HoldingsChannel.com
Successful Portfolios LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 25,356 -218 $7,429
     SPY25,356-218$7,429
SCHWAB STRATEGIC TR 91,361 +2,370 $6,444
     SCHB91,361+2,370$6,444
SCHWAB STRATEGIC TR 84,168 +3,197 $4,258
     SCHO84,168+3,197$4,258
SCHWAB STRATEGIC TR 69,615 -604 $2,234
     SCHF69,615-604$2,234
MICROSOFT CORP 16,604 -30 $2,224
     MSFT16,604-30$2,224
WALMART INC 15,438 -95 $1,706
     WMT15,438-95$1,706
DUKE ENERGY CORP NEW 17,991 -16 $1,588
     DUK17,991-16$1,588
HOME DEPOT INC 7,407 -105 $1,540
     HD7,407-105$1,540
SELECT SECTOR SPDR TR (XLK) 19,704 -195 $1,538
     XLK19,704-195$1,538
SCHWAB STRATEGIC TR 28,764 +182 $1,524
     SCHZ28,764+182$1,524
AMAZON COM INC 783 -13 $1,483
     AMZN783-13$1,483
HONEYWELL INTL INC 8,415 -200 $1,469
     HON8,415-200$1,469
VANGUARD INDEX FDS (VTI) 9,564 -2,020 $1,435
     VTI9,564-2,020$1,435
APPLE INC 7,070 -75 $1,399
     AAPL7,070-75$1,399
SCHWAB STRATEGIC TR 23,269 +3,307 $1,279
     SCHR23,269+3,307$1,279
DISNEY WALT CO 8,906 +16 $1,244
     DIS8,906+16$1,244
EXXON MOBIL CORP 15,698 -115 $1,203
     XOM15,698-115$1,203
PROCTER AND GAMBLE CO 10,388 -11 $1,139
     PG10,388-11$1,139
MCDONALDS CORP 5,400 -19 $1,121
     MCD5,400-19$1,121
SELECT SECTOR SPDR TR (XLF) 39,098 -642 $1,079
     XLF39,098-642$1,079
SELECT SECTOR SPDR TR (XLI) 13,170 -633 $1,020
     XLI13,170-633$1,020
TRI CONTL CORP 37,510 -1,243 $1,012
     TY37,510-1,243$1,012
SCHWAB STRATEGIC TR 14,145 +108 $993
     SCHX14,145+108$993
SCHWAB STRATEGIC TR 17,313 +314 $975
     SCHP17,313+314$975
ALPHABET INC 887 -1 $960
     GOOGL887-1$960
SCHWAB STRATEGIC TR 35,670 -625 $936
     SCHE35,670-625$936
JOHNSON & JOHNSON 6,443 -99 $897
     JNJ6,443-99$897
COCA COLA CO 17,444 -110 $888
     KO17,444-110$888
ALPHABET INC 803 -8 $868
     GOOG803-8$868
VANGUARD INTL EQUITY INDEX F (VT) 11,543 -42 $868
     VT11,543-42$868
VERIZON COMMUNICATIONS INC 14,683 +82 $839
     VZ14,683+82$839
VANGUARD MALVERN FDS (VTIP) 16,699 +2,140 $824
     VTIP16,699+2,140$824
SPDR SERIES TRUST (SPTS) 27,355 +1,975 $821
     SPTS27,355+1,975$821
ISHARES TR (IVV) 2,726 -260 $803
     IVV2,726-260$803
INTEL CORP 15,778 -512 $755
     INTC15,778-512$755
VANGUARD STAR FD (VXUS) 13,878 -1,022 $732
     VXUS13,878-1,022$732
SPDR SERIES TRUST (FLRN) 23,428 +361 $720
     FLRN23,428+361$720
BLACKROCK MUN 2030 TAR TERM 29,283 UNCH $680
     BTT29,283UNCH$680
VALLEY NATL BANCORP 62,070 -9,300 $669
     VLY62,070-9,300$669
NEXTERA ENERGY INC 3,251 UNCH $666
     NEE3,251UNCH$666
ISHARES TR (MUB) 5,745 -65 $650
     MUB5,745-65$650
ABBOTT LABS 7,259 -7 $610
     ABT7,259-7$610
3M CO 3,474 -3 $602
     MMM3,474-3$602
AT&T INC 17,743 -80 $595
     T17,743-80$595
ISHARES TR (AGG) 5,237 -641 $583
     AGG5,237-641$583
MERCK & CO INC 6,945 -110 $582
     MRK6,945-110$582
JPMORGAN CHASE & CO 5,039 -28 $563
     JPM5,039-28$563
PAYPAL HLDGS INC 4,739 -4 $542
     PYPL4,739-4$542
VANGUARD MUN BD FD INC (VTEB) 10,215 -1,850 $542
     VTEB10,215-1,850$542
APPLIED MATLS INC 12,018 +43 $540
     AMAT12,018+43$540

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 06/30/2019: $93,197
At 03/31/2019: $91,467

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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