$113 Million is the total value of Successful Portfolios LLC's 145 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 12.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $9,799,059 | -3.7% | 22,922 | -0.1% | 8.68% | -0.9% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $5,993,918 | -9.1% | 125,160 | -8.8% | 5.31% | -6.4% |
| MSFT | Sell | MICROSOFT CORP | $4,425,842 | -7.7% | 14,016 | -0.4% | 3.92% | -5.0% |
| AAPL | Sell | APPLE INC | $3,996,306 | -12.4% | 23,341 | -0.7% | 3.54% | -9.8% |
| NVDA | Buy | NVIDIA CORPORATION | $3,977,854 | +3.2% | 9,144 | +0.3% | 3.52% | +6.2% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $3,522,374 | -8.0% | 70,659 | -4.6% | 3.12% | -5.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,299,271 | +30.0% | 7,682 | +34.9% | 2.92% | +33.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,869,654 | -5.5% | 17,505 | +0.2% | 2.54% | -2.8% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $2,335,547 | +12.0% | 40,547 | +12.3% | 2.07% | +15.3% |
| HD | Buy | HOME DEPOT INC | $2,172,833 | -1.7% | 7,191 | +1.1% | 1.93% | +1.2% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,125,098 | +27.4% | 10,004 | +32.1% | 1.88% | +31.1% |
| WMT | Sell | WALMART INC | $2,033,772 | +0.2% | 12,716 | -1.5% | 1.80% | +3.1% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,693,180 | -2.7% | 19,184 | -1.0% | 1.50% | +0.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,634,311 | +8.4% | 12,489 | -0.9% | 1.45% | +11.6% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,582,224 | -3.8% | 33,464 | -3.5% | 1.40% | -0.9% |
| AMZN | Sell | AMAZON COM INC | $1,552,135 | -3.0% | 12,210 | -0.5% | 1.38% | -0.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,535,157 | -3.9% | 10,524 | -0.1% | 1.36% | -1.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,516,027 | +9.9% | 11,498 | +0.8% | 1.34% | +13.0% |
| HON | Buy | HONEYWELL INTL INC | $1,510,049 | -10.0% | 8,173 | +1.1% | 1.34% | -7.3% |
| GBIL | Buy | GOLDMAN SACHS ETF TRacces treasury | $1,335,067 | +20.7% | 13,336 | +20.7% | 1.18% | +24.3% |
| MCD | Sell | MCDONALDS CORP | $1,325,630 | -11.9% | 5,032 | -0.2% | 1.18% | -9.3% |
| AMAT | Sell | APPLIED MATLS INC | $1,254,772 | -4.4% | 9,063 | -0.2% | 1.11% | -1.6% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $1,192,719 | -5.2% | 11,764 | +0.3% | 1.06% | -2.4% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,186,390 | +12.7% | 12,240 | +13.5% | 1.05% | +16.0% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,173,262 | -12.6% | 23,187 | -9.5% | 1.04% | -10.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,082,154 | -0.9% | 32,624 | +0.7% | 0.96% | +2.0% |
| ABBV | Buy | ABBVIE INC | $1,075,250 | +10.8% | 7,213 | +0.2% | 0.95% | +14.1% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $1,074,657 | +365.6% | 14,296 | +368.1% | 0.95% | +378.4% |
| XOM | Sell | EXXON MOBIL CORP | $1,060,293 | +9.6% | 9,017 | -0.1% | 0.94% | +12.8% |
