HoldingsChannel.com
Successful Portfolios LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 29,168 +1,465 $7,518
     SPY29,168+1,465$7,518
SCHWAB STRATEGIC TR 120,876 +14,100 $6,253
     SCHO120,876+14,100$6,253
SCHWAB STRATEGIC TR 73,317 -17,911 $4,431
     SCHB73,317-17,911$4,431
MICROSOFT CORP 16,598 +987 $2,618
     MSFT16,598+987$2,618
ISHARES TR (IVV) 8,664 +3,165 $2,239
     IVV8,664+3,165$2,239
SCHWAB STRATEGIC TR 81,113 +6,800 $2,096
     SCHF81,113+6,800$2,096
APPLE INC 7,647 +736 $1,944
     AAPL7,647+736$1,944
AMAZON COM INC 875 +71 $1,706
     AMZN875+71$1,706
WALMART INC 15,013 -105 $1,706
     WMT15,013-105$1,706
ISHARES TR (GOVT) 58,058 +34,345 $1,626
     GOVT58,058+34,345$1,626
SELECT SECTOR SPDR TR (XLK) 19,517 +545 $1,569
     XLK19,517+545$1,569
SCHWAB STRATEGIC TR 25,276 +8,424 $1,548
     SCHX25,276+8,424$1,548
HOME DEPOT INC 7,891 +130 $1,473
     HD7,891+130$1,473
DUKE ENERGY CORP NEW 18,202 +228 $1,472
     DUK18,202+228$1,472
VANGUARD INDEX FDS (VTI) 11,155 -84 $1,438
     VTI11,155-84$1,438
SCHWAB STRATEGIC TR 22,982 -13,582 $1,351
     SCHR22,982-13,582$1,351
GOLDMAN SACHS ETF TR (GBIL) 13,267 +8,299 $1,337
     GBIL13,267+8,299$1,337
VANGUARD MALVERN FDS (VTIP) 25,516 +5,125 $1,243
     VTIP25,516+5,125$1,243
ALPHABET INC 1,044 +62 $1,213
     GOOGL1,044+62$1,213
PROCTER & GAMBLE CO 10,603 +283 $1,166
     PG10,603+283$1,166
HONEYWELL INTL INC 8,399 -108 $1,124
     HON8,399-108$1,124
INTEL CORP 17,690 +10 $957
     INTC17,690+10$957
MCDONALDS CORP 5,775 +130 $955
     MCD5,775+130$955
INVESCO QQQ TR 4,951 -542 $943
     QQQ4,951-542$943
DISNEY WALT CO 9,657 +1,896 $933
     DIS9,657+1,896$933
ALPHABET INC 792 +11 $921
     GOOG792+11$921
JOHNSON & JOHNSON 6,680 +32 $876
     JNJ6,680+32$876
NEXTERA ENERGY INC 3,547 +61 $853
     NEE3,547+61$853
SPDR SER TR (SPTS) 27,136 -80 $834
     SPTS27,136-80$834
SELECT SECTOR SPDR TR (XLI) 13,955 +1,610 $824
     XLI13,955+1,610$824
ISHARES TR (MUB) 7,245 +385 $819
     MUB7,245+385$819
SELECT SECTOR SPDR TR (XLF) 39,314 -985 $819
     XLF39,314-985$819
VERIZON COMMUNICATIONS INC 15,069 -308 $810
     VZ15,069-308$810
COCA COLA CO 17,583 -33 $778
     KO17,583-33$778
ISHARES TR (AGG) 6,723 +756 $776
     AGG6,723+756$776
SCHWAB STRATEGIC TR 37,020 -8,306 $766
     SCHE37,020-8,306$766
TRI CONTL CORP 36,508 +981 $763
     TY36,508+981$763
NVIDIA CORP 2,761 -90 $728
     NVDA2,761-90$728
VANGUARD STAR FDS (VXUS) 17,329 +2,383 $727
     VXUS17,329+2,383$727
SCHWAB STRATEGIC TR 13,168 -13,726 $715
     SCHZ13,168-13,726$715
VANGUARD INTL EQUITY INDEX F (VT) 11,062 -976 $695
     VT11,062-976$695
BLACKROCK MUN TARGET TERM TR 29,733 +650 $674
     BTT29,733+650$674
VANGUARD BD INDEX FDS (BND) 7,324 +1,314 $625
     BND7,324+1,314$625
ADVANCED MICRO DEVICES INC 13,452 -362 $612
     AMD13,452-362$612
SCHWAB STRATEGIC TR 10,521 -4,787 $605
     SCHP10,521-4,787$605
MERCK & CO. INC 7,696 +125 $592
     MRK7,696+125$592
ISHARES TR (IGIB) 10,660 +6,944 $585
     IGIB10,660+6,944$585
ABBOTT LABS 7,360 +168 $581
     ABT7,360+168$581
EXXON MOBIL CORP 15,287 +1,308 $580
     XOM15,287+1,308$580
ISHARES TR (QUAL) 6,894 +4,832 $559
     QUAL6,894+4,832$559

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 03/31/2020: $98,883
At 12/31/2019: $112,361

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

Successful Portfolios LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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