
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
213,081 | +32,979 | $10,481 |
SCHO | 213,081 | +32,979 | $10,481 |
![]() |
26,972 | +8 | $10,175 |
SPY | 26,972 | +8 | $10,175 |
![]() |
147,814 | +13,857 | $6,532 |
SCHB | 147,814 | +13,857 | $6,532 |
![]() |
16,629 | -159 | $4,271 |
MSFT | 16,629 | -159 | $4,271 |
![]() |
30,353 | -308 | $4,150 |
AAPL | 30,353 | -308 | $4,150 |
![]() |
77,362 | +9,351 | $3,877 |
VTIP | 77,362 | +9,351 | $3,877 |
![]() |
78,742 | +1,221 | $3,517 |
SCHX | 78,742 | +1,221 | $3,517 |
![]() |
6,305 | +67 | $2,391 |
IVV | 6,305 | +67 | $2,391 |
![]() |
18,640 | -330 | $2,370 |
XLK | 18,640 | -330 | $2,370 |
![]() |
7,938 | +69 | $2,177 |
HD | 7,938 | +69 | $2,177 |
![]() |
19,799 | -25 | $2,123 |
DUK | 19,799 | -25 | $2,123 |
![]() |
10,928 | -66 | $2,061 |
VTI | 10,928 | -66 | $2,061 |
![]() |
888 | -14 | $1,934 |
GOOGL | 888 | -14 | $1,934 |
![]() |
80,478 | -19,774 | $1,923 |
GOVT | 80,478 | -19,774 | $1,923 |
![]() |
15,677 | -181 | $1,906 |
WMT | 15,677 | -181 | $1,906 |
![]() |
17,067 | +16,221 | $1,813 |
AMZN | 17,067 | +16,221 | $1,813 |
![]() |
15,859 | +2,390 | $1,583 |
GBIL | 15,859 | +2,390 | $1,583 |
![]() |
723 | -12 | $1,582 |
GOOG | 723 | -12 | $1,582 |
![]() |
10,298 | -16 | $1,561 |
NVDA | 10,298 | -16 | $1,561 |
![]() |
10,819 | +47 | $1,556 |
PG | 10,819 | +47 | $1,556 |
![]() |
31,723 | -37,062 | $1,485 |
IUSB | 31,723 | -37,062 | $1,485 |
![]() |
8,442 | +12 | $1,467 |
HON | 8,442 | +12 | $1,467 |
![]() |
5,708 | -4 | $1,409 |
MCD | 5,708 | -4 | $1,409 |
![]() |
7,837 | +4 | $1,391 |
JNJ | 7,837 | +4 | $1,391 |
![]() |
41,377 | -1,067 | $1,301 |
SCHF | 41,377 | -1,067 | $1,301 |
![]() |
20,444 | -1 | $1,286 |
KO | 20,444 | -1 | $1,286 |
![]() |
15,637 | +1,171 | $1,211 |
NEE | 15,637 | +1,171 | $1,211 |
![]() |
14,259 | -314 | $1,196 |
ESGU | 14,259 | -314 | $1,196 |
![]() |
7,743 | +100 | $1,186 |
ABBV | 7,743 | +100 | $1,186 |
![]() |
19,962 | +4,362 | $1,175 |
VGSH | 19,962 | +4,362 | $1,175 |
![]() |
36,503 | -182 | $1,148 |
XLF | 36,503 | -182 | $1,148 |
![]() |
14,843 | -91 | $1,135 |
AMD | 14,843 | -91 | $1,135 |
![]() |
21,887 | -798 | $1,130 |
VXUS | 21,887 | -798 | $1,130 |
![]() |
12,399 | -26 | $1,083 |
XLI | 12,399 | -26 | $1,083 |
![]() |
9,572 | -25 | $1,040 |
ABT | 9,572 | -25 | $1,040 |
![]() |
7,200 | +325 | $1,033 |
VIG | 7,200 | +325 | $1,033 |
![]() |
8,988 | -837 | $1,024 |
TIP | 8,988 | -837 | $1,024 |
![]() |
10,571 | -637 | $998 |
DIS | 10,571 | -637 | $998 |
![]() |
5,870 | +8 | $978 |
PEP | 5,870 | +8 | $978 |
![]() |
22,099 | +885 | $959 |
EFV | 22,099 | +885 | $959 |
![]() |
18,980 | -1,938 | $959 |
IGSB | 18,980 | -1,938 | $959 |
![]() |
18,259 | -1,798 | $942 |
SCHR | 18,259 | -1,798 | $942 |
![]() |
10,013 | -9 | $911 |
AMAT | 10,013 | -9 | $911 |
![]() |
34,525 | -273 | $904 |
TY | 34,525 | -273 | $904 |
![]() |
29,566 | +825 | $871 |
SPTS | 29,566 | +825 | $871 |
![]() |
10,144 | -120 | $866 |
VT | 10,144 | -120 | $866 |
![]() |
9,822 | -1,585 | $841 |
XOM | 9,822 | -1,585 | $841 |
![]() |
5,415 | +135 | $784 |
CVX | 5,415 | +135 | $784 |
![]() |
6,718 | -120 | $756 |
JPM | 6,718 | -120 | $756 |
![]() |
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
![]() 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 |