Swisher Financial Concepts, Inc.

13F Filings History

Latest 13F report: Q3 2024 - Nov 5, 2024
Value $: $159M
Signature - Title: Brett Vandervort - Chief Compliance Officer
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 87 stock holdings with total value $159M as of Q3 2024. Top holdings included CGDV, COWZ, VO, ABBV, and FNDF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
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	81	$104M	$0	$0		ABBV, CGDV, COWZ, VO, ABT	13F-HR	2/13/2024, 03:06 PM