| KO | Buy | COCA COLA CO | $1,030,721 | -6.7% | 18,412 | +0.3% | 0.91% | -4.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,015,684 | -8.9% | 9,878 | +0.9% | 0.90% | -6.2% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $956,687 | -3.0% | 19,955 | -0.2% | 0.85% | -0.1% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $904,984 | +9.6% | 16,909 | +14.8% | 0.80% | +12.8% |
| JNJ | Sell | JOHNSON & JOHNSON | $835,645 | -6.4% | 5,365 | -0.5% | 0.74% | -3.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $816,463 | -4.0% | 5,254 | +0.4% | 0.72% | -1.1% |
| ABT | Sell | ABBOTT LABS | $766,054 | -11.8% | 7,909 | -0.8% | 0.68% | -9.2% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $756,672 | -9.4% | 22,281 | -4.9% | 0.67% | -6.7% |
| PEP | Sell | PEPSICO INC | $746,722 | -9.0% | 4,407 | -0.6% | 0.66% | -6.4% |
| MRK | Buy | MERCK & CO INC | $733,816 | -10.6% | 7,127 | +0.2% | 0.65% | -8.1% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $730,666 | -1.6% | 25,441 | -1.4% | 0.65% | +1.4% |
| NEE | Sell | NEXTERA ENERGY INC | $715,741 | -23.0% | 12,493 | -0.2% | 0.63% | -20.8% |
| CVX | Buy | CHEVRON CORP NEW | $712,589 | +8.5% | 4,226 | +1.3% | 0.63% | +11.7% |
| DIS | Buy | DISNEY WALT CO | $679,459 | -9.1% | 8,383 | +0.1% | 0.60% | -6.5% |
| SGOV | New | ISHARES TR0-3 mnth treasry | $667,641 | – | 6,631 | +100.0% | 0.59% | – |
| LLY | Buy | ELI LILLY & CO | $652,076 | +15.0% | 1,214 | +0.4% | 0.58% | +18.4% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $648,673 | -5.4% | 6,961 | -1.6% | 0.58% | -2.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $596,120 | +36.6% | 6,339 | +42.3% | 0.53% | +40.4% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $579,872 | -4.5% | 8,310 | -0.5% | 0.51% | -1.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $578,394 | +5.8% | 1,147 | +0.9% | 0.51% | +9.1% |
| COP | Sell | CONOCOPHILLIPS | $576,717 | +13.9% | 4,814 | -1.5% | 0.51% | +17.2% |
| SO | Buy | SOUTHERN CO | $574,843 | -7.8% | 8,882 | +0.1% | 0.51% | -5.2% |
| PPG | PPG INDS INC | $525,560 | -12.5% | 4,049 | 0.0% | 0.47% | -9.9% | |
| WM | Buy | WASTE MGMT INC DEL | $521,955 | -12.0% | 3,424 | +0.1% | 0.46% | -9.4% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $512,243 | -13.4% | 3,286 | -0.4% | 0.45% | -10.8% |
| NSC | Sell | NORFOLK SOUTHN CORP | $511,624 | -13.4% | 2,598 | -0.2% | 0.45% | -10.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $504,066 | -2.8% | 3,475 | -2.6% | 0.45% | 0.0% |
| IGSB | Sell | ISHARES TR | $460,975 | -7.5% | 9,250 | -6.8% | 0.41% | -4.7% |
| UNP | Buy | UNION PAC CORP | $443,913 | -0.2% | 2,180 | +0.3% | 0.39% | +2.6% |
| CSX | Buy | CSX CORP | $441,170 | -9.7% | 14,347 | +0.1% | 0.39% | -7.1% |
| MO | Buy | ALTRIA GROUP INC | $439,104 | -7.0% | 10,442 | +0.2% | 0.39% | -4.4% |
| BTT | BLACKROCK MUN TARGET TERM TR | $438,802 | -6.6% | 22,607 | 0.0% | 0.39% | -3.7% | |
| INTC | Sell | INTEL CORP | $432,112 | +3.8% | 12,155 | -2.4% | 0.38% | +7.0% |
| TY | Sell | TRI CONTL CORP | $418,928 | -10.4% | 15,755 | -7.6% | 0.37% | -7.7% |
