Swisher Financial Concepts, Inc.

Q3 2025 13F-HR Holdings

Location
Westerville, OH
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
88
Total value ($000)
$166,824
Net value change ($000)
+11,912 (7.7%)
New positions
4
Sold out positions
7
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 2,832 23.7%
VXUS 2,565 25.2%
ABBV 2,347 24.3%
EUSA 1,425 20.7%
CGDG 1,373 25.4%
AAPL 1,183 21.9%
CGGR 1,135 16.6%
BND 1,097 19.4%
IAU 950 NEW
AVGO 930 113.3%
Top Reduces (Value $000, Stocks/ETFs)
COWZ -1,287 -32.7%
FNDF -907 -46.1%
EMXC -753 -53.9%
QQQM -744 -74.9%
CGDV -519 -4.5%
EEMS -378 -100.0%
VIGI -336 -33.0%
VO -305 -31.8%
JPLD -292 -100.0%
XMMO -290 -37.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type