Successful Portfolios LLC holdings history

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285 is the total number of securities Successful Portfolios LLC has owned. The longest Successful Portfolios LLC has owned a single stock is 24 quarters.

Successful Portfolios LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR24246.60%7.67%9.06%Q4 2017Q3 202324
SCHO SCHWAB STRATEGIC TR24242.46%4.70%7.05%Q4 2017Q3 202324
SCHB SCHWAB STRATEGIC TR24243.12%4.70%6.91%Q4 2017Q3 202324
MSFT MICROSOFT CORP24241.54%2.58%4.13%Q4 2017Q3 202324
AAPL APPLE INC24241.46%2.39%3.93%Q4 2017Q3 202324
XLK SELECT SECTOR SPDR TR24241.49%1.79%2.62%Q4 2017Q3 202324
HD HOME DEPOT INC24241.34%1.62%1.93%Q4 2017Q3 202324
VTI VANGUARD INDEX FDS24241.36%1.61%1.96%Q4 2017Q3 202324
IVV ISHARES TR24240.44%1.60%2.92%Q4 2017Q3 202324
WMT WAL-MART STORES INC24241.25%1.55%1.83%Q4 2017Q3 202324
AMZN AMAZON COM INC24241.00%1.53%2.14%Q4 2017Q3 202324
SCHX SCHWAB STRATEGIC TR24240.61%1.52%2.54%Q4 2017Q3 202324
SCHF SCHWAB STRATEGIC TR24240.67%1.48%2.40%Q4 2017Q3 202324
DUK DUKE ENERGY CORP NEW24241.13%1.46%1.99%Q4 2017Q3 202324
VTIP VANGUARD MALVERN FDS24240.30%1.43%2.70%Q4 2017Q3 202324
HON HONEYWELL INTL INC24240.93%1.27%1.66%Q4 2017Q3 202324
GOOGL ALPHABET INC24241.01%1.20%1.45%Q4 2017Q3 202324
NVDA NVIDIA CORPORATION24240.48%1.17%3.52%Q4 2017Q3 202324
PG PROCTER & GAMBLE CO24240.88%1.09%1.38%Q4 2017Q3 202324
GOOG ALPHABET INC24240.80%1.04%1.34%Q4 2017Q3 202324
SCHR SCHWAB STRATEGIC TR24240.61%1.04%2.03%Q4 2017Q3 202324
MCD MCDONALDS CORP24240.80%1.03%1.30%Q4 2017Q3 202324
XLF SELECT SECTOR SPDR TR24240.72%1.02%1.72%Q4 2017Q3 202324
XLI SELECT SECTOR SPDR TR24240.73%0.97%1.53%Q4 2017Q3 202324
DIS DISNEY WALT CO24240.60%0.94%1.34%Q4 2017Q3 202324
XOM EXXON MOBIL CORP24240.34%0.87%1.80%Q4 2017Q3 202324
JNJ JOHNSON & JOHNSON24240.66%0.87%1.13%Q4 2017Q3 202324
TY TRI CONTL CORP24240.37%0.85%1.65%Q4 2017Q3 202324
KO COCA COLA CO24240.57%0.82%1.07%Q4 2017Q3 202324
VXUS VANGUARD STAR FDS24240.69%0.79%0.97%Q4 2017Q3 202324
VT VANGUARD INTL EQUITY I...24240.58%0.77%1.05%Q4 2017Q3 202324
NEE NEXTERA ENERGY INC24240.59%0.75%1.02%Q4 2017Q3 202324
INTC INTEL CORP24240.27%0.69%1.11%Q4 2017Q3 202324
AMAT APPLIED MATLS INC24240.41%0.66%1.13%Q4 2017Q3 202324
SCHE SCHWAB STRATEGIC TR24240.24%0.65%1.15%Q4 2017Q3 202324
ABBV ABBVIE INC24240.46%0.64%0.95%Q4 2017Q3 202324
