SL
| |
Swaine & Leidel Wealth Services, LLC13F | |
| Swaine & Leidel Wealth Services, LLC | |
| Last update 2022-05-19 | 60 Stocks (14 new) |
| Value $130.00 Mil | Turnover 29 % |
Swaine & Leidel Wealth Service... Top Holdings of 2022-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
| 4,923 | 4,923.0 | New Holding | 3.790 | +3.79% | 0.010 | +19.18% | +15.45% | 1,654.9 | ||
UNH | UnitedHealth Group Inc | 4,479 | 4,479.0 | -25.72% | 3.440 | -0.57% | 0.000 | -33.19% | -43.59% | 255,940.6 | Healthcare Plans | |
UGI | UGI Corp | 4,278 | 4,278.0 | -96.08% | 3.290 | -4.24% | 0.000 | +14.36% | +32.80% | 7,865.7 | Utilities - Regulated | |
SPY | S&P 500 ETF TRUST ETF | 4,266 | 4,266.0 | New Holding | 3.280 | +3.28% | 0.000 | +22.72% | +7.92% | 648,753.6 | ||
ABBV | AbbVie Inc | 4,255 | 4,255.0 | -89.19% | 3.270 | -3.59% | 0.000 | +9.57% | +6.89% | 326,519.6 | Drug Manufacturers | |
TXN | Texas Instruments Inc | 4,225 | 4,225.0 | -62.40% | 3.250 | -1.28% | 0.000 | +48.62% | +16.26% | 194,930.9 | Semiconductors | |
LOW | Lowe's Companies Inc | 4,213 | 4,213.0 | -80.64% | 3.240 | -3.37% | 0.000 | +4.37% | -9.62% | 123,806.3 | Retail - Cyclical | |
JNJ | Johnson & Johnson | 4,196 | 4,196.0 | -84.63% | 3.230 | -3.54% | 0.000 | +5.64% | +15.54% | 395,462.2 | Drug Manufacturers | |
PICK |
iShares MSCI Global Metals & Mining Producers ETF
iShares MSCI Global Metals & Mining Producers ETF
| 4,167 | 4,167.0 | -91.99% | 3.200 | -1.85% | 0.010 | +18.32% | +15.00% | 804.7 | ||
LMT | Lockheed Martin Corp | 4,098 | 4,098.0 | -32.73% | 3.150 | -0.65% | 0.000 | +1.17% | -3.87% | 107,900.3 | Aerospace & Defense |
Swaine & Leidel Wealth Services, LLC's Historical Top Holdings Breakdowns
Swaine & Leidel Wealth Services, LLC Total Holding History ($B)
Swaine & Leidel Wealth Services, LLC's Asset Allocation
Swaine & Leidel Wealth Services, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Swaine & Leidel Wealth Services, LLC's Hypothetical Growth since 2022-03-31
Swaine & Leidel Wealth Services, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Swaine & Leidel Wealth Services, LLC's Holdings Heat Map
Size field:
Swaine & Leidel Wealth Services, LLC's Holdings Bubble Chart
Swaine & Leidel Wealth Services, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers