HoldingsChannel.com
| Entity | Amount | Change
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 |
| SPY | 29,168 | +1,465 | $7,518 |
| SCHWAB STRATEGIC TR |
120,876 | +14,100 | $6,253 |
| SCHO | 120,876 | +14,100 | $6,253 |
| SCHWAB STRATEGIC TR |
73,317 | -17,911 | $4,431 |
| SCHB | 73,317 | -17,911 | $4,431 |
| MICROSOFT CORP |
16,598 | +987 | $2,618 |
| MSFT | 16,598 | +987 | $2,618 |
| ISHARES TR (IVV) |
8,664 | +3,165 | $2,239 |
| IVV | 8,664 | +3,165 | $2,239 |
| SCHWAB STRATEGIC TR |
81,113 | +6,800 | $2,096 |
| SCHF | 81,113 | +6,800 | $2,096 |
| APPLE INC |
7,647 | +736 | $1,944 |
| AAPL | 7,647 | +736 | $1,944 |
| AMAZON COM INC |
875 | +71 | $1,706 |
| AMZN | 875 | +71 | $1,706 |
| WALMART INC |
15,013 | -105 | $1,706 |
| WMT | 15,013 | -105 | $1,706 |
| ISHARES TR (GOVT) |
58,058 | +34,345 | $1,626 |
| GOVT | 58,058 | +34,345 | $1,626 |
| SELECT SECTOR SPDR TR (XLK) |
19,517 | +545 | $1,569 |
| XLK | 19,517 | +545 | $1,569 |
| SCHWAB STRATEGIC TR |
25,276 | +8,424 | $1,548 |
| SCHX | 25,276 | +8,424 | $1,548 |
| HOME DEPOT INC |
7,891 | +130 | $1,473 |
| HD | 7,891 | +130 | $1,473 |
| DUKE ENERGY CORP NEW |
18,202 | +228 | $1,472 |
| DUK | 18,202 | +228 | $1,472 |
| VANGUARD INDEX FDS (VTI) |
11,155 | -84 | $1,438 |
| VTI | 11,155 | -84 | $1,438 |
| SCHWAB STRATEGIC TR |
22,982 | -13,582 | $1,351 |
| SCHR | 22,982 | -13,582 | $1,351 |
| GOLDMAN SACHS ETF TR (GBIL) |
13,267 | +8,299 | $1,337 |
| GBIL | 13,267 | +8,299 | $1,337 |
| VANGUARD MALVERN FDS (VTIP) |
25,516 | +5,125 | $1,243 |
| VTIP | 25,516 | +5,125 | $1,243 |
| ALPHABET INC |
1,044 | +62 | $1,213 |
| GOOGL | 1,044 | +62 | $1,213 |
| PROCTER & GAMBLE CO |
10,603 | +283 | $1,166 |
| PG | 10,603 | +283 | $1,166 |
| HONEYWELL INTL INC |
8,399 | -108 | $1,124 |
| HON | 8,399 | -108 | $1,124 |
| INTEL CORP |
17,690 | +10 | $957 |
| INTC | 17,690 | +10 | $957 |
| MCDONALDS CORP |
5,775 | +130 | $955 |
| MCD | 5,775 | +130 | $955 |
| INVESCO QQQ TR |
4,951 | -542 | $943 |
| QQQ | 4,951 | -542 | $943 |
| DISNEY WALT CO |
9,657 | +1,896 | $933 |
| DIS | 9,657 | +1,896 | $933 |
| ALPHABET INC |
792 | +11 | $921 |
| GOOG | 792 | +11 | $921 |
| JOHNSON & JOHNSON |
6,680 | +32 | $876 |
| JNJ | 6,680 | +32 | $876 |
| NEXTERA ENERGY INC |
3,547 | +61 | $853 |
| NEE | 3,547 | +61 | $853 |
| SPDR SER TR (SPTS) |
27,136 | -80 | $834 |
| SPTS | 27,136 | -80 | $834 |
| SELECT SECTOR SPDR TR (XLI) |
13,955 | +1,610 | $824 |
| XLI | 13,955 | +1,610 | $824 |
| ISHARES TR (MUB) |
7,245 | +385 | $819 |
| MUB | 7,245 | +385 | $819 |
| SELECT SECTOR SPDR TR (XLF) |
39,314 | -985 | $819 |
| XLF | 39,314 | -985 | $819 |
| VERIZON COMMUNICATIONS INC |
15,069 | -308 | $810 |
| VZ | 15,069 | -308 | $810 |
| COCA COLA CO |
17,583 | -33 | $778 |
| KO | 17,583 | -33 | $778 |
| ISHARES TR (AGG) |
6,723 | +756 | $776 |
| AGG | 6,723 | +756 | $776 |
| SCHWAB STRATEGIC TR |
37,020 | -8,306 | $766 |
| SCHE | 37,020 | -8,306 | $766 |
| TRI CONTL CORP |
36,508 | +981 | $763 |
| TY | 36,508 | +981 | $763 |
| NVIDIA CORP |
2,761 | -90 | $728 |
| NVDA | 2,761 | -90 | $728 |
| VANGUARD STAR FDS (VXUS) |
17,329 | +2,383 | $727 |
| VXUS | 17,329 | +2,383 | $727 |
| SCHWAB STRATEGIC TR |
13,168 | -13,726 | $715 |
| SCHZ | 13,168 | -13,726 | $715 |
| VANGUARD INTL EQUITY INDEX F (VT) |
11,062 | -976 | $695 |
| VT | 11,062 | -976 | $695 |
| BLACKROCK MUN TARGET TERM TR |
29,733 | +650 | $674 |
| BTT | 29,733 | +650 | $674 |
| VANGUARD BD INDEX FDS (BND) |
7,324 | +1,314 | $625 |
| BND | 7,324 | +1,314 | $625 |
| ADVANCED MICRO DEVICES INC |
13,452 | -362 | $612 |
| AMD | 13,452 | -362 | $612 |
| SCHWAB STRATEGIC TR |
10,521 | -4,787 | $605 |
| SCHP | 10,521 | -4,787 | $605 |
| MERCK & CO. INC |
7,696 | +125 | $592 |
| MRK | 7,696 | +125 | $592 |
| ISHARES TR (IGIB) |
10,660 | +6,944 | $585 |
| IGIB | 10,660 | +6,944 | $585 |
| ABBOTT LABS |
7,360 | +168 | $581 |
| ABT | 7,360 | +168 | $581 |
| EXXON MOBIL CORP |
15,287 | +1,308 | $580 |
| XOM | 15,287 | +1,308 | $580 |
| ISHARES TR (QUAL) |
6,894 | +4,832 | $559 |
| QUAL | 6,894 | +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 |
