- New Purchases: UGI, DUK, PH, BSCL, HD, AZN, RCL,
- Added Positions: QCOM, DRI, VZ, BPYU, FAF, TXN, JNJ, DGS, AMGN, MSFT, LMT, TJX, T, ADP, FRT, D, LHX, DPG, SPY,
- Reduced Positions: SCHD, DIS, MPC, NEE, NFLX, AGG,
- Sold Out: BLK, MDT, PFE, AVGO, TRV, SBUX, RTN, ACN, MLPA, GDV, AMLP,
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- Apple Inc (AAPL) - 13,802 shares, 5.14% of the total portfolio. Shares reduced by 0.06%
- Crown Castle International Corp (CCI) - 23,339 shares, 3.99% of the total portfolio. Shares reduced by 0.01%
- PowerShares QQQ Trust Ser 1 (QQQ) - 15,631 shares, 3.95% of the total portfolio. Shares reduced by 0.59%
- American Tower Corp (AMT) - 14,265 shares, 3.77% of the total portfolio. Shares added by 0.89%
- Amgen Inc (AMGN) - 15,430 shares, 3.72% of the total portfolio. Shares added by 2.78%
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.
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