
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
26,184 | -277 | $10,719 |
SPY | 26,184 | -277 | $10,719 |
![]() |
175,789 | -11,521 | $8,577 |
SCHO | 175,789 | -11,521 | $8,577 |
![]() |
157,391 | -3,412 | $7,531 |
SCHB | 157,391 | -3,412 | $7,531 |
![]() |
29,866 | -979 | $4,925 |
AAPL | 29,866 | -979 | $4,925 |
![]() |
16,372 | -497 | $4,720 |
MSFT | 16,372 | -497 | $4,720 |
![]() |
94,296 | +37,382 | $4,352 |
IUSB | 94,296 | +37,382 | $4,352 |
![]() |
83,748 | +4,289 | $4,051 |
SCHX | 83,748 | +4,289 | $4,051 |
![]() |
8,017 | -464 | $3,296 |
IVV | 8,017 | -464 | $3,296 |
![]() |
18,338 | -238 | $2,769 |
XLK | 18,338 | -238 | $2,769 |
![]() |
13,101 | +1,160 | $2,674 |
VTI | 13,101 | +1,160 | $2,674 |
![]() |
9,291 | -1,181 | $2,581 |
NVDA | 9,291 | -1,181 | $2,581 |
![]() |
50,410 | -20,264 | $2,411 |
VTIP | 50,410 | -20,264 | $2,411 |
![]() |
8,049 | +55 | $2,375 |
HD | 8,049 | +55 | $2,375 |
![]() |
37,097 | +2,546 | $2,172 |
VGSH | 37,097 | +2,546 | $2,172 |
![]() |
14,666 | -168 | $2,163 |
WMT | 14,666 | -168 | $2,163 |
![]() |
19,904 | -175 | $1,920 |
DUK | 19,904 | -175 | $1,920 |
![]() |
17,551 | -784 | $1,813 |
AMZN | 17,551 | -784 | $1,813 |
![]() |
17,031 | -686 | $1,767 |
GOOGL | 17,031 | -686 | $1,767 |
![]() |
37,543 | +10,403 | $1,748 |
VMBS | 37,543 | +10,403 | $1,748 |
![]() |
8,441 | -1 | $1,613 |
HON | 8,441 | -1 | $1,613 |
![]() |
5,680 | -182 | $1,588 |
MCD | 5,680 | -182 | $1,588 |
![]() |
10,577 | -112 | $1,573 |
PG | 10,577 | -112 | $1,573 |
![]() |
15,899 | +2,565 | $1,464 |
VT | 15,899 | +2,565 | $1,464 |
![]() |
41,631 | -930 | $1,449 |
SCHF | 41,631 | -930 | $1,449 |
![]() |
14,203 | -886 | $1,392 |
AMD | 14,203 | -886 | $1,392 |
![]() |
13,331 | -516 | $1,386 |
GOOG | 13,331 | -516 | $1,386 |
![]() |
24,701 | +2,542 | $1,364 |
VXUS | 24,701 | +2,542 | $1,364 |
![]() |
8,625 | +467 | $1,328 |
VIG | 8,625 | +467 | $1,328 |
![]() |
20,470 | +187 | $1,270 |
KO | 20,470 | +187 | $1,270 |
![]() |
24,939 | -717 | $1,258 |
SCHR | 24,939 | -717 | $1,258 |
![]() |
12,292 | +41 | $1,244 |
XLI | 12,292 | +41 | $1,244 |
![]() |
10,064 | -227 | $1,236 |
AMAT | 10,064 | -227 | $1,236 |
![]() |
12,263 | -1,132 | $1,228 |
GBIL | 12,263 | -1,132 | $1,228 |
![]() |
7,701 | -43 | $1,227 |
ABBV | 7,701 | -43 | $1,227 |
![]() |
15,722 | -248 | $1,212 |
NEE | 15,722 | -248 | $1,212 |
![]() |
7,619 | -159 | $1,181 |
JNJ | 7,619 | -159 | $1,181 |
![]() |
35,848 | -287 | $1,153 |
XLF | 35,848 | -287 | $1,153 |
![]() |
11,073 | +351 | $1,109 |
DIS | 11,073 | +351 | $1,109 |
![]() |
5,946 | -76 | $1,084 |
PEP | 5,946 | -76 | $1,084 |
![]() |
10,912 | +1,138 | $1,083 |
STIP | 10,912 | +1,138 | $1,083 |
![]() |
9,673 | -174 | $1,061 |
XOM | 9,673 | -174 | $1,061 |
![]() |
21,228 | +53 | $1,030 |
EFV | 21,228 | +53 | $1,030 |
![]() |
9,274 | -231 | $939 |
ABT | 9,274 | -231 | $939 |
![]() |
9,954 | +877 | $932 |
EFG | 9,954 | +877 | $932 |
![]() |
7,052 | -587 | $919 |
JPM | 7,052 | -587 | $919 |
![]() |
5,603 | -183 | $914 |
CVX | 5,603 | -183 | $914 |
![]() |
29,955 | -3,710 | $876 |
SPTS | 29,955 | -3,710 | $876 |
![]() |
9,621 | -3,108 | $870 |
ESGU | 9,621 | -3,108 | $870 |
![]() |
16,970 | -2,325 | $858 |
IGSB | 16,970 | -2,325 | $858 |
![]() |
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
![]() 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 |