HoldingsChannel.com
Successful Portfolios LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 28,208 +2,852 $8,371
     SPY28,208+2,852$8,371
SCHWAB STRATEGIC TR 99,861 +8,500 $7,092
     SCHB99,861+8,500$7,092
SCHWAB STRATEGIC TR 91,999 +7,831 $4,654
     SCHO91,999+7,831$4,654
MICROSOFT CORP 17,846 +1,242 $2,481
     MSFT17,846+1,242$2,481
SCHWAB STRATEGIC TR 76,059 +6,444 $2,423
     SCHF76,059+6,444$2,423
SCHWAB STRATEGIC TR 38,834 +15,565 $2,158
     SCHR38,834+15,565$2,158
WALMART INC 15,692 +254 $1,862
     WMT15,692+254$1,862
HOME DEPOT INC 7,760 +353 $1,800
     HD7,760+353$1,800
DUKE ENERGY CORP NEW 17,888 -103 $1,715
     DUK17,888-103$1,715
VANGUARD INDEX FDS (VTI) 11,334 +1,770 $1,711
     VTI11,334+1,770$1,711
APPLE INC 7,547 +477 $1,690
     AAPL7,547+477$1,690
SCHWAB STRATEGIC TR 30,886 +2,122 $1,663
     SCHZ30,886+2,122$1,663
SELECT SECTOR SPDR TR (XLK) 19,648 -56 $1,582
     XLK19,648-56$1,582
AMAZON COM INC 854 +71 $1,482
     AMZN854+71$1,482
HONEYWELL INTL INC 8,512 +97 $1,440
     HON8,512+97$1,440
PROCTER & GAMBLE CO 10,529 +141 $1,310
     PG10,529+141$1,310
ALPHABET INC 1,034 +147 $1,263
     GOOGL1,034+147$1,263
ISHARES TR (IVV) 4,161 +1,435 $1,242
     IVV4,161+1,435$1,242
MCDONALDS CORP 5,752 +352 $1,235
     MCD5,752+352$1,235
DISNEY WALT CO 9,095 +189 $1,185
     DIS9,095+189$1,185
SELECT SECTOR SPDR TR (XLF) 41,375 +2,277 $1,159
     XLF41,375+2,277$1,159
EXXON MOBIL CORP 16,065 +367 $1,134
     XOM16,065+367$1,134
SCHWAB STRATEGIC TR 43,407 +7,737 $1,091
     SCHE43,407+7,737$1,091
INVESCO QQQ TR 5,543 +5,543 $1,047
     QQQ5,543+5,543$1,047
SCHWAB STRATEGIC TR 18,344 +1,031 $1,041
     SCHP18,344+1,031$1,041
TRI CONTL CORP 38,091 +581 $1,038
     TY38,091+581$1,038
SCHWAB STRATEGIC TR 14,482 +337 $1,027
     SCHX14,482+337$1,027
SELECT SECTOR SPDR TR (XLI) 13,103 -67 $1,017
     XLI13,103-67$1,017
ALPHABET INC 829 +26 $1,010
     GOOG829+26$1,010
COCA COLA CO 17,616 +172 $959
     KO17,616+172$959
VERIZON COMMUNICATIONS INC 15,774 +1,091 $952
     VZ15,774+1,091$952
INTEL CORP 17,912 +2,134 $923
     INTC17,912+2,134$923
JOHNSON & JOHNSON 6,840 +397 $885
     JNJ6,840+397$885
VANGUARD INTL EQUITY INDEX F (VT) 11,673 +130 $873
     VT11,673+130$873
VANGUARD MALVERN FDS (VTIP) 17,532 +833 $860
     VTIP17,532+833$860
NEXTERA ENERGY INC 3,486 +235 $812
     NEE3,486+235$812
SPDR SERIES TRUST (SPTS) 26,715 -640 $802
     SPTS26,715-640$802
VANGUARD STAR FD (VXUS) 14,899 +1,021 $770
     VXUS14,899+1,021$770
ISHARES TR (MUB) 6,245 +500 $713
     MUB6,245+500$713
SPDR SERIES TRUST (FLRN) 22,879 -549 $704
     FLRN22,879-549$704
AT&T INC 18,370 +627 $695
     T18,370+627$695
BLACKROCK MUN 2030 TAR TERM 29,283 UNCH $693
     BTT29,283UNCH$693
ISHARES TR (AGG) 5,809 +572 $657
     AGG5,809+572$657
JPMORGAN CHASE & CO 5,419 +380 $638
     JPM5,419+380$638
MERCK & CO INC 7,571 +626 $637
     MRK7,571+626$637
ABBOTT LABS 7,400 +141 $619
     ABT7,400+141$619
SOUTHERN CO 9,830 +1,428 $607
     SO9,830+1,428$607
3M CO 3,687 +213 $606
     MMM3,687+213$606
APPLIED MATLS INC 11,903 -115 $594
     AMAT11,903-115$594
PAYPAL HLDGS INC 5,736 +997 $594
     PYPL5,736+997$594

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 09/30/2019: $106,421
At 06/30/2019: $93,197

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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