Swaine & Leidel Wealth Services, LLC 13F Holdings

CIK 0001741677 · SEBRING, FL

As of Mar 31, 2022, Swaine & Leidel Wealth Services, LLC reported 60 positions worth 30.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS—4,923$4.9K3.79%
UNITEDHEALTH GROUP INCUNHHealthcare4,479$4.5K3.44%
UGI CORPUGIUtilities4,278$4.3K3.29%
SPDR S&P 500 ETF TRUSTSPY—4,266$4.3K3.28%
ABBVIE INCABBVEquity4,255$4.3K3.27%
TEXAS INSTRUMENTS INCTXNTechnology4,225$4.2K3.25%
LOWES COMPANIES INCLOWConsumer Cyclical4,213$4.2K3.24%
JOHNSON & JOHNSONJNJHealthcare4,196$4.2K3.23%
ISHARES INCPICK—4,167$4.2K3.20%
LOCKHEED MARTIN CORPLMTIndustrials4,098$4.1K3.15%
AUTOMATIC DATA PROCESSING INCADPIndustrials4,036$4.0K3.10%
QUALCOMM INCQCOMTechnology3,951$4.0K3.04%
AMGEN INCAMGNHealthcare3,909$3.9K3.01%
AT&T INCTCommunication Services3,891$3.9K2.99%
BRISTOL MYERS SQUIBB COBMYHealthcare3,852$3.9K2.96%
WEC ENERGY GROUP INCWECUtilities3,831$3.8K2.95%
L3HARRIS TECHNOLOGIES INCLHXIndustrials3,809$3.8K2.93%
MERCK & CO INCMRKHealthcare3,713$3.7K2.86%
VERIZON COMMUNICATIONS INCBACCommunication Services3,636$3.6K2.80%
APPLE INCAAPLTechnology3,613$3.6K2.78%
INVESCO QQQ TRUST SERIES 1QQQ—3,590$3.6K2.76%
DUKE ENERGY CORPDUKUtilities3,566$3.6K2.74%
NASDAQ INCNDAQFinancial Services3,564$3.6K2.74%
MICROSOFT CORPMSFTTechnology3,179$3.2K2.44%
FIRST AMERICAN FINANCIAL CORPFAFFinancial Services3,153$3.2K2.42%