0001095449-19-000028.txt : 20190513
0001095449-19-000028.hdr.sgml : 20190513
20190510190108
ACCESSION NUMBER: 0001095449-19-000028
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190513
DATE AS OF CHANGE: 20190510
EFFECTIVENESS DATE: 20190513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Swaine & Leidel Wealth Services, LLC
CENTRAL INDEX KEY: 0001741677
IRS NUMBER: 455393880
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19435
FILM NUMBER: 19816453
BUSINESS ADDRESS:
STREET 1: 145 WEST CENTER AVENUE
CITY: SEBRING
STATE: FL
ZIP: 33870
BUSINESS PHONE: (863) 385-1101
MAIL ADDRESS:
STREET 1: 145 WEST CENTER AVENUE
CITY: SEBRING
STATE: FL
ZIP: 33870
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001741677
XXXXXXXX
03-31-2019
03-31-2019
Swaine & Leidel Wealth Services, LLC
145 WEST CENTER AVENUE
SEBRING
FL
33870
13F HOLDINGS REPORT
028-19435
N
J. William Swaine
Managing Member
(863) 385-1101
J. William Swaine
Sebring
FL
05-09-2019
0
49
79040
false
INFORMATION TABLE
2
table2019-03.xml
APPLE INCEquity037833100254213385SHSOLE0013385
ISHARES CORE US AGGREGATEEquity4642872269488691SHSOLE008691
AMGEN INC.Equity12665010017259078SHSOLE009078
ALPS ALERIAN MLP ETFEquity00162Q86612112024SHSOLE0012024
BLACKROCK INCEquity09247X10114073292SHSOLE003292
INVESCO BULLETSHARES 2019Equity46138J30462929876SHSOLE0029876
INVESCO BULLETSHARES 2020Equity46138J5022029500SHSOLE009500
CROWN CASTLE INTL CO REITEquity22822V101179514024SHSOLE0014024
CUMMINS INCEquity49436810315039520SHSOLE009520
DOMINION ENERGY INCEquity90130A101191024910SHSOLE0024910
SPDR DOW JONES INDUSTRIALEquity78467X10922048507SHSOLE008507
WALT DISNEY COEquity254687106191017206SHSOLE0017206
DUFF & PHELPS GLOBAL UTIEquity26433C1051977132354SHSOLE00132354
SPDR S&P INTERNATIONAL DIEquity78463X772349291828SHSOLE0091828
GABELLI DIVIDEND & INCOMEquity36242H10421310000SHSOLE0010000
HOME DEPOT INCEquity231021106209410915SHSOLE0010915
ALPS INTL SECTOR DIVIDENDEquity00162Q718214381626SHSOLE0081626
INTEL CORPEquity8265521012274221SHSOLE004221
ISHARES US REAL ESTATE ETEquity4642877394365005SHSOLE005005
JOHNSON & JOHNSONEquity29444U700209314972SHSOLE0014972
LINDE PLC FEquity00BZ12WP816449342SHSOLE009342
LOCKHEED MARTIN CORPEquity90249410318626205SHSOLE006205
MEDTRONIC PLC FEquity00971T101203622349SHSOLE0022349
GLOBAL X MLP ETFEquity37950E4731861209814SHSOLE00209814
3M COEquity96332010617358349SHSOLE008349
MARATHON PETE CORPEquity651229106156626167SHSOLE0026167
NEXTERA ENERGY INCEquity1252691003621870SHSOLE001870
NETFLIX INCEquityG812761006421800SHSOLE001800
NUVEEN MUNICIPAL VALUE CEquity67092810029529464SHSOLE0029464
INVESCO DWA MOMENTUM ETFEquity46137V8373666456SHSOLE006456
PNC FINL SERVICESEquity3021301099828005SHSOLE008005
PUBLIC STORAGE REITEquity13442910920029194SHSOLE009194
INVESCO QQQ TRUSTEquity46090E103260114476SHSOLE0014476
RAYTHEON COEquity200340107188410349SHSOLE0010349
SCHWAB US DIVIDEND EQUITYEquity808524797173533182SHSOLE0033182
SCHWAB INTERMEDIATE TERMEquity808524854527598082SHSOLE0098082
ALPS SECTOR DIVIDEND DOGSEquity00162Q8582315378SHSOLE005378
SOUTHERN COEquity8425871072144143SHSOLE004143
SPDR LONG TERM TREASURY EEquity78464A6647104195212SHSOLE00195212
SPDR S&P 500 ETFEquity78462F103340212043SHSOLE0012043
SUNTRUST BANKS INCEquity8679141032253799SHSOLE003799
A T & T INCEquity343412102195862439SHSOLE0062439
TJX COMPANIES INCEquity198280109173632632SHSOLE0032632
TRAVELERS COMPANIESEquity00101J106185713539SHSOLE0013539
TEXAS INSTRUMENTSEquity845467109180917056SHSOLE0017056
VANGUARD REAL ESTATE ETFEquity922908553152817585SHSOLE0017585
VERIZON COMMUNICATNEquity92343V1042504221SHSOLE004221
WELLTOWER INC REITEquity95040Q104207526734SHSOLE0026734
WALMART INCEquity4523271092342401SHSOLE002401