161 is the total number of securities Swaine & Leidel Wealth Services, LLC has owned. The longest Swaine & Leidel Wealth Services, LLC has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| QQQ | INVESCO QQQ TRUST | 10 | 1 | 2.32% | 3.08% | 3.94% | Q4 2018 | Q1 2022 | 12 |
| DPG | DUFF & PHELPS UTLITY A... | 10 | 1 | 1.10% | 2.20% | 2.59% | Q4 2018 | Q1 2022 | 12 |
| SCHR | SCHWAB STRATEGIC TR | 10 | 1 | 0.56% | 2.02% | 8.76% | Q4 2018 | Q1 2022 | 12 |
| DIA | SPDR DOW JONES INDUSTR... | 10 | 1 | 1.33% | 1.95% | 2.79% | Q4 2018 | Q1 2022 | 12 |
| NUV | NUVEEN MUN VALUE FD INC | 10 | 1 | 0.21% | 0.30% | 0.45% | Q4 2018 | Q1 2022 | 12 |
| SPY | SPDR S&P 500 ETF TR | 10 | 1 | 2.71% | 3.37% | 4.30% | Q4 2018 | Q1 2022 | 11 |
| SCHD | SCHWAB US DIVIDEND EQU... | 9 | 1 | 1.36% | 1.79% | 2.68% | Q1 2019 | Q1 2022 | 11 |
| AGG | ISHARES TR | 10 | 1 | 0.50% | 0.78% | 2.02% | Q4 2018 | Q1 2022 | 11 |
| PDP | INVESCO EXCHANGE TRADE... | 5 | 1 | 0.22% | 0.37% | 0.60% | Q4 2018 | Q1 2022 | 11 |
| AAPL | APPLE INC | 6 | 1 | 2.33% | 3.48% | 5.19% | Q4 2018 | Q1 2022 | 10 |
| DIS | WALT DISNEY CO | 6 | 1 | 0.62% | 1.92% | 3.02% | Q4 2018 | Q1 2022 | 10 |
| VZ | VERIZON COMMUNICATN | 9 | 1 | 0.18% | 1.74% | 3.29% | Q1 2019 | Q1 2022 | 10 |
| RSP | INVESCO S&P 500 EQUAL ... | 8 | 1 | 0.44% | 0.84% | 3.74% | Q2 2019 | Q1 2022 | 10 |
| XLU | SELECT SECTOR UTI SELE... | 8 | 1 | 0.42% | 0.55% | 0.66% | Q2 2019 | Q1 2022 | 10 |
| AMZN | AMAZON.COM INC | 8 | 1 | 0.19% | 0.31% | 0.46% | Q2 2019 | Q1 2022 | 10 |
| JNJ | JOHNSON & JOHNSON | 6 | 1 | 2.70% | 3.14% | 3.89% | Q4 2018 | Q1 2022 | 9 |
| CCI | CROWN CASTLE INTL CO REIT | 9 | 9 | 2.27% | 2.91% | 3.98% | Q1 2019 | Q1 2021 | 9 |
| AMGN | AMGEN INC. | 6 | 1 | 2.08% | 2.87% | 3.71% | Q4 2018 | Q1 2022 | 9 |
| LMT | LOCKHEED MARTIN CORP | 6 | 1 | 1.86% | 2.80% | 3.46% | Q4 2018 | Q1 2022 | 9 |
| TXN | TEXAS INSTRUMENTS | 6 | 1 | 1.91% | 2.77% | 3.48% | Q4 2018 | Q1 2022 | 9 |
| T | AT&T INC | 6 | 1 | 0.20% | 2.49% | 3.08% | Q4 2018 | Q1 2022 | 9 |
| NFLX | NETFLIX INC | 6 | 1 | 0.48% | 0.67% | 0.78% | Q4 2018 | Q1 2022 | 9 |
| AMT | AMERN TOWER CORP REIT | 8 | 8 | 2.16% | 2.77% | 3.76% | Q2 2019 | Q1 2021 | 8 |
| FRT | FEDERAL REALTY INVT TR... | 8 | 8 | 2.24% | 2.37% | 2.66% | Q2 2019 | Q1 2021 | 8 |
| DRI | DARDEN RESTAURANTS INC | 6 | 1 | 0.13% | 1.15% | 2.46% | Q4 2019 | Q1 2022 | 8 |
| HD | HOME DEPOT INC | 4 | 1 | 0.20% | 0.84% | 2.73% | Q4 2018 | Q1 2022 | 8 |