AMD ADVANCED MICRO DEVICES...24240.16%0.64%1.06%Q4 2017Q3 202324
VZ VERIZON COMMUNICATIONS...24240.19%0.62%0.97%Q4 2017Q3 202324
ABT ABBOTT LABS24240.51%0.62%0.75%Q4 2017Q3 202324
AGG ISHARES TR24240.31%0.61%1.08%Q4 2017Q3 202324
JPM JPMORGAN CHASE & CO24240.45%0.58%0.67%Q4 2017Q3 202324
VIG VANGUARD SPECIALIZED F...24240.40%0.58%0.83%Q4 2017Q3 202324
MUB ISHARES TR24240.29%0.57%0.94%Q4 2017Q3 202324
PYPL PAYPAL HLDGS INC24240.25%0.52%0.90%Q4 2017Q3 202324
BTT BLACKROCK MUN TARGET T...24240.31%0.52%0.78%Q4 2017Q3 202324
TIP ISHARES TR24240.25%0.51%1.00%Q4 2017Q3 202324
MMM 3M CO24240.18%0.50%1.01%Q4 2017Q3 202324
MRK MERCK & CO. INC24240.30%0.50%0.71%Q4 2017Q3 202324
PEP PEPSICO INC24240.34%0.50%0.71%Q4 2017Q3 202324
BND VANGUARD BD INDEX FDS24240.33%0.49%0.78%Q4 2017Q3 202324
SO SOUTHERN CO24240.38%0.47%0.58%Q4 2017Q3 202324
T AT&T INC24240.21%0.46%0.87%Q4 2017Q3 202324
CVX CHEVRON CORP NEW24240.22%0.45%0.68%Q4 2017Q3 202324
NSC NORFOLK SOUTHN CORP24240.35%0.45%0.56%Q4 2017Q3 202324
PPG PPG INDS INC24240.31%0.44%0.61%Q4 2017Q3 202324
VTEB VANGUARD MUN BD FDS24240.20%0.43%0.83%Q4 2017Q3 202324
UNH UNITEDHEALTH GROUP INC24240.30%0.41%0.53%Q4 2017Q3 202324
CPB CAMPBELL SOUP CO24240.24%0.41%0.72%Q4 2017Q3 202324
MO ALTRIA GROUP INC24240.24%0.41%0.88%Q4 2017Q3 202324
PFE PFIZER INC24240.30%0.40%0.55%Q4 2017Q3 202324
UPS UNITED PARCEL SERVICE INC24240.30%0.39%0.51%Q4 2017Q3 202324
CSCO CISCO SYS INC24240.26%0.39%0.58%Q4 2017Q3 202324
NEA NUVEEN AMT FREE QLTY M...24240.23%0.38%0.57%Q4 2017Q3 202324
WM WASTE MGMT INC DEL24240.30%0.38%0.51%Q4 2017Q3 202324
COP CONOCOPHILLIPS24240.15%0.35%0.54%Q4 2017Q3 202324
UNP UNION PACIFIC CORP24240.28%0.34%0.39%Q4 2017Q3 202324
IWM ISHARES TR24240.23%0.34%0.54%Q4 2017Q3 202324
SPLK SPLUNK INC24240.22%0.33%0.43%Q4 2017Q3 202324
AMGN AMGEN INC24240.20%0.33%0.42%Q4 2017Q3 202324
CSX CSX CORP24240.28%0.32%0.42%Q4 2017Q3 202324
PAYX PAYCHEX INC24240.24%0.30%0.38%Q4 2017Q3 202324
XLU SELECT SECTOR SPDR TR24240.22%0.28%0.35%Q4 2017Q3 202324
PSX PHILLIPS 6624240.18%0.28%0.40%Q4 2017Q3 202324
WEC WEC ENERGY GROUP INC24240.18%0.28%0.38%Q4 2017Q3 202324
IEI ISHARES TR24240.17%0.27%0.40%Q4 2017Q3 202324
EXC EXELON CORP24240.18%0.26%0.40%Q4 2017Q3 202324
DIA SPDR DOW JONES INDL AV...24240.20%0.26%0.34%Q4 2017Q3 202324
PM PHILIP MORRIS INTL INC24240.18%0.25%0.42%Q4 2017Q3 202324
