Successful Portfolios

Successful Portfolios as of Dec. 31, 2020

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 182 positions in its portfolio as reported in the December 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 $11M 28k 373.90
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.6 $6.4M 124k 51.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.6 $5.0M 55k 90.99
Apple (AAPL) 3.0 $4.1M 31k 132.69
Microsoft Corporation (MSFT) 2.5 $3.5M 16k 222.44
Ishares Tr Core S&p500 Etf (IVV) 2.5 $3.4M 9.1k 375.40
Amazon (AMZN) 2.0 $2.7M 837.00 3256.87
Select Sector Spdr Tr Technology (XLK) 1.8 $2.5M 19k 130.01
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $2.3M 44k 51.09
Wal-Mart Stores (WMT) 1.5 $2.1M 15k 144.17
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $2.1M 11k 194.67
Ishares Tr Esg Awr Msci Usa (ESGU) 1.5 $2.1M 24k 86.03
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $2.0M 15k 138.11
Home Depot (HD) 1.4 $2.0M 7.6k 265.67
Ishares Tr Us Treas Bd Etf (GOVT) 1.3 $1.8M 67k 27.24
Honeywell International (HON) 1.3 $1.8M 8.3k 212.77
Walt Disney Company (DIS) 1.3 $1.7M 9.6k 181.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $1.7M 19k 90.96
Duke Energy Corp Com New (DUK) 1.2 $1.7M 19k 91.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $1.5M 43k 36.01
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.5M 870.00 1752.87
Procter & Gamble Company (PG) 1.1 $1.5M 11k 139.16
NVIDIA Corporation (NVDA) 1.0 $1.4M 2.7k 522.07
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.0 $1.4M 14k 100.10
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.3M 769.00 1751.63
McDonald's Corporation (MCD) 0.9 $1.3M 6.1k 214.58
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.9 $1.3M 22k 58.23
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.9 $1.2M 13k 88.58
Advanced Micro Devices (AMD) 0.8 $1.2M 13k 91.70
Paypal Holdings (PYPL) 0.8 $1.1M 4.7k 234.26
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.8 $1.1M 37k 29.49
Nextera Energy (NEE) 0.8 $1.1M 14k 77.12
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $1.1M 19k 55.18
Johnson & Johnson (JNJ) 0.8 $1.1M 6.7k 157.31
Tri-Continental Corporation (TY) 0.7 $1.0M 35k 29.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.0M 17k 60.18
Coca-Cola Company (KO) 0.7 $998k 18k 54.85
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $976k 11k 92.56
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $964k 9.6k 100.88
Ishares Esg Awr Msci Em (ESGE) 0.7 $939k 22k 42.00
Verizon Communications (VZ) 0.7 $912k 16k 58.73
Applied Materials (AMAT) 0.7 $910k 11k 86.26
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.6 $850k 28k 30.72
JPMorgan Chase & Co. (JPM) 0.6 $830k 6.5k 127.03
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $803k 6.8k 118.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $802k 14k 56.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $801k 26k 30.63
Abbott Laboratories (ABT) 0.6 $794k 7.2k 109.53
Intel Corporation (INTC) 0.6 $785k 16k 49.85
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.6 $782k 15k 54.07
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $735k 5.2k 141.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $718k 16k 45.44
Abbvie (ABBV) 0.5 $716k 6.7k 107.15
Ishares Tr National Mun Etf (MUB) 0.5 $697k 6.0k 117.14
