HoldingsChannel.com
Swaine & Leidel Wealth Services LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SCHWAB VALUE ADVANTAGE MONEY FUND      $10,869
     Common10,869,379-3,465,069$10,869
SPDR S&P 500 ETF (SPY) 13,008 -280 $3,861
     SPY13,008-280$3,861
APPLE INC 16,665 +3,165 $3,732
     GE16,665+3,165$3,732
A T & T INC 84,855 +8,587 $3,211
     FLR84,855+8,587$3,211
LOCKHEED MARTIN CORP 8,140 +1,606 $3,175
     TSN8,140+1,606$3,175
INVESCO QQQ TRUST 16,513 +399 $3,118
     QQQ16,513+399$3,118
WALT DISNEY CO 23,448 +4,947 $3,056
     APC23,448+4,947$3,056
DUFF & PHELPS GLOBAL UTI 180,402 +23,799 $2,867
     DPG180,402+23,799$2,867
DOMINION ENERGY INC      $2,827
     Common34,883+34,883$2,827
RAYTHEON CO 14,238 +1,482 $2,793
     CMA14,238+1,482$2,793
CROWN CASTLE INTL CO REIT 20,045 +3,535 $2,786
     CCI20,045+3,535$2,786
TRAVELERS COMPANIES      $2,756
     Common18,534+18,534$2,756
MEDTRONIC PLC F 25,277 -140 $2,746
     AKAM25,277-140$2,746
JOHNSON & JOHNSON 20,917 +4,084 $2,706
     EQIX20,917+4,084$2,706
AMERN TOWER CORP REIT 11,964 +1,559 $2,646
     AMT11,964+1,559$2,646
BROOKFIELD PROPERTY REIT CLASS A 129,392 +129,392 $2,638
     BPR129,392+129,392$2,638
CUMMINS INC 16,202 +4,179 $2,636
     KMB16,202+4,179$2,636
HOME DEPOT INC 11,138 +79 $2,584
     CMI11,138+79$2,584
CATERPILLAR INC 20,431 +20,431 $2,581
     CAT20,431+20,431$2,581
SPDR DOW JONES INDUSTRIAL AVRG ETF (DIA) 9,584 +306 $2,580
     DIA9,584+306$2,580
FEDERAL REALTY INVT TR REIT 18,871 +2,604 $2,569
     FRT18,871+2,604$2,569
BLACKROCK INC 5,745 +1,261 $2,560
     ABT5,745+1,261$2,560
ILLINOIS TOOL WORKS 15,907 +15,907 $2,489
     ITW15,907+15,907$2,489
AMGEN INC. 12,618 +1,778 $2,442
     CVS12,618+1,778$2,442
GLOBAL X MLP ETF (MLPA) 283,818 +26,159 $2,378
     MLPA283,818+26,159$2,378
WELLTOWER INC REIT 25,736 -435 $2,333
     WELL25,736-435$2,333
TEXAS INSTRUMENTS 17,560 -29 $2,269
     SWN17,560-29$2,269
NEWMONT GOLDCORP CORP 57,988 +57,988 $2,199
     NEM57,988+57,988$2,199
BROADCOM INC 7,879 +828 $2,175
     AVGO7,879+828$2,175
3M CO 13,199 +1,811 $2,170
     WHR13,199+1,811$2,170
MARATHON PETE CORP 34,038 -127 $2,068
     NWL34,038-127$2,068
TJX COMPANIES INC      $2,039
     Common36,572-131$2,039
PUBLIC STORAGE REIT 7,580 -1,464 $1,859
     CPB7,580-1,464$1,859
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 33,108 -500 $1,814
     SCHD33,108-500$1,814
SPDR LONG TERM TREASURY ETF (SPTL) 40,083 +2,683 $1,645
     SPTL40,083+2,683$1,645
PNC FINL SERVICES 8,035 +161 $1,126
     EXPD8,035+161$1,126
SCHWAB INTERMEDIATE TERM US TRS ETF (SCHR) 16,375 -2,558 $910
     SCHR16,375-2,558$910
ISHARES CORE US AGGREGATE BOND ETF (AGG) 6,652 +2,310 $753
     AGG6,652+2,310$753
ISHARES US REAL ESTATE ETF (IYR) 7,515 +925 $703
     IYR7,515+925$703
ISHARES S&P 500 GROWTH ETF (IVW) 3,584 +1,441 $645
     IVW3,584+1,441$645
SELECT SECTOR UTI SELECT SPDR ETF (XLU) 9,862 -423 $638
     XLU9,862-423$638
INVESCO BULLETSHARES 2019 CORPORATE BOND ETF (BSCJ) 29,344 -182 $619
     BSCJ29,344-182$619
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 5,051 +17 $546
     RSP5,051+17$546
ALLIANZ GI INCM & GWTH A      $501
     Common46,522+130$501
NETFLIX INC 1,800 UNCH $482
     SIG1,800UNCH$482
INVESCO DWA MOMENTUM ETF (PDP) 6,856 +400 $418
     PDP6,856+400$418
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF (BSCK) 15,500 +4,000 $330
     BSCK15,500+4,000$330
NEXTERA ENERGY INC 1,413 -457 $329
     CF1,413-457$329
NUVEEN MUNICIPAL VALUE C 29,464 UNCH $310
     NUV29,464UNCH$310
WALMART INC 2,401 UNCH $285
     ILMN2,401UNCH$285

See Full List: All Stocks Held By Swaine & Leidel Wealth Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Swaine & Leidel Wealth Services LLC

Size ($ in 1000's)
At 09/30/2019: $110,530
At 06/30/2019: $102,763

Swaine & Leidel Wealth Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Swaine & Leidel Wealth Services LLC 13F filings. Link to 13F filings: SEC filings

Swaine & Leidel Wealth Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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