$184 Million is the total value of Successful Portfolios LLC's 214 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $461,000 | – | 7,580 | +100.0% | 0.25% | – |
| UBER | New | UBER TECHNOLOGIES INC | $271,000 | – | 6,452 | +100.0% | 0.15% | – |
| HPQ | New | HP INC | $251,000 | – | 6,669 | +100.0% | 0.14% | – |
| ANTM | New | ANTHEM INC | $247,000 | – | 532 | +100.0% | 0.13% | – |
| XOP | New | SPDR SER TRs&p oilgas exp | $242,000 | – | 2,521 | +100.0% | 0.13% | – |
| QCOM | New | QUALCOMM INC | $243,000 | – | 1,328 | +100.0% | 0.13% | – |
| CRM | New | SALESFORCE COM INC | $240,000 | – | 946 | +100.0% | 0.13% | – |
| CP | New | CANADIAN PAC RY LTD | $236,000 | – | 3,279 | +100.0% | 0.13% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $222,000 | – | 558 | +100.0% | 0.12% | – |
| LOW | New | LOWES COS INC | $223,000 | – | 864 | +100.0% | 0.12% | – |
| FDX | New | FEDEX CORP | $219,000 | – | 847 | +100.0% | 0.12% | – |
| BAX | New | BAXTER INTL INC | $212,000 | – | 2,468 | +100.0% | 0.12% | – |
| SHOP | New | SHOPIFY INCcl a | $212,000 | – | 154 | +100.0% | 0.12% | – |
| NXP | New | NUVEEN SELECT TAX-FREE INCOMsh ben int | $185,000 | – | 11,600 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-26
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.