SFC
Swisher Financial Concepts Inc. Portfolio
Invests via Swisher Financial Concepts Inc. | Managed by Swisher Financial Concepts Inc., Michael A. Henn, Dan Wolford
Invests via Swisher Financial Concepts Inc.
Managed by Swisher Financial Concepts Inc., Michael A. Henn, Dan Wolford
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Company Profile
Swisher Financial Concepts Inc. operates as a distinctive financial services firm specializing in comprehensive wealth management solutions. Recognized for its client-centric approach, the firm tailors strategies to meet diverse financial goals across various sectors including investment advisory and retirement planning. Its dedicated team leverages a blend of market analysis and personalized service to empower individuals and families in achieving long-term financial stability. With an emphasis on transparency and trust, Swisher Financial plays a pivotal role in shaping the financial futures of its clientele while adapting proactively to evolving market dynamics.
Swisher Financial Concepts Inc. operates as a distinctive financial services firm specializing in comprehensive wealth management solutions. Recognized for its client-centric approach, the firm tailors strategies to meet diverse financial goals across various sectors including investment advisory and retirement planning. Its dedicated team leverages a blend of market analysis and personalized service to empower individuals and families in achieving long-term financial stability. With an emphasis on transparency and trust, Swisher Financial plays a pivotal role in shaping the financial futures of its clientele while adapting proactively to evolving market dynamics.
Investment Philosophy & Strategy
In the realm of personalized finance, Swisher Financial Concepts Inc. is dedicated to aligning investment strategies with the distinct aspirations of its clients. The firm prioritizes deep insights into market behaviors and client needs, employing a tailored approach that fosters enduring relationships. With an acute focus on wealth creation through innovative solutions, it excels in both advisory services and proactive retirement planning. The commitment to understanding each client's financial journey drives operational excellence, enabling sound decision-making even amidst fluctuating economic conditions.
In the realm of personalized finance, Swisher Financial Concepts Inc. is dedicated to aligning investment strategies with the distinct aspirations of its clients. The firm prioritizes deep insights into market behaviors and client needs, employing a tailored approach that fosters enduring relationships. With an acute focus on wealth creation through innovative solutions, it excels in both advisory services and proactive retirement planning. The commitment to understanding each client's financial journey drives operational excellence, enabling sound decision-making even amidst fluctuating economic conditions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
47.17%
Gain +0.46%
Monthly
1.15%
Yearly
14.69%
Drawdown
12.46%
$160.09M
Equity
Holdings
$160.09M
Investment
$129.66M
$49.76M
Profit +$683,734.19
Realized
$19.33M
Unrealized
$30.43M
Dividends
$7.79M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$683,734.19
Win %
76%
This Week
Compared To Last Week
Gain
0.43%
Profit
$683,734.19
Win %
76%
This Month
Compared to last month
Gain
1.26%
Profit
$1.99M
Win %
76%
This Year
Compared to last year
Gain
0.93%
Profit
$1.4M
Win %
79%
TSLA Tesla, Inc.
+5.97%
+$13,617.8 
GEV GE Vernova Inc.
+4.71%
+$40,344.2 
INTC Intel Corporation
+4.32%
+$7,061.28 
R Ryder System Inc.
+3.87%
+$3,950.96 
CSCO Cisco Systems, Inc.
+3.09%
+$12,936.28 
AMAT Applied Materials Inc.
+2.9%
+$2,817.36 
VRT Vertiv Holdings Co Class A Common Stock
+2.89%
+$8,835.73 
SOXX iShares Semiconductor ETF
+2.67%
+$4,443.96 
GLW Corning Incorporated
+2.6%
+$2,856.9 
HACK Amplify Cybersecurity ETF
+2.5%
+$2,115.09 
AVGO Broadcom Inc.
+2.33%
+$24,442.53 
AMD Advanced Micro Devices Inc.
+2.17%
+$5,868.07 
NVDA NVIDIA Corporation
+2.02%
+$19,972.95 
ITA iShares U.S. Aerospace & Defense ETF
+1.99%
+$2,298.28 
XMMO Invesco S&P MidCap Momentum ETF
+1.82%
+$6,637.05 
GRC The Gorman-Rupp Company
+1.65%
+$6,468.44 
PM Philip Morris International Inc.
+1.64%
+$65.6 
CMI Cummins Inc.
+1.31%
+$1,394 
URI United Rentals Inc.
+1.28%
+$1,570.24 
PAVE Global X U.S. Infrastructure Development ETF
+1.16%
+$1,502.4 
QQQ Invesco QQQ Trust, Series 1
+1.05%
+$10,567.67 
QQQM Invesco NASDAQ 100 ETF
+1.03%
+$1,569.94 
IVW iShares S&P 500 Growth ETF
+1.03%
+$2,450.58 
VOOG Vanguard S&P 500 Growth ETF
+1.02%
+$9,118.19 
MSFT Microsoft Corporation Common Stock
+0.96%
+$29,522.56 
MGK Vanguard Mega Cap Growth ETF
+0.9%
+$2,233.6 
TCHP T. Rowe Price Blue Chip Growth ETF
+0.9%
+$2,574 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.89%
+$1,545.81 
JPM JPMorgan Chase & Co.
