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| Name: |
Swisher Financial Concepts Inc. |
| City: |
WESTERVILLE |
| State: |
OH |
| Zip: |
43082 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CNC |
Centene Corp |
18 |
- |
$61.78 |
$981,000 |
14,825 |
0.99% |
-87,000 |
0 |
0.003 |
Health Care Plans |
|
|
GOOG |
Alphabet Inc |
23 |
- |
$176.14 |
$752,000 |
4,030 |
0.76% |
112,000 |
0 |
0 |
Search Engines & Info... |
|
|
IYJ |
iShares Dow Jones US Indust... |
24 |
- |
$0.00 |
$728,000 |
6,108 |
0.74% |
-23,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
DBEF |
Xtrackers MSCI EAFE Hedged ... |
31 |
- |
$41.68 |
$526,000 |
12,638 |
0.53% |
14,000 |
0 |
0.011 |
N/A |
|
|
COST |
Costco Wholesale Corp |
37 |
- |
$879.09 |
$516,000 |
601 |
0.52% |
79,000 |
0 |
0 |
Discount, Variety Stores |
|
|
URI |
United Rentals Inc |
41 |
- |
$812.12 |
$465,000 |
720 |
0.47% |
-25,000 |
0 |
0.001 |
Rental & Leasing Serv... |
|
|
PAVE |
Global X Us Infrastructure ... |
43 |
- |
$0.00 |
$442,000 |
12,073 |
0.45% |
-26,000 |
0 |
0.009 |
N/A |
|
|
V |
Visa Inc |
51 |
- |
$290.16 |
$337,000 |
1,258 |
0.34% |
-7,000 |
0 |
0 |
Business Services |
|
|
MRK |
Merck & Co Inc |
55 |
- |
$104.83 |
$329,000 |
2,575 |
0.33% |
5,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
CINF |
Cincinnati Financial Corp |
57 |
- |
$143.44 |
$312,000 |
2,624 |
0.32% |
-5,000 |
0 |
0.002 |
Property & Casualty I... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
59 |
- |
$194.48 |
$300,000 |
1,705 |
0.3% |
51,000 |
0 |
0 |
Semiconductor - Integ... |
|
|
VOO |
Vanguard S&P 500 Etf |
61 |
- |
$533.16 |
$294,000 |
582 |
0.3% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
PTF |
Invesco Dwa Technology Mome... |
62 |
- |
$66.82 |
$291,000 |
4,650 |
0.29% |
28,000 |
0 |
0.02 |
Independent Oil & Gas |
|
|
CAT |
Caterpillar Inc |
67 |
- |
$379.24 |
$227,000 |
693 |
0.23% |
-30,000 |
0 |
0 |
Farm & Construction M... |
|
|
HMC |
Honda Motor Co Ltd (ADR) |
69 |
- |
$34.96 |
$225,000 |
6,953 |
0.23% |
-30,000 |
0 |
0.004 |
Auto Manufacturers |
|
|
PXSV |
Invesco Russell 2000 Pure V... |
71 |
- |
$54.44 |
$222,000 |
4,248 |
0.23% |
-10,000 |
0 |
0.017 |
Closed - End Fund - Debt |
|
|
BLES |
Inspire Global Hope Etf |
74 |
- |
$0.00 |
$215,000 |
5,890 |
0.22% |
-3,000 |
0 |
0.065 |
N/A |
|
|
CMI |
Cummins Inc |
76 |
- |
$331.84 |
$209,000 |
782 |
0.21% |
-26,000 |
0 |
0 |
Diversified Machinery |
|
|
AGL |
Agilon Health, Inc. |
78 |
- |
$2.46 |
$192,000 |
32,675 |
0.19% |
12,000 |
0 |
0.007 |
N/A |
|