BBN BLACKROCK TAX MUNICPAL...24240.11%0.23%0.38%Q4 2017Q3 202324
EQR EQUITY RESIDENTIAL24240.15%0.23%0.29%Q4 2017Q3 202324
ETJ EATON VANCE RISK MNGD ...24240.12%0.23%0.49%Q4 2017Q3 202324
F FORD MTR CO DEL24240.12%0.19%0.37%Q4 2017Q3 202324
BGY BLACKROCK ENHANCED INT...24240.11%0.16%0.30%Q4 2017Q3 202324
PMO PUTNAM MUN OPPORTUNITI...24240.08%0.15%0.22%Q4 2017Q3 202324
IQI INVESCO QUALITY MUN IN...24240.08%0.14%0.22%Q4 2017Q3 202324
BTG B2GOLD CORP24240.02%0.04%0.06%Q4 2017Q3 202324
FB META PLATFORMS INC2210.20%0.40%0.56%Q4 2017Q3 202323
LUV SOUTHWEST AIRLS CO23230.21%0.34%0.57%Q4 2017Q2 202323
EFA ISHARES TR23230.16%0.32%0.64%Q4 2017Q2 202323
COST COSTCO WHSL CORP NEW23230.20%0.29%0.39%Q1 2018Q3 202323
C CITIGROUP INC23230.15%0.28%0.52%Q4 2017Q2 202323
BP BP PLC12110.12%0.26%0.44%Q4 2017Q3 202323
RSG REPUBLIC SVCS INC1490.17%0.23%0.32%Q4 2017Q3 202323
SCHZ SCHWAB STRATEGIC TR22220.20%0.93%1.98%Q4 2017Q1 202322
SPTS SPDR SER TR22220.46%0.63%0.88%Q2 2018Q3 202322
SCHP SCHWAB STRATEGIC TR22220.20%0.63%1.13%Q4 2017Q1 202322
PZA INVESCO EXCH TRADED FD...22220.21%0.32%0.50%Q2 2018Q3 202322
BMY BRISTOL-MYERS SQUIBB CO1750.18%0.27%0.37%Q4 2017Q3 202322
AOD ABRDN TOTAL DYNAMIC DI...22220.07%0.13%0.27%Q2 2018Q3 202322
BA BOEING CO20200.21%0.34%0.56%Q2 2018Q1 202320
D DOMINION ENERGY INC1910.17%0.28%0.41%Q4 2017Q4 202220
SCHD SCHWAB STRATEGIC TR20200.17%0.27%0.46%Q3 2018Q2 202320
GIS GENERAL MLS INC1910.17%0.22%0.27%Q4 2017Q3 202320
FLRN SPDR SER TR19190.16%0.41%0.77%Q3 2018Q1 202319
APD AIR PRODS & CHEMS INC19190.16%0.23%0.29%Q1 2019Q3 202319
TFI SPDR SER TR19190.12%0.21%0.32%Q4 2017Q2 202219
CLX CLOROX CO DEL1630.12%0.19%0.28%Q3 2018Q2 202319
NLY ANNALY CAP MGMT INC19190.07%0.15%0.28%Q4 2017Q2 202219
SIRI SIRIUS XM HOLDINGS INC19190.04%0.08%0.12%Q1 2019Q3 202319
STIP ISHARES TR1710.24%0.48%1.05%Q1 2019Q3 202318
SHY ISHARES TR18180.24%0.39%0.55%Q4 2017Q1 202218
CMG CHIPOTLE MEXICAN GRILL...18180.18%0.37%0.52%Q1 2019Q2 202318
BABA ALIBABA GROUP HLDG LTD18180.21%0.33%0.58%Q4 2018Q1 202318
SHM SPDR SER TR1020.12%0.31%0.69%Q4 2017Q1 202318
NEM NEWMONT GOLDCORP CORPO...18180.21%0.28%0.39%Q2 2019Q3 202318
WBA WALGREENS BOOTS ALLIAN...1020.13%0.27%0.43%Q4 2017Q1 202318
DHR DANAHER CORPORATION1530.21%0.24%0.28%Q1 2019Q3 202318
PBCT PEOPLES UTD FINL INC18180.13%0.24%0.41%Q4 2017Q1 202218
DAL DELTA AIR LINES INC DEL18180.13%0.24%0.33%Q4 2017Q1 202218
