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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 $81,459,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 52,084 $9,255,265 10.89%
2.
Capital Group Dividend Value
 218,960 $7,720,519 9.09%
3.
Pacer Fds Tr
 104,051 $5,876,800 6.92%
4.
Abbott Laboratories
 ABT 51,496 $5,824,708 6.85%
5.
Apple Inc.
 AAPL 19,172 $4,801,152 5.65%
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)