StockDriftsStockDriftsTop 50 Swisher Financial Concepts, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 8.61% | 48.0K | $15.4M | +3.23%(+1.50K) | $288.60(+23.70%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 8.21% | 190.3K | $14.7M | +4.51%(+8.21K) | $63.65(+31.03%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 6.56% | 275.5K | $11.7M | +1.72%(+4.67K) | $32.10(+45.35%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 6.31% | 51.9K | $11.3M | +0.04%(+23) | $152.16(+35.46%) | 2026-03-31 | |
| EUSA | ISHARES INC | 4.77% | 83.7K | $8.5M | -2.06%(-1.76K) | $92.54(+17.92%) | 2026-03-31 | |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 4.47% | 222.4K | $8.0M | +6.53%(+13.62K) | $31.75(+16.87%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.45% | 108.0K | $8.0M | +12.64%(+12.12K) | $73.10(+0.19%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 4.25% | 188.9K | $7.6M | -0.53%(-1.00K) | $36.70(+23.03%) | 2026-03-31 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 4.23% | 277.5K | $7.6M | +11.99%(+29.71K) | $27.11(+1.31%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 4.03% | 322.1K | $7.2M | +11.04%(+32.02K) | $22.50(-0.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.73% | +32.14% |
| Top 20 Holdings Unweighted | +10.36% | +34.41% |
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