Successful Portfolios

Successful Portfolios as of June 30, 2020

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 164 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.5 $8.6M 28k 308.34
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.2 $6.0M 116k 51.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.9 $4.5M 61k 73.47
Microsoft Corporation (MSFT) 3.0 $3.4M 17k 203.53
Ishares Tr Core S&p500 Etf (IVV) 2.5 $2.9M 9.3k 309.74
Apple (AAPL) 2.5 $2.9M 7.9k 364.80
Amazon (AMZN) 2.1 $2.4M 858.00 2758.74
Select Sector Spdr Tr Technology (XLK) 1.8 $2.0M 19k 104.51
Home Depot (HD) 1.7 $2.0M 7.9k 250.54
Wal-Mart Stores (WMT) 1.6 $1.8M 15k 119.76
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.7M 11k 156.55
Duke Energy Corp Com New (DUK) 1.3 $1.5M 19k 79.88
Ishares Tr Us Treas Bd Etf (GOVT) 1.3 $1.5M 52k 28.00
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.2 $1.4M 14k 100.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.2 $1.4M 10k 134.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $1.3M 45k 29.74
Ishares Tr Esg Msci Usa Etf (ESGU) 1.2 $1.3M 19k 69.97
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $1.3M 18k 74.08
Procter & Gamble Company (PG) 1.1 $1.3M 11k 119.57
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $1.3M 26k 50.16
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.3M 904.00 1418.14
Schwab Strategic Tr Intrm Trm Tres (SCHR) 1.1 $1.2M 21k 58.76
Honeywell International (HON) 1.1 $1.2M 8.5k 144.55
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.1M 800.00 1413.75
Disney Walt Com Disney (DIS) 1.0 $1.1M 9.9k 111.49
McDonald's Corporation (MCD) 0.9 $1.1M 5.8k 184.41
Intel Corporation (INTC) 0.9 $1.0M 17k 59.81
NVIDIA Corporation (NVDA) 0.9 $1.0M 2.7k 379.84
Johnson & Johnson (JNJ) 0.8 $966k 6.9k 140.61
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.8 $928k 14k 68.72
Tri-Continental Corporation (TY) 0.8 $893k 36k 24.71
Nextera Energy (NEE) 0.8 $876k 3.6k 240.20
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.8 $875k 38k 23.14
Verizon Communications (VZ) 0.7 $851k 15k 55.11
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.7 $850k 28k 30.72
Paypal Holdings (PYPL) 0.7 $813k 4.7k 174.16
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $802k 9.6k 83.14
Coca-Cola Company (KO) 0.7 $795k 18k 44.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $780k 16k 49.19
Ishares Tr Sh Tr Crport Etf (IGSB) 0.7 $779k 14k 54.72
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $769k 6.5k 118.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $750k 10k 74.84
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $710k 13k 56.22
Ishares Tr National Mun Etf (MUB) 0.6 $686k 5.9k 115.39
Abbott Laboratories (ABT) 0.6 $673k 7.4k 91.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $667k 27k 24.37
Advanced Micro Devices (AMD) 0.6 $656k 13k 52.59
Abbvie (ABBV) 0.6 $656k 6.7k 98.19
Applied Materials (AMAT) 0.6 $640k 11k 60.42
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.6 $635k 27k 23.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $633k 7.2k 88.27
Facebook Cl A (META) 0.5 $620k 2.7k 227.19
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $615k 10k 59.99
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $613k 5.2k 117.16
JPMorgan Chase & Co. (JPM) 0.5 $612k 6.5k 94.14
Merck & Co (MRK) 0.5 $600k 7.8k 77.29
Ishares Esg Msci Em Etf (ESGE) 0.5 $578k 18k 32.05
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $575k 5.6k 102.35
Exxon Mobil Corporation (XOM) 0.5 $565k 13k 44.68
3M Company (MMM) 0.5 $560k 3.6k 156.08
Pepsi (PEP) 0.5 $554k 4.2k 132.22
Alibaba Group Hldg Sponsored Ads (BABA) 0.5 $547k 2.5k 215.52
At&t (T) 0.5 $543k 18k 30.24
Boeing Company (BA) 0.5 $525k 2.9k 183.37
Ishares Tr Tips Bd Etf (TIP) 0.5 $523k 4.3k 123.03
Campbell Soup Company (CPB) 0.5 $515k 10k 49.67
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $501k 12k 42.90
Southern Company (SO) 0.4 $492k 9.5k 51.81
Ishares Tr Msci Min Vol Etf (USMV) 0.4 $491k 8.1k 60.64
stock 0.4 $490k 2.5k 198.86
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.4 $477k 9.5k 50.02
Amgen (AMGN) 0.4 $475k 2.0k 236.08
Norfolk Southern (NSC) 0.4 $466k 2.7k 175.45
UnitedHealth (UNH) 0.4 $460k 1.6k 295.25
Cisco Systems (CSCO) 0.4 $458k 9.8k 46.63
Ishares Tr Mbs Etf (MBB) 0.4 $455k 4.1k 110.81
Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $440k 32k 13.89
Newmont Mining Corporation (NEM) 0.4 $439k 7.1k 61.78