| CSCO | Buy | CISCO SYS INC | $412,736 | +4.2% | 7,677 | +0.3% | 0.37% | +7.3% |
| AMGN | Buy | AMGEN INC | $409,744 | +21.2% | 1,524 | +0.1% | 0.36% | +24.7% |
| PFE | Buy | PFIZER INC | $407,759 | -9.5% | 12,293 | +0.0% | 0.36% | -7.0% |
| FB | Sell | META PLATFORMS INCcl a | $404,996 | +1.7% | 1,349 | -2.8% | 0.36% | +4.7% |
| CPB | Sell | CAMPBELL SOUP CO | $399,708 | -11.2% | 9,730 | -1.2% | 0.35% | -8.5% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $392,723 | +3.6% | 1,723 | -0.2% | 0.35% | +6.7% |
| PAYX | Sell | PAYCHEX INC | $391,354 | +2.8% | 3,393 | -0.2% | 0.35% | +5.8% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $375,041 | +0.9% | 7,145 | +4.6% | 0.33% | +3.8% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $372,142 | +15.7% | 2,516 | +0.8% | 0.33% | +19.1% |
| MBB | Sell | ISHARES TRmbs etf | $362,659 | -16.4% | 4,084 | -12.2% | 0.32% | -14.2% |
| SPLK | Sell | SPLUNK INC | $358,459 | +35.4% | 2,451 | -1.8% | 0.32% | +39.5% |
| PSX | Sell | PHILLIPS 66 | $354,443 | +21.4% | 2,950 | -3.6% | 0.31% | +25.1% |
| RSG | Sell | REPUBLIC SVCS INC | $348,294 | -7.1% | 2,444 | -0.1% | 0.31% | -4.3% |
| IUSB | Sell | ISHARES TRcore total usd | $348,540 | -24.6% | 7,973 | -21.6% | 0.31% | -22.4% |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $341,637 | – | 2,383 | +100.0% | 0.30% | – |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $334,950 | -2.6% | 1,000 | 0.0% | 0.30% | +0.3% | |
| MUB | Sell | ISHARES TRnational mun etf | $327,615 | -15.3% | 3,195 | -11.9% | 0.29% | -12.9% |
| RTX | Sell | RTX CORPORATION | $324,761 | -27.3% | 4,512 | -1.0% | 0.29% | -25.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $323,611 | -7.6% | 1,831 | -2.1% | 0.29% | -5.0% |
| T | Buy | AT&T INC | $322,992 | +0.5% | 21,504 | +6.8% | 0.29% | +3.2% |
| NEA | Buy | NUVEEN AMT FREE QLTY MUN INC | $320,011 | -6.0% | 33,059 | +6.1% | 0.28% | -3.1% |
| APD | AIR PRODS & CHEMS INC | $318,825 | -5.4% | 1,125 | 0.0% | 0.28% | -2.4% | |
| TIP | Sell | ISHARES TRtips bd etf | $317,798 | -3.7% | 3,064 | -0.0% | 0.28% | -0.7% |
| BP | Buy | BP PLCsponsored adr | $316,722 | +10.0% | 8,179 | +0.3% | 0.28% | +13.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $312,793 | -2.2% | 873 | +0.8% | 0.28% | +0.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $313,090 | -9.0% | 5,394 | +0.3% | 0.28% | -6.4% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $308,682 | +14.7% | 3,415 | +3.0% | 0.27% | +18.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $305,804 | -9.9% | 5,231 | +2.8% | 0.27% | -7.2% |
| TFC | Buy | TRUIST FINL CORP | $295,312 | -0.8% | 10,322 | +5.3% | 0.26% | +2.3% |
| AZO | AUTOZONE INC | $295,909 | +1.9% | 116 | 0.0% | 0.26% | +4.8% | |
| PM | PHILIP MORRIS INTL INC | $286,257 | -5.2% | 3,092 | 0.0% | 0.25% | -2.3% | |
| IEI | ISHARES TR3 7 yr treas bd | $279,053 | -1.8% | 2,466 | 0.0% | 0.25% | +0.8% | |
| BHP | BHP GROUP LTDsponsored ads | $276,753 | -4.7% | 4,865 | 0.0% | 0.24% | -2.0% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $275,381 | -3.8% | 11,502 | -1.0% | 0.24% | -1.2% |
