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Home > Institutional Investor > Swaine & Leidel Wealth Services, Llc > Profile

Instuitional Investor - Swaine & Leidel Wealth Services, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Swaine & Leidel Wealth Services, Llc
Portfolio Value	$2,167,000

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Wisdomtree Trust		4,923	$4,923,000	3.78%
2.	Unitedhealth Group Inc	UNH	4,479	$4,479,000	3.44%
3.	Ugi Corp	UGI	4,278	$4,278,000	3.29%
4.	Spdr S & P 500 Etf Trust	SPY	4,266	$4,266,000	3.28%
5.	Abbvie Inc.	ABBV	4,255	$4,255,000	3.27%