91 is the total number of securities Swisher Financial Concepts, Inc. has owned. The longest Swisher Financial Concepts, Inc. has owned a single stock is 3 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CAPITAL GROUP DIVIDEND... | 3 | 3 | 8.04% | 8.99% | 10.40% | Q4 2023 | Q2 2024 | 3 | |
ABBV | ABBVIE INC | 3 | 3 | 7.64% | 8.17% | 8.76% | Q4 2023 | Q2 2024 | 3 |
COWZ | PACER FDS TR | 3 | 3 | 6.95% | 7.58% | 8.32% | Q4 2023 | Q2 2024 | 3 |
VO | VANGUARD INDEX FDS | 3 | 3 | 6.34% | 6.70% | 7.39% | Q4 2023 | Q2 2024 | 3 |
VIGI | VANGUARD WHITEHALL FDS | 3 | 3 | 4.19% | 4.54% | 5.08% | Q4 2023 | Q2 2024 | 3 |
FNDF | SCHWAB STRATEGIC TR | 3 | 3 | 4.23% | 4.52% | 5.04% | Q4 2023 | Q2 2024 | 3 |
EMXC | ISHARES INC | 3 | 3 | 2.53% | 4.05% | 5.33% | Q4 2023 | Q2 2024 | 3 |
MSFT | MICROSOFT CORP | 3 | 3 | 3.68% | 3.98% | 4.55% | Q4 2023 | Q2 2024 | 3 |
RWJ | INVESCO EXCH TRADED FD... | 3 | 3 | 3.45% | 3.64% | 4.00% | Q4 2023 | Q2 2024 | 3 |
CAPITAL GRP FIXED INCM... | 3 | 3 | 2.32% | 3.06% | 3.80% | Q4 2023 | Q2 2024 | 3 | |
J P MORGAN EXCHANGE TR... | 3 | 3 | 2.07% | 2.30% | 2.47% | Q4 2023 | Q2 2024 | 3 | |
ARKK | ARK ETF TR | 3 | 3 | 1.89% | 1.99% | 2.08% | Q4 2023 | Q2 2024 | 3 |
EEMS | ISHARES INC | 3 | 3 | 1.66% | 1.84% | 2.11% | Q4 2023 | Q2 2024 | 3 |
VWO | VANGUARD INTL EQUITY I... | 3 | 3 | 0.53% | 1.07% | 2.08% | Q4 2023 | Q2 2024 | 3 |
JPM | JPMORGAN CHASE & CO. | 3 | 3 | 0.94% | 1.03% | 1.08% | Q4 2023 | Q2 2024 | 3 |
CNC | CENTENE CORP DEL | 3 | 3 | 0.93% | 1.01% | 1.12% | Q4 2023 | Q2 2024 | 3 |
TCHP | T ROWE PRICE ETF INC | 3 | 3 | 0.82% | 0.92% | 1.06% | Q4 2023 | Q2 2024 | 3 |
GOOGL | ALPHABET INC | 3 | 3 | 0.78% | 0.90% | 1.11% | Q4 2023 | Q2 2024 | 3 |
XOM | EXXON MOBIL CORP | 3 | 3 | 0.73% | 0.81% | 0.88% | Q4 2023 | Q2 2024 | 3 |
LLY | ELI LILLY & CO | 3 | 3 | 0.60% | 0.74% | 0.97% | Q4 2023 | Q2 2024 | 3 |
PG | PROCTER AND GAMBLE CO | 3 | 3 | 0.65% | 0.71% | 0.79% | Q4 2023 | Q2 2024 | 3 |
CAPITAL GROUP CORE EQU... | 3 | 3 | 0.48% | 0.70% | 1.01% | Q4 2023 | Q2 2024 | 3 | |
IYJ | ISHARES TR | 3 | 3 | 0.65% | 0.69% | 0.74% | Q4 2023 | Q2 2024 | 3 |
VTR | VENTAS INC | 3 | 3 | 0.56% | 0.67% | 0.80% | Q4 2023 | Q2 2024 | 3 |
GOOG | ALPHABET INC | 3 | 3 | 0.56% | 0.62% | 0.76% | Q4 2023 | Q2 2024 | 3 |
PLD | PROLOGIS INC. | 3 | 3 | 0.58% | 0.62% | 0.65% | Q4 2023 | Q2 2024 | 3 |
NOBL | PROSHARES TR | 3 | 3 | 0.57% | 0.61% | 0.65% | Q4 2023 | Q2 2024 | 3 |
PSA | PUBLIC STORAGE OPER CO | 3 | 3 | 0.55% | 0.60% | 0.67% | Q4 2023 | Q2 2024 | 3 |
CSCO | CISCO SYS INC | 3 | 3 | 0.50% | 0.54% | 0.58% | Q4 2023 | Q2 2024 | 3 |
INTC | INTEL CORP | 3 | 3 | 0.43% | 0.52% | 0.65% | Q4 2023 | Q2 2024 | 3 |
DBEF | DBX ETF TR | 3 | 3 | 0.45% | 0.48% | 0.53% | Q4 2023 | Q2 2024 | 3 |