| NEE | SCHWAB US DIVIDEND EQU... | 6 | 1 | 0.26% | 0.48% | 1.80% | Q4 2018 | Q1 2022 | 8 |
| BSCK | INVESCO BULLETSHARES 2... | 8 | 8 | 0.26% | 0.30% | 0.34% | Q4 2018 | Q3 2020 | 8 |
| WMT | WAL-MART STORES | 6 | 1 | 0.18% | 0.26% | 0.35% | Q4 2018 | Q1 2022 | 8 |
| UNH | UNITEDHEALTH GRP INC | 6 | 1 | 2.82% | 3.17% | 3.57% | Q4 2019 | Q1 2022 | 7 |
| DGS | WSDMTREE EMRG MKTS SMA... | 6 | 1 | 2.09% | 2.88% | 3.79% | Q4 2019 | Q1 2022 | 7 |
| QCOM | QUALCOMM INC | 5 | 1 | 1.66% | 2.86% | 3.69% | Q1 2020 | Q1 2022 | 7 |
| LHX | L3HARRIS TECHNOLOGIES INC | 5 | 1 | 2.40% | 2.84% | 3.72% | Q1 2020 | Q1 2022 | 7 |
| ADP | AUTOMATIC DATA PROCESS... | 6 | 1 | 2.24% | 2.68% | 3.10% | Q4 2019 | Q1 2022 | 7 |
| MSFT | MICROSOFT CORP | 5 | 1 | 2.05% | 2.53% | 3.80% | Q1 2020 | Q1 2022 | 7 |
| IVW | ISHARES S&P 500 GROWTH... | 7 | 7 | 0.41% | 0.59% | 0.87% | Q2 2019 | Q4 2020 | 7 |
| THTX | THERATECHNOLOGIES INC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 7 |
| UGI | UGI CORP NEW | 4 | 1 | 2.50% | 3.15% | 4.11% | Q2 2020 | Q1 2022 | 6 |
| D | DOMINION ENERGY INC | 5 | 1 | 2.32% | 2.87% | 3.40% | Q4 2018 | Q4 2020 | 6 |
| TJX | TJX COMPANIES INC | 5 | 1 | 1.88% | 2.43% | 2.78% | Q4 2018 | Q4 2020 | 6 |
| FAF | FIRST AMERN FINL CORP | 5 | 1 | 2.03% | 2.39% | 2.78% | Q1 2020 | Q1 2022 | 6 |
| DUK | DUKE ENERGY CORP NEW | 4 | 1 | 0.19% | 2.24% | 3.06% | Q2 2020 | Q1 2022 | 6 |
| MLPA | GLOBAL X MLP ETF | 6 | 6 | 1.29% | 2.18% | 2.52% | Q4 2018 | Q1 2020 | 6 |
| SCCO | SOUTHERN COPPER CORP D F | 5 | 1 | 0.75% | 1.54% | 2.31% | Q1 2020 | Q1 2022 | 6 |
| IYR | ISHARES US REAL ESTATE... | 5 | 1 | 0.47% | 0.57% | 0.64% | Q4 2018 | Q3 2021 | 6 |
| GDV | GABELLI DIVIDEND & INCOM | 6 | 6 | 0.15% | 0.23% | 0.33% | Q4 2018 | Q1 2020 | 6 |
| AMLP | ALPS ALERIAN MLP ETF | 6 | 6 | 0.04% | 0.11% | 0.19% | Q4 2018 | Q1 2020 | 6 |
| SPTL | SPDR LONG TERM TREASUR... | 5 | 5 | 1.29% | 4.70% | 10.21% | Q4 2018 | Q4 2019 | 5 |
| CMI | HOME DEPOT INC | 5 | 5 | 2.05% | 2.41% | 2.65% | Q4 2018 | Q4 2019 | 5 |
| CVS | CVS HEALTH CORP | 3 | 1 | 1.42% | 2.39% | 4.00% | Q1 2019 | Q3 2021 | 5 |
| WELL | WELLTOWER INC REIT | 5 | 5 | 0.88% | 2.17% | 2.96% | Q4 2018 | Q4 2019 | 5 |
| BSCL | INVESCO BULLETSHARES 2... | 4 | 1 | 0.46% | 0.57% | 0.68% | Q2 2020 | Q3 2021 | 5 |
| JPM | JPMORGAN CHASE & CO | 3 | 1 | 0.25% | 0.31% | 0.43% | Q3 2020 | Q1 2022 | 5 |
| SDOG | ALPS SECTOR DIVIDEND D... | 5 | 5 | 0.19% | 0.26% | 0.37% | Q4 2018 | Q4 2019 | 5 |
