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:
27.94%
Gain -0.27%
Monthly
0.84%
Yearly
10.59%
Drawdown
14.2%
$193.05M
Equity
Holdings
$193.05M
Investment
$157.37M
$45.24M
Profit -$556,559.94
Realized
$9.56M
Unrealized
$35.68M
Dividends
$6.87M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$556,559.94
Win %
80%
This Week
Compared To Last Week
Gain
-1.1%
Profit
-$2.15M
Win %
80%
This Month
Compared to last month
Gain
-1.41%
Profit
-$2.76M
Win %
80%
This Year
Compared to last year
Gain
2.8%
Profit
$5.85M
Win %
82%
ABBV AbbVie Inc.
+1.23%
+$143,213.64 
V Visa Inc. Class A
+1.21%
+$3,956.5 
GRC The Gorman-Rupp Company
+1.15%
+$4,043.2 
GEV GE Vernova Inc.
+1.06%
+$13,002.36 
PM Philip Morris International Inc.
+1.03%
+$15,764.1 
R Ryder System Inc.
+0.97%
+$2,658.51 
HBAN Huntington Bancshares Incorporated
+0.91%
+$2,661.99 
JPM JPMorgan Chase & Co.
+0.91%
+$7,488.07 
IYG iShares U.S. Financial Services ETF
+0.88%
+$1,978.86 
CAH Cardinal Health Inc.
+0.85%
+$3,657.72 
BAC Bank of America Corporation
+0.72%
+$1,911.2 
VPU Vanguard Utilities ETF
+0.71%
+$2,238.3 
GIS General Mills, Inc.
+0.68%
+$1,489.25 
PG Procter & Gamble Co
+0.67%
+$6,379.56 
BRK-A Berkshire Hathaway Inc.
+0.66%
+$4,798.39 
CEG Constellation Energy Corporation
+0.65%
+$1,729.14 
VRT Vertiv Holdings Co
+0.61%
+$7,177.26 
JPRE JPMorgan Realty Income ETF
+0.59%
+$2,569.28 
VAW Vanguard Materials ETF
+0.58%
+$1,356.75 
XOM Exxon Mobil Corporation
+0.56%
+$22,469.64 
UNH UnitedHealth Group Incorporated
+0.42%
+$1,627.2 
CNC Centene Corporation
+0.41%
+$3,786.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.4%
+$1,097.98 
MCK McKesson Corporation
+0.39%
+$1,458.48 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.37%
+$960.63 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.34%
+$2,054.13 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$972.62 
CAT Caterpillar Inc.
+0.31%
+$1,053.46 
MO Altria Group, Inc.
+0.29%
+$2,124.36 
NEE NextEra Energy, Inc.
+0.27%
+$1,088.59 
BLES Inspire Global Hope ETF
+0.21%
+$462.61 
XMMO Invesco S&P MidCap Momentum ETF
+0.16%
+$1,053.27 
CMI Cummins Inc.
+0.15%
+$573.12 
JNJ Johnson & Johnson
+0.14%
+$283.14 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.13%
+$728.84 
FDX FedEx Corporation
+0.11%
+$251.25 
CGDG Capital Group Dividend Growers ETF
+0.11%
+$8,895.96 
WMT Walmart Inc.
+0.07%
+$587.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$107.21 
CINF Cincinnati Financial Corporation
+0.02%
+$102.49 
IBUY Amplify Online Retail ETF
0%
$0 
IDEQ Lazard International Dynamic Equity ETF
0%
$0 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
0%
$0 
VCRM
0%
$0 
AMZN Amazon.com Inc
-2.76%
-$119,746.51 
LITE Lumentum Holdings Inc.
-2.16%
-$5,964.98 
MSFT Microsoft Corp.
-2.01%
-$81,136.16 
ABT Abbott Laboratories
-1.36%
-$62,745.82 
AAPL Apple Inc.
-1.31%
-$96,801.08 
SLV iShares Silver Trust
-1.27%
-$13,652.87 
AVGO Broadcom Inc.
