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| Name: |
Swisher Financial Concepts Inc. |
| City: |
WESTERVILLE |
| State: |
OH |
| Zip: |
43082 |
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data |
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| Holdings
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24 |
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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 |
|
JPLD |
Jpmorgan Limited Duration B... |
15 |
- |
$0.00 |
$2,382,000 |
47,075 |
2.07% |
-72,000 |
-1,285 |
0.052 |
N/A |
|
|
JPM |
JP Morgan Chase & Co |
18 |
- |
$202.11 |
$1,086,000 |
5,582 |
0.95% |
-19,000 |
-1,031 |
0 |
Domestic Money Center... |
|
|
TCHP |
T Rowe Price Blue Chip Grow... |
21 |
- |
$0.00 |
$940,000 |
26,707 |
0.82% |
40,000 |
-2,120 |
0.297 |
N/A |
|
|
IYJ |
iShares Dow Jones US Indust... |
23 |
- |
$0.00 |
$751,000 |
6,108 |
0.65% |
44,000 |
-234 |
0.011 |
Closed - End Fund - E... |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
28 |
- |
$0.00 |
$659,000 |
6,689 |
0.57% |
18,000 |
-143 |
0.008 |
N/A |
|
|
VWO |
Vanguard Emerging Markets S... |
32 |
- |
$44.40 |
$612,000 |
14,439 |
0.53% |
-1,553,000 |
-40,258 |
0 |
Closed - End Fund - E... |
|
|
CSCO |
Cisco Systems Inc |
33 |
- |
$49.67 |
$577,000 |
11,748 |
0.5% |
-25,000 |
-212 |
0 |
Networking & Communic... |
|
|
INTC |
Intel Corp |
34 |
- |
$31.27 |
$536,000 |
14,411 |
0.47% |
-141,000 |
-92 |
0 |
Semiconductor- Broad... |
|
|
DBEF |
Xtrackers MSCI EAFE Hedged ... |
36 |
- |
$42.03 |
$512,000 |
12,638 |
0.45% |
18,000 |
-675 |
0.011 |
N/A |
|
|
PAVE |
Global X Us Infrastructure ... |
40 |
- |
$0.00 |
$468,000 |
12,073 |
0.41% |
32,000 |
-999 |
0.009 |
N/A |
|
|
SLV |
iShares Silver Trust ETF |
44 |
- |
$27.12 |
$424,000 |
16,520 |
0.37% |
73,000 |
-200 |
0.003 |
Closed - End Fund - E... |
|
|
IBUY |
Amplify Online Retail |
46 |
- |
$0.00 |
$392,000 |
7,008 |
0.34% |
18,000 |
-468 |
0.063 |
N/A |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
48 |
- |
$86.66 |
$384,000 |
4,575 |
0.33% |
37,000 |
-28 |
0.001 |
Closed - End Fund - E... |
|
|
AVGO |
Broadcom Limited |
49 |
- |
$1,436.17 |
$376,000 |
282 |
0.33% |
14,000 |
-45 |
0 |
Semiconductor- Broad... |
|
|
BIV |
Vanguard Intermediate-Term ... |
53 |
- |
$74.81 |
$330,000 |
4,468 |
0.29% |
-15,000 |
-91 |
0.003 |
Closed - End Fund - Debt |
|
|
FDL |
First Trust Morningstar Div... |
58 |
- |
$38.89 |
$315,000 |
8,403 |
0.27% |
-10,000 |
-720 |
0 |
Closed - End Fund - Debt |
|
|
UNH |
Unitedhealth Group Inc |
60 |
- |
$517.55 |
$306,000 |
683 |
0.27% |
-59,000 |
-22 |
0 |
Health Care Plans |
|
|
FDX |
Fedex Corp |
61 |
- |
$259.32 |
$304,000 |
1,126 |
0.26% |
18,000 |
-42 |
0 |
AirDelivery & Freight... |
|
|
VOO |
Vanguard S&P 500 Etf |
64 |
- |
$486.90 |
$275,000 |
582 |
0.24% |
20,000 |
-4 |
0 |
Closed - End Fund - E... |
|
|
KO |
Coca-Cola Co |
73 |
- |
$63.13 |
$238,000 |
4,022 |
0.21% |
-6,000 |
-56 |
0 |
Beverage Soft Drinks... |
|
|
CMI |
Cummins Inc |
74 |
- |
$292.14 |
$235,000 |
782 |
0.2% |
20,000 |
-139 |
0.001 |
Diversified Machinery |
|
|
PEP |
Pepsico Inc |
79 |
- |
$179.46 |
$216,000 |
1,281 |
0.19% |
-5,000 |
-55 |
0.022 |
Beverage Soft Drinks... |
|
|
BAC |
Bank of America Corp |
81 |
- |
$38.91 |
$214,000 |
5,901 |
0.19% |
9,000 |
-493 |
0 |
Domestic Money Center... |
|
|
HACK |
Amplify Cybersecurity Etf |
82 |
- |
$63.39 |
$213,000 |
3,342 |
0.19% |
5,000 |
-28 |
0.01 |
N/A |
|
