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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
Mid
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Small
Growth
6
7
0
0
2
0
7
5
0
SWAINE LEIDEL WEALTH SERVICES LLC

Time Period2019-03-31

Total Holdings49

Total Value ($x1000)79,042
Activities
New24

Increased19

Unchanged4

Decreased2

Sold Out19

Top 10 Stock Holdingstotal 41.69%
TLO8.99

SCHR6.67

DWX4.42

SPY4.3

QQQ3.29

 
AAPL3.22

DIA2.79

IDOG2.71

CMI2.65

EQIX2.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
TLO
8.99%
BRCLYS LG TRS ET
SCHR
6.67%
INTRM TRM TRES
DWX
4.42%
S&P INTL ETF
SPY
4.3%
TR UNIT
QQQ
3.29%
UNIT SER 1
AAPL
3.22%
COM
DIA
2.79%
UT SER 1
IDOG
2.71%
INTL SEC DV DOG
CMI
2.65%
COM
EQIX
2.65%
COM PAR $0.001
HCN
2.63%
COM
AKAM
2.58%
COM
CPB
2.53%
COM
DPG
2.5%
COM
FLR
2.48%
COM
FOXA
2.42%
CL A
DIS
2.42%
COM DISNEY
CMA
2.38%
COM
TSN
2.36%
CL A
MLPA
2.35%
GLBL X MLP ETF
ADT
2.35%
COM
SWN
2.29%
COM
CCI
2.27%
COM
CPGX
2.2%
COM
WHR
2.2%
COM
SCHD
2.2%
US DIVIDEND EQ
CVS
2.18%
COM
LINDE PL...
2.08%
EQUITY
NWL
1.98%
COM
VNQ
1.93%
REIT ETF
KMB
1.9%
COM
BLK
1.78%
COM
EXPD
1.24%
COM
AGG
1.2%
CORE TOTUSBD ETF
SIG
0.81%
SHS
BSCJ
0.8%
BULSHS 2019 CB
IYR
0.55%
U.S. REAL ES ETF
PDP
0.46%
DWA MOMENTUM
CF
0.46%
COM
NUV
0.37%
COM
VZ
0.32%
COM
ILMN
0.3%
COM
SDOG
0.29%
SECTR DIV DOGS
SIAL
0.29%
COM
STI
0.28%
COM
SO
0.27%
COM
GDV
0.27%
COM
BSCK
0.26%
BULSHS 2020 CB
AMLP
0.15%
ALERIAN MLP
JNJ
2.84%
COM
MDT
2.68%
SHS
D
2.6%
COM
TXN
2.6%
COM
RTN
2.59%
COM NEW
PSA
2.57%
COM
HD
2.57%
COM
T
2.55%
COM
LMT
2.55%
COM
MMM
2.5%
COM
TRV
2.47%
COM
TJX
2.36%
COM
MPC
2.36%
COM
AMGN
2.19%
COM
NEE
1.8%
COM
PNC
1.39%
COM
NFLX
0.77%
COM
WMT
0.35%
COM
INTC
0.33%
COM