Swisher Financial Concepts, Inc.
Net seller this quarter
$159M
62
-$27.8M
23.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ABBV | $11.2M | 7.08% | 0.00% | -13.9% | Q1 2024 |
 CGCP | $6.93M | 4.37% | Not reported | -3.4% | Q2 2024 |
 ABT | $4.06M | 2.56% | 0.00% | -13.0% | Q1 2024 |
 AAPL | $3.23M | 2.03% | 0.00% | -55.5% | Q1 2024 |
 XOM | $2.91M | 1.84% | 0.00% | -22.2% | Q1 2024 |
 AMZN | $2.33M | 1.47% | 0.00% | -45.5% | Q1 2024 |
 MSFT | $2.19M | 1.38% | 0.00% | -43.2% | Q1 2024 |
 GOOGL | $1.48M | 0.93% | 0.00% | -29.2% | Q1 2024 |
 GEV | $1.24M | 0.78% | 0.00% | -22.3% | Q2 2025 |
 AVGO | $1.23M | 0.78% | 0.00% | -35.4% | Q1 2024 |
 QQQ | $1.05M | 0.66% | Not reported | -5.6% | Q1 2024 |
 NVDA | $937K | 0.59% | 0.00% | -36.4% | Q1 2024 |
 LLY | $932K | 0.59% | 0.00% | -35.4% | Q1 2024 |
 CNC | $922K | 0.58% | 0.00% | -1.4% | Q1 2024 |
| GOOG | $875K | 0.55% | Not reported | -34.2% | Q1 2024 |
 TSM | $795K | 0.50% | 0.00% | -33.9% | Q1 2024 |
 IAU | $760K | 0.48% | 0.00% | -36.6% | Q3 2025 |
 BRK.A | $749K | 0.47% | Not reported | Not reported | Q2 2025 |
 FNDF | $684K | 0.43% | Not reported | -44.9% | Q1 2024 |
 GE | $554K | 0.35% | 0.00% | -48.0% | Q3 2024 |
 VRT | $527K | 0.33% | 0.00% | -59.8% | Q2 2025 |
 JPM | $496K | 0.31% | 0.00% | -42.4% | Q1 2024 |
 GRC | $486K | 0.31% | 0.02% | +24.6% | Q1 2024 |
 CINF | $482K | 0.30% | 0.00% | -1.0% | Q1 2024 |
 GLD | $475K | 0.30% | 0.00% | -53.0% | Q1 2024 |
 WMT | $464K | 0.29% | 0.00% | -37.2% | Q1 2024 |
 CSCO | $462K | 0.29% | 0.00% | -62.1% | Q1 2024 |
| SLV | $405K | 0.25% | 0.00% | -57.3% | Q1 2024 |
| SCHI | $318K | 0.20% | Not reported | Not reported | Q1 2026 |
 PG | $305K | 0.19% | 0.00% | -67.7% | Q1 2024 |
 COST | $305K | 0.19% | 0.00% | -56.5% | Q1 2024 |
 AMD | $304K | 0.19% | 0.00% | New | Q2 2026 |
 HBAN | $282K | 0.18% | 0.00% | -5.9% | Q4 2025 |
 V | $276K | 0.17% | 0.00% | -21.6% | Q1 2024 |
 INTC | $262K | 0.17% | 0.00% | Not reported | Q1 2024 |
 TSLA | $258K | 0.16% | 0.00% | -57.4% | Q1 2024 |
| BRK.B | $256K | 0.16% | Not reported | -20.3% | Q1 2024 |
 GLW | $227K | 0.14% | 0.00% | -42.3% | Q1 2026 |
 GIS | $212K | 0.13% | 0.00% | -5.8% | Q2 2025 |
 AMAT | $187K | 0.12% | 0.00% | New | Q2 2026 |
| EMXC | $181K | 0.11% | Not reported | -80.4% | Q1 2024 |
 NEE | $155K | 0.10% | 0.00% | -62.7% | Q1 2024 |
 CMI | $146K | 0.09% | 0.00% | -65.7% | Q1 2024 |
 FRDM | $138K | 0.09% | Not reported | New | Q2 2026 |
 CAH | $134K | 0.08% | 0.00% | -71.1% | Q2 2025 |
 UNH | $128K | 0.08% | 0.00% | -68.0% | Q1 2024 |
 URI | $127K | 0.08% | 0.00% | -84.6% | Q1 2024 |
 CEG | $125K | 0.08% | 0.00% | -53.0% | Q2 2025 |
 MCK | $121K | 0.08% | 0.00% | -66.1% | Q2 2025 |
