Swisher Financial Concepts, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$84.9B
Holdings
63
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ABBVABBVIE INC | 52,084 | $9.3B | 10.90% | |
| 2 | CGDGCAPITAL GROUP DIVIDEND VALUE | 218,960 | $7.7B | 9.09% | |
| 3 | COWZPACER FDS TR | 104,051 | $5.9B | 6.92% | |
| 4 | ABTABBOTT LABS | 51,496 | $5.8B | 6.86% | |
| 5 | AAPLAPPLE INC | 19,172 | $4.8B | 5.65% | |
| 6 | FNDFSCHWAB STRATEGIC TR | 143,870 | $4.8B | 5.63% | |
| 7 | EMXCISHARES INC | 64,941 | $3.6B | 4.24% | |
| 8 | QQQMINVESCO EXCH TRADED FD TR II | 16,589 | $3.5B | 4.11% | |
| 9 | AMZNAMAZON COM INC | 15,795 | $3.5B | 4.08% | |
| 10 | MSFTMICROSOFT CORP | 8,132 | $3.4B | 4.04% | |
| 11 | CGCPCAPITAL GRP FIXED INCM ETF T | 124,374 | $2.8B | 3.25% | |
| 12 | CGMSCAPITAL GRP FIXED INCM ETF T | 97,817 | $2.7B | 3.14% | |
| 13 | VIGIVANGUARD WHITEHALL FDS | 22,981 | $1.8B | 2.16% | |
| 14 | VOVANGUARD INDEX FDS | 6,804 | $1.8B | 2.12% | |
| 15 | RWJINVESCO EXCH TRADED FD TR II | 38,673 | $1.8B | 2.08% | |
| 16 | EEMSISHARES INC | 18,507 | $1.1B | 1.27% | |
| 17 | GOOGLALPHABET INC | 5,657 | $1.1B | 1.26% | |
| 18 | TMEDT ROWE PRICE ETF INC | 23,024 | $969.5M | 1.14% | |
| 19 | NDQINVESCO QQQ TR | 1,896 | $969.0M | 1.14% | |
| 20 | LLYELI LILLY & CO | 1,187 | $916.4M | 1.08% | |
| 21 | JPREJ P MORGAN EXCHANGE TRADED F | 18,884 | $892.8M | 1.05% | |
| 22 | PSRINVESCO ACTIVELY MANAGED EXC | 9,845 | $888.9M | 1.05% | |
| 23 | XOMEXXON MOBIL CORP | 7,352 | $790.8M | 0.93% | |
| 24 | PGPROCTER AND GAMBLE CO | 4,715 | $790.5M | 0.93% | |
| 25 | WMTWALMART INC | 7,011 | $633.5M | 0.75% | |
| 26 | CSCOCISCO SYS INC | 10,626 | $629.1M | 0.74% | |
| 27 | GQ9SPDR GOLD TR | 2,552 | $617.9M | 0.73% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 614 | $562.6M | 0.66% | |
| 29 | GOOGALPHABET INC | 2,910 | $554.2M | 0.65% | |
| 30 | TSLATESLA INC | 1,293 | $522.2M | 0.61% | |
| 31 | NVDANVIDIA CORPORATION | 3,851 | $517.2M | 0.61% | |
| 32 | JPMJPMORGAN CHASE & CO. | 2,108 | $505.3M | 0.60% | |
| 33 | DBEFDBX ETF TR | 11,966 | $495.4M | 0.58% | |
| 34 | SLVISHARES SILVER TR | 16,790 | $442.1M | 0.52% | |
| 35 | CGUSCAPITAL GROUP CORE EQUITY ET | 11,630 | $406.7M | 0.48% | |
| 36 | VVISA INC | 1,239 | $391.6M | 0.46% | |
| 37 | UNHUNITEDHEALTH GROUP INC | 768 | $388.5M | 0.46% | |
| 38 | CINFCINCINNATI FINL CORP | 2,624 | $377.1M | 0.44% | |
| 39 | IYJISHARES TR | 2,799 | $373.7M | 0.44% | |
| 40 | NEENEXTERA ENERGY INC | 4,786 | $343.1M | 0.40% | |
| 41 | PTFINVESCO EXCHANGE TRADED FD T | 4,650 | $337.4M | 0.40% | |
| 42 | IVWISHARES TR | 3,250 | $330.0M | 0.39% | |
| 43 | TDVGT ROWE PRICE ETF INC | 7,790 | $308.4M | 0.36% | |
| 44 | JPLDJ P MORGAN EXCHANGE TRADED F | 5,727 | $295.1M | 0.35% | |
| 45 | CGGRCAPITAL GROUP GROWTH ETF | 7,873 | $292.7M | 0.34% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 631 | $286.0M | 0.34% | |
| 47 | NOBLPROSHARES TR | 2,817 | $280.4M | 0.33% | |
| 48 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,390 | $274.5M | 0.32% | |
| 49 | PYLDPIMCO ETF TR | 10,346 | $268.2M | 0.32% | |
| 50 | VWOVANGUARD INTL EQUITY INDEX F | 5,911 | $260.3M | 0.31% | |
| 51 | FSLRFIRST SOLAR INC | 1,451 | $255.7M | 0.30% | |
| 52 | BIVVANGUARD BD INDEX FDS | 3,262 | $243.8M | 0.29% | |
| 53 | BACBANK AMERICA CORP | 5,512 | $242.3M | 0.29% | |
| 54 | HACKAMPLIFY ETF TR | 3,197 | $238.1M | 0.28% | |
| 55 | BCCCGLOBAL X FDS | 5,730 | $231.5M | 0.27% | |
| 56 | KOCOCA COLA CO | 3,692 | $229.9M | 0.27% | |
| 57 | INTCINTEL CORP | 11,423 | $229.0M | 0.27% | |
| 58 | MRKMERCK & CO INC | 2,280 | $226.8M | 0.27% | |
| 59 | BLESNORTHERN LTS FD TR IV | 5,890 | $217.9M | 0.26% | |
| 60 | AVGOBROADCOM INC | 896 | $207.8M | 0.24% | |
| 61 | CGICCAPITAL GROUP INTERNATIONAL | 8,489 | $204.1M | 0.24% | |
| 62 | VPUVANGUARD WORLD FD | 1,235 | $201.9M | 0.24% | |
| 63 | AGLAGILON HEALTH INC | 32,550 | $61.8M | 0.07% |