PPG Industries (PPG) 0.4 $437k 4.1k 106.09
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $431k 5.0k 86.56
Ishares Tr Intrm Tr Crp Etf (IGIB) 0.4 $411k 6.8k 60.42
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $400k 15k 26.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $399k 7.4k 54.14
Union Pacific Corporation (UNP) 0.3 $389k 2.3k 168.98
Waste Management (WM) 0.3 $386k 3.6k 105.78
Dominion Resources (D) 0.3 $384k 4.7k 81.17
Pfizer (PFE) 0.3 $382k 12k 32.73
United Parcel Service CL B (UPS) 0.3 $371k 3.3k 111.11
Chipotle Mexican Grill (CMG) 0.3 $369k 351.00 1051.28
Altria (MO) 0.3 $364k 9.3k 39.23
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $352k 2.2k 163.72
Ishares Tr Global Tech Etf (IXN) 0.3 $341k 1.4k 235.50
Ishares Tr Edge Msci Usa Vl (VLUE) 0.3 $338k 4.7k 72.36
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $334k 2.5k 133.87
CSX Corporation (CSX) 0.3 $332k 4.8k 69.72
Wec Energy Group (WEC) 0.3 $331k 3.8k 87.75
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $325k 5.8k 56.42
Raytheon Technologies Corp (RTX) 0.3 $322k 5.2k 61.59
Clorox Company (CLX) 0.3 $317k 1.4k 219.07
CVS Caremark Corporation (CVS) 0.3 $317k 4.9k 65.03
Ishares Tr Russell 2000 Etf (IWM) 0.3 $314k 2.2k 143.12
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $307k 5.9k 51.80
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.3 $305k 12k 24.90
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.3 $305k 8.3k 36.67
General Mills (GIS) 0.3 $303k 4.9k 61.59
Costco Wholesale Corporation (COST) 0.3 $298k 982.00 303.46
Phillips 66 (PSX) 0.3 $298k 4.1k 71.89
Micron Technology (MU) 0.3 $291k 5.6k 51.59
Air Products & Chemicals (APD) 0.3 $289k 1.2k 241.44
Paychex (PAYX) 0.3 $288k 3.8k 75.79
Bank of America Corporation (BAC) 0.3 $286k 12k 23.78
Ishares Tr Msci Eafe Etf (EFA) 0.2 $284k 4.7k 60.89
Delta Air Lines Inc Del Com New (DAL) 0.2 $283k 10k 28.01
International Business Machines (IBM) 0.2 $277k 2.3k 120.75
Chevron Corporation (CVX) 0.2 $276k 3.1k 89.23
Danaher Corporation (DHR) 0.2 $276k 1.6k 176.58
Truist Financial Corp equities (TFC) 0.2 $276k 7.4k 37.55
Southwest Airlines (LUV) 0.2 $273k 8.0k 34.12
Citigroup Com New (C) 0.2 $271k 5.3k 51.05
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $268k 1.0k 257.94
ConocoPhillips (COP) 0.2 $266k 6.3k 42.08
Bristol Myers Squibb (BMY) 0.2 $266k 4.5k 58.89
Dollar General (DG) 0.2 $264k 1.4k 190.75
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.2 $259k 8.5k 30.44
Albemarle Corporation (ALB) 0.2 $259k 3.4k 77.22
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $252k 952.00 264.71
Exelon Corporation (EXC) 0.2 $252k 7.0k 36.23
Skyworks Solutions (SWKS) 0.2 $245k 1.9k 128.07
Intuit (INTU) 0.2 $243k 821.00 295.98
Philip Morris International (PM) 0.2 $238k 3.4k 70.00
Constellation Brands Cl A (STZ) 0.2 $236k 1.4k 174.69
Parker-Hannifin Corporation (PH) 0.2 $236k 1.3k 182.95
Royal Dutch Shell Spons Adr A 0.2 $236k 7.2k 32.70
Visa Com Cl A (V) 0.2 $234k 1.2k 193.39
Snap Cl A (SNAP) 0.2 $233k 9.9k 23.51
BP Sponsored Adr (BP) 0.2 $231k 9.9k 23.30
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $228k 4.4k 51.57
Baxter International (BAX) 0.2 $227k 2.6k 86.25
eBay (EBAY) 0.2 $224k 4.3k 52.46
ConAgra Foods (CAG) 0.2 $222k 6.3k 35.12
Enbridge (ENB) 0.2 $221k 7.3k 30.46
Republic Services (RSG) 0.2 $219k 2.7k 81.99
Realty Income (O) 0.2 $217k 3.6k 59.57
Comcast Corp Cl A (CMCSA) 0.2 $215k 5.5k 38.94
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $210k 22k 9.56
Equity Residential Sh Ben Int (EQR) 0.2 $209k 3.6k 58.81
Gilead Sciences (GILD) 0.2 $207k 2.7k 76.87
Adobe Systems Incorporated (ADBE) 0.2 $204k 468.00 435.90
People's United Financial 0.2 $187k 16k 11.59
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.2 $185k 15k 12.78
General Electric Company 0.2 $171k 25k 6.84
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $169k 33k 5.13
Invesco Quality Municipal Inc Trust (IQI) 0.1 $167k 14k 11.90
Ford Motor Company (F) 0.1 $153k 25k 6.07
BlackRock MuniYield Investment Fund 0.1 $144k 11k 13.44
Aberdeen Total Dynamic Divd Com Sh Ben Int (AOD) 0.1 $138k 18k 7.71
Annaly Capital Management 0.1 $120k 18k 6.54
Host Hotels & Resorts (HST) 0.1 $114k 11k 10.78
Valley National Ban (VLY) 0.1 $109k 14k 7.85
Sirius Xm Holdings 0.1 $106k 18k 5.89
Brookdale Senior Living (BKD) 0.1 $101k 34k 2.95
Realogy Hldgs (HOUS) 0.1 $74k 10k 7.40
Fitbit Cl A 0.1 $70k 11k 6.45
B2gold Corp (BTG) 0.1 $63k 11k 5.67