| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | 3 | Q2 2024 | 10.4% |
| ABBVIE INC | 3 | Q2 2024 | 8.8% |
| PACER FDS TR | 3 | Q2 2024 | 8.3% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 7.4% |
| VANGUARD WHITEHALL FDS | 3 | Q2 2024 | 5.1% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 5.0% |
| ISHARES INC | 3 | Q2 2024 | 5.3% |
| MICROSOFT CORP | 3 | Q2 2024 | 4.6% |
| INVESCO EXCH TRADED FD TR II | 3 | Q2 2024 | 4.0% |
| CAPITAL GRP FIXED INCM ETF T | 3 | Q2 2024 | 3.8% |
View Swisher Financial Concepts, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-13 |
View Swisher Financial Concepts, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.