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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 : 2024-03-31
  Total Value : $114,917,000
  Total Value Change : $11,022,000
  Securities Held Change : 4
   
All Securities Held : 85
  New Positions : 7
  Closed Positions : 3
  Increased Positions : 37
  Unchanged Positions : 17
  Decreased Positions : 24

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Holdings Found : 7     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
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 63 New $913.56 $291,000 331 0.25% 291,000 331 0    Semiconductor - Speci...
   (CAT)1 Year Chart         CAT Caterpillar Inc 69 New $358.18 $257,000 693 0.22% 257,000 693 0    Farm & Construction M...
   (DIS)1 Year Chart         DIS Walt Disney Co 71 New $105.35 $251,000 2,137 0.22% 251,000 2,137 0    Entertainment - Diver...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 72 New $151.95 $249,000 1,705 0.22% 249,000 1,705 0    Semiconductor - Integ...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 75 New $259.45 $234,000 918 0.2% 234,000 918 0    Closed - End Fund - E...
   (GRC)1 Year Chart         GRC Gorman Rupp Co 80 New $32.77 $216,000 5,737 0.19% 216,000 5,737 0    Diversified Machinery
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 83 New $224.37 $200,000 905 0.17% 200,000 905 0.008    Closed - End Fund - E...

      7 Records Found
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