Portfolio (Quarterly)
Guide ↗
Swisher Financial Concepts, Inc.
· CIK 0001947503| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | Technology | 523.0 | $304K | 0.19% | NEW | — | $580.91 | -17.8% |
| 2 | INTC | INTEL CORP | Technology | 1,878.0 | $262K | 0.17% | NEW | — | $139.63 | -31.4% |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | — | 2,404.0 | $213K | 0.13% | NEW | — | $88.54 | +3.6% |
| 4 | SCHF | SCHWAB STRATEGIC TR | — | 7,257.0 | $201K | 0.13% | NEW | — | $27.70 | +3.2% |
| 5 | AMAT | APPLIED MATLS INC | Technology | 258.0 | $187K | 0.12% | NEW | — | $723.00 | -37.1% |
| 6 | PAVE | GLOBAL X FDS | — | 2,504.0 | $148K | 0.09% | NEW | — | $58.92 | -6.4% |
| 7 | FRDM | EA SERIES TRUST | — | 1,892.0 | $138K | 0.09% | NEW | — | $72.91 | -2.4% |
| 8 | STLD | STEEL DYNAMICS INC | Basic Materials | 473.0 | $109K | 0.07% | NEW | — | $229.46 | +5.5% |
| 9 | SWK | STANLEY BLACK & DECKER INC | Industrials | 903.0 | $85K | 0.05% | NEW | — | $94.12 | +3.4% |
| 10 | HACK | AMPLIFY ETF TR | — | 662.0 | $69K | 0.04% | NEW | — | $104.93 | +5.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
40.2%
Technology
22.3%
Financial Services
9.8%
Energy
6.6%
Consumer Cyclical
5.9%
Industrials
5.0%
Communication Services
3.4%
Utilities
3.4%
Consumer Defensive
3.1%
Basic Materials
0.2%