Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $158,761,162
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 47,901 $17,725,182 11.16%
2.
Vanguard Star Fds
 188,279 $16,095,968 10.14%
3.
Capital Group Dividend Value
 251,460 $12,391,947 7.81%
4.
Abbvie Inc.
 ABBV 44,678 $11,242,772 7.08%
5.
Ishares Inc
 EWZ 83,605 $9,546,871 6.01%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.