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Name: |
Swisher Financial Concepts Inc. |
City: |
WESTERVILLE |
State: |
OH |
Zip: |
43082 |
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Holdings
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17 |
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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 |
|
CNC |
Centene Corp |
19 |
- |
$78.09 |
$1,068,000 |
14,825 |
0.93% |
-96,000 |
0 |
0.003 |
Health Care Plans |
|
LLY |
Eli Lilly & Co |
25 |
- |
$787.02 |
$739,000 |
978 |
0.64% |
117,000 |
0 |
0 |
Drug Manufacturers - ... |
|
GOOG |
Alphabet Inc |
30 |
- |
$173.88 |
$640,000 |
4,030 |
0.56% |
62,000 |
0 |
0 |
Search Engines & Info... |
|
GLD |
streetTRACKS Gold Trust |
35 |
- |
$220.89 |
$527,000 |
2,432 |
0.46% |
70,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
URI |
United Rentals Inc |
37 |
- |
$712.37 |
$490,000 |
720 |
0.43% |
87,000 |
0 |
0.001 |
Rental & Leasing Serv... |
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COST |
Costco Wholesale Corp |
42 |
- |
$787.04 |
$437,000 |
601 |
0.38% |
29,000 |
0 |
0 |
Discount, Variety Stores |
|
V |
Visa Inc |
51 |
- |
$281.50 |
$344,000 |
1,258 |
0.3% |
11,000 |
0 |
0 |
Business Services |
|
MRK |
Merck & Co Inc |
54 |
- |
$131.20 |
$324,000 |
2,575 |
0.28% |
19,000 |
0 |
0 |
Drug Manufacturers - ... |
|
NEE |
NextEra Energy |
55 |
- |
$77.05 |
$318,000 |
4,974 |
0.28% |
17,000 |
0 |
0 |
Electric Utilities |
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CINF |
Cincinnati Financial Corp |
56 |
- |
$117.29 |
$317,000 |
2,624 |
0.28% |
37,000 |
0 |
0.002 |
Property & Casualty I... |
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FSLR |
First Solar, Inc. |
57 |
- |
$191.93 |
$315,000 |
1,710 |
0.27% |
57,000 |
0 |
0.011 |
Semiconductor - Speci... |
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PTF |
Invesco Dwa Technology Mome... |
66 |
- |
$59.63 |
$263,000 |
4,650 |
0.23% |
38,000 |
0 |
0.02 |
Independent Oil & Gas |
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BRK.B |
Berkshire Hathaway B |
67 |
- |
$412.76 |
$259,000 |
636 |
0.23% |
29,000 |
0 |
0.005 |
Property & Casualty I... |
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HMC |
Honda Motor Co Ltd (ADR) |
70 |
- |
$34.96 |
$255,000 |
6,953 |
0.22% |
33,000 |
0 |
0.004 |
Auto Manufacturers |
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PXSV |
Invesco Russell 2000 Pure V... |
76 |
- |
$56.00 |
$232,000 |
4,248 |
0.2% |
16,000 |
0 |
0.017 |
Closed - End Fund - Debt |
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BLES |
Inspire Global Hope Etf |
78 |
- |
$0.00 |
$218,000 |
5,890 |
0.19% |
14,000 |
0 |
0.065 |
N/A |
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AGL |
Agilon Health, Inc. |
84 |
- |
$5.30 |
$180,000 |
32,675 |
0.16% |
-62,000 |
0 |
0.007 |
N/A |
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