GLD | SPDR GOLD TR | 3 | 3 | 0.44% | 0.48% | 0.53% | Q4 2023 | Q2 2024 | 3 |
BNDX | VANGUARD CHARLOTTE FDS | 3 | 3 | 0.41% | 0.45% | 0.53% | Q4 2023 | Q2 2024 | 3 |
EMTL | SSGA ACTIVE TR | 3 | 3 | 0.40% | 0.45% | 0.52% | Q4 2023 | Q2 2024 | 3 |
PIMCO ETF TR | 3 | 3 | 0.40% | 0.44% | 0.52% | Q4 2023 | Q2 2024 | 3 | |
TSLA | TESLA INC | 3 | 3 | 0.34% | 0.44% | 0.53% | Q4 2023 | Q2 2024 | 3 |
COST | COSTCO WHSL CORP NEW | 3 | 3 | 0.38% | 0.43% | 0.52% | Q4 2023 | Q2 2024 | 3 |
URI | UNITED RENTALS INC | 3 | 3 | 0.39% | 0.43% | 0.47% | Q4 2023 | Q2 2024 | 3 |
PAVE | GLOBAL X FDS | 3 | 3 | 0.41% | 0.42% | 0.45% | Q4 2023 | Q2 2024 | 3 |
VXUS | VANGUARD STAR FDS | 3 | 3 | 0.37% | 0.41% | 0.49% | Q4 2023 | Q2 2024 | 3 |
WMT | WALMART INC | 3 | 3 | 0.36% | 0.41% | 0.48% | Q4 2023 | Q2 2024 | 3 |
IYG | ISHARES TR | 3 | 3 | 0.29% | 0.39% | 0.58% | Q4 2023 | Q2 2024 | 3 |
SLV | ISHARES SILVER TR | 3 | 3 | 0.34% | 0.39% | 0.45% | Q4 2023 | Q2 2024 | 3 |
CAPITAL GROUP INTL FOC... | 3 | 3 | 0.25% | 0.38% | 0.56% | Q4 2023 | Q2 2024 | 3 | |
AVGO | BROADCOM INC | 3 | 3 | 0.33% | 0.37% | 0.43% | Q4 2023 | Q2 2024 | 3 |
IVW | ISHARES TR | 3 | 3 | 0.33% | 0.37% | 0.44% | Q4 2023 | Q2 2024 | 3 |
V | VISA INC | 3 | 3 | 0.30% | 0.32% | 0.34% | Q4 2023 | Q2 2024 | 3 |
BIV | VANGUARD BD INDEX FDS | 3 | 3 | 0.29% | 0.32% | 0.34% | Q4 2023 | Q2 2024 | 3 |
UNH | UNITEDHEALTH GROUP INC | 3 | 3 | 0.27% | 0.32% | 0.35% | Q4 2023 | Q2 2024 | 3 |
NEE | NEXTERA ENERGY INC | 3 | 3 | 0.28% | 0.30% | 0.34% | Q4 2023 | Q2 2024 | 3 |
FDL | FIRST TR MORNINGSTAR D... | 3 | 3 | 0.27% | 0.30% | 0.32% | Q4 2023 | Q2 2024 | 3 |
MRK | MERCK & CO INC | 3 | 3 | 0.28% | 0.30% | 0.33% | Q4 2023 | Q2 2024 | 3 |
FSLR | FIRST SOLAR INC | 3 | 3 | 0.25% | 0.30% | 0.37% | Q4 2023 | Q2 2024 | 3 |
FDX | FEDEX CORP | 3 | 3 | 0.26% | 0.29% | 0.34% | Q4 2023 | Q2 2024 | 3 |
CINF | CINCINNATI FINL CORP | 3 | 3 | 0.27% | 0.29% | 0.32% | Q4 2023 | Q2 2024 | 3 |
TDVG | T ROWE PRICE ETF INC | 3 | 3 | 0.26% | 0.28% | 0.31% | Q4 2023 | Q2 2024 | 3 |
VOO | VANGUARD INDEX FDS | 3 | 3 | 0.24% | 0.26% | 0.30% | Q4 2023 | Q2 2024 | 3 |
VPU | VANGUARD WORLD FDS | 3 | 3 | 0.23% | 0.25% | 0.28% | Q4 2023 | Q2 2024 | 3 |
PTF | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.22% | 0.25% | 0.30% | Q4 2023 | Q2 2024 | 3 |
KO | COCA COLA CO | 3 | 3 | 0.21% | 0.23% | 0.25% | Q4 2023 | Q2 2024 | 3 |
HMC | HONDA MOTOR LTD | 3 | 3 | 0.21% | 0.22% | 0.23% | Q4 2023 | Q2 2024 | 3 |
SUM | SUMMIT MATLS INC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2023 | Q2 2024 | 3 |
XSVM | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2023 | Q2 2024 | 3 |
PFE | PFIZER INC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2023 | Q2 2024 | 3 |
CMI | CUMMINS INC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q4 2023 | Q2 2024 | 3 |