| WEC | Sell | WEC ENERGY GROUP INC | $271,212 | -8.8% | 3,367 | -0.1% | 0.24% | -6.2% |
| MU | Sell | MICRON TECHNOLOGY INC | $267,482 | +7.7% | 3,931 | -0.1% | 0.24% | +10.7% |
| MMM | 3M CO | $260,617 | -6.5% | 2,783 | 0.0% | 0.23% | -3.8% | |
| Sell | CONSTELLATION ENERGY CORP | $259,501 | +18.9% | 2,379 | -0.2% | 0.23% | +22.3% | |
| Sell | GENERAL ELECTRIC CO | $257,889 | +0.4% | 2,332 | -0.2% | 0.23% | +3.6% | |
| DHR | DANAHER CORPORATION | $257,891 | +3.4% | 1,039 | 0.0% | 0.23% | +6.5% | |
| EXC | Sell | EXELON CORP | $255,801 | -7.4% | 6,769 | -0.2% | 0.23% | -4.6% |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $253,732 | -7.7% | 11,450 | -1.7% | 0.22% | -5.1% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $253,232 | -3.0% | 1,967 | 0.0% | 0.22% | -0.4% | |
| NEM | Sell | NEWMONT CORP | $249,441 | -13.6% | 6,750 | -0.2% | 0.22% | -10.9% |
| ADBE | ADOBE INC | $249,356 | +4.3% | 489 | 0.0% | 0.22% | +7.3% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $249,325 | -5.7% | 3,448 | -1.9% | 0.22% | -3.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $243,734 | -8.7% | 4,136 | +1.4% | 0.22% | -6.1% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $242,520 | +5.4% | 5,042 | +10.0% | 0.22% | +8.6% |
| EMR | Sell | EMERSON ELEC CO | $242,198 | +6.6% | 2,508 | -0.2% | 0.22% | +9.7% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $237,693 | +9.0% | 988 | -0.4% | 0.21% | +12.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $236,065 | +3.0% | 417 | -1.9% | 0.21% | +6.1% |
| CANADIAN PACIFIC KANSAS CITY | $235,383 | -7.9% | 3,163 | 0.0% | 0.21% | -5.0% | ||
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $230,191 | -6.4% | 6,173 | +0.4% | 0.20% | -3.8% |
| FDX | FEDEX CORP | $229,558 | +6.9% | 866 | 0.0% | 0.20% | +9.7% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $228,287 | -6.2% | 3,154 | -3.7% | 0.20% | -3.8% |
| BAC | Buy | BANK AMERICA CORP | $223,918 | -4.5% | 8,178 | +0.1% | 0.20% | -2.0% |
| WFC | Sell | WELLS FARGO CO NEW | $221,747 | -5.1% | 5,427 | -0.8% | 0.20% | -2.0% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $222,796 | -4.7% | 5,089 | +0.1% | 0.20% | -2.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $217,421 | -18.7% | 6,708 | -6.7% | 0.19% | -16.1% |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $213,704 | -11.2% | 3,640 | -0.2% | 0.19% | -8.7% |
| GLD | Sell | SPDR GOLD TR | $213,798 | -5.3% | 1,247 | -1.6% | 0.19% | -2.6% |
| ETJ | Sell | EATON VANCE RISK-MANAGED DIV | $211,753 | -6.6% | 27,572 | -0.1% | 0.19% | -3.6% |
| CGNX | COGNEX CORP | $212,200 | -24.2% | 5,000 | 0.0% | 0.19% | -22.0% | |
| PSA | PUBLIC STORAGE | $211,870 | -9.7% | 804 | 0.0% | 0.19% | -6.9% | |
| Sell | SHELL PLCspon ads | $208,849 | -2.5% | 3,244 | -8.6% | 0.18% | +0.5% | |
| GILD | New | GILEAD SCIENCES INC | $205,036 | – | 2,736 | +100.0% | 0.18% | – |
| HES | New | HESS CORP | $205,173 | – | 1,341 | +100.0% | 0.18% | – |
| VOO | Sell | VANGUARD INDEX FDS | $203,855 | -4.1% | 519 | -0.6% | 0.18% | -1.1% |
