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

      17 Records Found
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