HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
27,703 | -505 | $8,917 |
| SPY | 27,703 | -505 | $8,917 |
| SCHWAB STRATEGIC TR |
91,228 | -8,633 | $7,014 |
| SCHB | 91,228 | -8,633 | $7,014 |
| SCHWAB STRATEGIC TR |
106,776 | +14,777 | $5,390 |
| SCHO | 106,776 | +14,777 | $5,390 |
| SCHWAB STRATEGIC TR |
74,313 | -1,746 | $2,499 |
| SCHF | 74,313 | -1,746 | $2,499 |
| MICROSOFT CORP |
15,611 | -2,235 | $2,462 |
| MSFT | 15,611 | -2,235 | $2,462 |
| APPLE INC |
6,911 | -636 | $2,030 |
| AAPL | 6,911 | -636 | $2,030 |
| SCHWAB STRATEGIC TR |
36,564 | -2,270 | $2,008 |
| SCHR | 36,564 | -2,270 | $2,008 |
| VANGUARD INDEX FDS (VTI) |
11,239 | -95 | $1,839 |
| VTI | 11,239 | -95 | $1,839 |
| WALMART INC |
15,118 | -574 | $1,797 |
| WMT | 15,118 | -574 | $1,797 |
| ISHARES TR (IVV) |
5,499 | +1,338 | $1,777 |
| IVV | 5,499 | +1,338 | $1,777 |
| SELECT SECTOR SPDR TR (XLK) |
18,972 | -676 | $1,739 |
| XLK | 18,972 | -676 | $1,739 |
| HOME DEPOT INC |
7,761 | +1 | $1,695 |
| HD | 7,761 | +1 | $1,695 |
| DUKE ENERGY CORP NEW |
17,974 | +86 | $1,639 |
| DUK | 17,974 | +86 | $1,639 |
| HONEYWELL INTL INC |
8,507 | -5 | $1,506 |
| HON | 8,507 | -5 | $1,506 |
| AMAZON COM INC |
804 | -50 | $1,486 |
| AMZN | 804 | -50 | $1,486 |
| SCHWAB STRATEGIC TR |
26,894 | -3,992 | $1,437 |
| SCHZ | 26,894 | -3,992 | $1,437 |
| ALPHABET INC |
982 | -52 | $1,315 |
| GOOGL | 982 | -52 | $1,315 |
| SCHWAB STRATEGIC TR |
16,852 | +2,370 | $1,294 |
| SCHX | 16,852 | +2,370 | $1,294 |
| PROCTER & GAMBLE CO |
10,320 | -209 | $1,289 |
| PG | 10,320 | -209 | $1,289 |
| SCHWAB STRATEGIC TR |
45,326 | +1,919 | $1,241 |
| SCHE | 45,326 | +1,919 | $1,241 |
| SELECT SECTOR SPDR TR (XLF) |
40,299 | -1,076 | $1,240 |
| XLF | 40,299 | -1,076 | $1,240 |
| INVESCO QQQ TR |
5,493 | -50 | $1,168 |
| QQQ | 5,493 | -50 | $1,168 |
| DISNEY WALT CO |
7,761 | -1,334 | $1,122 |
| DIS | 7,761 | -1,334 | $1,122 |
| MCDONALDS CORP |
5,645 | -107 | $1,116 |
| MCD | 5,645 | -107 | $1,116 |
| INTEL CORP |
17,680 | -232 | $1,058 |
| INTC | 17,680 | -232 | $1,058 |
| ALPHABET INC |
781 | -48 | $1,044 |
| GOOG | 781 | -48 | $1,044 |
| SELECT SECTOR SPDR TR (XLI) |
12,345 | -758 | $1,006 |
| XLI | 12,345 | -758 | $1,006 |
| VANGUARD MALVERN FDS (VTIP) |
20,391 | +2,859 | $1,005 |
| VTIP | 20,391 | +2,859 | $1,005 |
| TRI CONTL CORP |
35,527 | -2,564 | $1,002 |
| TY | 35,527 | -2,564 | $1,002 |
| COCA COLA CO |
17,616 | UNCH | $975 |
| KO | 17,616 | UNCH | $975 |
| VANGUARD INTL EQUITY INDEX F (VT) |
12,038 | +365 | $975 |
| VT | 12,038 | +365 | $975 |
| EXXON MOBIL CORP |
13,979 | -2,086 | $975 |
| XOM | 13,979 | -2,086 | $975 |
| JOHNSON & JOHNSON |
6,648 | -192 | $970 |
| JNJ | 6,648 | -192 | $970 |
| VERIZON COMMUNICATIONS INC |
15,377 | -397 | $944 |
| VZ | 15,377 | -397 | $944 |
| SCHWAB STRATEGIC TR |
15,308 | -3,036 | $867 |
| SCHP | 15,308 | -3,036 | $867 |
| NEXTERA ENERGY INC |
3,486 | UNCH | $844 |
| NEE | 3,486 | UNCH | $844 |
| VANGUARD STAR FD (VXUS) |
14,946 | +47 | $832 |
| VXUS | 14,946 | +47 | $832 |
| SPDR SERIES TRUST (SPTS) |
27,216 | +501 | $815 |
| SPTS | 27,216 | +501 | $815 |
| ISHARES TR (MUB) |
6,860 | +615 | $781 |
| MUB | 6,860 | +615 | $781 |
| JPMORGAN CHASE & CO |
5,115 | -304 | $713 |
| JPM | 5,115 | -304 | $713 |
| BLACKROCK MUN 2030 TAR TERM |
29,083 | -200 | $704 |
| BTT | 29,083 | -200 | $704 |
| AT&T INC |
17,724 | -646 | $693 |
| T | 17,724 | -646 | $693 |
| MERCK & CO INC |
7,571 | UNCH | $689 |
| MRK | 7,571 | UNCH | $689 |
| ISHARES TR (AGG) |
5,967 | +158 | $671 |
| AGG | 5,967 | +158 | $671 |
| APPLIED MATLS INC |
10,988 | -915 | $671 |
| AMAT | 10,988 | -915 | $671 |
| NVIDIA CORP |
2,851 | -95 | $671 |
| NVDA | 2,851 | -95 | $671 |
| 3M CO |
3,752 | +65 | $662 |
| MMM | 3,752 | +65 | $662 |
| ADVANCED MICRO DEVICES INC |
13,814 | -366 | $634 |
| AMD | 13,814 | -366 | $634 |
| ABBOTT LABS |
7,192 | -208 | $625 |
| ABT | 7,192 | -208 | $625 |
| SOUTHERN CO |
9,805 | -25 | $625 |
| SO | 9,805 | -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 |
