$116 Million is the total value of Successful Portfolios LLC's 154 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 24.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $10,175,026 | -5.1% | 22,953 | -12.3% | 8.76% | +30.2% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $6,594,236 | -23.1% | 137,208 | -21.9% | 5.68% | +5.4% |
| MSFT | Sell | MICROSOFT CORP | $4,793,568 | +1.6% | 14,076 | -14.0% | 4.13% | +39.3% |
| AAPL | Sell | APPLE INC | $4,561,253 | -7.4% | 23,515 | -21.3% | 3.93% | +27.0% |
| NVDA | Sell | NVIDIA CORPORATION | $3,855,130 | +49.4% | 9,113 | -1.9% | 3.32% | +104.9% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $3,828,257 | -49.2% | 74,047 | -53.0% | 3.30% | -30.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $3,038,075 | +9.7% | 17,474 | -4.7% | 2.62% | +50.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,537,427 | -23.0% | 5,693 | -29.0% | 2.18% | +5.6% |
| HD | Sell | HOME DEPOT INC | $2,210,204 | -7.0% | 7,115 | -11.6% | 1.90% | +27.6% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $2,085,074 | -4.0% | 36,117 | -2.6% | 1.80% | +31.7% |
| WMT | Sell | WALMART INC | $2,029,579 | -6.1% | 12,912 | -12.0% | 1.75% | +28.6% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,739,520 | -9.4% | 19,384 | -2.6% | 1.50% | +24.2% |
| HON | Sell | HONEYWELL INTL INC | $1,677,588 | +4.0% | 8,084 | -4.2% | 1.44% | +42.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,667,960 | -37.6% | 7,572 | -42.2% | 1.44% | -14.5% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,644,130 | -31.8% | 34,671 | -31.2% | 1.42% | -6.5% |
| AMZN | Sell | AMAZON COM INC | $1,600,169 | -11.7% | 12,275 | -30.1% | 1.38% | +21.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,598,087 | +1.6% | 10,531 | -0.4% | 1.38% | +39.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,507,981 | -14.6% | 12,598 | -26.0% | 1.30% | +17.0% |
| MCD | Sell | MCDONALDS CORP | $1,505,180 | -5.2% | 5,044 | -11.2% | 1.30% | +30.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,379,911 | -0.5% | 11,407 | -14.4% | 1.19% | +36.6% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $1,341,929 | -66.9% | 25,624 | -69.4% | 1.16% | -54.6% |
| AMAT | Sell | APPLIED MATLS INC | $1,312,857 | +6.2% | 9,083 | -9.7% | 1.13% | +45.6% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,258,508 | +1.2% | 11,726 | -4.6% | 1.08% | +38.7% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,114,903 | -19.9% | 9,787 | -31.1% | 0.96% | +9.8% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $1,105,974 | -9.9% | 11,052 | -9.9% | 0.95% | +23.5% |
| KO | Sell | COCA COLA CO | $1,105,116 | -13.0% | 18,351 | -10.4% | 0.95% | +19.3% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $1,092,037 | -5.2% | 32,395 | -9.6% | 0.94% | +29.8% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $1,052,338 | -2.8% | 10,782 | -1.2% | 0.91% | +33.2% |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $985,825 | -21.6% | 20,004 | -19.8% | 0.85% | +7.5% |
| ABBV | Sell | ABBVIE INC | $970,342 | -20.9% | 7,202 | -6.5% | 0.84% | +8.3% |
| XOM | Sell | EXXON MOBIL CORP | $967,763 | -8.8% | 9,023 | -6.7% | 0.83% | +25.1% |
| NEE | Sell | NEXTERA ENERGY INC | $929,353 | -23.3% | 12,524 | -20.3% | 0.80% | +5.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $892,678 | -24.4% | 5,393 | -29.2% | 0.77% | +3.6% |
| ABT | Sell | ABBOTT LABS | $868,846 | -7.5% | 7,969 | -14.1% | 0.75% | +26.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $850,181 | -36.0% | 5,234 | -39.3% | 0.73% | -12.2% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $835,182 | -42.4% | 23,427 | -43.7% | 0.72% | -21.0% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $825,983 | -39.4% | 14,728 | -40.4% | 0.71% | -16.9% |
| PEP | Sell | PEPSICO INC | $820,895 | -24.3% | 4,432 | -25.5% | 0.71% | +3.8% |