+0.87%
+$4,348.07 
GE General Electric Company
+0.84%
+$3,544.36 
CAH Cardinal Health, Inc.
+0.82%
+$1,154.63 
CAT Caterpillar Inc.
+0.75%
+$567.05 
CGDV Capital Group Dividend Value ETF
+0.71%
+$86,753.7 
CGUS Capital Group Core Equity ETF
+0.68%
+$1,404.9 
BRK-B Berkshire Hathaway Inc.
+0.68%
+$1,884.16 
IYJ iShares U.S. Industrials ETF
+0.68%
+$1,146.6 
SCHX Schwab U.S. Large-Cap ETF
+0.67%
+$2,094.4 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.66%
+$945 
VTI Vanguard Total Stock Market ETF
+0.65%
+$115,919.94 
VGK Vanguard FTSE Europe ETF
+0.64%
+$1,334.22 
IVV iShares Core S&P 500 ETF
+0.64%
+$2,148.55 
ABT Abbott Laboratories
+0.63%
+$29,302.74 
VOO Vanguard S&P 500 ETF
+0.62%
+$1,578.96 
BAC Bank of America Corporation
+0.6%
+$422.43 
BRK-A Berkshire Hathaway Inc.
+0.6%
+$4,890.3 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.58%
+$2,209 
JNJ Johnson & Johnson
+0.57%
+$335.62 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.57%
+$1,606.77 
CGGR Capital Group Growth ETF
+0.56%
+$46,130.52 
SCHF Schwab International Equity ETF
+0.54%
+$1,052.27 
CINF Cincinnati Financial Corporation
+0.53%
+$2,419.86 
CGDG Capital Group Dividend Growers ETF
+0.52%
+$43,047.81 
BLES Inspire Global Hope ETF
+0.5%
+$897.6 
IAU iShares Gold Trust
+0.48%
+$3,625.56 
GLD SPDR Gold Shares
+0.48%
+$2,255.76 
LLY Eli Lilly and Company
+0.46%
+$4,537.71 
WMT Walmart Inc.
+0.42%
+$2,067.97 
IYG iShares U.S. Financial Services ETF
+0.42%
+$180.18 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.41%
+$1,056.29 
FDX FedEx Corp.
+0.4%
+$180 
IDEQ Lazard International Dynamic Equity ETF
+0.39%
+$2,666.69 
FNDF Schwab Fundamental International Equity ETF
+0.37%
+$2,591 
AMZN Amazon.com Inc
+0.37%
+$9,010.48 
SWK Stanley Black & Decker Inc.
+0.35%
+$316.05 
XOM ExxonMobil Holdings Corporation
+0.35%
+$13,746.03 
VAW Vanguard Materials Index Fund ETF Shares
+0.34%
+$294.52 
EUSA iShares MSCI USA Equal Weighted ETF
+0.33%
+$31,769.9 
JPRE JPMorgan Realty Income ETF
+0.32%
+$1,060.79 
VIGI Vanguard International Dividend Appreciation ETF
+0.32%
+$947.36 
CGXU Capital Group International Focus Equity ETF
+0.3%
+$4,413.7 
HBAN HubSpot Inc.
+0.25%
+$636.92 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.25%
+$17,449.97 
SLV iShares Silver Trust
+0.25%
+$908.28 
CGIC Capital Group International Core Equity ETF
+0.24%
+$11,597.83 
CGCP Capital Group Core Plus Income ETF
+0.21%
+$13,994.37 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.2%
+$596.36 
VXUS Vanguard Total International Stock ETF
+0.18%
+$27,300.46 
BND Vanguard Total Bond Market ETF
+0.16%
+$12,641.03 
ABBV AbbVie Inc.
+0.16%
+$20,104.65 
CEG Constellation Energy Corporation
+0.16%
+$202 
NEE NextEra Energy Inc.
+0.16%
+$229.45 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.12%
+$578.52 
BIV Vanguard Intermediate-Term Bond ETF
+0.09%
+$60.38 
VPU Vanguard Utilities ETF
+0.05%
+$50.23 
COST Costco Wholesale Corp
+0.04%
+$140.18 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CNC Centene Corp.
-2.98%
-$30,020.76 
MRK Merck & Co., Inc.
-2.9%
-$3,009.51 
GIS General Mills Inc.
-2.79%
-$5,856 
UNH UnitedHealth Group Inc.
-1.54%
-$1,983.22 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.28%
-$89.38 
V Visa Inc. Class A
-1.02%
-$3,344.65 
AAPL Apple Inc.
-0.97%
-$37,842.68 
MCK McKesson Corporation
-0.87%
-$1,398.4 
FRDM Freedom 100 Emerging Markets ETF
-0.81%
-$974.38 
IBUY Amplify Online Retail ETF
-0.79%
-$782 
MO Altria Group, Inc.