XLV SELECT SECTOR SPDR TR1310.16%0.19%0.23%Q3 2018Q3 202318
CAG CONAGRA BRANDS INC1310.12%0.18%0.30%Q4 2017Q2 202318
USMV ISHARES TR1610.16%0.31%0.47%Q4 2017Q3 202317
WFC WELLS FARGO CO NEW1120.16%0.23%0.38%Q4 2017Q3 202317
SPTM SPDR SER TR1340.17%0.21%0.33%Q1 2019Q3 202317
GBIL GOLDMAN SACHS ETF TR16160.44%0.93%1.35%Q4 2019Q3 202316
RDSA ROYAL DUTCH SHELL PLC1150.12%0.39%0.65%Q4 2017Q4 202116
MBB ISHARES TR16160.25%0.34%0.43%Q4 2019Q3 202316
TFC TRUIST FINL CORP16160.22%0.31%0.43%Q4 2019Q3 202316
IBM INTERNATIONAL BUSINESS...16160.20%0.30%0.47%Q4 2017Q3 202116
BAC BK OF AMERICA CORP1420.20%0.28%0.36%Q3 2019Q3 202316
MU MICRON TECHNOLOGY INC16160.18%0.27%0.41%Q4 2019Q3 202316
DG DOLLAR GEN CORP NEW16160.16%0.19%0.23%Q3 2019Q2 202316
GE GENERAL ELECTRIC CO15150.11%0.28%0.61%Q4 2017Q2 202115
CVS CVS HEALTH CORP15150.20%0.27%0.31%Q3 2019Q1 202315
CMCSA COMCAST CORP NEW910.13%0.19%0.23%Q1 2019Q3 202315
GDX VANECK VECTORS ETF TRUST920.14%0.18%0.27%Q3 2019Q3 202315
GOVT ISHARES TR14140.30%1.21%1.64%Q4 2019Q1 202314
IGSB ISHARES TR14140.41%0.72%1.37%Q2 2020Q3 202314
VMBS VANGUARD SCOTTSDALE FDS1220.19%0.40%1.10%Q4 2019Q3 202314
ALB ALBEMARLE CORP14140.19%0.30%0.46%Q4 2019Q1 202314
RTX RTX CORPORATION14140.23%0.28%0.38%Q2 2020Q3 202314
MTUM ISHARES TR720.14%0.22%0.34%Q2 2018Q2 202314
ADBE ADOBE SYSTEMS INCORPOR...14140.17%0.22%0.28%Q2 2020Q3 202314
PH PARKER-HANNIFIN CORP1220.19%0.21%0.24%Q3 2019Q1 202314
TD TORONTO DOMINION BK ONT820.13%0.18%0.26%Q4 2017Q4 202214
ENB ENBRIDGE INC14140.14%0.18%0.22%Q2 2020Q3 202314
SYY SYSCO CORP710.12%0.17%0.26%Q4 2017Q1 202314
MYF BLACKROCK MUNIYIELD IN...14140.10%0.15%0.20%Q4 2017Q1 202114
ESGU ISHARES TR13130.55%0.99%1.48%Q1 2020Q1 202313
SHYG ISHARES TR13130.16%0.36%0.52%Q1 2020Q1 202313
CGNX COGNEX CORP13130.14%0.21%0.29%Q3 2020Q3 202313
AJG GALLAGHER ARTHUR J & CO13130.15%0.21%0.35%Q3 2020Q3 202313
BAX BAXTER INTL INC910.12%0.20%0.27%Q4 2017Q4 202113
BHP BHP GROUP LTD1210.13%0.19%0.25%Q2 2019Q3 202313
GLW CORNING INC710.13%0.18%0.26%Q4 2017Q2 202313
O REALTY INCOME CORP1120.15%0.17%0.26%Q3 2019Q4 202213
GLD SPDR GOLD TR13130.11%0.16%0.24%Q3 2020Q3 202313
BKD BROOKDALE SR LIVING INC13130.04%0.09%0.17%Q2 2019Q2 202213
EFG ISHARES TR12120.31%0.55%0.73%Q2 2020Q1 202312
INTU INTUIT12120.19%0.23%0.28%Q2 2020Q1 202312
NXP NUVEEN SELECT TAX-FREE...720.09%0.19%0.28%Q4 2017Q1 202312
