• 13F History

Swisher Financial Concepts, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$121M
Signature - Title
Jim Cullen - Compliance Consultant
Location
Westerville, OH
Summary
This page shows a list of all the recent 13F filings made by Swisher Financial Concepts, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Swisher Financial Concepts, Inc. reported 80 stock holdings with total value $121M as of Q1 2025. Top holdings included CGDV, ABBV, VTI, VXUS, and CGMS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 80 $121M +$60.9M -$25.7M +$35.2M CGDV, ABBV, VTI, VXUS, CGMS 13F-HR 4/9/2025, 04:34 PM
Q4 2024 63 $84.9M +$1.29M -$75.8M -$74.5M ABBV, CGDV, COWZ, ABT, AAPL 13F-HR 2/13/2025, 10:30 AM
Q3 2024 87 $159M +$63.2M -$7.13M +$56.1M CGDV, COWZ, VO, ABBV, FNDF 13F-HR 11/5/2024, 10:11 AM
Q2 2024 78 $98.7M +$3.2M -$20.4M -$17.2M CGDV, ABBV, COWZ, VO, EMXC 13F-HR 7/22/2024, 12:48 PM
Q1 2024 85 $115M +$9.41M -$3.44M +$5.97M CGDV, ABBV, COWZ, VO, ABT 13F-HR 4/23/2024, 01:32 PM
Q4 2023 80 $104M ABBV, CGDV, COWZ, VO, ABT 13F-HR 2/13/2024, 03:06 PM