0001095449-20-000028.txt : 20200513
0001095449-20-000028.hdr.sgml : 20200513
20200513172736
ACCESSION NUMBER: 0001095449-20-000028
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200513
DATE AS OF CHANGE: 20200513
EFFECTIVENESS DATE: 20200513
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: 20874405
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
03-31-2020
03-31-2020
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
05-12-2020
0
53
96376
false
INFORMATION TABLE
2
table.03-2020.xml
13F HOLDINGS REPORT FOR MARCH 31, 2020
APPLE INC
COMMON
037833100
3512
13810
SH
SOLE
0
0
13810
ACCENTURE PLC F CLASS A
COMMON
G1151C101
1590
9742
SH
SOLE
0
0
9742
AUTO DATA PROCESSING
COMMON
053015103
2526
18484
SH
SOLE
0
0
18484
ISHARES CORE US AGGREGATE BOND ETF
COMMON
464287226
518
4491
SH
SOLE
0
0
4491
AMGEN INC.
COMMON
031162100
3043
15012
SH
SOLE
0
0
15012
ALPS ALERIAN MLP ETF
COMMON
00162Q866
37
10900
SH
SOLE
0
0
10900
AMERN TOWER CORP REIT
COMMON
03027X100
3079
14139
SH
SOLE
0
0
14139
AMAZON.COM INC
COMMON
023135106
320
164
SH
SOLE
0
0
164
BROADCOM INC
COMMON
11135F101
2455
10356
SH
SOLE
0
0
10356
BLACKROCK INC
COMMON
09247X101
2853
6485
SH
SOLE
0
0
6485
BROOKFIELD PPTY REIT INC CLASS A
COMMON
11282X103
1322
155760
SH
SOLE
0
0
155760
INVESCO BULLETSHARES 2020 CORPORATE BOND ETF
COMMON
46138J502
326
15500
SH
SOLE
0
0
15500
CROWN CASTLE INTL CO REIT
COMMON
22822V101
3371
23342
SH
SOLE
0
0
23342
DOMINION ENERGY INC
COMMON
25746U109
2918
40417
SH
SOLE
0
0
40417
WSDMTREE EMRG MKTS SMALLCAP DVD ETF
COMMON
97717W281
2303
69737
SH
SOLE
0
0
69737
SPDR DOW JONES INDUSTRIAL AVRG ETF
COMMON
78467X109
1440
6570
SH
SOLE
0
0
6570
WALT DISNEY CO
COMMON
254687106
2775
28729
SH
SOLE
0
0
28729
DUFF PHELPS UTILITY AND
COMMON
26433C105
2073
219404
SH
SOLE
0
0
219404
DARDEN RESTAURANTS
COMMON
237194105
858
15763
SH
SOLE
0
0
15763
FIRST AMER FINANCIAL
COMMON
31847R102
2205
51981
SH
SOLE
0
0
51981
FEDERAL REALTY INVT TR REIT
COMMON
313747206
2225
29825
SH
SOLE
0
0
29825
GABELLI DIVIDEND & INCOM
COMMON
36242H104
148
10000
SH
SOLE
0
0
10000
ISHARES S&P 500 VALUE ETF
COMMON
464287408
617
6413
SH
SOLE
0
0
6413
ISHARES S&P 500 GROWTH ETF
COMMON
464287309
680
4122
SH
SOLE
0
0
4122
JOHNSON & JOHNSON
COMMON
478160104
3038
23166
SH
SOLE
0
0
23166
L3HARRIS TECHNOLOGIES IN
COMMON
502431109
2761
15327
SH
SOLE
0
0
15327
LOCKHEED MARTIN CORP
COMMON
539830109
2979
8790
SH
SOLE
0
0
8790
MEDTRONIC PLC F
COMMON
G5960L103
2851
31620
SH
SOLE
0
0
31620
GLOBAL X MLP ETF
COMMON
37950E473
1242
394438
SH
SOLE
0
0
394438
MARATHON PETE CORP
COMMON
56585A102
1135
48062
SH
SOLE
0
0
48062
MICROSOFT CORP
COMMON
594918104
2037
12915
SH
SOLE
0
0
12915
NEXTERA ENERGY INC
COMMON
65339F101
309
1283
SH
SOLE
0
0
1283
NETFLIX INC
COMMON
64110L106
672
1790
SH
SOLE
0
0
1790
NUVEEN MUNICIPAL VALUE C
COMMON
670928100
288
29464
SH
SOLE
0
0
29464
PFIZER INC
COMMON
717081103
2753
84338
SH
SOLE
0
0
84338
QUALCOMM INC
COMMON
747525103
1600
23655
SH
SOLE
0
0
23655
INVESCO QQQ TRUST
COMMON
46090E103
2994
15724
SH
SOLE
0
0
15724
INVESCO S&P 500 EQUAL WEIGHT ETF
COMMON
46137V357
420
5001
SH
SOLE
0
0
5001
RAYTHEON CO
COMMON
755111507
2141
16327
SH
SOLE
0
0
16327
STARBUCKS CORP
COMMON
855244109
2302
35021
SH
SOLE
0
0
35021
SOUTHERN COPPER CORP D F
COMMON
84265V105
721
25604
SH
SOLE
0
0
25604
SCHWAB US DIVIDEND EQUITY ETF
COMMON
808524797
2588
57531
SH
SOLE
0
0
57531
SCHWAB INTERMEDIATE TERM US TRS ETF
COMMON
808524854
1147
19516
SH
SOLE
0
0
19516
SPDR S&P 500 ETF
COMMON
78462F103
2900
11249
SH
SOLE
0
0
11249
A T & T INC
COMMON
00206R102
2834
97221
SH
SOLE
0
0
97221
THERATECHNOLOGIES F
COMMON
88338H100
16
10304
SH
SOLE
0
0
10304
TJX COMPANIES INC
COMMON
872540109
2360
49356
SH
SOLE
0
0
49356
TRAVELERS COMPANIES
COMMON
89417E109
2308
23235
SH
SOLE
0
0
23235
TEXAS INSTRUMENTS
COMMON
882508104
2586
25880
SH
SOLE
0
0
25880
UNITEDHEALTH GRP INC
COMMON
91324P102
2993
12000
SH
SOLE
0
0
12000
VERIZON COMMUNICATN
COMMON
92343V104
2377
44238
SH
SOLE
0
0
44238
WALMART INC
COMMON
931142103
258
2274
SH
SOLE
0
0
2274
SELECT SECTOR UTI SELECT SPDR ETF
COMMON
81369Y886
568
10245
SH
SOLE
0
0
10245