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:
47.04%
Gain +0.9%
Monthly
1.2%
Yearly
15.37%
Drawdown
12.42%
$160.58M
Equity
Holdings
$160.58M
Investment
$129.75M
$50.01M
Profit +$1.28M
Realized
$19.19M
Unrealized
$30.83M
Dividends
$7.63M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.9%
Profit
$1.28M
Win %
78%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.28M
Win %
78%
This Month
Compared to last month
Gain
-0.51%
Profit
-$824,928.71
Win %
78%
This Year
Compared to last year
Gain
1.24%
Profit
$1.9M
Win %
80%
INTC Intel Corporation
+4.14%
+$7,793.7 
GEV GE Vernova Inc.
+3.58%
+$34,789.64 
VRT Vertiv Holdings Co
+3.29%
+$12,836.25 
CSCO Cisco Systems, Inc.
+2.57%
+$10,852.32 
CAT Caterpillar Inc.
+2.46%
+$2,179.1 
AMD Advanced Micro Devices, Inc.
+2.43%
+$6,406.75 
SLV iShares Silver Trust
+1.84%
+$8,023.14 
GOOGL Alphabet Inc
+1.79%
+$24,799.38 
AAPL Apple Inc.
+1.78%
+$64,745.4 
GLW Corning Incorporated
+1.75%
+$2,545.4 
GOOG Alphabet Inc
+1.75%
+$14,292.29 
AMZN Amazon.com Inc
+1.73%
+$42,603.9 
GRC The Gorman-Rupp Company
+1.67%
+$6,468.44 
ABBV AbbVie Inc.
+1.64%
+$187,200.82 
CMI Cummins Inc.
+1.6%
+$1,799.9 
SOXX iShares Semiconductor ETF
+1.57%
+$2,836.2 
NVDA NVIDIA Corporation
+1.51%
+$15,407.07 
GLD SPDR Gold Shares
+1.43%
+$7,327.97 
IAU iShares Gold Trust
+1.42%
+$11,581.65 
JPM JPMorgan Chase & Co.
+1.32%
+$7,059.9 
URI United Rentals, Inc.
+1.31%
+$1,457.12 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.3%
+$2,276.85 
CNC Centene Corporation
+1.25%
+$11,778.48 
MGK Vanguard Mega Cap Growth ETF
+1.25%
+$3,099.12 
SCHF Schwab International Equity ETF
+1.22%
+$2,467.38 
CGXU Capital Group International Focus Equity ETF
+1.22%
+$19,745.5 
IDEQ Lazard International Dynamic Equity ETF
+1.18%
+$8,615.46 
CGGR Capital Group Growth ETF
+1.14%
+$95,879.12 
PAVE Global X U.S. Infrastructure Development ETF
+1.14%
+$1,527.44 
VOOG Vanguard S&P 500 Growth ETF
+1.13%
+$10,176.56 
FRDM Freedom 100 Emerging Markets ETF
+1.13%
+$1,494.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.11%
+$2,676.52 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+1.1%
+$1,575 
IVV iShares Core S&P 500 ETF
+1.08%
+$3,637.02 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.08%
+$175,099.47 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.06%
+$3,100.5 
VOO Vanguard S&P 500 ETF
+1.05%
+$2,640.79 
IYJ iShares U.S. Industrials ETF
+1.04%
+$1,785.42 
SCHX Schwab U.S. Large-Cap ETF
+1.04%
+$3,246.32 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$10,481.93 
QQQM Invesco NASDAQ 100 ETF
+1.03%
+$1,573.81 
FNDF Schwab Fundamental International Large Company Index ETF
+1.02%
+$7,319.57 
VTI VANGUARD TOTAL STOCK MKT ETF
+1%
+$179,150.22 
XOM Exxon Mobil Corporation
+1%
+$35,164.8 
BLES Inspire Global Hope ETF
+0.96%
+$1,757.8 
MSFT Microsoft Corp.
