Successful Portfolios
Latest statistics and disclosures from Successful Portfolios's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, BSV, SPY, VTI, AAPL, and represent 20.25% of Successful Portfolios's stock portfolio.
- Added to shares of these 10 stocks: BSV, HON, HONA, VBIL, BIV, SGOV, DELL, XLC, GBIL, VTI.
- Started 13 new stock positions in QCOM, LUV, VOE, VIRT, KLAC, IEMG, DELL, XLC, HONA, DVY. TSM, NUE, HON.
- Reduced shares in these 10 stocks: Honeywell International, SPY, BHP, SCHX, VXUS, NVDA, GOOGL, HPE, AMZN, AAPL.
- Sold out of its positions in Honeywell International, LDI.
- Successful Portfolios was a net buyer of stock by $6.0M.
- Successful Portfolios has $214M in assets under management (AUM), dropping by 18.03%.
- Central Index Key (CIK): 0001721780
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Portfolio Holdings for Successful Portfolios
Successful Portfolios holds 199 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $11M | +2% | 14k | 757.24 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.4 | $9.3M | +10% | 121k | 77.61 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.4 | $9.3M | 12k | 753.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.5 | $7.6M | +3% | 20k | 372.33 |
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| Apple (AAPL) | 2.9 | $6.2M | 20k | 315.78 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.8 | $6.1M | 33k | 185.59 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.8 | $6.1M | 208k | 29.17 |
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| NVIDIA Corporation (NVDA) | 2.7 | $5.8M | 29k | 204.26 |
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| Wal-Mart Stores (WMT) | 2.7 | $5.8M | 51k | 113.47 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.6 | $5.5M | +3% | 230k | 24.07 |
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| Micron Technology (MU) | 2.3 | $4.9M | 4.9k | 990.05 |
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| Advanced Micro Devices (AMD) | 2.1 | $4.5M | 8.2k | 549.54 |
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| Microsoft Corporation (MSFT) | 2.1 | $4.5M | 12k | 384.77 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.7 | $3.7M | +12% | 37k | 100.49 |
|
| Applied Materials (AMAT) | 1.7 | $3.7M | 6.1k | 597.37 |
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| Amazon (AMZN) | 1.5 | $3.3M | 13k | 246.25 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.4 | $3.0M | 52k | 58.04 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.0M | 8.4k | 358.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.9M | 8.3k | 355.85 |
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| Home Depot (HD) | 1.4 | $2.9M | 8.6k | 342.51 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.2 | $2.7M | -2% | 89k | 29.73 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.1 | $2.4M | +13% | 24k | 99.97 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $2.2M | -2% | 26k | 85.22 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $2.2M | +3% | 9.0k | 238.79 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.0 | $2.1M | 11k | 181.53 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.9 | $2.0M | +33% | 26k | 76.03 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.9 | $1.9M | 8.1k | 241.74 |
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| Duke Energy Corp Com New (DUK) | 0.9 | $1.9M | 15k | 125.42 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.9 | $1.9M | 92k | 20.93 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.9 | $1.9M | 20k | 94.72 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $1.9M | +6% | 12k | 157.34 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.8 | $1.7M | 31k | 55.63 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.8 | $1.7M | +2% | 71k | 24.50 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.8 | $1.7M | +7% | 17k | 101.35 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.6M | 1.3k | 1204.65 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $1.5M | +7% | 54k | 27.54 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $1.4M | 7.4k | 195.31 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.6 | $1.2M | +72% | 16k | 75.56 |
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| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.6 | $1.2M | +2% | 42k | 28.92 |
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| Abbvie (ABBV) | 0.6 | $1.2M | 4.9k | 249.01 |
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| Procter & Gamble Company (PG) | 0.6 | $1.2M | 8.2k | 146.95 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.5 | $1.2M | 23k | 49.65 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.1M | 4.2k | 258.11 |
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| Coca-Cola Company (KO) | 0.5 | $1.1M | 13k | 83.11 |
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| Nextera Energy (NEE) | 0.5 | $1.0M | 12k | 87.87 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $999k | +16% | 10k | 98.10 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $997k | 7.2k | 138.24 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $992k | -2% | 3.0k | 336.07 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $975k | +12% | 30k | 32.39 |
