- New Purchases: EQIX, AKAM, CPB, FLR, TFCFA, CMA, TSN, SWN, CCI, WHR, SCHD, CVS, NWL, KMB, EXPD, SIG, CF, VZ, ILMN, STI, SO,
- Added Positions: SPY, DWX, QQQ, DIA, CMI, DIS, AAPL, MLPA, DPG, BSCJ, WELL, BLK, VNQ, IYR,
- Reduced Positions: AGG, SCHR,
- Sold Out: JNJ, MDT, TXN, D, RTN, HD, PSA, T, LMT, MMM, TRV, TJX, MPC, AMGN, NEE, PNC, NFLX, WMT, INTC,
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- (TLO) - 195,212 shares, 9.49% of the total portfolio. Shares added by 6.70%
- Schwab Intermediate-Term U.S. Treasury (SCHR) - 98,082 shares, 7.04% of the total portfolio. Shares reduced by 5.74%
- SPDR S&P International Dividend (DWX) - 91,828 shares, 4.66% of the total portfolio. Shares added by 41.75%
- SPDR S&P 500 (SPY) - 12,043 shares, 4.54% of the total portfolio. Shares added by 95.63%
- Invesco QQQ Trust Series 1 (QQQ) - 14,476 shares, 3.47% of the total portfolio. Shares added by 58.68%
Swaine & Leidel Wealth Services, LLC initiated holding in Equinix Inc. The purchase prices were between $345.94 and $458.29, with an estimated average price of $406.03. The stock is now traded at around $479.82. The impact to a portfolio due to this purchase was 2.79%. The holding were 14,972 shares as of .
New Purchase: Akamai Technologies Inc (AKAM)Swaine & Leidel Wealth Services, LLC initiated holding in Akamai Technologies Inc. The purchase prices were between $57.7 and $73.44, with an estimated average price of $67.71. The stock is now traded at around $76.63. The impact to a portfolio due to this purchase was 2.72%. The holding were 22,349 shares as of .
New Purchase: Campbell Soup Co (CPB)Swaine & Leidel Wealth Services, LLC initiated holding in Campbell Soup Co. The purchase prices were between $32.26 and $38.52, with an estimated average price of $35.24. The stock is now traded at around $38.74. The impact to a portfolio due to this purchase was 2.67%. The holding were 9,194 shares as of .
New Purchase: Fluor Corp (FLR)Swaine & Leidel Wealth Services, LLC initiated holding in Fluor Corp. The purchase prices were between $32.2 and $38.53, with an estimated average price of $36.51. The stock is now traded at around $30.73. The impact to a portfolio due to this purchase was 2.61%. The holding were 62,439 shares as of .
New Purchase: Twenty-First Century Fox Inc (TFCFA)Swaine & Leidel Wealth Services, LLC initiated holding in Twenty-First Century Fox Inc. The purchase prices were between $34.63 and $49.69, with an estimated average price of $36.46. The stock is now traded at around $49.69. The impact to a portfolio due to this purchase was 2.55%. The holding were 24,910 shares as of .
New Purchase: Comerica Inc (CMA)Swaine & Leidel Wealth Services, LLC initiated holding in Comerica Inc. The purchase prices were between $68.69 and $88.31, with an estimated average price of $80.09. The stock is now traded at around $76.72. The impact to a portfolio due to this purchase was 2.52%. The holding were 10,349 shares as of .
Added: SPDR S&P 500 (SPY)Swaine & Leidel Wealth Services, LLC added to a holding in SPDR S&P 500 by 95.63%. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $288.10. The impact to a portfolio due to this purchase was 2.22%. The holding were 12,043 shares as of .
Added: SPDR S&P International Dividend (DWX)Swaine & Leidel Wealth Services, LLC added to a holding in SPDR S&P International Dividend by 41.75%. The purchase prices were between $34.68 and $38.33, with an estimated average price of $37.19. The stock is now traded at around $38.51. The impact to a portfolio due to this purchase was 1.37%. The holding were 91,828 shares as of .
Added: Invesco QQQ Trust Series 1 (QQQ)Swaine & Leidel Wealth Services, LLC added to a holding in Invesco QQQ Trust Series 1 by 58.68%. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $185.00. The impact to a portfolio due to this purchase was 1.28%. The holding were 14,476 shares as of .
Added: SPDR Dow Jones Industrial Average (DIA)Swaine & Leidel Wealth Services, LLC added to a holding in SPDR Dow Jones Industrial Average by 55.75%. The purchase prices were between $225.33 and $260.18, with an estimated average price of $250.55. The stock is now traded at around $259.92. The impact to a portfolio due to this purchase was 1.05%. The holding were 8,507 shares as of .
Added: Cummins Inc (CMI)Swaine & Leidel Wealth Services, LLC added to a holding in Cummins Inc by 30.66%. The purchase prices were between $130.74 and $160.55, with an estimated average price of $149.86. The stock is now traded at around $165.39. The impact to a portfolio due to this purchase was 0.66%. The holding were 10,915 shares as of .
Added: The Walt Disney Co (DIS)Swaine & Leidel Wealth Services, LLC added to a holding in The Walt Disney Co by 33.94%. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $134.04. The impact to a portfolio due to this purchase was 0.65%. The holding were 17,206 shares as of .
Sold Out: Johnson & Johnson (JNJ)Swaine & Leidel Wealth Services, LLC sold out a holding in Johnson & Johnson. The sale prices were between $125.72 and $139.79, with an estimated average price of $133.86.
Sold Out: Medtronic PLC (MDT)Swaine & Leidel Wealth Services, LLC sold out a holding in Medtronic PLC. The sale prices were between $82.45 and $93.79, with an estimated average price of $89.53.
Sold Out: Dominion Energy Inc (D)Swaine & Leidel Wealth Services, LLC sold out a holding in Dominion Energy Inc. The sale prices were between $67.97 and $77.04, with an estimated average price of $72.95.
Sold Out: Texas Instruments Inc (TXN)Swaine & Leidel Wealth Services, LLC sold out a holding in Texas Instruments Inc. The sale prices were between $88.88 and $112.22, with an estimated average price of $103.45.
Sold Out: Raytheon Co (RTN)Swaine & Leidel Wealth Services, LLC sold out a holding in Raytheon Co. The sale prices were between $149.79 and $187.29, with an estimated average price of $174.03.
Sold Out: The Home Depot Inc (HD)Swaine & Leidel Wealth Services, LLC sold out a holding in The Home Depot Inc. The sale prices were between $168.61 and $192.39, with an estimated average price of $183.33.
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