-0.73%
-$16.74 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.71%
-$1,156.08 
PG The Procter & Gamble Company
-0.67%
-$2,226.68 
VWO Vanguard FTSE Emerging Markets ETF
-0.62%
-$683.02 
GOOG Alphabet Inc
-0.52%
-$4,111.82 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.52%
-$160.32 
STLD Steel Dynamics, Inc.
-0.48%
-$548.68 
GOOGL Alphabet Inc
-0.39%
-$5,192.46 
KO The Coca-Cola Company
-0.16%
-$100.65 
COWZ Pacer US Cash Cows 100 ETF
-0.1%
-$1,814.52 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.01%
-$6.04 Events
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Dividends
Dividend Analysis
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| Trades 848 | Longs Won 642/848 75% | Profit Factor 8.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $299,480.96 |
| Average Win $87,196.19 | Best Trade (Oct 26) $5.83M | Sharpe Ratio -18.11 |
| Average Loss -$30,216.65 | Worst Trade (Oct 21) -$1.7M | Z-Score 6.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 3d | Expectancy $58,673.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,291 | 4,762 | 4,233 | 3,704 | 3,175 | 2,646 | 2,116 | 1,587 | 1,058 | 529 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,163 | $2.3M | $3.84M | - | $1.55M | 67.22% | -0.975% |
| ABBV AbbVie Inc. | 44,678 | $6.93M | $12.78M | - | $5.85M | 84.36% | +0.158% |
| ABT Abbott Laboratories | 44,737 | $6.08M | $4.67M | - | -$1.41M | -23.25% | +0.632% |
| AMAT Applied Materials Inc. | 258 | $186,534 | $100,145.28 | - | -$86,388.72 | -46.31% | +2.895% |
| AMD Advanced Micro Devices Inc. | 523 | $303,815.91 | $276,149.23 | - | -$27,666.68 | -9.11% | +2.171% |
| AMZN Amazon.com Inc | 9,794 | $2.14M | $2.44M | - | $298,312.4 | 13.94% | +0.371% |
| AVGO Broadcom Inc. | 3,259 | $924,232.77 | $1.07M | - | $148,564.85 | 16.07% | +2.332% |
| BAC Bank of America Corporation | 1,385 | $65,574.64 | $70,448.02 | - | $4,873.38 | 7.43% | +0.603% |
| BIV Vanguard Intermediate-Term Bond ETF | 929 | $72,350.52 | $68,741.35 | - | -$3,609.17 | -4.99% | +0.088% |
| BLES Inspire Global Hope ETF | 3,740 | $161,605.4 | $179,183.4 | - | $17,578 | 10.88% | +0.503% |
| BND Vanguard Total Bond Market ETF | 109,922 | $8.09M | $7.84M | - | -$254,661.13 | -3.15% | +0.162% |
| BRK-A Berkshire Hathaway Inc. | 1 | $728,800 | $818,485.3 | - | $89,685.3 | 12.31% | +0.601% |
| BRK-B Berkshire Hathaway Inc. | 512 | $248,748.18 | $279,485.44 | - | $30,737.26 | 12.36% | +0.679% |
| CAH Cardinal Health, Inc. | 566 | $92,065 | $142,411.26 | - | $50,346.26 | 54.69% | +0.817% |
| CAT Caterpillar Inc. | 110 | $63,422.47 | $76,137.05 | - | $12,714.58 | 20.05% | +0.75% |
| CEG Constellation Energy Corporation | 505 | $110,651.19 | $128,194.25 | - | $17,543.06 | 15.85% | +0.158% |
| CGCP Capital Group Core Plus Income ETF | 310,986 | $7.06M | $6.7M | - | -$358,070.3 | -5.07% | +0.209% |
| CGDG Capital Group Dividend Growers ETF | 220,758 | $7.16M | $8.4M | - | $1.25M | 17.39% | +0.515% |
| CGDV Capital Group Dividend Value ETF | 251,460 | $8.94M | $12.27M | - | $3.33M | 37.27% | +0.712% |
| CGGR Capital Group Growth ETF | 180,904 | $6.56M | $8.36M | - | $1.8M | 27.38% | +0.555% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Swisher Financial Concepts Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Dividend Value ETF - $2.44M, AbbVie Inc - $1.66M, Apple Inc - $1.31M, Capital Group International Focus Equity ETF - $1.26M, and Amazon.com Inc - $1.25M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intel Corporation - $395,418.91, agilon health, Inc - $387,413.31, ARK Innovation ETF - $241,246.41, UnitedHealth Group Inc - $103,876.02, and Invesco Active U.S. Real Estate ETF - $99,004.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Swisher Financial Concepts Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.79M earned over time. The largest contributors to dividend income include AbbVie Inc - $921,545.38, Capital Group U.S. Multi-Sector Income ETF - $819,361, Capital Group Core Plus Income ETF - $553,300.42, Vanguard Total International Stock ETF - $498,053.83, and Capital Group Dividend Value ETF - $414,410.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Swisher Financial Concepts Inc.'s monthly returns?
Swisher Financial Concepts Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Swisher Financial Concepts Inc.'s strategy be considered aggressive or moderate?
Swisher Financial Concepts Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Swisher Financial Concepts Inc.'s strategy?
Swisher Financial Concepts Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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