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| Corning Incorporated (GLW) | 0.4 | $961k | 5.0k | 191.94 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.4 | $936k | 44k | 21.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $934k | +3% | 2.5k | 377.37 |
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| McDonald's Corporation (MCD) | 0.4 | $925k | 3.4k | 275.57 |
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| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.4 | $922k | 40k | 23.08 |
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| Intel Corporation (INTC) | 0.4 | $899k | 8.1k | 111.28 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $896k | 5.4k | 165.52 |
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| Walt Disney Company (DIS) | 0.4 | $846k | 8.8k | 95.66 |
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| Chevron Corporation (CVX) | 0.4 | $818k | 4.7k | 175.11 |
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| Southern Company (SO) | 0.4 | $761k | 8.0k | 95.47 |
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| Meta Platforms Cl A (META) | 0.3 | $734k | 1.1k | 650.24 |
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| Honeywell International (HON) | 0.3 | $705k | NEW | 3.1k | 225.19 |
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| Ge Aerospace Com New (GE) | 0.3 | $698k | -2% | 1.9k | 359.09 |
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| Honeywell Aerospace (HONA) | 0.3 | $694k | NEW | 3.1k | 221.72 |
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| Sandisk Corp (SNDK) | 0.3 | $680k | 366.00 | 1858.27 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $678k | +20% | 936.00 | 724.63 |
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| Merck & Co (MRK) | 0.3 | $648k | 5.2k | 124.56 |
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| Western Digital (WDC) | 0.3 | $646k | 1.1k | 578.01 |
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| Costco Wholesale Corporation (COST) | 0.3 | $632k | -2% | 691.00 | 914.80 |
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| Ishares Tr Mbs Etf (MBB) | 0.3 | $620k | +16% | 6.6k | 93.74 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.3 | $604k | 11k | 54.89 |
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| Norfolk Southern (NSC) | 0.3 | $594k | 1.8k | 324.90 |
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| Newmont Mining Corporation (NEM) | 0.3 | $590k | 6.2k | 95.08 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.3 | $578k | 6.3k | 91.53 |
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| CSX Corporation (CSX) | 0.3 | $576k | 12k | 49.36 |
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| Pepsi (PEP) | 0.3 | $564k | 4.1k | 137.49 |
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| Cisco Systems (CSCO) | 0.3 | $556k | 4.6k | 119.72 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $555k | 7.6k | 72.78 |
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| Altria (MO) | 0.3 | $555k | 7.7k | 71.65 |
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| Tri-Continental Corporation (TY) | 0.3 | $546k | 15k | 35.50 |
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| Broadcom (AVGO) | 0.2 | $530k | 1.3k | 400.50 |
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| Truist Financial Corp equities (TFC) | 0.2 | $529k | 10k | 51.64 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $526k | 1.0k | 525.78 |
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| Waste Management (WM) | 0.2 | $510k | -3% | 2.2k | 232.18 |
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| Ge Vernova (GEV) | 0.2 | $508k | -2% | 471.00 | 1079.02 |
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| Freeport Mcmoran CL B (FCX) | 0.2 | $501k | 8.2k | 60.81 |
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| Bank of America Corporation (BAC) | 0.2 | $497k | -4% | 8.4k | 59.50 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $497k | +15% | 7.8k | 63.47 |
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| ConocoPhillips (COP) | 0.2 | $496k | 4.6k | 108.45 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $490k | -2% | 6.5k | 75.68 |
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| Union Pacific Corporation (UNP) | 0.2 | $488k | -3% | 1.7k | 286.40 |
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| UnitedHealth (UNH) | 0.2 | $477k | -3% | 1.1k | 428.55 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $467k | +2% | 6.2k | 75.66 |
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| Phillips 66 (PSX) | 0.2 | $464k | 2.5k | 189.21 |
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| Ciena Corp Com New (CIEN) | 0.2 | $462k | 1.0k | 462.34 |
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| Caterpillar (CAT) | 0.2 | $461k | 488.00 | 944.35 |
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| Abbott Laboratories (ABT) | 0.2 | $460k | 4.9k | 94.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $460k | 664.00 | 691.97 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $458k | 1.4k | 321.38 |
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| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.2 | $458k | 20k | 22.85 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $445k | -10% | 9.1k | 48.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $444k | 1.5k | 297.04 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $441k | 8.5k | 52.13 |