| MRK | Sell | MERCK & CO INC | $820,872 | +2.9% | 7,113 | -5.1% | 0.71% | +41.1% |
| DIS | Sell | DISNEY WALT CO | $747,739 | -32.6% | 8,375 | -24.4% | 0.64% | -7.5% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $742,523 | -15.2% | 25,791 | -13.9% | 0.64% | +16.2% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $685,891 | -53.2% | 7,072 | -55.5% | 0.59% | -35.8% |
| CVX | Sell | CHEVRON CORP NEW | $656,724 | -28.2% | 4,173 | -25.5% | 0.56% | -1.6% |
| SO | Sell | SOUTHERN CO | $623,539 | -0.4% | 8,876 | -1.3% | 0.54% | +36.6% |
| PPG | Sell | PPG INDS INC | $600,467 | +10.3% | 4,049 | -0.6% | 0.52% | +51.2% |
| WM | Sell | WASTE MGMT INC DEL | $593,443 | +3.5% | 3,422 | -2.6% | 0.51% | +41.9% |
| NSC | Sell | NORFOLK SOUTHN CORP | $590,483 | +6.7% | 2,604 | -0.3% | 0.51% | +46.0% |
| LLY | Sell | LILLY ELI & CO | $566,997 | +22.8% | 1,209 | -10.0% | 0.49% | +68.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $546,500 | -18.6% | 1,137 | -19.9% | 0.47% | +11.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $518,712 | -43.6% | 3,566 | -49.4% | 0.45% | -22.5% |
| COP | Sell | CONOCOPHILLIPS | $506,342 | -9.2% | 4,887 | -13.0% | 0.44% | +24.6% |
| IGSB | Sell | ISHARES TR | $498,141 | -41.9% | 9,929 | -41.5% | 0.43% | -20.3% |
| CSX | Sell | CSX CORP | $488,551 | +7.6% | 14,327 | -5.5% | 0.42% | +47.7% |
| MO | Sell | ALTRIA GROUP INC | $472,253 | -1.3% | 10,425 | -2.7% | 0.41% | +35.7% |
| BTT | Sell | BLACKROCK MUN TARGET TERM TR | $469,773 | -5.2% | 22,607 | -0.9% | 0.40% | +29.9% |
| TY | Sell | TRI CONTL CORP | $467,294 | -44.1% | 17,042 | -45.9% | 0.40% | -23.4% |
| IUSB | Sell | ISHARES TRcore total usd | $462,203 | -89.4% | 10,165 | -89.2% | 0.40% | -85.4% |
| PFE | Sell | PFIZER INC | $450,687 | -20.4% | 12,287 | -11.4% | 0.39% | +9.3% |
| CPB | Sell | CAMPBELL SOUP CO | $450,015 | -17.8% | 9,845 | -1.2% | 0.39% | +12.5% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $446,600 | -3.5% | 4,559 | -3.5% | 0.38% | +32.0% |
| UNP | Sell | UNION PAC CORP | $444,639 | +1.4% | 2,173 | -0.2% | 0.38% | +39.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $436,269 | -12.9% | 4,454 | -11.4% | 0.38% | +19.4% |
| MBB | Sell | ISHARES TRmbs etf | $433,962 | -5.9% | 4,653 | -4.5% | 0.37% | +29.0% |
| INTC | Sell | INTEL CORP | $416,296 | -15.7% | 12,449 | -17.7% | 0.36% | +15.5% |
| FB | Sell | META PLATFORMS INCcl a | $398,341 | -18.9% | 1,388 | -40.1% | 0.34% | +11.4% |
| CSCO | Sell | CISCO SYS INC | $396,171 | -18.7% | 7,656 | -17.9% | 0.34% | +11.4% |
| MUB | Sell | ISHARES TRnational mun etf | $386,896 | -41.5% | 3,625 | -40.9% | 0.33% | -19.8% |
| PAYX | Sell | PAYCHEX INC | $380,576 | -14.7% | 3,401 | -12.7% | 0.33% | +17.1% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $379,197 | +8.8% | 1,727 | -5.2% | 0.33% | +48.9% |
| RSG | Sell | REPUBLIC SVCS INC | $374,807 | +10.8% | 2,447 | -2.2% | 0.32% | +52.4% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $350,382 | -3.2% | 1,871 | -7.8% | 0.30% | +33.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $343,917 | -24.1% | 5,377 | -17.7% | 0.30% | +4.2% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $343,850 | +2.5% | 1,000 | -0.9% | 0.30% | +40.3% |
| NEA | Sell | NUVEEN AMT FREE QLTY MUN INC | $340,568 | -5.7% | 31,159 | -4.1% | 0.29% | +29.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $339,589 | -32.5% | 5,089 | -23.2% | 0.29% | -7.6% |
| AMGN | Sell | AMGEN INC | $338,042 | -11.4% | 1,522 | -3.5% | 0.29% | +21.2% |
| TIP | Sell | ISHARES TRtips bd etf | $329,855 | -16.9% | 3,065 | -14.9% | 0.28% | +14.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $319,918 | +8.8% | 866 | -5.5% | 0.28% | +48.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $301,841 | -4.3% | 3,092 | -4.6% | 0.26% | +31.3% |
| WEC | Sell | WEC ENERGY GROUP INC | $297,457 | -8.4% | 3,371 | -1.5% | 0.26% | +25.5% |
