HoldingsChannel.com
Successful Portfolios LLC Top Holdings
As of  06/30/2022, below is a summary of the Successful Portfolios LLC top holdings by largest position size, as per the latest 13f filing made by Successful Portfolios LLC. In the Successful Portfolios LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Successful Portfolios LLC in that top holding, then the share count change between reporting periods, and finally the Successful Portfolios LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 213,081 +32,979 $10,481
     SCHO213,081+32,979$10,481
SPDR S&P 500 ETF TR (SPY) 26,972 +8 $10,175
     SPY26,972+8$10,175
SCHWAB STRATEGIC TR 147,814 +13,857 $6,532
     SCHB147,814+13,857$6,532
MICROSOFT CORP 16,629 -159 $4,271
     MSFT16,629-159$4,271
APPLE INC 30,353 -308 $4,150
     AAPL30,353-308$4,150
VANGUARD MALVERN FDS (VTIP) 77,362 +9,351 $3,877
     VTIP77,362+9,351$3,877
SCHWAB STRATEGIC TR 78,742 +1,221 $3,517
     SCHX78,742+1,221$3,517
ISHARES TR (IVV) 6,305 +67 $2,391
     IVV6,305+67$2,391
SELECT SECTOR SPDR TR (XLK) 18,640 -330 $2,370
     XLK18,640-330$2,370
HOME DEPOT INC 7,938 +69 $2,177
     HD7,938+69$2,177
DUKE ENERGY CORP NEW 19,799 -25 $2,123
     DUK19,799-25$2,123
VANGUARD INDEX FDS (VTI) 10,928 -66 $2,061
     VTI10,928-66$2,061
ALPHABET INC 888 -14 $1,934
     GOOGL888-14$1,934
ISHARES TR (GOVT) 80,478 -19,774 $1,923
     GOVT80,478-19,774$1,923
WALMART INC 15,677 -181 $1,906
     WMT15,677-181$1,906
AMAZON COM INC 17,067 +16,221 $1,813
     AMZN17,067+16,221$1,813
GOLDMAN SACHS ETF TR (GBIL) 15,859 +2,390 $1,583
     GBIL15,859+2,390$1,583
ALPHABET INC 723 -12 $1,582
     GOOG723-12$1,582
NVIDIA CORPORATION 10,298 -16 $1,561
     NVDA10,298-16$1,561
PROCTER AND GAMBLE CO 10,819 +47 $1,556
     PG10,819+47$1,556
ISHARES TR (IUSB) 31,723 -37,062 $1,485
     IUSB31,723-37,062$1,485
HONEYWELL INTL INC 8,442 +12 $1,467
     HON8,442+12$1,467
MCDONALDS CORP 5,708 -4 $1,409
     MCD5,708-4$1,409
JOHNSON & JOHNSON 7,837 +4 $1,391
     JNJ7,837+4$1,391
SCHWAB STRATEGIC TR 41,377 -1,067 $1,301
     SCHF41,377-1,067$1,301
COCA COLA CO 20,444 -1 $1,286
     KO20,444-1$1,286
NEXTERA ENERGY INC 15,637 +1,171 $1,211
     NEE15,637+1,171$1,211
ISHARES TR (ESGU) 14,259 -314 $1,196
     ESGU14,259-314$1,196
ABBVIE INC 7,743 +100 $1,186
     ABBV7,743+100$1,186
VANGUARD SCOTTSDALE FDS (VGSH) 19,962 +4,362 $1,175
     VGSH19,962+4,362$1,175
SELECT SECTOR SPDR TR (XLF) 36,503 -182 $1,148
     XLF36,503-182$1,148
ADVANCED MICRO DEVICES INC 14,843 -91 $1,135
     AMD14,843-91$1,135
VANGUARD STAR FDS (VXUS) 21,887 -798 $1,130
     VXUS21,887-798$1,130
SELECT SECTOR SPDR TR (XLI) 12,399 -26 $1,083
     XLI12,399-26$1,083
ABBOTT LABS 9,572 -25 $1,040
     ABT9,572-25$1,040
VANGUARD SPECIALIZED FUNDS (VIG) 7,200 +325 $1,033
     VIG7,200+325$1,033
ISHARES TR (TIP) 8,988 -837 $1,024
     TIP8,988-837$1,024
DISNEY WALT CO 10,571 -637 $998
     DIS10,571-637$998
PEPSICO INC 5,870 +8 $978
     PEP5,870+8$978
ISHARES TR (EFV) 22,099 +885 $959
     EFV22,099+885$959
ISHARES TR (IGSB) 18,980 -1,938 $959
     IGSB18,980-1,938$959
SCHWAB STRATEGIC TR 18,259 -1,798 $942
     SCHR18,259-1,798$942
APPLIED MATLS INC 10,013 -9 $911
     AMAT10,013-9$911
TRI CONTL CORP 34,525 -273 $904
     TY34,525-273$904
SPDR SER TR (SPTS) 29,566 +825 $871
     SPTS29,566+825$871
VANGUARD INTL EQUITY INDEX F (VT) 10,144 -120 $866
     VT10,144-120$866
EXXON MOBIL CORP 9,822 -1,585 $841
     XOM9,822-1,585$841
CHEVRON CORP NEW 5,415 +135 $784
     CVX5,415+135$784
JPMORGAN CHASE & CO 6,718 -120 $756
     JPM6,718-120$756
PFIZER INC 14,410 -334 $756
     PFE14,410-334$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

Size ($ in 1000's)
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

Successful Portfolios LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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