Facebook Cl A (META) 0.5 $697k 2.6k 273.12
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.5 $687k 27k 25.70
Pepsi (PEP) 0.5 $664k 4.5k 148.35
Chipotle Mexican Grill (CMG) 0.5 $648k 467.00 1387.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $632k 7.2k 88.13
Norfolk Southern (NSC) 0.5 $631k 2.7k 237.58
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $614k 9.9k 62.07
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $597k 5.7k 104.43
PPG Industries (PPG) 0.4 $594k 4.1k 144.21
3M Company (MMM) 0.4 $593k 3.4k 174.67
Merck & Co (MRK) 0.4 $584k 7.1k 81.78
Southern Company (SO) 0.4 $580k 9.4k 61.45
United Parcel Service CL B (UPS) 0.4 $562k 3.3k 168.31
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $543k 2.3k 232.55
UnitedHealth (UNH) 0.4 $541k 1.5k 350.62
Ishares Tr Tips Bd Etf (TIP) 0.4 $533k 4.2k 127.63
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $530k 8.6k 61.75
At&t (T) 0.4 $528k 18k 28.74
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $523k 7.7k 67.90
Ishares Tr Mbs Etf (MBB) 0.4 $522k 4.7k 110.10
Ishares Tr Msci Usa Value (VLUE) 0.4 $522k 6.0k 86.99
Campbell Soup Company (CPB) 0.4 $499k 10k 48.33
Union Pacific Corporation (UNP) 0.4 $488k 2.3k 208.10
Boeing Company (BA) 0.3 $483k 2.3k 214.00
Nuveen Insured Tax-Free Adv Munici (NEA) 0.3 $478k 32k 15.09
Exxon Mobil Corporation (XOM) 0.3 $478k 12k 41.22
Amgen (AMGN) 0.3 $468k 2.0k 230.09
Pfizer (PFE) 0.3 $453k 12k 36.79
Ishares Tr Global Tech Etf (IXN) 0.3 $452k 1.5k 299.93
Bank of America Corporation (BAC) 0.3 $439k 15k 30.32
Albemarle Corporation (ALB) 0.3 $433k 2.9k 147.48
CSX Corporation (CSX) 0.3 $431k 4.8k 90.66
Ishares Tr Russell 2000 Etf (IWM) 0.3 $430k 2.2k 195.99
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $430k 5.0k 86.36
Newmont Mining Corporation (NEM) 0.3 $429k 7.2k 59.87
Micron Technology (MU) 0.3 $423k 5.6k 75.25
Waste Management (WM) 0.3 $421k 3.6k 117.83
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $420k 2.7k 157.89
Cisco Systems (CSCO) 0.3 $409k 9.2k 44.70
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $408k 15k 27.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $407k 7.4k 55.22
stock 0.3 $407k 2.4k 170.01
Cognex Corporation (CGNX) 0.3 $401k 5.0k 80.20
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $389k 6.2k 62.64
Delta Air Lines Inc Del Com New (DAL) 0.3 $388k 9.7k 40.20
Southwest Airlines (LUV) 0.3 $381k 8.2k 46.62
Costco Wholesale Corporation (COST) 0.3 $380k 1.0k 376.98
Altria (MO) 0.3 $377k 9.2k 41.02
Chevron Corporation (CVX) 0.3 $375k 4.4k 84.44
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $359k 1.1k 327.55
Raytheon Technologies Corp (RTX) 0.2 $344k 4.8k 71.52
Ishares Tr Msci Eafe Etf (EFA) 0.2 $339k 4.6k 73.01
Truist Financial Corp equities (TFC) 0.2 $338k 7.1k 47.89
Danaher Corporation (DHR) 0.2 $336k 1.5k 222.08
Dominion Resources (D) 0.2 $334k 4.4k 75.19
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $332k 2.5k 133.07
Paychex (PAYX) 0.2 $332k 3.6k 93.28
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.2 $330k 12k 26.94
Wec Energy Group (WEC) 0.2 $329k 3.6k 92.11
CVS Caremark Corporation (CVS) 0.2 $323k 4.7k 68.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $318k 1.0k 306.06
Parker-Hannifin Corporation (PH) 0.2 $315k 1.2k 272.02
