HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
213,081 | +32,979 | $10,481 |
| SCHO | 213,081 | +32,979 | $10,481 |
| SPDR S&P 500 ETF TR (SPY) |
26,972 | +8 | $10,175 |
| SPY | 26,972 | +8 | $10,175 |
| SCHWAB STRATEGIC TR |
147,814 | +13,857 | $6,532 |
| SCHB | 147,814 | +13,857 | $6,532 |
| MICROSOFT CORP |
16,629 | -159 | $4,271 |
| MSFT | 16,629 | -159 | $4,271 |
| APPLE INC |
30,353 | -308 | $4,150 |
| AAPL | 30,353 | -308 | $4,150 |
| VANGUARD MALVERN FDS (VTIP) |
77,362 | +9,351 | $3,877 |
| VTIP | 77,362 | +9,351 | $3,877 |
| SCHWAB STRATEGIC TR |
78,742 | +1,221 | $3,517 |
| SCHX | 78,742 | +1,221 | $3,517 |
| ISHARES TR (IVV) |
6,305 | +67 | $2,391 |
| IVV | 6,305 | +67 | $2,391 |
| SELECT SECTOR SPDR TR (XLK) |
18,640 | -330 | $2,370 |
| XLK | 18,640 | -330 | $2,370 |
| HOME DEPOT INC |
7,938 | +69 | $2,177 |
| HD | 7,938 | +69 | $2,177 |
| DUKE ENERGY CORP NEW |
19,799 | -25 | $2,123 |
| DUK | 19,799 | -25 | $2,123 |
| VANGUARD INDEX FDS (VTI) |
10,928 | -66 | $2,061 |
| VTI | 10,928 | -66 | $2,061 |
| ALPHABET INC |
888 | -14 | $1,934 |
| GOOGL | 888 | -14 | $1,934 |
| ISHARES TR (GOVT) |
80,478 | -19,774 | $1,923 |
| GOVT | 80,478 | -19,774 | $1,923 |
| WALMART INC |
15,677 | -181 | $1,906 |
| WMT | 15,677 | -181 | $1,906 |
| AMAZON COM INC |
17,067 | +16,221 | $1,813 |
| AMZN | 17,067 | +16,221 | $1,813 |
| GOLDMAN SACHS ETF TR (GBIL) |
15,859 | +2,390 | $1,583 |
| GBIL | 15,859 | +2,390 | $1,583 |
| ALPHABET INC |
723 | -12 | $1,582 |
| GOOG | 723 | -12 | $1,582 |
| NVIDIA CORPORATION |
10,298 | -16 | $1,561 |
| NVDA | 10,298 | -16 | $1,561 |
| PROCTER AND GAMBLE CO |
10,819 | +47 | $1,556 |
| PG | 10,819 | +47 | $1,556 |
| ISHARES TR (IUSB) |
31,723 | -37,062 | $1,485 |
| IUSB | 31,723 | -37,062 | $1,485 |
| HONEYWELL INTL INC |
8,442 | +12 | $1,467 |
| HON | 8,442 | +12 | $1,467 |
| MCDONALDS CORP |
5,708 | -4 | $1,409 |
| MCD | 5,708 | -4 | $1,409 |
| JOHNSON & JOHNSON |
7,837 | +4 | $1,391 |
| JNJ | 7,837 | +4 | $1,391 |
| SCHWAB STRATEGIC TR |
41,377 | -1,067 | $1,301 |
| SCHF | 41,377 | -1,067 | $1,301 |
| COCA COLA CO |
20,444 | -1 | $1,286 |
| KO | 20,444 | -1 | $1,286 |
| NEXTERA ENERGY INC |
15,637 | +1,171 | $1,211 |
| NEE | 15,637 | +1,171 | $1,211 |
| ISHARES TR (ESGU) |
14,259 | -314 | $1,196 |
| ESGU | 14,259 | -314 | $1,196 |
| ABBVIE INC |
7,743 | +100 | $1,186 |
| ABBV | 7,743 | +100 | $1,186 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
19,962 | +4,362 | $1,175 |
| VGSH | 19,962 | +4,362 | $1,175 |
| SELECT SECTOR SPDR TR (XLF) |
36,503 | -182 | $1,148 |
| XLF | 36,503 | -182 | $1,148 |
| ADVANCED MICRO DEVICES INC |
14,843 | -91 | $1,135 |
| AMD | 14,843 | -91 | $1,135 |
| VANGUARD STAR FDS (VXUS) |
21,887 | -798 | $1,130 |
| VXUS | 21,887 | -798 | $1,130 |
| SELECT SECTOR SPDR TR (XLI) |
12,399 | -26 | $1,083 |
| XLI | 12,399 | -26 | $1,083 |
| ABBOTT LABS |
9,572 | -25 | $1,040 |
| ABT | 9,572 | -25 | $1,040 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
7,200 | +325 | $1,033 |
| VIG | 7,200 | +325 | $1,033 |
| ISHARES TR (TIP) |
8,988 | -837 | $1,024 |
| TIP | 8,988 | -837 | $1,024 |
| DISNEY WALT CO |
10,571 | -637 | $998 |
| DIS | 10,571 | -637 | $998 |
| PEPSICO INC |
5,870 | +8 | $978 |
| PEP | 5,870 | +8 | $978 |
| ISHARES TR (EFV) |
22,099 | +885 | $959 |
| EFV | 22,099 | +885 | $959 |
| ISHARES TR (IGSB) |
18,980 | -1,938 | $959 |
| IGSB | 18,980 | -1,938 | $959 |
| SCHWAB STRATEGIC TR |
18,259 | -1,798 | $942 |
| SCHR | 18,259 | -1,798 | $942 |
| APPLIED MATLS INC |
10,013 | -9 | $911 |
| AMAT | 10,013 | -9 | $911 |
| TRI CONTL CORP |
34,525 | -273 | $904 |
| TY | 34,525 | -273 | $904 |
| SPDR SER TR (SPTS) |
29,566 | +825 | $871 |
| SPTS | 29,566 | +825 | $871 |
| VANGUARD INTL EQUITY INDEX F (VT) |
10,144 | -120 | $866 |
| VT | 10,144 | -120 | $866 |
| EXXON MOBIL CORP |
9,822 | -1,585 | $841 |
| XOM | 9,822 | -1,585 | $841 |
| CHEVRON CORP NEW |
5,415 | +135 | $784 |
| CVX | 5,415 | +135 | $784 |
| JPMORGAN CHASE & CO |
6,718 | -120 | $756 |
| JPM | 6,718 | -120 | $756 |
| PFIZER INC |
14,410 | -334 | $756 |
| PFE | 14,410 | -334 | $756 |
See Full List: All Stocks Held By Successful Portfolios LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Successful Portfolios LLC
|
Size ($ in 1000's)
At 06/30/2022: $148,619 At 03/31/2022: $175,654 Successful Portfolios LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Successful Portfolios LLC 13F filings. Link to 13F filings: SEC filings |
