HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
28,208 | +2,852 | $8,371 |
| SPY | 28,208 | +2,852 | $8,371 |
| SCHWAB STRATEGIC TR |
99,861 | +8,500 | $7,092 |
| SCHB | 99,861 | +8,500 | $7,092 |
| SCHWAB STRATEGIC TR |
91,999 | +7,831 | $4,654 |
| SCHO | 91,999 | +7,831 | $4,654 |
| MICROSOFT CORP |
17,846 | +1,242 | $2,481 |
| MSFT | 17,846 | +1,242 | $2,481 |
| SCHWAB STRATEGIC TR |
76,059 | +6,444 | $2,423 |
| SCHF | 76,059 | +6,444 | $2,423 |
| SCHWAB STRATEGIC TR |
38,834 | +15,565 | $2,158 |
| SCHR | 38,834 | +15,565 | $2,158 |
| WALMART INC |
15,692 | +254 | $1,862 |
| WMT | 15,692 | +254 | $1,862 |
| HOME DEPOT INC |
7,760 | +353 | $1,800 |
| HD | 7,760 | +353 | $1,800 |
| DUKE ENERGY CORP NEW |
17,888 | -103 | $1,715 |
| DUK | 17,888 | -103 | $1,715 |
| VANGUARD INDEX FDS (VTI) |
11,334 | +1,770 | $1,711 |
| VTI | 11,334 | +1,770 | $1,711 |
| APPLE INC |
7,547 | +477 | $1,690 |
| AAPL | 7,547 | +477 | $1,690 |
| SCHWAB STRATEGIC TR |
30,886 | +2,122 | $1,663 |
| SCHZ | 30,886 | +2,122 | $1,663 |
| SELECT SECTOR SPDR TR (XLK) |
19,648 | -56 | $1,582 |
| XLK | 19,648 | -56 | $1,582 |
| AMAZON COM INC |
854 | +71 | $1,482 |
| AMZN | 854 | +71 | $1,482 |
| HONEYWELL INTL INC |
8,512 | +97 | $1,440 |
| HON | 8,512 | +97 | $1,440 |
| PROCTER & GAMBLE CO |
10,529 | +141 | $1,310 |
| PG | 10,529 | +141 | $1,310 |
| ALPHABET INC |
1,034 | +147 | $1,263 |
| GOOGL | 1,034 | +147 | $1,263 |
| ISHARES TR (IVV) |
4,161 | +1,435 | $1,242 |
| IVV | 4,161 | +1,435 | $1,242 |
| MCDONALDS CORP |
5,752 | +352 | $1,235 |
| MCD | 5,752 | +352 | $1,235 |
| DISNEY WALT CO |
9,095 | +189 | $1,185 |
| DIS | 9,095 | +189 | $1,185 |
| SELECT SECTOR SPDR TR (XLF) |
41,375 | +2,277 | $1,159 |
| XLF | 41,375 | +2,277 | $1,159 |
| EXXON MOBIL CORP |
16,065 | +367 | $1,134 |
| XOM | 16,065 | +367 | $1,134 |
| SCHWAB STRATEGIC TR |
43,407 | +7,737 | $1,091 |
| SCHE | 43,407 | +7,737 | $1,091 |
| INVESCO QQQ TR |
5,543 | +5,543 | $1,047 |
| QQQ | 5,543 | +5,543 | $1,047 |
| SCHWAB STRATEGIC TR |
18,344 | +1,031 | $1,041 |
| SCHP | 18,344 | +1,031 | $1,041 |
| TRI CONTL CORP |
38,091 | +581 | $1,038 |
| TY | 38,091 | +581 | $1,038 |
| SCHWAB STRATEGIC TR |
14,482 | +337 | $1,027 |
| SCHX | 14,482 | +337 | $1,027 |
| SELECT SECTOR SPDR TR (XLI) |
13,103 | -67 | $1,017 |
| XLI | 13,103 | -67 | $1,017 |
| ALPHABET INC |
829 | +26 | $1,010 |
| GOOG | 829 | +26 | $1,010 |
| COCA COLA CO |
17,616 | +172 | $959 |
| KO | 17,616 | +172 | $959 |
| VERIZON COMMUNICATIONS INC |
15,774 | +1,091 | $952 |
| VZ | 15,774 | +1,091 | $952 |
| INTEL CORP |
17,912 | +2,134 | $923 |
| INTC | 17,912 | +2,134 | $923 |
| JOHNSON & JOHNSON |
6,840 | +397 | $885 |
| JNJ | 6,840 | +397 | $885 |
| VANGUARD INTL EQUITY INDEX F (VT) |
11,673 | +130 | $873 |
| VT | 11,673 | +130 | $873 |
| VANGUARD MALVERN FDS (VTIP) |
17,532 | +833 | $860 |
| VTIP | 17,532 | +833 | $860 |
| NEXTERA ENERGY INC |
3,486 | +235 | $812 |
| NEE | 3,486 | +235 | $812 |
| SPDR SERIES TRUST (SPTS) |
26,715 | -640 | $802 |
| SPTS | 26,715 | -640 | $802 |
| VANGUARD STAR FD (VXUS) |
14,899 | +1,021 | $770 |
| VXUS | 14,899 | +1,021 | $770 |
| ISHARES TR (MUB) |
6,245 | +500 | $713 |
| MUB | 6,245 | +500 | $713 |
| SPDR SERIES TRUST (FLRN) |
22,879 | -549 | $704 |
| FLRN | 22,879 | -549 | $704 |
| AT&T INC |
18,370 | +627 | $695 |
| T | 18,370 | +627 | $695 |
| BLACKROCK MUN 2030 TAR TERM |
29,283 | UNCH | $693 |
| BTT | 29,283 | UNCH | $693 |
| ISHARES TR (AGG) |
5,809 | +572 | $657 |
| AGG | 5,809 | +572 | $657 |
| JPMORGAN CHASE & CO |
5,419 | +380 | $638 |
| JPM | 5,419 | +380 | $638 |
| MERCK & CO INC |
7,571 | +626 | $637 |
| MRK | 7,571 | +626 | $637 |
| ABBOTT LABS |
7,400 | +141 | $619 |
| ABT | 7,400 | +141 | $619 |
| SOUTHERN CO |
9,830 | +1,428 | $607 |
| SO | 9,830 | +1,428 | $607 |
| 3M CO |
3,687 | +213 | $606 |
| MMM | 3,687 | +213 | $606 |
| APPLIED MATLS INC |
11,903 | -115 | $594 |
| AMAT | 11,903 | -115 | $594 |
| PAYPAL HLDGS INC |
5,736 | +997 | $594 |
| PYPL | 5,736 | +997 | $594 |
See Full List: All Stocks Held By Successful Portfolios LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Successful Portfolios LLC
|
Size ($ in 1000's)
At 09/30/2019: $106,421 At 06/30/2019: $93,197 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 |