+0.94%
+$27,111.41 
COWZ Pacer US Cash Cows 100 ETF
+0.91%
+$16,330.23 
XMMO Invesco S&P MidCap Momentum ETF
+0.9%
+$3,670.7 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.85%
+$2,505.92 
VO Vanguard Mid-Cap ETF
+0.85%
+$3,196 
HACK Amplify Cybersecurity ETF
+0.84%
+$615.66 
CGIC Capital Group International Core Equity ETF
+0.83%
+$41,615.72 
CGUS Capital Group Core Equity ETF
+0.82%
+$1,709.3 
VGK Vanguard FTSE Europe ETF
+0.82%
+$1,766.94 
CEG Constellation Energy Corporation
+0.81%
+$1,174.12 
CGDV Capital Group Dividend Value ETF
+0.79%
+$98,069.4 
JNJ Johnson & Johnson
+0.79%
+$466.07 
TSLA Tesla, Inc.
+0.72%
+$1,599.93 
VWO Vanguard FTSE Emerging Markets ETF
+0.72%
+$827.32 
IYG iShares U.S. Financial Services ETF
+0.71%
+$316.47 
EUSA iShares MSCI USA Equal Weighted ETF
+0.71%
+$67,720.05 
BAC Bank of America Corporation
+0.69%
+$595.55 
SWK Stanley Black & Decker Inc.
+0.66%
+$532.77 
AVGO Broadcom Inc.
+0.62%
+$7,332.75 
PM Philip Morris International Inc.
+0.62%
+$23.4 
ITA iShares U.S. Aerospace & Defense ETF
+0.6%
+$748.01 
VAW Vanguard Materials ETF
+0.6%
+$525.52 
CGDG Capital Group Dividend Growers ETF
+0.55%
+$46,359.18 
PG Procter & Gamble Co
+0.49%
+$1,456.7 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.43%
+$1,241.6 
JPRE JPMorgan Realty Income ETF
+0.37%
+$1,221.51 
GE General Electric Company
+0.36%
+$1,720.28 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.35%
+$107.86 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.33%
+$853.74 
NEE NextEra Energy, Inc.
+0.3%
+$441.25 
WMT Walmart Inc.
+0.29%
+$1,248.97 
V Visa Inc. Class A
+0.29%
+$848.22 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.23%
+$703.25 
PYLD PIMCO Multisector Bond Active ETF
+0.19%
+$964.2 
AMAT Applied Materials, Inc.
+0.19%
+$219.3 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.18%
+$120.8 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.17%
+$12,080.75 
CGCP Capital Group Core Plus Income ETF
+0.16%
+$10,884.51 
MO Altria Group, Inc.
+0.16%
+$3.41 
BND Vanguard Total Bond Market Index Fund
+0.15%
+$11,541.81 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.14%
+$260.06 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.12%
+$78.97 
HBAN Huntington Bancshares Incorporated
+0.09%
+$238.84 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$217.6 
R Ryder System Inc.
+0.08%
+$75.4 
KO The Coca-Cola Company
+0.06%
+$33.55 
VPU Vanguard Utilities ETF
+0.03%
+$29.55 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBUY Amplify Online Retail ETF
0%
$0 
ABT Abbott Laboratories
-0.96%
-$44,289.63 
CAH Cardinal Health Inc.
-0.67%
-$894.28 
UNH UnitedHealth Group Incorporated
-0.63%
-$752.15 
STLD Steel Dynamics Inc.
-0.52%
-$586.52 
LLY Eli Lilly and Company
-0.45%
-$3,947.16 
MRK Merck & Co., Inc.
-0.41%
-$428.4 
FDX FedEx Corporation
-0.3%
-$140.25 
GIS General Mills, Inc.
-0.23%
-$500.2 
MDLZ Mondelez International, Inc.
-0.22%
-$15.26 
CINF Cincinnati Financial Corporation
-0.17%
-$767.59 
BRK-A Berkshire Hathaway Inc.
