ P MORGAN EXCHANGE TRADED F | 5,592 | $292.1M | 0.19% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 931 | $290.4M | 0.19% | |
| 74 | FDLFIRST TR EXCHANGE-TRADED FD | 6,763 | $283.2M | 0.18% | |
| 75 | ITA*ISHARES TR | 1,480 | $279.2M | 0.18% | |
| 76 | TDVGT ROWE PRICE ETF INC | 6,506 | $275.7M | 0.18% | |
| 77 | IYGISHARES TR | 3,101 | $265.4M | 0.17% | |
| 78 | BIVVANGUARD BD INDEX FDS | 3,426 | $265.0M | 0.17% | |
| 79 | VAWVANGUARD WORLD FD | 1,358 | $264.6M | 0.17% | |
| 80 | MCKMCKESSON CORP | 352 | $257.9M | 0.17% | |
| 81 | KOCOCA COLA CO | 3,539 | $250.4M | 0.16% | |
| 82 | HACKAMPLIFY ETF TR | 2,822 | $243.7M | 0.16% | |
| 83 | BACBANK AMERICA CORP | 5,121 | $242.3M | 0.16% | |
| 84 | CMICUMMINS INC | 721 | $236.2M | 0.15% | |
| 85 | PSRINVESCO ACTIVELY MANAGED EXC | 2,358 | $215.3M | 0.14% | |
| 86 | BCCCGLOBAL X FDS | 4,918 | $214.3M | 0.14% | |
| 87 | DISDISNEY WALT CO | 1,714 | $212.6M | 0.14% | |
| 88 | PYLDPIMCO ETF TR | 7,760 | $206.0M | 0.13% | |
| 89 | CATCATERPILLAR INC | 528 | $205.0M | 0.13% | |
| 90 | AGLAGILON HEALTH INC | 32,550 | $74.9M | 0.05% |