Successful Portfolios

Successful Portfolios as of March 31, 2019

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 139 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Spdr S&p 500 Etf (SPY) 7.9 $7.2M 26k 282.47
Schwab U S Broad Market ETF (SCHB) 6.6 $6.1M 89k 68.05
Schwab Strategic Tr sht tm us tres (SCHO) 4.4 $4.1M 81k 50.19
Schwab International Equity ETF (SCHF) 2.4 $2.2M 70k 31.32
Microsoft Corporation (MSFT) 2.1 $2.0M 17k 117.95
Vanguard Total Stock Market ETF (VTI) 1.8 $1.7M 12k 144.68
Duke Energy (DUK) 1.8 $1.6M 18k 90.02
Wal-Mart Stores (WMT) 1.7 $1.5M 16k 97.53
Schwab Strategic Tr us aggregate b (SCHZ) 1.6 $1.5M 29k 51.89
Technology SPDR (XLK) 1.6 $1.5M 20k 74.02
Home Depot (HD) 1.6 $1.4M 7.5k 191.83
Amazon (AMZN) 1.6 $1.4M 796.00 1780.15
Honeywell International (HON) 1.5 $1.4M 8.6k 158.91
Apple (AAPL) 1.5 $1.4M 7.1k 189.92
Exxon Mobil Corporation (XOM) 1.4 $1.3M 16k 80.82
Procter & Gamble Company (PG) 1.2 $1.1M 10k 104.05
Schwab Strategic Tr intrm trm (SCHR) 1.2 $1.1M 20k 53.80
Alphabet Inc Class A cs (GOOGL) 1.1 $1.0M 888.00 1176.80
McDonald's Corporation (MCD) 1.1 $1.0M 5.4k 189.89
Industrial SPDR (XLI) 1.1 $1.0M 14k 75.06
Financial Select Sector SPDR (XLF) 1.1 $1.0M 40k 25.72
Tri-Continental Corporation (TY) 1.1 $1.0M 39k 26.29
Walt Disney Company (DIS) 1.1 $987k 8.9k 111.02
Schwab Strategic Tr us lrg cap etf (SCHX) 1.0 $949k 14k 67.61
Alphabet Inc Class C cs (GOOG) 1.0 $951k 811.00 1172.63
Schwab Emerging Markets Equity ETF (SCHE) 1.0 $944k 36k 26.01
Schwab Strategic Tr 0 (SCHP) 1.0 $935k 17k 55.00
Johnson & Johnson (JNJ) 1.0 $914k 6.5k 139.71
Intel Corporation (INTC) 1.0 $875k 16k 53.71
Verizon Communications (VZ) 0.9 $863k 15k 59.11
iShares S&P 500 Index (IVV) 0.9 $850k 3.0k 284.66
Vanguard Total World Stock Idx (VT) 0.9 $848k 12k 73.20
Coca-Cola Company (KO) 0.9 $823k 18k 46.88
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.8 $773k 15k 51.88
Spdr Ser Tr shrt trsry etf (SPTS) 0.8 $755k 25k 29.75
3M Company (MMM) 0.8 $722k 3.5k 207.65
Vanguard Malvern Fds strm infproidx (VTIP) 0.8 $709k 15k 48.70
Spdr Ser Tr cmn (FLRN) 0.8 $708k 23k 30.69
Valley National Ban (VLY) 0.8 $684k 71k 9.58
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.7 $646k 5.8k 111.19
BLACKROCK MUN TARGET TERM TR SHARES Of Ben (BTT) 0.7 $651k 29k 22.23
iShares Lehman Aggregate Bond (AGG) 0.7 $641k 5.9k 109.05
Nextera Energy (NEE) 0.7 $628k 3.3k 193.17
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.7 $629k 12k 52.13
Abbott Laboratories (ABT) 0.6 $581k 7.3k 79.96
Merck & Co (MRK) 0.6 $587k 7.1k 83.20
At&t (T) 0.6 $559k 18k 31.36
NVIDIA Corporation (NVDA) 0.6 $537k 3.0k 179.54
Altria (MO) 0.6 $536k 9.3k 57.47
Royal Dutch Shell 0.6 $525k 8.4k 62.62
Abbvie (ABBV) 0.6 $518k 6.4k 80.58
JPMorgan Chase & Co. (JPM) 0.6 $513k 5.1k 101.24
Cisco Systems (CSCO) 0.6 $502k 9.3k 53.95
Norfolk Southern (NSC) 0.5 $494k 2.6k 186.98
Vanguard Total Bond Market ETF (BND) 0.5 $495k 6.1k 81.25
Paypal Holdings (PYPL) 0.5 $493k 4.7k 103.94
Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $486k 36k 13.36
Chevron Corporation (CVX) 0.5 $479k 3.9k 123.26
PPG Industries (PPG) 0.5 $479k 4.2k 112.87
Applied Materials (AMAT) 0.5 $475k 12k 39.67
Vanguard Dividend Appreciation ETF (VIG) 0.5 $463k 4.2k 109.64
Southern Company (SO) 0.5 $436k 8.4k 51.68
iShares Barclays TIPS Bond Fund (TIP) 0.5 $440k 3.9k 113.08
ConocoPhillips (COP) 0.5 $427k 6.4k 66.72
Campbell Soup Company (CPB) 0.5 $421k 11k 38.10
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.5 $419k 5.0k 84.15
Schwab Strategic Tr us dividend eq (SCHD) 0.5 $424k 8.1k 52.32