| GDX | VANECK ETF TRUSTgold miners etf | $204,112 | -10.6% | 7,585 | 0.0% | 0.18% | -8.1% | |
| ENB | Buy | ENBRIDGE INC | $201,994 | -6.7% | 6,086 | +4.5% | 0.18% | -3.8% |
| EXPD | EXPEDITORS INTL WASH INC | $201,978 | -5.4% | 1,762 | 0.0% | 0.18% | -2.7% | |
| GIS | GENERAL MLS INC | $200,481 | -16.6% | 3,133 | 0.0% | 0.18% | -14.0% | |
| CMCSA | New | COMCAST CORP NEWcl a | $200,126 | – | 4,513 | +100.0% | 0.18% | – |
| BGY | Sell | BLACKROCK ENHANCED INTL DIV | $163,677 | -8.4% | 32,801 | -0.1% | 0.14% | -5.8% |
| F | Sell | FORD MTR CO DEL | $155,191 | -21.2% | 12,495 | -4.0% | 0.14% | -18.8% |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $153,874 | -8.6% | 10,150 | 0.0% | 0.14% | -6.2% | |
| MQY | BLACKROCK MUNIYILD QULT FD I | $126,905 | -11.6% | 12,405 | 0.0% | 0.11% | -9.7% | |
| PMO | PUTNAM MUN OPPORTUNITIES TRsh ben int | $114,338 | -9.9% | 12,428 | 0.0% | 0.10% | -7.3% | |
| IQI | Sell | INVESCO QUALITY MUN INCOME T | $112,485 | -15.4% | 13,407 | -3.6% | 0.10% | -13.0% |
| AOD | Buy | ABRDN TOTAL DYNAMIC DIVIDEND | $102,551 | -8.3% | 13,564 | +0.2% | 0.09% | -5.2% |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $62,941 | -11.3% | 13,925 | -11.1% | 0.06% | -8.2% |
| BTG | B2GOLD CORP | $61,543 | -19.0% | 21,295 | 0.0% | 0.06% | -15.4% | |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -2,307 | -100.0% | -0.17% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -1,230 | -100.0% | -0.17% | – |
| C | Exit | CITIGROUP INC | $0 | – | -4,406 | -100.0% | -0.18% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,798 | -100.0% | -0.18% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -2,816 | -100.0% | -0.18% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -1,417 | -100.0% | -0.18% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -98 | -100.0% | -0.18% | – |
| GLW | Exit | CORNING INC | $0 | – | -6,000 | -100.0% | -0.18% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -1,249 | -100.0% | -0.18% | – |
| CAG | Exit | CONAGRA BRANDS INC | $0 | – | -6,426 | -100.0% | -0.19% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -653 | -100.0% | -0.19% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,427 | -100.0% | -0.20% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -2,062 | -100.0% | -0.20% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -6,723 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 9.1% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 7.1% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 6.9% |
| MICROSOFT CORP | 24 | Q3 2023 | 4.1% |
| APPLE INC | 24 | Q3 2023 | 3.9% |
| SELECT SECTOR SPDR TR | 24 | Q3 2023 | 2.6% |
| HOME DEPOT INC | 24 | Q3 2023 | 1.9% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 2.0% |
| ISHARES TR | 24 | Q3 2023 | 2.9% |
| WAL-MART STORES INC | 24 | Q3 2023 | 1.8% |
View Successful Portfolios LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-26 |
View Successful Portfolios LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.