| ABBV | ABBVIE INC | 2 | 1 | 2.74% | 3.15% | 3.74% | Q4 2020 | Q1 2022 | 4 |
| LOW | LOWES COS INC | 2 | 1 | 2.43% | 3.07% | 3.90% | Q4 2020 | Q1 2022 | 4 |
| EQIX | JOHNSON & JOHNSON | 3 | 1 | 2.45% | 2.88% | 3.90% | Q1 2019 | Q3 2021 | 4 |
| PICK | ISHARES INC MSCI GBL E... | 2 | 1 | 1.87% | 2.57% | 3.20% | Q4 2020 | Q1 2022 | 4 |
| BMY | BRISTOL-MYERS SQUIBB CO | 2 | 1 | 1.18% | 2.52% | 3.45% | Q4 2020 | Q1 2022 | 4 |
| BLK | BLACKROCK INC | 2 | 2 | 1.78% | 2.31% | 2.96% | Q4 2018 | Q1 2020 | 4 |
| AVGO | BROADCOM INC | 4 | 4 | 1.97% | 2.27% | 2.55% | Q2 2019 | Q1 2020 | 4 |
| BPR | BROOKFIELD PROPERTY RE... | 4 | 4 | 1.37% | 1.99% | 2.39% | Q3 2019 | Q2 2020 | 4 |
| MPC | MARATHON PETE CORP | 3 | 1 | 1.18% | 1.79% | 2.42% | Q4 2018 | Q2 2020 | 4 |
| BSCJ | INVESCO BULLETSHARES 2... | 4 | 4 | 0.56% | 0.66% | 0.80% | Q4 2018 | Q3 2019 | 4 |
| IWM | ISHARES TR | 1 | 1 | 0.29% | 0.48% | 0.61% | Q2 2019 | Q1 2022 | 4 |
| IWD | ISHARES TR RUS 1000 VA... | 2 | 1 | 0.22% | 0.26% | 0.34% | Q4 2020 | Q1 2022 | 4 |
| DVY | ISHARES TR SELECT DIVI... | 2 | 1 | 0.21% | 0.25% | 0.31% | Q4 2020 | Q1 2022 | 4 |
| TFC | TRUIST FINL CORP | 2 | 1 | 0.16% | 0.19% | 0.23% | Q4 2019 | Q1 2022 | 4 |
| PIE | INVESCO EXCH TRADED FD... | 3 | 1 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q1 2022 | 4 |
| RCL | ROYAL CARIBBEAN GROUP | 2 | 1 | 0.16% | 0.18% | 0.20% | Q2 2020 | Q1 2022 | 4 |
| MDT | MEDTRONIC PLC F | 2 | 1 | 2.68% | 2.84% | 2.96% | Q4 2018 | Q1 2020 | 3 |
| FLR | A T & T INC | 3 | 3 | 2.48% | 2.70% | 2.90% | Q1 2019 | Q3 2019 | 3 |
| TSN | LOCKHEED MARTIN CORP | 3 | 3 | 2.36% | 2.59% | 2.87% | Q1 2019 | Q3 2019 | 3 |
| AKAM | MEDTRONIC PLC F | 3 | 3 | 2.48% | 2.57% | 2.65% | Q1 2019 | Q3 2019 | 3 |
| RTN | RAYTHEON CO | 2 | 1 | 2.22% | 2.53% | 2.77% | Q4 2018 | Q1 2020 | 3 |
| FOXA | DOMINION ENERGY INC | 3 | 3 | 2.42% | 2.49% | 2.56% | Q1 2019 | Q3 2019 | 3 |
| CMA | RAYTHEON CO | 3 | 3 | 2.37% | 2.43% | 2.53% | Q1 2019 | Q3 2019 | 3 |
| TRV | TRAVELERS COMPANIES | 2 | 1 | 2.32% | 2.39% | 2.47% | Q4 2018 | Q1 2020 | 3 |
| ADT | TRAVELERS COMPANIES | 3 | 3 | 2.27% | 2.37% | 2.49% | Q1 2019 | Q3 2019 | 3 |
| NDAQ | NASDAQ INC | 1 | 1 | 2.02% | 2.35% | 2.74% | Q1 2021 | Q1 2022 | 3 |
| MRK | MERCK & CO. INC | 2 | 1 | 1.65% | 2.30% | 2.86% | Q4 2020 | Q1 2022 | 3 |
| CPB | PUBLIC STORAGE REIT | 3 | 3 | 1.68% | 2.17% | 2.53% | Q1 2019 | Q3 2019 | 3 |
| SWN | TEXAS INSTRUMENTS | 3 | 3 | 2.05% | 2.17% | 2.29% | Q1 2019 | Q3 2019 | 3 |