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| Constellation Energy (CEG) | 0.2 | $434k | -5% | 1.7k | 250.97 |
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| Amgen (AMGN) | 0.2 | $431k | +8% | 1.2k | 363.61 |
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| Lumentum Hldgs (LITE) | 0.2 | $418k | 532.00 | 785.77 |
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| Wells Fargo & Company (WFC) | 0.2 | $411k | 4.7k | 87.00 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $403k | 3.1k | 128.37 |
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| PPG Industries (PPG) | 0.2 | $399k | 3.4k | 116.32 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $397k | -5% | 4.8k | 83.48 |
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| International Business Machines (IBM) | 0.2 | $393k | 1.3k | 292.23 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $390k | 8.6k | 45.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $386k | -8% | 780.00 | 494.91 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $386k | 2.4k | 161.03 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $380k | 3.5k | 108.13 |
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| Allegheny Technologies Incorporated (ATI) | 0.2 | $377k | 2.0k | 188.36 |
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| eBay (EBAY) | 0.2 | $374k | 3.2k | 117.27 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $363k | 3.0k | 120.45 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $363k | -2% | 4.1k | 88.70 |
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| Goldman Sachs (GS) | 0.2 | $360k | 341.00 | 1055.28 |
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| Citigroup Com New (C) | 0.2 | $355k | -6% | 2.5k | 139.85 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $353k | +3% | 6.0k | 58.57 |
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| Philip Morris International (PM) | 0.2 | $351k | 1.9k | 181.33 |
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| 3M Company (MMM) | 0.2 | $344k | 2.2k | 156.05 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $343k | 30k | 11.60 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $340k | 3.0k | 111.63 |
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| Lennar Corp CL B (LEN.B) | 0.2 | $339k | 4.1k | 82.67 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $336k | -19% | 4.1k | 81.26 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $336k | 3.2k | 104.08 |
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| Jabil Circuit (JBL) | 0.2 | $333k | 1.0k | 332.07 |
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| Republic Services (RSG) | 0.2 | $330k | 1.5k | 218.96 |
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| Entergy Corporation (ETR) | 0.2 | $329k | 2.9k | 114.33 |
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| At&t (T) | 0.2 | $327k | -8% | 16k | 21.09 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $318k | +13% | 8.7k | 36.48 |
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| Wec Energy Group (WEC) | 0.1 | $314k | 2.7k | 114.94 |
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| Shell Spon Ads (SHEL) | 0.1 | $312k | 3.8k | 81.99 |
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| L3harris Technologies (LHX) | 0.1 | $308k | 1.1k | 290.01 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $308k | 885.00 | 347.59 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $306k | 1.6k | 195.37 |
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| Dell Technologies CL C (DELL) | 0.1 | $302k | NEW | 677.00 | 445.94 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $302k | 2.1k | 145.57 |
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| McKesson Corporation (MCK) | 0.1 | $302k | 375.00 | 803.96 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $299k | -5% | 1.1k | 283.70 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $298k | NEW | 2.7k | 111.61 |
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| Ares Capital Corporation (ARCC) | 0.1 | $294k | +14% | 16k | 18.60 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $292k | +3% | 3.0k | 97.71 |
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| M&T Bank Corporation (MTB) | 0.1 | $289k | 1.2k | 239.65 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $287k | +32% | 5.7k | 50.33 |
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| Gilead Sciences (GILD) | 0.1 | $286k | 2.2k | 132.36 |
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| Pfizer (PFE) | 0.1 | $285k | -7% | 12k | 24.22 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $282k | 1.1k | 253.46 |
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| Valley National Ban (VLY) | 0.1 | $275k | 19k | 14.64 |
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| Paychex (PAYX) | 0.1 | $274k | 2.6k | 106.72 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $270k | 7.3k | 36.79 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $265k | 1.5k | 174.35 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $263k | -13% | 5.3k | 49.65 |
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| PPL Corporation (PPL) | 0.1 | $260k | -6% | 7.3k | 35.78 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $259k | 13k | 19.70 |