ADP AUTOMATIC DATA PROCESS...1110.14%0.16%0.21%Q4 2019Q3 202312
IUSB ISHARES TR11110.31%1.37%2.73%Q1 2021Q3 202311
QQQ INVESCO QQQ TR830.12%0.41%1.04%Q3 2019Q3 202311
ESGE ISHARES INC11110.15%0.38%0.67%Q1 2020Q3 202211
BIV VANGUARD BD INDEX FDS610.21%0.33%0.51%Q4 2017Q3 202311
IJR ISHARES TR11110.14%0.25%0.32%Q3 2020Q1 202311
SBUX STARBUCKS CORP11110.16%0.23%0.28%Q3 2020Q1 202311
STZ CONSTELLATION BRANDS INC520.14%0.19%0.26%Q1 2019Q1 202311
GSLC GOLDMAN SACHS ETF TR510.13%0.19%0.27%Q3 2018Q2 202311
EMR EMERSON ELEC CO740.14%0.17%0.22%Q4 2020Q3 202311
VLY VALLEY NATL BANCORP10100.10%0.61%1.08%Q1 2018Q2 202010
IGIB ISHARES TR10100.19%0.33%0.59%Q4 2019Q1 202210
RTN RAYTHEON CO10100.23%0.31%0.39%Q4 2017Q1 202010
LLY LILLY ELI & CO10100.15%0.28%0.58%Q2 2021Q3 202310
GILD GILEAD SCIENCES INC310.13%0.20%0.27%Q1 2018Q3 202310
SNAP SNAP INC820.08%0.18%0.26%Q1 2020Q3 202210
MA MASTERCARD INCORPORATED10100.12%0.16%0.20%Q3 2020Q4 202210
FDX FEDEX CORP430.12%0.15%0.20%Q3 2020Q3 202310
MQY BLACKROCK MUNIYILD QUL...10100.09%0.11%0.13%Q2 2021Q3 202310
LQD ISHARES TR810.12%0.69%1.46%Q2 2020Q3 20229
EFV ISHARES TR990.49%0.60%0.65%Q1 2021Q1 20239
PSA PUBLIC STORAGE990.19%0.27%0.34%Q3 2021Q3 20239
IXN ISHARES TR990.16%0.25%0.32%Q1 2020Q1 20229
TSLA TESLA INC810.13%0.21%0.27%Q4 2020Q1 20239
SWKS SKYWORKS SOLUTIONS INC810.16%0.20%0.22%Q4 2019Q1 20229
AZO AUTOZONE INC990.12%0.18%0.26%Q3 2021Q3 20239
NXRT NEXPOINT RESIDENTIAL T...720.13%0.18%0.23%Q3 2019Q3 20229
MDT MEDTRONIC PLC990.14%0.18%0.21%Q1 2021Q1 20239
DS DRIVE SHACK INC990.01%0.05%0.11%Q4 2020Q4 20229
VGSH VANGUARD SCOTTSDALE FDS880.25%1.13%2.07%Q4 2021Q3 20238
STI SUNTRUST BKS INC880.30%0.33%0.38%Q4 2017Q3 20198
VLUE ISHARES TR880.18%0.32%0.40%Q2 2020Q1 20228
TLT ISHARES TR880.12%0.24%0.45%Q4 2019Q3 20218
MDY SPDR S&P MIDCAP 400 ET...440.20%0.23%0.26%Q4 2017Q4 20198
XOP SPDR SER TR880.13%0.22%0.33%Q4 2021Q3 20238
TGT TARGET CORP710.15%0.17%0.20%Q3 2020Q3 20228
FCX FREEPORT-MCMORAN INC440.12%0.17%0.21%Q2 2021Q3 20238
EBAY EBAY INC.880.13%0.17%0.20%Q2 2020Q1 20228
TWTR TWITTER INC620.11%0.16%0.18%Q3 2020Q3 20228
NKE NIKE INC710.13%0.15%0.17%Q3 2020Q1 20238
NML NEUBERGER BERMAN MLP &...880.04%0.04%0.06%Q1 2021Q4 20228
SPLV INVESCO EXCHNG TRADED ...770.22%0.26%0.29%Q2 2018Q4 20197
NEAR ISHARES U S ETF TR770.12%0.25%0.49%Q1 2020Q3 20217