PEP | PEPSICO INC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q4 2023 | Q2 2024 | 3 |
BLES | NORTHERN LTS FD TR IV | 3 | 3 | 0.19% | 0.20% | 0.22% | Q4 2023 | Q2 2024 | 3 |
AGL | AGILON HEALTH INC | 3 | 3 | 0.16% | 0.20% | 0.23% | Q4 2023 | Q2 2024 | 3 |
ABT | ABBOTT LABS | 2 | 2 | 5.01% | 5.33% | 5.66% | Q4 2023 | Q1 2024 | 2 |
QQQ | INVESCO QQQ TR | 2 | 2 | 4.23% | 4.24% | 4.25% | Q4 2023 | Q1 2024 | 2 |
AAPL | APPLE INC | 2 | 2 | 3.91% | 3.94% | 3.98% | Q4 2023 | Q1 2024 | 2 |
AMZN | AMAZON COM INC | 2 | 2 | 2.56% | 2.71% | 2.86% | Q4 2023 | Q1 2024 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.25% | 0.38% | 0.51% | Q1 2024 | Q2 2024 | 2 |
VAW | VANGUARD WORLD FDS | 1 | 1 | 0.36% | 0.37% | 0.38% | Q4 2023 | Q2 2024 | 2 |
IBUY | AMPLIFY ETF TR | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2023 | Q1 2024 | 2 |
VTI | VANGUARD INDEX FDS | 2 | 2 | 0.20% | 0.30% | 0.39% | Q1 2024 | Q2 2024 | 2 |
AEP | AMERICAN ELEC PWR CO INC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q4 2023 | Q1 2024 | 2 |
TSM | TAIWAN SEMICONDUCTOR M... | 2 | 2 | 0.22% | 0.26% | 0.30% | Q1 2024 | Q2 2024 | 2 |
CAT | CATERPILLAR INC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q1 2024 | Q2 2024 | 2 |
BRKB | BERKSHIRE HATHAWAY INC... | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2023 | Q1 2024 | 2 |
DIS | DISNEY WALT CO | 2 | 2 | 0.21% | 0.22% | 0.22% | Q1 2024 | Q2 2024 | 2 |
GRC | GORMAN RUPP CO | 2 | 2 | 0.19% | 0.21% | 0.23% | Q1 2024 | Q2 2024 | 2 |
SOXX | ISHARES TR | 2 | 2 | 0.17% | 0.20% | 0.23% | Q1 2024 | Q2 2024 | 2 |
BAC | BANK AMERICA CORP | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2023 | Q1 2024 | 2 |
F | FORD MTR CO DEL | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2023 | Q1 2024 | 2 |
CAPITAL GRP FIXED INCM... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2024 | Q2 2024 | 1 | |
PHO | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2023 | Q4 2023 | 1 |
MATX | MATSON INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2024 | Q2 2024 | 1 |
HACK | ETF MANAGERS TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2023 | Q4 2023 | 1 |
FTCS | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2023 | Q4 2023 | 1 |
AMPLIFY ETF TR | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2024 | Q1 2024 | 1 | |
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The securities at the top of the list , including CAPITAL GROUP DIVIDEND VALUE, ABBVIE INC, and PACER FDS TR, are the highest-conviction holdings of Swisher Financial Concepts, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Swisher Financial Concepts, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Swisher Financial Concepts, Inc. owns currently or has owned in the past.