Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Swaine & Leidel Wealth Services, Llc > Profile

Instuitional Investor - Swaine & Leidel Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: Swaine & Leidel Wealth Services, Llc
Portfolio Value $2,167,000
Fund Holdings Sector Distribution
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%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)