SHELL PLC770.18%0.24%0.33%Q1 2022Q3 20237
MPC MARATHON PETE CORP520.16%0.21%0.26%Q3 2019Q1 20237
EOG EOG RES INC430.15%0.19%0.25%Q2 2021Q1 20237
GENERAL ELECTRIC CO430.14%0.17%0.23%Q3 2021Q3 20237
WRK WESTROCK CO520.11%0.16%0.23%Q3 2019Q4 20217
EXPD EXPEDITORS INTL WASH INC430.13%0.15%0.18%Q1 2021Q3 20237
DWDP DOWDUPONT INC660.30%0.35%0.39%Q4 2017Q1 20196
COMT ISHARES U S ETF TR660.20%0.34%0.44%Q2 2021Q3 20226
SCHA SCHWAB STRATEGIC TR660.19%0.30%0.37%Q2 2018Q3 20196
XLE SELECT SECTOR SPDR TR660.18%0.28%0.34%Q2 2022Q3 20236
LUMN CENTURYLINK INC420.13%0.20%0.23%Q4 2017Q2 20196
TWLO TWILIO INC660.13%0.18%0.21%Q3 2020Q4 20216
GG GOLDCORP INC NEW660.13%0.16%0.20%Q4 2017Q1 20196
VOO VANGUARD INDEX FDS420.12%0.14%0.18%Q2 2021Q3 20236
TLH ISHARES TR550.22%0.28%0.41%Q1 2022Q1 20235
V VISA INC320.16%0.18%0.21%Q2 2020Q1 20235
CP CANADIAN PAC RY LTD550.13%0.15%0.15%Q4 2021Q4 20225
HPQ HP INC320.12%0.14%0.14%Q1 2021Q2 20225
IBKR INTERACTIVE BROKERS GR...440.26%0.46%0.56%Q4 2017Q3 20184
UVE UNIVERSAL INS HLDGS INC440.25%0.28%0.32%Q1 2018Q4 20184
VO VANGUARD INDEX FDS440.24%0.25%0.26%Q4 2017Q3 20184
IHI ISHARES TR440.17%0.22%0.26%Q2 2020Q1 20214
KMB KIMBERLY-CLARK CORP440.12%0.18%0.20%Q1 2021Q4 20214
CONSTELLATION ENERGY CORP220.14%0.18%0.23%Q3 2022Q3 20234
IYE ISHARES TR440.15%0.17%0.20%Q2 2021Q1 20224
ISRG INTUITIVE SURGICAL INC310.12%0.14%0.19%Q2 2021Q2 20234
GM GENERAL MTRS CO440.13%0.14%0.16%Q1 2021Q4 20214
ANTM ELEVANCE HEALTH INC310.12%0.14%0.14%Q2 2021Q2 20224
FIT FITBIT INC440.05%0.06%0.09%Q1 2020Q4 20204
ADT ADT INC DEL310.04%0.05%0.05%Q1 2020Q1 20224
IMPERIAL PETE INC440.00%0.00%0.01%Q2 2022Q1 20234
RSP INVESCO EXCHANGE TRADE...210.22%0.40%0.49%Q3 2018Q4 20193
VXF VANGUARD INDEX FDS210.14%0.19%0.30%Q4 2022Q3 20233
IXG ISHARES TR330.16%0.19%0.22%Q2 2021Q4 20213
MTB M & T BK CORP330.14%0.17%0.20%Q2 2022Q4 20223
UBER UBER TECHNOLOGIES INC210.13%0.14%0.15%Q4 2021Q1 20233
GPC GENUINE PARTS CO330.13%0.14%0.15%Q1 2021Q3 20213
CRM SALESFORCE INC210.13%0.14%0.15%Q4 2021Q1 20233
BKNG BOOKING HOLDINGS INC330.12%0.12%0.13%Q3 2021Q1 20223
RLGY REALOGY HLDGS CORP330.03%0.06%0.08%Q1 2020Q3 20203
BSV VANGUARD BD INDEX FDS220.20%0.58%0.95%Q2 2023Q3 20232
PZA POWERSHARES ETF TR II220.54%0.55%0.57%Q4 2017Q1 20182
FNDX SCHWAB STRATEGIC TR220.50%0.52%0.54%Q3 2019Q4 20192
QUAL ISHARES TR220.18%0.38%0.56%Q4 2019Q1 20202