 CAT | $117K | 0.07% | 0.00% | -71.1% | Q1 2024 |
| Q1 2026 | |||||
| ABBV | $11.3M | 6.31% | 0.00% | 0.0% | Q1 2024 |
| CGCP | $7.19M | 4.03% | Not reported | +11.0% | Q2 2024 |
| AAPL | $6.36M | 3.56% | 0.00% | +0.7% | Q1 2024 |
| ABT | $5.28M | 2.95% | 0.00% | +0.1% | Q1 2024 |
| XOM | $4.65M | 2.60% | 0.00% | +0.3% | Q1 2024 |
| MSFT | $3.83M | 2.14% | 0.00% | +5.1% | Q1 2024 |
| AMZN | $3.74M | 2.09% | 0.00% | +4.8% | Q1 2024 |
| GOOGL | $1.69M | 0.94% | 0.00% | +1.8% | Q1 2024 |
| AVGO | $1.56M | 0.87% | 0.00% | -1.2% | Q1 2024 |
| IAU | $1.4M | 0.78% | 0.00% | +12.9% | Q3 2025 |
 PM | $1.39M | 0.78% | 0.00% | +0.7% | Q2 2025 |
| NVDA | $1.28M | 0.72% | 0.00% | -3.3% | Q1 2024 |
| SLV | $1.21M | 0.68% | 0.00% | +0.8% | Q1 2024 |
| GEV | $1.18M | 0.66% | 0.00% | +3.6% | Q2 2025 |
| GLD | $1.18M | 0.66% | 0.00% | -2.3% | Q1 2024 |
| FNDF | $1.15M | 0.64% | Not reported | -1.7% | Q1 2024 |
| LLY | $1.11M | 0.62% | 0.00% | +0.3% | Q1 2024 |
| GOOG | $1.08M | 0.60% | Not reported | -1.6% | Q1 2024 |
| VRT | $983K | 0.55% | 0.00% | +0.8% | Q2 2025 |
| PG | $931K | 0.52% | 0.00% | +0.9% | Q1 2024 |
| QQQ | $875K | 0.49% | Not reported | -7.6% | Q1 2024 |
| TSM | $851K | 0.48% | 0.00% | +1.0% | Q1 2024 |
| WMT | $811K | 0.45% | 0.00% | +0.5% | Q1 2024 |
| GE | $809K | 0.45% | 0.00% | +0.4% | Q3 2024 |
| CSCO | $806K | 0.45% | 0.00% | +6.7% | Q1 2024 |
| JPM | $774K | 0.43% | 0.00% | +1.1% | Q1 2024 |
| COST | $746K | 0.42% | 0.00% | -0.3% | Q1 2024 |
| BRK.A | $718K | 0.40% | Not reported | Not reported | Q2 2025 |
| EMXC | $707K | 0.40% | Not reported | -3.4% | Q1 2024 |
 MO | $668K | 0.37% | 0.00% | +0.9% | Q2 2025 |
 NOBL | $552K | 0.31% | Not reported | -6.3% | Q1 2024 |
| TSLA | $535K | 0.30% | 0.00% | -4.0% | Q1 2024 |
| URI | $531K | 0.30% | 0.00% | Not reported | Q1 2024 |
| CNC | $477K | 0.27% | 0.00% | Not reported | Q1 2024 |
| NEE | $440K | 0.25% | 0.00% | +1.4% | Q1 2024 |
| CINF | $414K | 0.23% | 0.00% | +0.2% | Q1 2024 |
| CAH | $413K | 0.23% | 0.00% | Not reported | Q2 2025 |
| MCK | $408K | 0.23% | 0.00% | +34.1% | Q2 2025 |
| CMI | $321K | 0.18% | 0.00% | Not reported | Q1 2024 |
| SCHI | $319K | 0.18% | Not reported | New | Q1 2026 |
| V | $310K | 0.17% | 0.00% | +11.5% | Q1 2024 |
| BRK.B | $308K | 0.17% | Not reported | Not reported | Q1 2024 |
 MRK | $304K | 0.17% | 0.00% | +2.1% | Q1 2024 |
| CEG | $300K | 0.17% | 0.00% | +2.9% | Q2 2025 |
 KO | $281K | 0.16% | 0.00% | +3.1% | Q1 2024 |
| CAT | $270K | 0.15% | 0.00% | +0.8% | Q1 2024 |
| HBAN | $265K | 0.15% | 0.00% | Not reported | Q4 2025 |
| GRC | $264K | 0.15% | 0.02% | Not reported | Q1 2024 |
| UNH | $260K | 0.15% | 0.00% | +5.5% | Q1 2024 |