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| Welltower Inc Com reit (WELL) | 0.1 | $258k | 1.1k | 232.06 |
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| Emerson Electric (EMR) | 0.1 | $253k | 1.8k | 138.31 |
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| Nucor Corporation (NUE) | 0.1 | $252k | NEW | 1.1k | 222.81 |
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| BP Sponsored Adr (BP) | 0.1 | $251k | 6.5k | 38.83 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $251k | 5.5k | 45.74 |
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| Valero Energy Corporation (VLO) | 0.1 | $249k | -2% | 885.00 | 281.01 |
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| Virtu Finl Cl A (VIRT) | 0.1 | $247k | NEW | 3.7k | 66.32 |
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| Exelon Corporation (EXC) | 0.1 | $244k | 5.2k | 46.56 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $238k | 24k | 9.77 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $238k | NEW | 1.5k | 159.01 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $237k | 1.7k | 143.09 |
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| Bristol Myers Squibb (BMY) | 0.1 | $235k | 4.1k | 57.69 |
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| Paypal Holdings (PYPL) | 0.1 | $234k | -3% | 5.1k | 45.61 |
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| Verizon Communications (VZ) | 0.1 | $233k | -3% | 5.5k | 42.21 |
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| Enbridge (ENB) | 0.1 | $228k | 4.2k | 54.62 |
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| AutoZone (AZO) | 0.1 | $228k | 75.00 | 3043.59 |
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| Qualcomm (QCOM) | 0.1 | $226k | NEW | 1.2k | 190.72 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $226k | 4.9k | 46.44 |
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| General Motors Company (GM) | 0.1 | $225k | 2.9k | 77.14 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $225k | NEW | 2.8k | 81.22 |
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| Southwest Airlines (LUV) | 0.1 | $225k | NEW | 4.6k | 49.10 |
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| Air Products & Chemicals (APD) | 0.1 | $223k | 747.00 | 299.01 |
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| Oracle Corporation (ORCL) | 0.1 | $221k | 1.5k | 143.52 |
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| Ross Stores (ROST) | 0.1 | $221k | 1.0k | 220.60 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $215k | NEW | 1.1k | 200.36 |
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| Kla Corp Com New (KLAC) | 0.1 | $215k | NEW | 930.00 | 231.20 |
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| Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $213k | 25k | 8.48 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $208k | 1.9k | 107.00 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $207k | -4% | 504.00 | 410.54 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $204k | NEW | 468.00 | 436.82 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $200k | 1.7k | 116.81 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.1 | $193k | -4% | 19k | 10.39 |
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| Japan Smaller Capitalizaion Fund (JOF) | 0.1 | $176k | 15k | 11.73 |
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| Blackrock Enhanced Intl Div Com Bene Inter (BGY) | 0.1 | $150k | 26k | 5.83 |
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| Ford Motor Company (F) | 0.1 | $144k | -11% | 10k | 13.86 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $143k | 15k | 9.54 |
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| Putnam Mun Opportunities Tr Sh Ben Int (PMO) | 0.1 | $143k | 13k | 10.64 |
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| Invesco Quality Municipal Inc Trust (IQI) | 0.1 | $136k | 13k | 10.23 |
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| Blackrock Tech And Private E Shs Ben Int (BTX) | 0.1 | $131k | 15k | 8.63 |
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| B2gold Corp (BTG) | 0.0 | $70k | 18k | 3.86 |
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| Ammo (POWW) | 0.0 | $26k | 11k | 2.44 |
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| Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) | 0.0 | $15k | 15k | 0.98 |
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Past Filings by Successful Portfolios
SEC 13F filings are viewable for Successful Portfolios going back to 2017
- Successful Portfolios 2026 Q2 filed July 14, 2026
- Successful Portfolios 2026 Q1 filed April 13, 2026
- Successful Portfolios 2025 Q4 filed Jan. 23, 2026
- Successful Portfolios 2025 Q3 filed Oct. 15, 2025
- Successful Portfolios 2025 Q2 filed July 21, 2025
- Successful Portfolios 2025 Q1 filed April 11, 2025
- Successful Portfolios 2024 Q4 filed Jan. 16, 2025
- Successful Portfolios 2024 Q3 filed Oct. 9, 2024
- Successful Portfolios 2024 Q2 filed July 12, 2024
- Successful Portfolios 2024 Q1 filed April 18, 2024
- Successful Portfolios 2023 Q4 filed Jan. 18, 2024
- Successful Portfolios 2023 Q3 filed Oct. 11, 2023
- Successful Portfolios 2023 Q2 filed July 20, 2023
- Successful Portfolios 2023 Q1 filed April 24, 2023
- Successful Portfolios 2022 Q4 filed Jan. 27, 2023
- Successful Portfolios 2022 Q3 filed Oct. 12, 2022