| TFC | Sell | TRUIST FINL CORP | $297,551 | -28.9% | 9,804 | -20.2% | 0.26% | -2.7% |
| PSX | Sell | PHILLIPS 66 | $291,958 | -13.8% | 3,061 | -8.4% | 0.25% | +17.8% |
| BHP | Sell | BHP GROUP LTDsponsored ads | $290,295 | -8.0% | 4,865 | -2.2% | 0.25% | +26.3% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $286,323 | -43.0% | 11,624 | -43.3% | 0.25% | -21.6% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $284,231 | -6.6% | 2,466 | -4.6% | 0.24% | +28.3% |
| EXC | Sell | EXELON CORP | $276,299 | -4.6% | 6,782 | -1.9% | 0.24% | +30.8% |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $274,940 | -45.8% | 11,650 | -45.7% | 0.24% | -25.7% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $269,079 | -7.5% | 3,315 | -5.6% | 0.23% | +26.8% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $266,930 | -24.4% | 4,079 | -21.8% | 0.23% | +3.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $267,318 | -46.1% | 7,187 | -43.6% | 0.23% | -26.0% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $264,433 | -48.4% | 3,515 | -47.4% | 0.23% | -29.2% |
| SPLK | Sell | SPLUNK INC | $264,695 | -41.5% | 2,495 | -47.2% | 0.23% | -19.7% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $261,080 | -11.0% | 1,967 | -13.2% | 0.22% | +22.3% |
| Sell | GENERAL ELECTRIC CO | $256,803 | +4.6% | 2,337 | -9.0% | 0.22% | +43.5% | |
| DHR | Sell | DANAHER CORPORATION | $249,461 | -25.7% | 1,039 | -21.9% | 0.22% | +1.9% |
| MU | Sell | MICRON TECHNOLOGY INC | $248,447 | -15.3% | 3,936 | -19.0% | 0.21% | +16.3% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $245,920 | -12.8% | 6,148 | -10.8% | 0.21% | +19.8% |
| USMV | Sell | ISHARES TRmsci usa min vol | $243,505 | -60.5% | 3,276 | -61.3% | 0.21% | -45.7% |
| LUV | Sell | SOUTHWEST AIRLS CO | $243,468 | -34.3% | 6,723 | -41.0% | 0.21% | -9.9% |
| GIS | Sell | GENERAL MLS INC | $240,301 | -35.5% | 3,133 | -28.1% | 0.21% | -11.5% |
| EQR | Sell | EQUITY RESIDENTIALsh ben int | $240,593 | -2.2% | 3,647 | -11.0% | 0.21% | +34.4% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $239,130 | -36.7% | 489 | -50.1% | 0.21% | -13.1% |
| PSA | Sell | PUBLIC STORAGE | $234,672 | -37.1% | 804 | -34.8% | 0.20% | -13.7% |
| BAC | Sell | BANK AMERICA CORP | $234,465 | -39.3% | 8,172 | -39.5% | 0.20% | -16.5% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $233,905 | -86.6% | 5,086 | -86.5% | 0.20% | -81.7% |
| WFC | Sell | WELLS FARGO CO NEW | $233,588 | -7.3% | 5,473 | -18.8% | 0.20% | +27.2% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $230,108 | -60.8% | 4,582 | -60.4% | 0.20% | -46.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $229,243 | -62.0% | 425 | -64.9% | 0.20% | -47.9% |
| EMR | Sell | EMERSON ELEC CO | $227,150 | -7.3% | 2,513 | -10.7% | 0.20% | +27.3% |
| ETJ | Sell | EATON VANCE RISK-MANAGED DIV | $226,798 | +3.3% | 27,591 | -0.1% | 0.20% | +41.3% |
| GLD | Sell | SPDR GOLD TR | $225,868 | -5.8% | 1,267 | -3.2% | 0.19% | +28.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $218,032 | -10.9% | 992 | -9.7% | 0.19% | +22.1% |
| ENB | Sell | ENBRIDGE INC | $216,399 | -12.4% | 5,825 | -10.0% | 0.19% | +20.0% |
| FDX | Sell | FEDEX CORP | $214,801 | +1.7% | 866 | -6.3% | 0.18% | +39.1% |
| Sell | SHELL PLCspon ads | $214,228 | -41.2% | 3,548 | -44.0% | 0.18% | -19.7% | |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $213,431 | +5.1% | 1,762 | -4.4% | 0.18% | +44.9% |
| DG | Sell | DOLLAR GEN CORP NEW | $212,055 | -20.3% | 1,249 | -1.2% | 0.18% | +9.6% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $209,622 | -72.2% | 98 | -77.8% | 0.18% | -61.9% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $204,500 | -50.5% | 1,417 | -52.3% | 0.18% | -32.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $204,160 | -18.0% | 2,816 | -19.1% | 0.18% | +12.8% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $203,233 | -54.6% | 2,798 | -54.2% | 0.18% | -37.7% |
