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Swaine & Leidel Wealth Services, LLC Buys UGI Corp, Duke Energy Corp, Parker Hannifin Corp, Sells BlackRock Inc, Medtronic PLC, Pfizer Inc

Investment company Swaine & Leidel Wealth Services, LLC (Current Portfolio) buys UGI Corp, Duke Energy Corp, Parker Hannifin Corp, Qualcomm Inc, Darden Restaurants Inc, sells BlackRock Inc, Medtronic PLC, Pfizer Inc, Broadcom Inc, The Travelers Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Swaine & Leidel Wealth Services, LLC. As of 2020Q2, Swaine & Leidel Wealth Services, LLC owns 49 stocks with a total value of $98 million. These are the details of the buys and sells.

For the details of Swaine & Leidel Wealth Services, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/swaine+%26+leidel+wealth+services%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Swaine & Leidel Wealth Services, LLC
  1. Apple Inc (AAPL) - 13,802 shares, 5.14% of the total portfolio. Shares reduced by 0.06%
  2. Crown Castle International Corp (CCI) - 23,339 shares, 3.99% of the total portfolio. Shares reduced by 0.01%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 15,631 shares, 3.95% of the total portfolio. Shares reduced by 0.59%
  4. American Tower Corp (AMT) - 14,265 shares, 3.77% of the total portfolio. Shares added by 0.89%
  5. Amgen Inc (AMGN) - 15,430 shares, 3.72% of the total portfolio. Shares added by 2.78%
New Purchase: UGI Corp (UGI)

Swaine & Leidel Wealth Services, LLC initiated holding in UGI Corp. The purchase prices were between $24.64 and $36.77, with an estimated average price of $30.27. The stock is now traded at around $33.74. The impact to a portfolio due to this purchase was 3.11%. The holding were 95,687 shares as of .

New Purchase: Duke Energy Corp (DUK)

Swaine & Leidel Wealth Services, LLC initiated holding in Duke Energy Corp. The purchase prices were between $76.02 and $91.91, with an estimated average price of $84.51. The stock is now traded at around $84.69. The impact to a portfolio due to this purchase was 2.77%. The holding were 33,904 shares as of .

New Purchase: Parker Hannifin Corp (PH)

Swaine & Leidel Wealth Services, LLC initiated holding in Parker Hannifin Corp. The purchase prices were between $115.81 and $202.14, with an estimated average price of $160.71. The stock is now traded at around $181.26. The impact to a portfolio due to this purchase was 1.82%. The holding were 9,714 shares as of .

New Purchase: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Swaine & Leidel Wealth Services, LLC initiated holding in Invesco BulletShares 2021 Corporate Bond ETF. The purchase prices were between $20.92 and $21.46, with an estimated average price of $21.3. The stock is now traded at around $21.40. The impact to a portfolio due to this purchase was 0.68%. The holding were 31,171 shares as of .

New Purchase: The Home Depot Inc (HD)

Swaine & Leidel Wealth Services, LLC initiated holding in The Home Depot Inc. The purchase prices were between $178.63 and $256.77, with an estimated average price of $228.05. The stock is now traded at around $267.87. The impact to a portfolio due to this purchase was 0.22%. The holding were 861 shares as of .

New Purchase: AstraZeneca PLC (AZN)

Swaine & Leidel Wealth Services, LLC initiated holding in AstraZeneca PLC. The purchase prices were between $43.1 and $55.31, with an estimated average price of $51.48. The stock is now traded at around $56.08. The impact to a portfolio due to this purchase was 0.21%. The holding were 18,936 shares as of .

Added: Qualcomm Inc (QCOM)

Swaine & Leidel Wealth Services, LLC added to a holding in Qualcomm Inc by 41.37%. The purchase prices were between $65.23 and $91.37, with an estimated average price of $79.85. The stock is now traded at around $110.95. The impact to a portfolio due to this purchase was 0.91%. The holding were 33,440 shares as of .

Added: Darden Restaurants Inc (DRI)

Swaine & Leidel Wealth Services, LLC added to a holding in Darden Restaurants Inc by 66.11%. The purchase prices were between $44.31 and $86.04, with an estimated average price of $70.66. The stock is now traded at around $76.48. The impact to a portfolio due to this purchase was 0.81%. The holding were 26,184 shares as of .

Added: Verizon Communications Inc (VZ)

Swaine & Leidel Wealth Services, LLC added to a holding in Verizon Communications Inc by 26.46%. The purchase prices were between $52.92 and $58.46, with an estimated average price of $56.2. The stock is now traded at around $57.91. The impact to a portfolio due to this purchase was 0.66%. The holding were 55,945 shares as of .

Added: Brookfield Property REIT Inc (BPYU)

Swaine & Leidel Wealth Services, LLC added to a holding in Brookfield Property REIT Inc by 24.93%. The purchase prices were between $7.7 and $14.51, with an estimated average price of $10.04. The stock is now traded at around $11.80. The impact to a portfolio due to this purchase was 0.4%. The holding were 194,596 shares as of .

Sold Out: Medtronic PLC (MDT)

Swaine & Leidel Wealth Services, LLC sold out a holding in Medtronic PLC. The sale prices were between $84.11 and $103.33, with an estimated average price of $95.86.

Sold Out: BlackRock Inc (BLK)

Swaine & Leidel Wealth Services, LLC sold out a holding in BlackRock Inc. The sale prices were between $409.54 and $558.06, with an estimated average price of $503.56.

Sold Out: Pfizer Inc (PFE)

Swaine & Leidel Wealth Services, LLC sold out a holding in Pfizer Inc. The sale prices were between $31.75 and $38.51, with an estimated average price of $35.78.

Sold Out: Broadcom Inc (AVGO)

Swaine & Leidel Wealth Services, LLC sold out a holding in Broadcom Inc. The sale prices were between $223.63 and $318.71, with an estimated average price of $278.78.

Sold Out: Starbucks Corp (SBUX)

Swaine & Leidel Wealth Services, LLC sold out a holding in Starbucks Corp. The sale prices were between $62.62 and $83.56, with an estimated average price of $75.03.

Sold Out: The Travelers Companies Inc (TRV)

Swaine & Leidel Wealth Services, LLC sold out a holding in The Travelers Companies Inc. The sale prices were between $89.86 and $128, with an estimated average price of $105.28.



Here is the complete portfolio of Swaine & Leidel Wealth Services, LLC. Also check out:

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3. Swaine & Leidel Wealth Services, LLC's High Yield stocks
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