0001095449-20-000010.txt : 20200211
0001095449-20-000010.hdr.sgml : 20200211
20200210194011
ACCESSION NUMBER: 0001095449-20-000010
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200211
DATE AS OF CHANGE: 20200210
EFFECTIVENESS DATE: 20200211
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: 20593451
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
12-31-2019
12-31-2019
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
02-07-2020
0
61
119953
false
INFORMATION TABLE
2
table.2019-12.xml
13F HOLDINGS REPORT FOR DECEMBER 31, 2019
3M CO
Common
88579Y101
2391
13555
SH
SOLE
0
0
13555
A T & T INC
Common
00206R102
3473
88867
SH
SOLE
0
0
88867
ALLIANZ GI INCM & GWTH A
Common
018920496
209
18651
SH
SOLE
0
0
18651
ALPS ALERIAN MLP ETF
Common
00162Q866
93
10900
SH
SOLE
0
0
10900
ALPS SECTOR DIVIDEND DOGS ETF
Common
00162Q858
229
4880
SH
SOLE
0
0
4880
AMAZON.COM INC
Common
023135106
244
132
SH
SOLE
0
0
132
AMERICAN FD GLOBAL BALANCED FD A
Common
02629W106
230
6701
SH
SOLE
0
0
6701
AMERN TOWER CORP REIT
Common
03027X100
3080
13401
SH
SOLE
0
0
13401
AMGEN INC.
Common
031162100
3362
13947
SH
SOLE
0
0
13947
APPLE INC
Common
037833100
4817
16405
SH
SOLE
0
0
16405
AUTO DATA PROCESSING
Common
053015103
2685
15749
SH
SOLE
0
0
15749
BLACKROCK INC
Common
09247X101
3017
6001
SH
SOLE
0
0
6001
BROADCOM INC
Common
11135F101
2866
9070
SH
SOLE
0
0
9070
BROOKFIELD PROPERTY REIT CLASS A
Common
11282X103
2661
144256
SH
SOLE
0
0
144256
CATERPILLAR INC
Common
149123101
2966
20087
SH
SOLE
0
0
20087
CROWN CASTLE INTL CO REIT
Common
22822V101
3146
22134
SH
SOLE
0
0
22134
CUMMINS INC
Common
231021106
3045
17017
SH
SOLE
0
0
17017
DARDEN RESTAURANTS
Common
237194105
1580
14491
SH
SOLE
0
0
14491
DOMINION ENERGY INC
Common
25746U109
3155
38098
SH
SOLE
0
0
38098
DUFF & PHELPS GLOBAL UTI
Common
26433C105
2962
194870
SH
SOLE
0
0
194870
FEDERAL REALTY INVT TR REIT
Common
313747206
2705
21011
SH
SOLE
0
0
21011
GABELLI DIVIDEND & INCOM
Common
36242H104
220
10000
SH
SOLE
0
0
10000
GLOBAL X MLP ETF
Common
37950E473
3018
382994
SH
SOLE
0
0
382994
HOME DEPOT INC
Common
437076102
3270
14974
SH
SOLE
0
0
14974
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF
Common
46138J502
330
15500
SH
SOLE
0
0
15500
INVESCO DWA MOMENTUM ETF
Common
46137V837
267
4153
SH
SOLE
0
0
4153
INVESCO QQQ TRUST
Common
46090E103
3521
16560
SH
SOLE
0
0
16560
INVESCO S&P 500 EQUAL WEIGHT ETF
Common
46137V357
598
5164
SH
SOLE
0
0
5164
ISHARES CORE US AGGREGATE BOND ETF
Common
464287226
664
5912
SH
SOLE
0
0
5912
ISHARES S&P 500 GROWTH ETF
Common
464287309
694
3584
SH
SOLE
0
0
3584
ISHARES US REAL ESTATE ETF
Common
464287739
699
7515
SH
SOLE
0
0
7515
ISHARES US UTILITIES ETF
Common
464287697
203
1252
SH
SOLE
0
0
1252
JOHNSON & JOHNSON
Common
478160104
3258
22338
SH
SOLE
0
0
22338
L3HARRIS TECHNOLOGIES IN
Common
413875105
2649
13389
SH
SOLE
0
0
13389
LOCKHEED MARTIN CORP
Common
539830109
3281
8426
SH
SOLE
0
0
8426
MARATHON PETE CORP
Common
56585A102
2906
48237
SH
SOLE
0
0
48237
MEDTRONIC PLC F
Common
G5960L103
3465
30542
SH
SOLE
0
0
30542
NETFLIX INC
Common
64110L106
579
1790
SH
SOLE
0
0
1790
NEWMONT GOLDCORP CORP
Common
651639106
3021
69532
SH
SOLE
0
0
69532
NEXTERA ENERGY INC
Common
65339F101
311
1283
SH
SOLE
0
0
1283
NUVEEN MUNICIPAL VALUE C
Common
670928100
315
29464
SH
SOLE
0
0
29464
PUBLIC STORAGE REIT
Common
74460D109
2873
13493
SH
SOLE
0
0
13493
RAYTHEON CO
Common
755111507
3322
15118
SH
SOLE
0
0
15118
SCHWAB INTERMEDIATE TERM US TRS ETF
Common
808524854
878
15982
SH
SOLE
0
0
15982
SCHWAB US DIVIDEND EQUITY ETF
Common
808524797
1882
32492
SH
SOLE
0
0
32492
SELECT SECTOR UTI SELECT SPDR ETF
Common
81369Y886
642
9932
SH
SOLE
0
0
9932
SOUTHERN CO
Common
842587107
228
3578
SH
SOLE
0
0
3578
SPDR DOW JONES INDUSTRIAL AVRG ETF
Common
78467X109
2729
9572
SH
SOLE
0
0
9572
SPDR LONG TERM TREASURY ETF
Common
78464A664
1547
39794
SH
SOLE
0
0
39794
SPDR S&P 500 ETF
Common
78462F103
4138
12855
SH
SOLE
0
0
12855
TEXAS INSTRUMENTS
Common
882508104
3112
24260
SH
SOLE
0
0
24260
THERATECHNOLOGIES F
Common
88338H100
34
10304
SH
SOLE
0
0
10304
TJX COMPANIES INC
Common
872540109
2251
36866
SH
SOLE
0
0
36866
TRAVELERS COMPANIES
Common
89417E109
2778
20288
SH
SOLE
0
0
20288
TRUIST FINL CORP
Common
89832Q109
277
4913
SH
SOLE
0
0
4913
UNITEDHEALTH GRP INC
Common
91324P102
3384
11512
SH
SOLE
0
0
11512
VERIZON COMMUNICATN
Common
92343V104
216
3520
SH
SOLE
0
0
3520
WALMART INC
Common
931142103
285
2401
SH
SOLE
0
0
2401
WALT DISNEY CO
Common
254687106
3629
25095
SH
SOLE
0
0
25095
WELLTOWER INC REIT
Common
95040Q104
1055
12897
SH
SOLE
0
0
12897
WSDMTREE EMRG MKTS SMALLCAP DVD ETF
Common
97717W281
2505
52376
SH
SOLE
0
0
52376