Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Swaine & Leidel Wealth Services, LLC (CIK 1741677) reported $129.7M across 60 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: DGS ($4.9M, 3.80%), UNH ($4.5M, 3.45%), UGI ($4.3M, 3.30%), SPY ($4.3M, 3.29%), ABBV ($4.3M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGS | WISDOMTREE TR | $4.9M | 3.80% | 4,923 | New |
| 2 | UNH | UNITEDHEALTH GROUP INC | $4.5M | 3.45% | 4,479 | New |
| 3 | UGI | UGI CORP NEW | $4.3M | 3.30% | 4,278 | Trimmed |
| 4 | SPY | SPDR S&P 500 ETF TR | $4.3M | 3.29% | 4,266 | New |
| 5 | ABBV | ABBVIE INC | $4.3M | 3.28% | 4,255 | Trimmed |
| 6 | TXN | TEXAS INSTRS INC | $4.2M | 3.26% | 4,225 | Trimmed |
| 7 | LOW | LOWES COS INC | $4.2M | 3.25% | 4,213 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $4.2M | 3.24% | 4,196 | Trimmed |
| 9 | PICK | ISHARES INC | $4.2M | 3.21% | 4,167 | Trimmed |
| 10 | LMT | LOCKHEED MARTIN CORP | $4.1M | 3.16% | 4,098 | Trimmed |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | $4.0M | 3.11% | 4,036 | New |
| 12 | QCOM | QUALCOMM INC | $4.0M | 3.05% | 3,951 | Trimmed |
| 13 | AMGN | AMGEN INC | $3.9M | 3.01% | 3,909 | Trimmed |
| 14 | T | AT&T INC | $3.9M | 3.00% | 3,891 | Trimmed |
| 15 | BMY | BRISTOL-MYERS SQUIBB CO | $3.9M | 2.97% | 3,852 | Trimmed |
| 16 | WEC | WEC ENERGY GROUP INC | $3.8M | 2.95% | 3,831 | New |
| 17 | LHX | L3HARRIS TECHNOLOGIES INC | $3.8M | 2.94% | 3,809 | Trimmed |
| 18 | MRK | MERCK & CO INC | $3.7M | 2.86% | 3,713 | New |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $3.6M | 2.80% | 3,636 | New |
| 20 | AAPL | APPLE INC | $3.6M | 2.79% | 3,613 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $3.6M | 2.77% | 3,590 | Trimmed |
| 22 | NDAQ | NASDAQ INC | $3.6M | 2.75% | 3,564 | Trimmed |
| 23 | DUK | DUKE ENERGY CORP NEW | $3.6M | 2.75% | 3,566 | Added |
| 24 | MSFT | MICROSOFT CORP | $3.2M | 2.45% | 3,179 | Trimmed |
| 25 | FAF | FIRST AMERN FINL CORP | $3.2M | 2.43% | 3,153 | New |
Source: SEC Form 13F filings · as of 2022-03-31