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  Name: Swisher Financial Concepts Inc.
  City: WESTERVILLE
  State: OH
  Zip: 43082
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $98,663,000
  Total Value Change : $-16,254,000
  Securities Held Change : -7
   
All Securities Held : 78
  New Positions : 2
  Closed Positions : 10
  Increased Positions : 30
  Unchanged Positions : 19
  Decreased Positions : 27

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CGCP)1 Year Chart         CGCP Capital Group Core Plus Inc... 64 New $0.00 $272,000 12,274 0.28% 272,000 12,274 0    N/A
   (MATX)1 Year Chart         MATX Matson Inc 68 New $133.59 $226,000 1,752 0.23% 226,000 1,752 0.004    Water Transportation

      2 Records Found
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