| KMB | CUMMINS INC | 3 | 3 | 1.90% | 2.16% | 2.38% | Q1 2019 | Q3 2019 | 3 |
| WHR | 3M CO | 3 | 3 | 1.96% | 2.09% | 2.20% | Q1 2019 | Q3 2019 | 3 |
| CPGX | TJX COMPANIES INC | 3 | 3 | 1.84% | 2.04% | 2.20% | Q1 2019 | Q3 2019 | 3 |
| NNN | NATL RETAIL PPTY REIT | 3 | 3 | 1.68% | 2.02% | 2.55% | Q3 2020 | Q1 2021 | 3 |
| NWL | MARATHON PETE CORP | 3 | 3 | 1.87% | 1.96% | 2.04% | Q1 2019 | Q3 2019 | 3 |
| EXPD | PNC FINL SERVICES | 3 | 3 | 1.02% | 1.14% | 1.24% | Q1 2019 | Q3 2019 | 3 |
| SIG | NETFLIX INC | 3 | 3 | 0.44% | 0.65% | 0.81% | Q1 2019 | Q3 2019 | 3 |
| MDY | SPDR S&P MIDCAP 400 ET... | 1 | 1 | 0.52% | 0.59% | 0.65% | Q1 2021 | Q1 2022 | 3 |
| IVE | ISHARES S&P 500 VALUE ETF | 2 | 1 | 0.41% | 0.58% | 0.71% | Q2 2019 | Q2 2020 | 3 |
| IJS | ISHARES TR | 1 | 1 | 0.47% | 0.52% | 0.56% | Q1 2021 | Q1 2022 | 3 |
| IJJ | ISHARES TR | 1 | 1 | 0.45% | 0.49% | 0.54% | Q1 2021 | Q1 2022 | 3 |
| IJT | ISHARES TR | 1 | 1 | 0.42% | 0.49% | 0.54% | Q1 2021 | Q1 2022 | 3 |
| ALLIANZ GI INCM & GWTH A | 3 | 3 | 0.17% | 0.39% | 0.54% | Q2 2019 | Q4 2019 | 3 | |
| CF | NEXTERA ENERGY INC | 3 | 3 | 0.30% | 0.39% | 0.46% | Q1 2019 | Q3 2019 | 3 |
| XOM | EXXON MOBIL CORP | 1 | 1 | 0.24% | 0.29% | 0.34% | Q1 2021 | Q1 2022 | 3 |
| ILMN | WALMART INC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q1 2019 | Q3 2019 | 3 |
| STI | SUNTRUST BANKS INC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2019 | Q3 2019 | 3 |
| SO | SOUTHERN CO | 2 | 1 | 0.19% | 0.22% | 0.27% | Q1 2019 | Q4 2019 | 3 |
| AMERICAN FD GLOBAL BAL... | 3 | 3 | 0.19% | 0.21% | 0.24% | Q2 2019 | Q4 2019 | 3 | |
| BAC | BK OF AMERICA CORP | 1 | 1 | 0.14% | 0.17% | 0.21% | Q1 2021 | Q1 2022 | 3 |
| SCHWAB VALUE ADVANTAGE... | 2 | 2 | 9.83% | 12.58% | 15.33% | Q2 2019 | Q3 2019 | 2 | |
| DWX | SPDR S&P INTERNATIONAL... | 2 | 2 | 3.83% | 4.12% | 4.42% | Q4 2018 | Q1 2019 | 2 |
| GE | APPLE INC | 2 | 2 | 2.86% | 3.12% | 3.38% | Q2 2019 | Q3 2019 | 2 |
| IDOG | ALPS INTL SECTOR DIVID... | 2 | 2 | 2.71% | 2.82% | 2.92% | Q4 2018 | Q1 2019 | 2 |
| REET | ISHARES GLOBAL REIT ETF | 2 | 2 | 2.81% | 2.82% | 2.82% | Q3 2020 | Q4 2020 | 2 |
| APC | WALT DISNEY CO | 2 | 2 | 2.76% | 2.76% | 2.76% | Q2 2019 | Q3 2019 | 2 |
| PSA | PUBLIC STORAGE REIT | 1 | 1 | 2.40% | 2.48% | 2.57% | Q4 2018 | Q4 2019 | 2 |
| CAT | CATERPILLAR INC | 2 | 2 | 2.34% | 2.40% | 2.47% | Q3 2019 | Q4 2019 | 2 |