Snap Cl A (SNAP) 0.2 $313k 6.2k 50.13
Intuit (INTU) 0.2 $311k 819.00 379.73
Ishares Tr Core Msci Eafe (IEFA) 0.2 $309k 4.5k 69.07
Citigroup Com New (C) 0.2 $308k 5.0k 61.72
Air Products & Chemicals (APD) 0.2 $307k 1.1k 272.89
Phillips 66 (PSX) 0.2 $300k 4.3k 69.88
Tesla Motors (TSLA) 0.2 $298k 422.00 706.16
International Business Machines (IBM) 0.2 $298k 2.4k 126.06
Exelon Corporation (EXC) 0.2 $294k 7.0k 42.27
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $294k 3.2k 91.76
Clorox Company (CLX) 0.2 $291k 1.4k 201.80
Twilio Cl A (TWLO) 0.2 $289k 855.00 338.01
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.2 $288k 8.0k 35.99
Enbridge (ENB) 0.2 $287k 9.0k 31.96
Equity Residential Sh Ben Int (EQR) 0.2 $285k 4.8k 59.23
Philip Morris International (PM) 0.2 $281k 3.4k 82.65
Dollar General (DG) 0.2 $280k 1.3k 210.05
Bristol Myers Squibb (BMY) 0.2 $280k 4.5k 61.99
Comcast Corp Cl A (CMCSA) 0.2 $279k 5.3k 52.35
General Mills (GIS) 0.2 $277k 4.7k 58.87
Skyworks Solutions (SWKS) 0.2 $266k 1.7k 152.79
Spdr Gold Tr Gold Shs (GLD) 0.2 $264k 1.5k 178.50
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.2 $257k 5.1k 50.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $254k 4.0k 64.16
Republic Services (RSG) 0.2 $249k 2.6k 96.18
Adobe Systems Incorporated (ADBE) 0.2 $245k 489.00 501.02
Twitter 0.2 $243k 4.5k 54.17
General Electric Company 0.2 $238k 22k 10.81
Starbucks Corporation (SBUX) 0.2 $237k 2.2k 106.80
Nike CL B (NKE) 0.2 $236k 1.7k 141.32
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $235k 5.1k 46.17
Bhp Group Sponsored Ads (BHP) 0.2 $233k 3.6k 65.36
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $232k 4.4k 52.48
Arthur J. Gallagher & Co. (AJG) 0.2 $231k 1.9k 123.53
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $230k 1.4k 161.40
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.2 $229k 7.5k 30.55
ConAgra Foods (CAG) 0.2 $229k 6.3k 36.23
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $228k 22k 10.38
Royal Dutch Shell Spons Adr A 0.2 $227k 6.5k 35.12
Corning Incorporated (GLW) 0.2 $227k 6.3k 36.03
Target Corporation (TGT) 0.2 $226k 1.3k 176.15
eBay (EBAY) 0.2 $225k 4.5k 50.34
Visa Com Cl A (V) 0.2 $221k 1.0k 219.03
Emerson Electric (EMR) 0.2 $217k 2.7k 80.19
Realty Income (O) 0.2 $216k 3.5k 62.14
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $216k 1.9k 113.27
Mastercard Incorporated Cl A (MA) 0.2 $213k 597.00 356.78
FedEx Corporation (FDX) 0.2 $212k 817.00 259.49
Westrock (WRK) 0.2 $210k 4.8k 43.54
ConocoPhillips (COP) 0.1 $208k 5.2k 40.05
Baxter International (BAX) 0.1 $205k 2.6k 80.39
BP Sponsored Adr (BP) 0.1 $204k 9.9k 20.51
SYSCO Corporation (SYY) 0.1 $202k 2.7k 74.24
People's United Financial 0.1 $200k 15k 12.96
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $198k 14k 13.72
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $194k 33k 5.88
Invesco Quality Municipal Inc Trust (IQI) 0.1 $183k 14k 13.04
Brookdale Senior Living (BKD) 0.1 $165k 37k 4.44
Ford Motor Company (F) 0.1 $161k 18k 8.79
Aberdeen Total Dynamic Divd Com Sh Ben Int (AOD) 0.1 $154k 17k 8.83
BlackRock MuniYield Investment Fund 0.1 $150k 11k 14.00
Annaly Capital Management 0.1 $138k 16k 8.43
Sirius Xm Holdings 0.1 $116k 18k 6.36
Fitbit Cl A 0.1 $73k 11k 6.76
B2gold Corp (BTG) 0.0 $62k 11k 5.58
Drive Shack (DSHK) 0.0 $31k 13k 2.38