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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
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGS | WisdomTree Emerging Markets SmallCap Dividend Fund | 4,923 | 4,923.0 | New Holding | 3.790 | +3.79% | 0.010 | +9.92% | +10.57% | 1,625.7 | ||
UNH | UnitedHealth Group Inc | 4,479 | 4,479.0 | -25.72% | 3.440 | -0.57% | 0.000 | -37.56% | -39.80% | 275,063.1 | Healthcare Plans | |
UGI | UGI Corp | 4,278 | 4,278.0 | -96.08% | 3.290 | -4.24% | 0.000 | +9.37% | +27.23% | 7,614.8 | Utilities - Regulated | |
SPY | S&P 500 ETF TRUST ETF | 4,266 | 4,266.0 | New Holding | 3.280 | +3.28% | 0.000 | +4.93% | +2.54% | 612,819.6 | ||
ABBV | AbbVie Inc | 4,255 | 4,255.0 | -89.19% | 3.270 | -3.59% | 0.000 | -9.09% | +8.83% | 335,316.3 | Drug Manufacturers | |
TXN | Texas Instruments Inc | 4,225 | 4,225.0 | -62.40% | 3.250 | -1.28% | 0.000 | +2.49% | +4.26% | 174,808.2 | Semiconductors | |
LOW | Lowe's Companies Inc | 4,213 | 4,213.0 | -80.64% | 3.240 | -3.37% | 0.000 | -7.00% | -7.84% | 126,249.8 | Retail - Cyclical | |
JNJ | Johnson & Johnson | 4,196 | 4,196.0 | -84.63% | 3.230 | -3.54% | 0.000 | -5.71% | +8.98% | 373,013.5 | Drug Manufacturers | |
PICK | iShares MSCI Global Metals & Mining Producers ETF | 4,167 | 4,167.0 | -91.99% | 3.200 | -1.85% | 0.010 | +1.51% | +7.89% | 754.9 | ||
LMT | Lockheed Martin Corp | 4,098 | 4,098.0 | -32.73% | 3.150 | -0.65% | 0.000 | +5.09% | +0.54% | 112,858.0 | Aerospace & Defense |
Swaine & Leidel Wealth Services, LLC's Historical Top Holdings Breakdowns
Swaine & Leidel Wealth Services, LLC Total Holding History ($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 |
|---|---|---|---|---|
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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
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Swaine & Leidel Wealth Services, LLC's Holdings Bubble Chart
Swaine & Leidel Wealth Services, LLC News
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