| ABT | BLACKROCK INC | 2 | 2 | 2.25% | 2.28% | 2.32% | Q2 2019 | Q3 2019 | 2 |
| NEM | NEWMONT GOLDCORP CORP | 2 | 2 | 1.99% | 2.25% | 2.52% | Q3 2019 | Q4 2019 | 2 |
| MMM | 3M CO | 1 | 1 | 1.99% | 2.25% | 2.50% | Q4 2018 | Q4 2019 | 2 |
| STWD | STARWOOD PPTY TR INC | 2 | 2 | 1.62% | 2.21% | 2.79% | Q4 2020 | Q1 2021 | 2 |
| LINDE PLC F | 2 | 2 | 2.08% | 2.18% | 2.27% | Q4 2018 | Q1 2019 | 2 | |
| AZN | ASTRAZENECA PLC IAM CO... | 1 | 1 | 0.21% | 2.12% | 4.02% | Q2 2020 | Q3 2021 | 2 |
| VNQ | VANGUARD REAL ESTATE ETF | 2 | 2 | 1.93% | 2.02% | 2.11% | Q4 2018 | Q1 2019 | 2 |
| IMCG | ISHARES TR | 1 | 1 | 1.70% | 1.86% | 2.03% | Q1 2021 | Q1 2022 | 2 |
| PH | PARKER-HANNIFIN CORP | 2 | 2 | 1.81% | 1.86% | 1.91% | Q2 2020 | Q3 2020 | 2 |
| AXP | AMERICAN EXPRESS CO | 2 | 2 | 1.47% | 1.48% | 1.48% | Q3 2020 | Q4 2020 | 2 |
| ISCG | ISHARES TR | 1 | 1 | 1.26% | 1.38% | 1.50% | Q1 2021 | Q1 2022 | 2 |
| PDCO | PATTERSON COS INC | 1 | 1 | 1.22% | 1.34% | 1.46% | Q1 2021 | Q1 2022 | 2 |
| WRK | WESTROCK CO | 1 | 1 | 1.16% | 1.27% | 1.38% | Q1 2021 | Q1 2022 | 2 |
| IJK | ISHARES S&P MID CAP 40... | 2 | 2 | 0.39% | 0.45% | 0.50% | Q3 2020 | Q4 2020 | 2 |
| AMERICAN FD GROWTH FD ... | 2 | 2 | 0.23% | 0.25% | 0.28% | Q2 2019 | Q3 2019 | 2 | |
| INVESCO LOW VOLATILITY... | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2019 | Q3 2019 | 2 | |
| AMERICAN FD CAP WORLD ... | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2019 | Q3 2019 | 2 | |
| EATON VANCE TAX MANAGE... | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2019 | Q3 2019 | 2 | |
| EATON VANCE NATIONAL M... | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q3 2019 | 2 | |
| WELLS FARGO MUNI BOND ... | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q3 2019 | 2 | |
| VERIZON COMMUNICATIONS... | 1 | 1 | 3.71% | 3.71% | 3.71% | Q3 2021 | Q3 2021 | 1 | |
| TAIWAN SEMICONDUCTOR M... | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2021 | Q3 2021 | 1 | |
| SPDR S&P 500 ETF TR | 1 | 1 | 3.05% | 3.05% | 3.05% | Q3 2021 | Q3 2021 | 1 | |
| WEC | WEC ENERGY GROUP INC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q1 2022 | Q1 2022 | 1 |
| PFE | PFIZER INC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q1 2020 | Q1 2020 | 1 |
| USB | US BANCORP DEL | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2020 | Q4 2020 | 1 |
| WEC | W E C ENERGY GROUP INC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q1 2021 | Q1 2021 | 1 |
