HoldingsChannel.com
Successful Portfolios LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 27,703 -505 $8,917
     SPY27,703-505$8,917
SCHWAB STRATEGIC TR 91,228 -8,633 $7,014
     SCHB91,228-8,633$7,014
SCHWAB STRATEGIC TR 106,776 +14,777 $5,390
     SCHO106,776+14,777$5,390
SCHWAB STRATEGIC TR 74,313 -1,746 $2,499
     SCHF74,313-1,746$2,499
MICROSOFT CORP 15,611 -2,235 $2,462
     MSFT15,611-2,235$2,462
APPLE INC 6,911 -636 $2,030
     AAPL6,911-636$2,030
SCHWAB STRATEGIC TR 36,564 -2,270 $2,008
     SCHR36,564-2,270$2,008
VANGUARD INDEX FDS (VTI) 11,239 -95 $1,839
     VTI11,239-95$1,839
WALMART INC 15,118 -574 $1,797
     WMT15,118-574$1,797
ISHARES TR (IVV) 5,499 +1,338 $1,777
     IVV5,499+1,338$1,777
SELECT SECTOR SPDR TR (XLK) 18,972 -676 $1,739
     XLK18,972-676$1,739
HOME DEPOT INC 7,761 +1 $1,695
     HD7,761+1$1,695
DUKE ENERGY CORP NEW 17,974 +86 $1,639
     DUK17,974+86$1,639
HONEYWELL INTL INC 8,507 -5 $1,506
     HON8,507-5$1,506
AMAZON COM INC 804 -50 $1,486
     AMZN804-50$1,486
SCHWAB STRATEGIC TR 26,894 -3,992 $1,437
     SCHZ26,894-3,992$1,437
ALPHABET INC 982 -52 $1,315
     GOOGL982-52$1,315
SCHWAB STRATEGIC TR 16,852 +2,370 $1,294
     SCHX16,852+2,370$1,294
PROCTER & GAMBLE CO 10,320 -209 $1,289
     PG10,320-209$1,289
SCHWAB STRATEGIC TR 45,326 +1,919 $1,241
     SCHE45,326+1,919$1,241
SELECT SECTOR SPDR TR (XLF) 40,299 -1,076 $1,240
     XLF40,299-1,076$1,240
INVESCO QQQ TR 5,493 -50 $1,168
     QQQ5,493-50$1,168
DISNEY WALT CO 7,761 -1,334 $1,122
     DIS7,761-1,334$1,122
MCDONALDS CORP 5,645 -107 $1,116
     MCD5,645-107$1,116
INTEL CORP 17,680 -232 $1,058
     INTC17,680-232$1,058
ALPHABET INC 781 -48 $1,044
     GOOG781-48$1,044
SELECT SECTOR SPDR TR (XLI) 12,345 -758 $1,006
     XLI12,345-758$1,006
VANGUARD MALVERN FDS (VTIP) 20,391 +2,859 $1,005
     VTIP20,391+2,859$1,005
TRI CONTL CORP 35,527 -2,564 $1,002
     TY35,527-2,564$1,002
COCA COLA CO 17,616 UNCH $975
     KO17,616UNCH$975
VANGUARD INTL EQUITY INDEX F (VT) 12,038 +365 $975
     VT12,038+365$975
EXXON MOBIL CORP 13,979 -2,086 $975
     XOM13,979-2,086$975
JOHNSON & JOHNSON 6,648 -192 $970
     JNJ6,648-192$970
VERIZON COMMUNICATIONS INC 15,377 -397 $944
     VZ15,377-397$944
SCHWAB STRATEGIC TR 15,308 -3,036 $867
     SCHP15,308-3,036$867
NEXTERA ENERGY INC 3,486 UNCH $844
     NEE3,486UNCH$844
VANGUARD STAR FD (VXUS) 14,946 +47 $832
     VXUS14,946+47$832
SPDR SERIES TRUST (SPTS) 27,216 +501 $815
     SPTS27,216+501$815
ISHARES TR (MUB) 6,860 +615 $781
     MUB6,860+615$781
JPMORGAN CHASE & CO 5,115 -304 $713
     JPM5,115-304$713
BLACKROCK MUN 2030 TAR TERM 29,083 -200 $704
     BTT29,083-200$704
AT&T INC 17,724 -646 $693
     T17,724-646$693
MERCK & CO INC 7,571 UNCH $689
     MRK7,571UNCH$689
ISHARES TR (AGG) 5,967 +158 $671
     AGG5,967+158$671
APPLIED MATLS INC 10,988 -915 $671
     AMAT10,988-915$671
NVIDIA CORP 2,851 -95 $671
     NVDA2,851-95$671
3M CO 3,752 +65 $662
     MMM3,752+65$662
ADVANCED MICRO DEVICES INC 13,814 -366 $634
     AMD13,814-366$634
ABBOTT LABS 7,192 -208 $625
     ABT7,192-208$625
SOUTHERN CO 9,805 -25 $625
     SO9,805-25$625

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 12/31/2019: $112,361
At 09/30/2019: $106,421

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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