HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
26,184 | -277 | $10,719 |
| SPY | 26,184 | -277 | $10,719 |
| SCHWAB STRATEGIC TR |
175,789 | -11,521 | $8,577 |
| SCHO | 175,789 | -11,521 | $8,577 |
| SCHWAB STRATEGIC TR |
157,391 | -3,412 | $7,531 |
| SCHB | 157,391 | -3,412 | $7,531 |
| APPLE INC |
29,866 | -979 | $4,925 |
| AAPL | 29,866 | -979 | $4,925 |
| MICROSOFT CORP |
16,372 | -497 | $4,720 |
| MSFT | 16,372 | -497 | $4,720 |
| ISHARES TR (IUSB) |
94,296 | +37,382 | $4,352 |
| IUSB | 94,296 | +37,382 | $4,352 |
| SCHWAB STRATEGIC TR |
83,748 | +4,289 | $4,051 |
| SCHX | 83,748 | +4,289 | $4,051 |
| ISHARES TR (IVV) |
8,017 | -464 | $3,296 |
| IVV | 8,017 | -464 | $3,296 |
| SELECT SECTOR SPDR TR (XLK) |
18,338 | -238 | $2,769 |
| XLK | 18,338 | -238 | $2,769 |
| VANGUARD INDEX FDS (VTI) |
13,101 | +1,160 | $2,674 |
| VTI | 13,101 | +1,160 | $2,674 |
| NVIDIA CORPORATION |
9,291 | -1,181 | $2,581 |
| NVDA | 9,291 | -1,181 | $2,581 |
| VANGUARD MALVERN FDS (VTIP) |
50,410 | -20,264 | $2,411 |
| VTIP | 50,410 | -20,264 | $2,411 |
| HOME DEPOT INC |
8,049 | +55 | $2,375 |
| HD | 8,049 | +55 | $2,375 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
37,097 | +2,546 | $2,172 |
| VGSH | 37,097 | +2,546 | $2,172 |
| WALMART INC |
14,666 | -168 | $2,163 |
| WMT | 14,666 | -168 | $2,163 |
| DUKE ENERGY CORP NEW |
19,904 | -175 | $1,920 |
| DUK | 19,904 | -175 | $1,920 |
| AMAZON COM INC |
17,551 | -784 | $1,813 |
| AMZN | 17,551 | -784 | $1,813 |
| ALPHABET INC |
17,031 | -686 | $1,767 |
| GOOGL | 17,031 | -686 | $1,767 |
| VANGUARD SCOTTSDALE FDS (VMBS) |
37,543 | +10,403 | $1,748 |
| VMBS | 37,543 | +10,403 | $1,748 |
| HONEYWELL INTL INC |
8,441 | -1 | $1,613 |
| HON | 8,441 | -1 | $1,613 |
| MCDONALDS CORP |
5,680 | -182 | $1,588 |
| MCD | 5,680 | -182 | $1,588 |
| PROCTER AND GAMBLE CO |
10,577 | -112 | $1,573 |
| PG | 10,577 | -112 | $1,573 |
| VANGUARD INTL EQUITY INDEX F (VT) |
15,899 | +2,565 | $1,464 |
| VT | 15,899 | +2,565 | $1,464 |
| SCHWAB STRATEGIC TR |
41,631 | -930 | $1,449 |
| SCHF | 41,631 | -930 | $1,449 |
| ADVANCED MICRO DEVICES INC |
14,203 | -886 | $1,392 |
| AMD | 14,203 | -886 | $1,392 |
| ALPHABET INC |
13,331 | -516 | $1,386 |
| GOOG | 13,331 | -516 | $1,386 |
| VANGUARD STAR FDS (VXUS) |
24,701 | +2,542 | $1,364 |
| VXUS | 24,701 | +2,542 | $1,364 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
8,625 | +467 | $1,328 |
| VIG | 8,625 | +467 | $1,328 |
| COCA COLA CO |
20,470 | +187 | $1,270 |
| KO | 20,470 | +187 | $1,270 |
| SCHWAB STRATEGIC TR |
24,939 | -717 | $1,258 |
| SCHR | 24,939 | -717 | $1,258 |
| SELECT SECTOR SPDR TR (XLI) |
12,292 | +41 | $1,244 |
| XLI | 12,292 | +41 | $1,244 |
| APPLIED MATLS INC |
10,064 | -227 | $1,236 |
| AMAT | 10,064 | -227 | $1,236 |
| GOLDMAN SACHS ETF TR (GBIL) |
12,263 | -1,132 | $1,228 |
| GBIL | 12,263 | -1,132 | $1,228 |
| ABBVIE INC |
7,701 | -43 | $1,227 |
| ABBV | 7,701 | -43 | $1,227 |
| NEXTERA ENERGY INC |
15,722 | -248 | $1,212 |
| NEE | 15,722 | -248 | $1,212 |
| JOHNSON & JOHNSON |
7,619 | -159 | $1,181 |
| JNJ | 7,619 | -159 | $1,181 |
| SELECT SECTOR SPDR TR (XLF) |
35,848 | -287 | $1,153 |
| XLF | 35,848 | -287 | $1,153 |
| DISNEY WALT CO |
11,073 | +351 | $1,109 |
| DIS | 11,073 | +351 | $1,109 |
| PEPSICO INC |
5,946 | -76 | $1,084 |
| PEP | 5,946 | -76 | $1,084 |
| ISHARES TR (STIP) |
10,912 | +1,138 | $1,083 |
| STIP | 10,912 | +1,138 | $1,083 |
| EXXON MOBIL CORP |
9,673 | -174 | $1,061 |
| XOM | 9,673 | -174 | $1,061 |
| ISHARES TR (EFV) |
21,228 | +53 | $1,030 |
| EFV | 21,228 | +53 | $1,030 |
| ABBOTT LABS |
9,274 | -231 | $939 |
| ABT | 9,274 | -231 | $939 |
| ISHARES TR (EFG) |
9,954 | +877 | $932 |
| EFG | 9,954 | +877 | $932 |
| JPMORGAN CHASE & CO |
7,052 | -587 | $919 |
| JPM | 7,052 | -587 | $919 |
| CHEVRON CORP NEW |
5,603 | -183 | $914 |
| CVX | 5,603 | -183 | $914 |
| SPDR SER TR (SPTS) |
29,955 | -3,710 | $876 |
| SPTS | 29,955 | -3,710 | $876 |
| ISHARES TR (ESGU) |
9,621 | -3,108 | $870 |
| ESGU | 9,621 | -3,108 | $870 |
| ISHARES TR (IGSB) |
16,970 | -2,325 | $858 |
| IGSB | 16,970 | -2,325 | $858 |
| TRI CONTL CORP |
31,489 | -1,022 | $836 |
| TY | 31,489 | -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 |