-1.22%
-$23,675.12 
GLW Corning Incorporated
-1.21%
-$3,282.33 
MDLZ Mondelez International, Inc.
-1.17%
-$3,284.86 
TSLA Tesla, Inc.
-1.01%
-$5,831.99 
ITA iShares U.S. Aerospace & Defense ETF
-1.01%
-$3,524.78 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.87%
-$6,334.9 
CGGR Capital Group Growth ETF
-0.81%
-$69,902.99 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.8%
-$8,507.48 
SOXX iShares Semiconductor ETF
-0.8%
-$3,416.39 
QQQ Invesco QQQ Trust, Series 1
-0.78%
-$8,521.87 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.72%
-$4,554.64 
GE General Electric Company
-0.71%
-$6,773.47 
LLY Eli Lilly and Company
-0.7%
-$9,786.34 
MGK Vanguard Mega Cap Growth ETF
-0.69%
-$2,337 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.6%
-$5,394 
FNDF Schwab Fundamental International Large Company Index ETF
-0.56%
-$7,055.4 
CGIC Capital Group International Core Equity ETF
-0.51%
-$25,085.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.5%
-$2,172.81 
GLD SPDR Gold Shares
-0.5%
-$5,266.59 
QQQM Invesco NASDAQ 100 ETF
-0.47%
-$1,234.61 
IAU iShares Gold Trust
-0.46%
-$5,717.88 
NVDA NVIDIA Corporation
-0.45%
-$6,738.06 
VOOG Vanguard S&P 500 Growth ETF
-0.43%
-$3,164.7 
GOOG Alphabet Inc
-0.42%
-$5,612.87 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.38%
-$2,373.49 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.36%
-$58,979.05 
CGUS Capital Group Core Equity ETF
-0.35%
-$1,376.76 
CGXU Capital Group International Focus Equity ETF
-0.35%
-$9,909.12 
CGDV Capital Group Dividend Value ETF
-0.33%
-$44,359.85 
VOO Vanguard S&P 500 ETF
-0.33%
-$1,496.24 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,030.53 
CSCO Cisco Systems, Inc.
-0.31%
-$3,945.16 
SCHX Schwab U.S. Large-Cap ETF
-0.31%
-$942.48 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.29%
-$914.23 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.27%
-$1,075.43 
GOOGL Alphabet Inc
-0.26%
-$5,544.31 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$20,521.71 
MRK Merck & Co., Inc.
-0.23%
-$708.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$37,402.86 
CGCB Capital Group Core Bond ETF
-0.21%
-$425.92 
CGCP Capital Group Core Plus Income ETF
-0.2%
-$14,170.33 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.18%
-$13,872.85 
KO The Coca-Cola Company
-0.16%
-$498.42 
VCRB Vanguard Core Bond ETF
-0.16%
-$384.6 
COWZ Pacer US Cash Cows 100 ETF
-0.09%
-$2,583.18 
EUSA iShares MSCI USA Equal Weighted ETF
-0.08%
-$7,113.65 
VO Vanguard Mid-Cap ETF
-0.08%
-$521.37 
COST Costco Wholesale Corporation
-0.07%
-$543.02 
URI United Rentals, Inc.
-0.07%
-$539.46 
VGMS Vanguard Multi-Sector Fund
-0.04%
-$96.9 
PYLD PIMCO Multisector Bond Active ETF
-0.04%
-$218.86 
IYJ iShares U.S. Industrials ETF
-0.01%
-$51.3 Events
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Dividends
Dividend Analysis
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No Data
| Trades 744 | Longs Won 560/744 75% | Profit Factor 8.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $282,826.16 |
| Average Win $90,936.29 | Best Trade (Jun 12) $3.75M | Sharpe Ratio -9.62 |
| Average Loss -$30,888.98 | Worst Trade (Jun 12) -$2.44M | Z-Score 8.13 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $60,807.46 |
| 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 | 6,250 | 5,625 | 5,000 | 4,375 | 3,750 | 3,125 | 2,500 | 1,875 | 1,250 | 625 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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