-0.08%
-$636.32 
MCK McKesson Corporation
-0.02%
-$28.8 
COST Costco Wholesale Corporation
-0.01%
-$16.3 Events
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Dividends
Dividend Analysis
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| Trades 848 | Longs Won 648/848 76% | Profit Factor 8.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $282,084.75 |
| Average Win $86,984.54 | Best Trade (Aug 26) $4.93M | Sharpe Ratio -18.05 |
| Average Loss -$31,770.09 | Worst Trade (Sep 11) -$1.5M | Z-Score 7.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 2d | Expectancy $58,976.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,051 | 4,545 | 4,040 | 3,535 | 3,030 | 2,525 | 2,020 | 1,515 | 1,010 | 505 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,163 | $2.3M | $3.71M | - | $1.41M | 61.41% | +1.776% |
| ABBV AbbVie Inc. | 44,678 | $6.93M | $11.58M | - | $4.65M | 67.03% | +1.643% |
| ABT Abbott Laboratories | 44,737 | $6.08M | $4.58M | - | -$1.5M | -24.71% | -0.958% |
| AMAT Applied Materials, Inc. | 258 | $186,534 | $117,353.88 | - | -$69,180.12 | -37.09% | +0.187% |
| AMD Advanced Micro Devices, Inc. | 523 | $303,815.91 | $269,789.55 | - | -$34,026.36 | -11.2% | +2.432% |
| AMZN Amazon.com Inc | 9,794 | $2.14M | $2.51M | - | $370,004.48 | 17.29% | +1.727% |
| AVGO Broadcom Inc. | 3,259 | $924,232.77 | $1.18M | - | $259,044.95 | 28.03% | +0.624% |
| BAC Bank of America Corporation | 1,385 | $65,574.64 | $87,241.15 | - | $21,666.51 | 33.04% | +0.687% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 929 | $72,350.52 | $68,968.96 | - | -$3,381.56 | -4.67% | +0.115% |
| BLES Inspire Global Hope ETF | 3,740 | $161,605.4 | $184,494.2 | - | $22,888.8 | 14.16% | +0.962% |
| BND Vanguard Total Bond Market Index Fund | 109,922 | $8.09M | $7.85M | - | -$248,065.81 | -3.06% | +0.147% |
| BRK-A Berkshire Hathaway Inc. | 1 | $728,800 | $760,608.68 | - | $31,808.68 | 4.36% | -0.084% |
| BRK-B Berkshire Hathaway Inc. | 512 | $248,748.18 | $259,801.6 | - | $11,053.42 | 4.44% | +0.084% |
| CAH Cardinal Health Inc. | 566 | $92,065 | $132,693.04 | - | $40,628.04 | 44.13% | -0.669% |
| CAT Caterpillar Inc. | 110 | $63,422.47 | $90,729.1 | - | $27,306.63 | 43.06% | +2.461% |
| CEG Constellation Energy Corporation | 505 | $110,651.19 | $145,588.97 | - | $34,937.78 | 31.57% | +0.813% |
| CGCP Capital Group Core Plus Income ETF | 310,986 | $7.06M | $6.75M | - | -$311,422.4 | -4.41% | +0.162% |
| CGDG Capital Group Dividend Growers ETF | 220,758 | $7.16M | $8.46M | - | $1.3M | 18.12% | +0.551% |
| CGDV Capital Group Dividend Value ETF | 251,460 | $8.94M | $12.46M | - | $3.52M | 39.4% | +0.793% |
| CGGR Capital Group Growth ETF | 180,904 | $6.56M | $8.48M | - | $1.92M | 29.32% | +1.143% |
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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 Fund - $241,246.41, Amplify Online Retail ETF - $139,240.89, and UnitedHealth Group Incorporated - $104,588.26. 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 $7.63M earned over time. The largest contributors to dividend income include AbbVie Inc - $921,545.38, Capital Group U.S. Multi-Sector Income ETF - $819,363.69, Capital Group Core Plus Income ETF - $553,302.29, Vanguard Total International Stock Index Fund Investor Shares - $468,644.65, 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.
