Instuitional Investor - Swisher Financial Concepts, Inc.
Fund Profile
Filing Period:
| Fund Name: | Swisher Financial Concepts, Inc. |
| Portfolio Value | $120,401,493 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Dividend Value | 307,588 | $10,962,439 | 9.06% | |
| 2. | ABBV | 52,214 | $10,939,793 | 9.04% | |
| 3. | Vanguard Index Fds | 34,081 | $9,366,724 | 7.74% | |
| 4. | Vanguard Star Fds | 132,280 | $8,214,607 | 6.79% | |
| 5. | Capital Grp Fixed Incm Etf T | 226,746 | $6,190,160 | 5.11% |