| C | Sell | CITIGROUP INC | $202,852 | -33.7% | 4,406 | -32.5% | 0.18% | -8.9% |
| F | Sell | FORD MTR CO DEL | $197,006 | -9.0% | 13,020 | -24.2% | 0.17% | +25.0% |
| BGY | Sell | BLACKROCK ENHANCED INTL DIV | $178,612 | +0.6% | 32,833 | -0.1% | 0.15% | +38.7% |
| AOD | Sell | ABRDN TOTAL DYNAMIC DIVIDEND | $111,851 | -1.2% | 13,541 | -3.4% | 0.10% | +35.2% |
| SIRI | Sell | SIRIUS XM HOLDINGS INC | $70,994 | +13.7% | 15,672 | -0.3% | 0.06% | +56.4% |
| Exit | IMPERIAL PETE INC | $0 | – | -30,000 | -100.0% | -0.00% | – | |
| NXP | Exit | NUVEEN SELECT TAX-FREE INCOMsh ben int | $0 | – | -10,253 | -100.0% | -0.09% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -1,448 | -100.0% | -0.13% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -2,645 | -100.0% | -0.13% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -5,440 | -100.0% | -0.13% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -1,680 | -100.0% | -0.13% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -5,965 | -100.0% | -0.13% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,019 | -100.0% | -0.13% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -1,573 | -100.0% | -0.14% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -1,666 | -100.0% | -0.14% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,370 | -100.0% | -0.14% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -2,509 | -100.0% | -0.14% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,040 | -100.0% | -0.15% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -7,483 | -100.0% | -0.15% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -1,197 | -100.0% | -0.15% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -3,325 | -100.0% | -0.17% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -3,266 | -100.0% | -0.17% | – |
| V | Exit | VISA INC | $0 | – | -1,232 | -100.0% | -0.17% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -4,187 | -100.0% | -0.20% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -578 | -100.0% | -0.20% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -5,871 | -100.0% | -0.20% | – |
| INTU | Exit | INTUIT | $0 | – | -736 | -100.0% | -0.21% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -982 | -100.0% | -0.21% | – |
| EOG | Exit | EOG RES INC | $0 | – | -2,951 | -100.0% | -0.21% | – |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -7,735 | -100.0% | -0.23% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -3,656 | -100.0% | -0.24% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -9,479 | -100.0% | -0.25% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -3,912 | -100.0% | -0.26% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -4,406 | -100.0% | -0.26% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -8,995 | -100.0% | -0.26% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -3,130 | -100.0% | -0.26% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -5,356 | -100.0% | -0.29% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -2,126 | -100.0% | -0.30% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -20,510 | -100.0% | -0.30% | – |
| BA | Exit | BOEING CO | $0 | – | -2,277 | -100.0% | -0.30% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -5,710 | -100.0% | -0.41% | – |
| FLRN | Exit | SPDR SER TRbloomberg invt | $0 | – | -23,445 | -100.0% | -0.45% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -15,355 | -100.0% | -0.47% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -9,621 | -100.0% | -0.55% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -9,954 | -100.0% | -0.58% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -21,228 | -100.0% | -0.65% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-20
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.