HoldingsChannel.com
Successful Portfolios LLC Top Holdings
As of  03/31/2023, below is a summary of the Successful Portfolios LLC top holdings by largest position size, as per the latest 13f filing made by Successful Portfolios LLC. In the Successful Portfolios LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Successful Portfolios LLC in that top holding, then the share count change between reporting periods, and finally the Successful Portfolios LLC top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 26,184 -277 $10,719
     SPY26,184-277$10,719
SCHWAB STRATEGIC TR 175,789 -11,521 $8,577
     SCHO175,789-11,521$8,577
SCHWAB STRATEGIC TR 157,391 -3,412 $7,531
     SCHB157,391-3,412$7,531
APPLE INC 29,866 -979 $4,925
     AAPL29,866-979$4,925
MICROSOFT CORP 16,372 -497 $4,720
     MSFT16,372-497$4,720
ISHARES TR (IUSB) 94,296 +37,382 $4,352
     IUSB94,296+37,382$4,352
SCHWAB STRATEGIC TR 83,748 +4,289 $4,051
     SCHX83,748+4,289$4,051
ISHARES TR (IVV) 8,017 -464 $3,296
     IVV8,017-464$3,296
SELECT SECTOR SPDR TR (XLK) 18,338 -238 $2,769
     XLK18,338-238$2,769
VANGUARD INDEX FDS (VTI) 13,101 +1,160 $2,674
     VTI13,101+1,160$2,674
NVIDIA CORPORATION 9,291 -1,181 $2,581
     NVDA9,291-1,181$2,581
VANGUARD MALVERN FDS (VTIP) 50,410 -20,264 $2,411
     VTIP50,410-20,264$2,411
HOME DEPOT INC 8,049 +55 $2,375
     HD8,049+55$2,375
VANGUARD SCOTTSDALE FDS (VGSH) 37,097 +2,546 $2,172
     VGSH37,097+2,546$2,172
WALMART INC 14,666 -168 $2,163
     WMT14,666-168$2,163
DUKE ENERGY CORP NEW 19,904 -175 $1,920
     DUK19,904-175$1,920
AMAZON COM INC 17,551 -784 $1,813
     AMZN17,551-784$1,813
ALPHABET INC 17,031 -686 $1,767
     GOOGL17,031-686$1,767
VANGUARD SCOTTSDALE FDS (VMBS) 37,543 +10,403 $1,748
     VMBS37,543+10,403$1,748
HONEYWELL INTL INC 8,441 -1 $1,613
     HON8,441-1$1,613
MCDONALDS CORP 5,680 -182 $1,588
     MCD5,680-182$1,588
PROCTER AND GAMBLE CO 10,577 -112 $1,573
     PG10,577-112$1,573
VANGUARD INTL EQUITY INDEX F (VT) 15,899 +2,565 $1,464
     VT15,899+2,565$1,464
SCHWAB STRATEGIC TR 41,631 -930 $1,449
     SCHF41,631-930$1,449
ADVANCED MICRO DEVICES INC 14,203 -886 $1,392
     AMD14,203-886$1,392
ALPHABET INC 13,331 -516 $1,386
     GOOG13,331-516$1,386
VANGUARD STAR FDS (VXUS) 24,701 +2,542 $1,364
     VXUS24,701+2,542$1,364
VANGUARD SPECIALIZED FUNDS (VIG) 8,625 +467 $1,328
     VIG8,625+467$1,328
COCA COLA CO 20,470 +187 $1,270
     KO20,470+187$1,270
SCHWAB STRATEGIC TR 24,939 -717 $1,258
     SCHR24,939-717$1,258
SELECT SECTOR SPDR TR (XLI) 12,292 +41 $1,244
     XLI12,292+41$1,244
APPLIED MATLS INC 10,064 -227 $1,236
     AMAT10,064-227$1,236
GOLDMAN SACHS ETF TR (GBIL) 12,263 -1,132 $1,228
     GBIL12,263-1,132$1,228
ABBVIE INC 7,701 -43 $1,227
     ABBV7,701-43$1,227
NEXTERA ENERGY INC 15,722 -248 $1,212
     NEE15,722-248$1,212
JOHNSON & JOHNSON 7,619 -159 $1,181
     JNJ7,619-159$1,181
SELECT SECTOR SPDR TR (XLF) 35,848 -287 $1,153
     XLF35,848-287$1,153
DISNEY WALT CO 11,073 +351 $1,109
     DIS11,073+351$1,109
PEPSICO INC 5,946 -76 $1,084
     PEP5,946-76$1,084
ISHARES TR (STIP) 10,912 +1,138 $1,083
     STIP10,912+1,138$1,083
EXXON MOBIL CORP 9,673 -174 $1,061
     XOM9,673-174$1,061
ISHARES TR (EFV) 21,228 +53 $1,030
     EFV21,228+53$1,030
ABBOTT LABS 9,274 -231 $939
     ABT9,274-231$939
ISHARES TR (EFG) 9,954 +877 $932
     EFG9,954+877$932
JPMORGAN CHASE & CO 7,052 -587 $919
     JPM7,052-587$919
CHEVRON CORP NEW 5,603 -183 $914
     CVX5,603-183$914
SPDR SER TR (SPTS) 29,955 -3,710 $876
     SPTS29,955-3,710$876
ISHARES TR (ESGU) 9,621 -3,108 $870
     ESGU9,621-3,108$870
ISHARES TR (IGSB) 16,970 -2,325 $858
     IGSB16,970-2,325$858
TRI CONTL CORP 31,489 -1,022 $836
     TY31,489-1,022$836

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 03/31/2023: $159,275
At 12/31/2022: $153,325

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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