HoldingsChannel.com
Swaine & Leidel Wealth Services LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 16,405 +16,405 $4,817
     AAPL16,405+16,405$4,817
SPDR S&P 500 ETF (SPY) 12,855 -153 $4,138
     SPY12,855-153$4,138
WALT DISNEY CO 25,095 +25,095 $3,629
     DIS25,095+25,095$3,629
INVESCO QQQ TRUST 16,560 +47 $3,521
     QQQ16,560+47$3,521
A T & T INC 88,867 +88,867 $3,473
     T88,867+88,867$3,473
MEDTRONIC PLC F 30,542 +30,542 $3,465
     MDT30,542+30,542$3,465
UNITEDHEALTH GRP INC 11,512 +11,512 $3,384
     UNH11,512+11,512$3,384
AMGEN INC. 13,947 +13,947 $3,362
     AMGN13,947+13,947$3,362
RAYTHEON CO 15,118 +15,118 $3,322
     RTN15,118+15,118$3,322
LOCKHEED MARTIN CORP 8,426 +8,426 $3,281
     LMT8,426+8,426$3,281
HOME DEPOT INC 14,974 +14,974 $3,270
     HD14,974+14,974$3,270
JOHNSON & JOHNSON 22,338 +22,338 $3,258
     JNJ22,338+22,338$3,258
DOMINION ENERGY INC 38,098 +38,098 $3,155
     D38,098+38,098$3,155
CROWN CASTLE INTL CO REIT 22,134 +2,089 $3,146
     CCI22,134+2,089$3,146
TEXAS INSTRUMENTS 24,260 +24,260 $3,112
     TXN24,260+24,260$3,112
AMERN TOWER CORP REIT 13,401 +1,437 $3,080
     AMT13,401+1,437$3,080
CUMMINS INC 17,017 +5,879 $3,045
     CMI17,017+5,879$3,045
NEWMONT GOLDCORP CORP 69,532 +11,544 $3,021
     NEM69,532+11,544$3,021
GLOBAL X MLP ETF (MLPA) 382,994 +99,176 $3,018
     MLPA382,994+99,176$3,018
BLACKROCK INC 6,001 +6,001 $3,017
     BLK6,001+6,001$3,017
CATERPILLAR INC 20,087 -344 $2,966
     CAT20,087-344$2,966
DUFF & PHELPS GLOBAL UTI 194,870 +14,468 $2,962
     DPG194,870+14,468$2,962
MARATHON PETE CORP 48,237 +48,237 $2,906
     MPC48,237+48,237$2,906
PUBLIC STORAGE REIT 13,493 +13,493 $2,873
     PSA13,493+13,493$2,873
BROADCOM INC 9,070 +1,191 $2,866
     AVGO9,070+1,191$2,866
TRAVELERS COMPANIES 20,288 +20,288 $2,778
     TRV20,288+20,288$2,778
SPDR DOW JONES INDUSTRIAL AVRG ETF (DIA) 9,572 -12 $2,729
     DIA9,572-12$2,729
FEDERAL REALTY INVT TR REIT 21,011 +2,140 $2,705
     FRT21,011+2,140$2,705
AUTO DATA PROCESSING 15,749 +15,749 $2,685
     ADP15,749+15,749$2,685
BROOKFIELD PROPERTY REIT CLASS A 144,256 +14,864 $2,661
     BPR144,256+14,864$2,661
L3HARRIS TECHNOLOGIES IN      $2,649
     Common13,389+13,389$2,649
WSDMTREE EMRG MKTS SMALLCAP DVD ETF (DGS) 52,376 +52,376 $2,505
     DGS52,376+52,376$2,505
3M CO 13,555 +13,555 $2,391
     MMM13,555+13,555$2,391
TJX COMPANIES INC 36,866 +36,866 $2,251
     TJX36,866+36,866$2,251
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 32,492 -616 $1,882
     SCHD32,492-616$1,882
DARDEN RESTAURANTS 14,491 +14,491 $1,580
     DRI14,491+14,491$1,580
SPDR LONG TERM TREASURY ETF (SPTL) 39,794 -289 $1,547
     SPTL39,794-289$1,547
WELLTOWER INC REIT 12,897 -12,839 $1,055
     WELL12,897-12,839$1,055
SCHWAB INTERMEDIATE TERM US TRS ETF (SCHR) 15,982 -393 $878
     SCHR15,982-393$878
ISHARES US REAL ESTATE ETF (IYR) 7,515 UNCH $699
     IYR7,515UNCH$699
ISHARES S&P 500 GROWTH ETF (IVW) 3,584 UNCH $694
     IVW3,584UNCH$694
ISHARES CORE US AGGREGATE BOND ETF (AGG) 5,912 -740 $664
     AGG5,912-740$664
SELECT SECTOR UTI SELECT SPDR ETF (XLU) 9,932 +70 $642
     XLU9,932+70$642
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 5,164 +113 $598
     RSP5,164+113$598
NETFLIX INC 1,790 +1,790 $579
     NFLX1,790+1,790$579
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF (BSCK) 15,500 UNCH $330
     BSCK15,500UNCH$330
NUVEEN MUNICIPAL VALUE C 29,464 UNCH $315
     NUV29,464UNCH$315
NEXTERA ENERGY INC 1,283 +1,283 $311
     NEE1,283+1,283$311
WALMART INC 2,401 +2,401 $285
     WMT2,401+2,401$285
TRUIST FINL CORP 4,913 +4,913 $277
     TFC4,913+4,913$277

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 12/31/2019: $119,950
At 09/30/2019: $110,530

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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