MON MONSANTO CO NEW220.36%0.36%0.37%Q4 2017Q1 20182
AOD ALPINE TOTAL DYNAMIC D...220.29%0.34%0.38%Q4 2017Q1 20182
EEMV ISHARES INC220.22%0.31%0.40%Q3 2022Q4 20222
SPLV POWERSHARES ETF TR II220.31%0.31%0.31%Q4 2017Q1 20182
HDV ISHARES TR220.27%0.31%0.34%Q2 2022Q3 20222
VOD VODAFONE GROUP PLC NEW220.24%0.28%0.31%Q4 2017Q1 20182
ESRX EXPRESS SCRIPTS HLDG CO110.25%0.26%0.26%Q4 2017Q3 20182
IEFA ISHARES TR220.22%0.24%0.26%Q3 2020Q4 20202
IYW ISHARES TR220.20%0.23%0.26%Q4 2022Q1 20232
CANADIAN PACIFIC KANSA...220.21%0.21%0.22%Q2 2023Q3 20232
BDCL UBS AG LONDON BRH220.18%0.20%0.22%Q4 2017Q1 20182
ULTA ULTA BEAUTY INC220.17%0.18%0.20%Q4 2022Q1 20232
LW LAMB WESTON HLDGS INC220.14%0.17%0.20%Q1 2023Q2 20232
HES HESS CORP110.14%0.16%0.18%Q4 2022Q3 20232
CMS CMS ENERGY CORP110.12%0.15%0.19%Q3 2019Q1 20222
RDSB ROYAL DUTCH SHELL PLC220.14%0.15%0.16%Q2 2021Q3 20212
NOBL PROSHARES TR220.14%0.15%0.15%Q4 2022Q1 20232
VOE VANGUARD INDEX FDS220.14%0.14%0.15%Q4 2022Q1 20232
QCOM QUALCOMM INC220.12%0.13%0.13%Q4 2021Q1 20222
SHOP SHOPIFY INC110.12%0.13%0.14%Q2 2021Q4 20212
PPR VOYA PRIME RATE TR220.06%0.06%0.07%Q4 2017Q1 20182
TWO TWO HBRS INVT CORP220.03%0.03%0.04%Q2 2022Q3 20222
SGOV ISHARES TR110.59%0.59%0.59%Q3 2023Q3 20231
IEMG ISHARES INC110.47%0.47%0.47%Q1 2023Q1 20231
EMB ISHARES TR110.29%0.29%0.29%Q1 2023Q1 20231
VIRT VIRTU FINL INC110.25%0.25%0.25%Q1 2018Q1 20181
NUE NUCOR CORP110.17%0.17%0.17%Q2 2023Q2 20231
IYG ISHARES TR110.17%0.17%0.17%Q3 2020Q3 20201
WY WEYERHAEUSER CO MTN BE110.14%0.14%0.14%Q1 2021Q1 20211
TMUS T-MOBILE US INC110.14%0.14%0.14%Q4 2022Q4 20221
LMT LOCKHEED MARTIN CORP110.14%0.14%0.14%Q4 2022Q4 20221
NTR NUTRIEN LTD110.13%0.13%0.13%Q1 2022Q1 20221
VLO VALERO ENERGY CORP110.13%0.13%0.13%Q1 2023Q1 20231
LOW LOWES COS INC110.12%0.12%0.12%Q4 2021Q4 20211
HST HOST HOTELS & RESORTS INC110.10%0.10%0.10%Q2 2020Q2 20201
BIGZ BLACKROCK INNOVATION A...110.06%0.06%0.06%Q4 2022Q4 20221
FSK FS KKR CAPITAL CORP110.04%0.04%0.04%Q1 2020Q1 20201
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The securities at the top of the list , including SPDR S&P 500 ETF TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of Successful Portfolios LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Successful Portfolios LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Successful Portfolios LLC owns currently or has owned in the past.