| AVB | AVALONBAY CMNTYS INC REIT | 1 | 1 | 2.47% | 2.47% | 2.47% | Q1 2021 | Q1 2021 | 1 |
| SBUX | STARBUCKS CORP | 1 | 1 | 2.39% | 2.39% | 2.39% | Q1 2020 | Q1 2020 | 1 |
| ITW | ILLINOIS TOOL WORKS | 1 | 1 | 2.25% | 2.25% | 2.25% | Q3 2019 | Q3 2019 | 1 |
| HRS | L3HARRIS TECHNOLOGIES IN | 1 | 1 | 2.21% | 2.21% | 2.21% | Q4 2019 | Q4 2019 | 1 |
| UNITEDHEALTH GROUP INC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2021 | Q3 2021 | 1 | |
| FCX | FREEPORT-MCMORAN INC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2020 | Q4 2020 | 1 |
| GD | GENERAL DYNAMICS CORP | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2021 | Q3 2021 | 1 |
| AIZ | ASSURANT INC | 1 | 1 | 1.83% | 1.83% | 1.83% | Q3 2021 | Q3 2021 | 1 |
| MA | MASTERCARD INCORPORATED | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2021 | Q3 2021 | 1 |
| ACN | ACCENTURE PLC F CLASS A | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2020 | Q1 2020 | 1 |
| PNC | PNC FINL SERVICES | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2018 | Q4 2018 | 1 |
| IYM | ISHARES US BASIC MATER... | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2021 | Q3 2021 | 1 |
| AXON | AXON ENTERPRISE INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2020 | Q4 2020 | 1 |
| NEXTERA ENERGY INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 | |
| INTC | INTEL CORP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
| SIAL | INTEL CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q1 2019 | 1 |
| WALMART INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 | |
| KBE | SPDR S&P BANK ETF IV | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
| TRUIST FINL CORP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 | |
| ROYAL CARIBBEAN GROUP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 | |
| IDU | ISHARES US UTILITIES ETF | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
| THERATECHNOLOGIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 | |
| SCH TREAS OBLIGATION M... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 | |
Download | |||||||||
The securities at the top of the list , including INVESCO QQQ TRUST, DUFF & PHELPS UTLITY AND INF, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Swaine & Leidel Wealth Services, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Swaine & Leidel Wealth Services, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Swaine & Leidel Wealth Services, LLC owns currently or has owned in the past.