 MDLZ | $256K | 0.14% | 0.00% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| ABBV | $11.9M | 6.73% | 0.00% | -0.1% | Q1 2024 |
| AAPL | $6.77M | 3.84% | 0.00% | -3.6% | Q1 2024 |
| CGCP | $6.57M | 3.73% | Not reported | +5.5% | Q2 2024 |
| ABT | $6.44M | 3.65% | 0.00% | -0.1% | Q1 2024 |
| MSFT | $4.76M | 2.70% | 0.00% | -3.5% | Q1 2024 |
| AMZN | $3.95M | 2.25% | 0.00% | -5.1% | Q1 2024 |
| XOM | $3.29M | 1.87% | 0.00% | +0.3% | Q1 2024 |
| GOOGL | $1.8M | 1.02% | 0.00% | -9.2% | Q1 2024 |
| AVGO | $1.77M | 1.00% | 0.00% | -3.7% | Q1 2024 |
| NVDA | $1.42M | 0.81% | 0.00% | +3.5% | Q1 2024 |
| PM | $1.34M | 0.76% | 0.00% | Not reported | Q2 2025 |
| LLY | $1.29M | 0.73% | 0.00% | -1.6% | Q1 2024 |
| GOOG | $1.2M | 0.68% | Not reported | Not reported | Q1 2024 |
| IAU | $1.14M | 0.65% | 0.00% | +7.7% | Q3 2025 |
| SLV | $1.13M | 0.64% | 0.00% | +2.2% | Q1 2024 |
| GLD | $1.11M | 0.63% | 0.00% | +0.1% | Q1 2024 |
| FNDF | $1.08M | 0.61% | Not reported | -3.0% | Q1 2024 |
| QQQ | $1.01M | 0.57% | Not reported | -1.2% | Q1 2024 |
| PG | $915K | 0.52% | 0.00% | -0.9% | Q1 2024 |
| GE | $875K | 0.50% | 0.00% | Not reported | Q3 2024 |
| GEV | $854K | 0.48% | 0.00% | +3.3% | Q2 2025 |
| JPM | $839K | 0.48% | 0.00% | -1.1% | Q1 2024 |
| TSM | $757K | 0.43% | 0.00% | -0.4% | Q1 2024 |
| BRK.A | $755K | 0.43% | Not reported | Not reported | Q2 2025 |
| CSCO | $750K | 0.43% | 0.00% | +0.3% | Q1 2024 |
| WMT | $724K | 0.41% | 0.00% | +0.3% | Q1 2024 |
| EMXC | $676K | 0.38% | Not reported | -2.5% | Q1 2024 |
| TSLA | $675K | 0.38% | 0.00% | -7.8% | Q1 2024 |
| COST | $648K | 0.37% | 0.00% | +2.9% | Q1 2024 |
| VRT | $630K | 0.36% | 0.00% | -0.6% | Q2 2025 |
| CNC | $599K | 0.34% | 0.00% | +12.1% | Q1 2024 |
| URI | $590K | 0.33% | 0.00% | Not reported | Q1 2024 |
| NOBL | $578K | 0.33% | Not reported | -0.4% | Q1 2024 |
| MO | $578K | 0.33% | 0.00% | Not reported | Q2 2025 |
| CINF | $428K | 0.24% | 0.00% | Not reported | Q1 2024 |
| CAH | $402K | 0.23% | 0.00% | Not reported | Q2 2025 |
| NEE | $375K | 0.21% | 0.00% | Not reported | Q1 2024 |
| CEG | $369K | 0.21% | 0.00% | -4.0% | Q2 2025 |
| BRK.B | $323K | 0.18% | Not reported | -0.3% | Q1 2024 |
| V | $322K | 0.18% | 0.00% | Not reported | Q1 2024 |
| CMI | $305K | 0.17% | 0.00% | +0.2% | Q1 2024 |
| GIS | $301K | 0.17% | 0.00% | Not reported | Q2 2025 |
| UNH | $300K | 0.17% | 0.00% | -1.6% | Q1 2024 |
| HBAN | $294K | 0.17% | 0.00% | New | Q4 2025 |
| MCK | $289K | 0.16% | 0.00% | Not reported | Q2 2025 |
 BAC | $263K | 0.15% | 0.00% | +0.1% | Q1 2024 |
| MRK | $261K | 0.15% | 0.00% | Not reported | Q1 2024 |
| KO | $250K | 0.14% | 0.00% | +0.8% | Q1 2024 |
| MDLZ | $239K | 0.14% | 0.00% | Not reported | Q2 2025 |
| IBIT | $225K | 0.13% | 0.00% | -7.3% | Q2 2025 |
