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Home > Institutional Investor > Swisher Financial Concepts, Inc. > Profile

Instuitional Investor - Swisher Financial Concepts, Inc.

Fund Profile
Filing Period:
Fund Name: Swisher Financial Concepts, Inc.
Portfolio Value $154,912,318
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 39,366 $11,964,453 7.72%
2.
Capital Group Dividend Value
 292,642 $11,556,447 7.46%
3.
Vanguard Star Fds
 147,510 $10,191,452 6.58%
4.
Abbvie Inc.
 ABBV 52,093 $9,669,455 6.24%
5.
Abbott Laboratories
 ABT 51,505 $7,005,177 4.52%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)