Southwest Airlines (LUV) 0.5 $407k 7.8k 51.93
Pfizer (PFE) 0.4 $399k 9.4k 42.45
Waste Management (WM) 0.4 $395k 3.8k 104.03
iShares MSCI EAFE Index Fund (EFA) 0.4 $392k 6.1k 64.78
Walgreen Boots Alliance (WBA) 0.4 $389k 6.1k 63.28
Pepsi (PEP) 0.4 $388k 3.2k 122.59
Facebook Inc cl a (META) 0.4 $384k 2.3k 166.88
Pza etf (PZA) 0.4 $386k 15k 25.65
Dominion Resources (D) 0.4 $376k 4.9k 76.69
Advanced Micro Devices (AMD) 0.4 $374k 15k 25.55
BP (BP) 0.4 $356k 8.1k 43.70
UnitedHealth (UNH) 0.4 $358k 1.4k 247.41
Exelon Corporation (EXC) 0.4 $356k 7.1k 50.18
iShares Russell 2000 Index (IWM) 0.4 $360k 2.4k 153.19
United Parcel Service (UPS) 0.4 $350k 3.1k 111.75
stock 0.4 $345k 2.8k 124.46
Boeing Company (BA) 0.4 $340k 891.00 381.59
Citigroup (C) 0.4 $335k 5.4k 62.29
CSX Corporation (CSX) 0.4 $332k 4.4k 74.81
Union Pacific Corporation (UNP) 0.4 $326k 1.9k 167.35
Wec Energy Group (WEC) 0.4 $325k 4.1k 79.02
Amgen (AMGN) 0.3 $323k 1.7k 190.11
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.3 $310k 2.5k 123.36
Schwab U S Small Cap ETF (SCHA) 0.3 $313k 4.5k 70.04
International Business Machines (IBM) 0.3 $300k 2.1k 141.24
Utilities SPDR (XLU) 0.3 $301k 5.2k 58.18
Paychex (PAYX) 0.3 $289k 3.6k 80.12
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.3 $292k 6.0k 48.42
People's United Financial 0.3 $281k 17k 16.42
Philip Morris International (PM) 0.3 $279k 3.2k 88.52
Eaton Vance Risk Managed Diversified (ETJ) 0.3 $285k 31k 9.20
Phillips 66 (PSX) 0.3 $282k 3.0k 95.14
Suntrust Banks Inc $1.00 Par Cmn 0.3 $278k 4.7k 59.26
Blackrock Build America Bond Trust (BBN) 0.3 $277k 12k 22.43
Alibaba Group Holding (BABA) 0.3 $277k 1.5k 182.24
Dowdupont 0.3 $270k 5.1k 53.28
General Electric Company 0.3 $265k 27k 9.99
SPDR Dow Jones Industrial Average ETF (DIA) 0.3 $267k 1.0k 259.22
Equity Residential (EQR) 0.3 $255k 3.4k 75.22
Raytheon Company 0.3 $255k 1.4k 181.88
General Mills (GIS) 0.3 $237k 4.6k 51.74
Invesco S&p 500 Low Volatility Etf (SPLV) 0.3 $242k 4.6k 52.65
Costco Wholesale Corporation (COST) 0.2 $233k 961.00 242.46
Vanguard Intermediate-Term Bond ETF (BIV) 0.2 $226k 2.7k 83.92
Delta Air Lines (DAL) 0.2 $227k 4.4k 51.63
Nuveen Select Tax-Free Income Portfolio (NXP) 0.2 $230k 16k 14.65
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $227k 4.6k 49.20
Republic Services (RSG) 0.2 $221k 2.7k 80.42
Baxter International (BAX) 0.2 $217k 2.7k 81.27
Clorox Company (CLX) 0.2 $219k 1.4k 160.20
Chipotle Mexican Grill (CMG) 0.2 $215k 303.00 709.57
Ishares Tr cmn (STIP) 0.2 $216k 2.2k 99.54
Comcast Corporation (CMCSA) 0.2 $208k 5.2k 39.89
Corning Incorporated (GLW) 0.2 $211k 6.4k 33.11
Health Care SPDR (XLV) 0.2 $209k 2.3k 91.79
Air Products & Chemicals (APD) 0.2 $210k 1.1k 190.91
Danaher Corporation (DHR) 0.2 $214k 1.6k 132.26
SPDR S&P MidCap 400 ETF (MDY) 0.2 $207k 600.00 345.00
Goldman Sachs Etf Tr (GSLC) 0.2 $207k 3.6k 56.96
Constellation Brands (STZ) 0.2 $201k 1.1k 175.24
Spdr Series Trust dj ttl mkt etf (SPTM) 0.2 $204k 5.8k 35.23
Ford Motor Company (F) 0.2 $189k 22k 8.78
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) 0.2 $191k 34k 5.57
Annaly Capital Management 0.2 $179k 18k 9.98
Alpine Total Dynamicdivid Fd Com Sh Ben Int cef (AOD) 0.2 $180k 22k 8.24
Invesco Quality Municipal Inc Trust (IQI) 0.2 $174k 14k 12.14
Putnam Municipal Opportunities Trust (PMO) 0.2 $178k 15k 12.29
BlackRock MuniYield Investment Fund 0.2 $154k 11k 14.38
CenturyLink 0.1 $127k 11k 12.02
Goldcorp 0.1 $119k 10k 11.43
Sirius Xm Holdings 0.1 $76k 13k 5.66
B2gold Corp (BTG) 0.0 $31k 11k 2.78