| Q3 2025 | |||||
| ABBV | $12M | 7.20% | 0.00% | -0.4% | Q1 2024 |
| ABT | $6.89M | 4.13% | 0.00% | -0.2% | Q1 2024 |
| AAPL | $6.58M | 3.94% | 0.00% | -1.8% | Q1 2024 |
| CGCP | $6.25M | 3.75% | Not reported | +6.3% | Q2 2024 |
| MSFT | $5.29M | 3.17% | 0.00% | -0.1% | Q1 2024 |
| AMZN | $3.96M | 2.38% | 0.00% | +0.4% | Q1 2024 |
| XOM | $3.07M | 1.84% | 0.00% | +0.1% | Q1 2024 |
| AVGO | $1.75M | 1.05% | 0.00% | +78.2% | Q1 2024 |
| GOOGL | $1.54M | 0.92% | 0.00% | -0.8% | Q1 2024 |
| NVDA | $1.37M | 0.82% | 0.00% | +8.0% | Q1 2024 |
| PM | $1.36M | 0.81% | 0.00% | Not reported | Q2 2025 |
| FNDF | $1.06M | 0.63% | Not reported | -49.8% | Q1 2024 |
| GLD | $997K | 0.60% | 0.00% | +1.3% | Q1 2024 |
| QQQ | $997K | 0.60% | Not reported | -9.0% | Q1 2024 |
| PG | $991K | 0.59% | 0.00% | -0.2% | Q1 2024 |
| IAU | $950K | 0.57% | 0.00% | New | Q3 2025 |
| GOOG | $932K | 0.56% | Not reported | -5.9% | Q1 2024 |
| LLY | $930K | 0.56% | 0.00% | -2.1% | Q1 2024 |
| GE | $854K | 0.51% | 0.00% | Not reported | Q3 2024 |
| JPM | $831K | 0.50% | 0.00% | Not reported | Q1 2024 |
| GEV | $777K | 0.47% | 0.00% | -2.8% | Q2 2025 |
| BRK.A | $754K | 0.45% | Not reported | Not reported | Q2 2025 |
| SLV | $729K | 0.44% | 0.00% | +1.4% | Q1 2024 |
| TSLA | $723K | 0.43% | 0.00% | -28.2% | Q1 2024 |
| TSM | $699K | 0.42% | 0.00% | +0.3% | Q1 2024 |
| URI | $695K | 0.42% | 0.00% | +0.1% | Q1 2024 |
| COST | $676K | 0.41% | 0.00% | +36.5% | Q1 2024 |
| WMT | $667K | 0.40% | 0.00% | -8.4% | Q1 2024 |
| CSCO | $664K | 0.40% | 0.00% | -7.8% | Q1 2024 |
| MO | $662K | 0.40% | 0.00% | Not reported | Q2 2025 |
| EMXC | $644K | 0.39% | Not reported | -56.9% | Q1 2024 |
| VRT | $590K | 0.35% | 0.00% | -1.7% | Q2 2025 |
| NOBL | $575K | 0.34% | Not reported | -11.9% | Q1 2024 |
| CNC | $464K | 0.28% | 0.00% | -5.2% | Q1 2024 |
| CINF | $415K | 0.25% | 0.00% | Not reported | Q1 2024 |
| CEG | $358K | 0.21% | 0.00% | +4.9% | Q2 2025 |
| NEE | $353K | 0.21% | 0.00% | -2.4% | Q1 2024 |
| GIS | $326K | 0.20% | 0.00% | Not reported | Q2 2025 |
| BRK.B | $324K | 0.19% | Not reported | +0.3% | Q1 2024 |
| UNH | $319K | 0.19% | 0.00% | -0.6% | Q1 2024 |
| IBIT | $317K | 0.19% | 0.00% | -17.6% | Q2 2025 |
| V | $314K | 0.19% | 0.00% | -27.1% | Q1 2024 |
| CAH | $307K | 0.18% | 0.00% | Not reported | Q2 2025 |
| MDLZ | $277K | 0.17% | 0.00% | Not reported | Q2 2025 |
| MCK | $272K | 0.16% | 0.00% | Not reported | Q2 2025 |
| CMI | $252K | 0.15% | 0.00% | -17.3% | Q1 2024 |
| BAC | $246K | 0.15% | 0.00% | -6.9% | Q1 2024 |
| KO | $236K | 0.14% | 0.00% | +0.4% | Q1 2024 |
 ORCL | $218K | 0.13% | 0.00% | New | Q3 2025 |
 AGL | $33.5K | 0.02% | 0.01% | Not reported | Q1 2024 |