Successful Portfolios

Successful Portfolios as of March 31, 2021

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 196 positions in its portfolio as reported in the March 2021 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) 7.4 $11M 28k 396.32
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.3 $6.6M 128k 51.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.6 $5.4M 56k 96.71
Microsoft Corporation (MSFT) 2.6 $4.0M 17k 235.79
Apple (AAPL) 2.5 $3.8M 31k 122.15
Ishares Tr Core S&p500 Etf (IVV) 1.9 $2.9M 7.4k 397.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.8 $2.8M 54k 51.53
Amazon (AMZN) 1.7 $2.6M 836.00 3094.50
Select Sector Spdr Tr Technology (XLK) 1.6 $2.5M 19k 132.78
Home Depot (HD) 1.5 $2.3M 7.6k 305.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $2.3M 24k 96.02
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $2.3M 11k 206.69
Ishares Tr Us Treas Bd Etf (GOVT) 1.4 $2.2M 83k 26.19
Wal-Mart Stores (WMT) 1.4 $2.1M 15k 135.82
Ishares Tr Esg Awr Msci Usa (ESGU) 1.3 $2.0M 22k 90.85
Duke Energy Corp Com New (DUK) 1.2 $1.9M 19k 96.55
Walt Disney Company (DIS) 1.2 $1.8M 10k 184.50
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.8M 882.00 2062.36
Honeywell International (HON) 1.2 $1.8M 8.3k 217.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.1 $1.7M 13k 130.04
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $1.6M 43k 37.62
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.6M 765.00 2067.97
Ishares Tr Core Total Usd (IUSB) 1.0 $1.5M 29k 52.77
Procter & Gamble Company (PG) 1.0 $1.5M 11k 135.43
NVIDIA Corporation (NVDA) 0.9 $1.4M 2.6k 534.01
McDonald's Corporation (MCD) 0.9 $1.4M 6.2k 224.11
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.9 $1.4M 14k 100.13
Applied Materials (AMAT) 0.9 $1.3M 9.8k 133.57
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.8 $1.3M 37k 34.04
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.8 $1.3M 22k 56.42
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $1.2M 23k 54.67
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.8 $1.2M 13k 98.45
Paypal Holdings (PYPL) 0.8 $1.2M 5.0k 242.77
Johnson & Johnson (JNJ) 0.8 $1.2M 7.1k 164.35
Tri-Continental Corporation (TY) 0.7 $1.1M 35k 32.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.1M 18k 62.70
Nextera Energy (NEE) 0.7 $1.1M 14k 75.58
Advanced Micro Devices (AMD) 0.7 $1.1M 13k 78.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $1.0M 11k 97.31
JPMorgan Chase & Co. (JPM) 0.7 $1.0M 6.7k 152.22
Intel Corporation (INTC) 0.7 $991k 16k 64.01
Coca-Cola Company (KO) 0.6 $969k 18k 52.72
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $966k 6.6k 147.10
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $962k 9.6k 100.44
Verizon Communications (VZ) 0.6 $908k 16k 58.13
Abbott Laboratories (ABT) 0.6 $869k 7.2k 119.88
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.6 $846k 28k 30.66
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $831k 26k 31.78
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.5 $800k 15k 53.34
Ishares Esg Awr Msci Em (ESGE) 0.5 $787k 18k 43.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $781k 15k 53.94
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $774k 6.8k 113.89
Ishares Tr Eafe Value Etf (EFV) 0.5 $737k 15k 50.94
Abbvie (ABBV) 0.5 $722k 6.7k 108.18
Norfolk Southern (NSC) 0.5 $713k 2.7k 268.55
Ishares Tr National Mun Etf (MUB) 0.5 $690k 6.0k 115.97
Facebook Cl A (META) 0.5 $687k 2.3k 294.34
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.4 $674k 27k 25.43
Chipotle Mexican Grill (CMG) 0.4 $659k 464.00 1420.26
3M Company (MMM) 0.4 $655k 3.4k 192.76
Exxon Mobil Corporation (XOM) 0.4 $641k 12k 55.85
Southern Company (SO) 0.4 $640k 10k 62.14
PPG Industries (PPG) 0.4 $620k 4.1k 150.34
Micron Technology (MU) 0.4 $619k 7.0k 88.24
Schwab Strategic Tr Us Tips Etf (SCHP) 0.4 $618k 10k 61.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $608k 7.2k 84.79
Ishares Tr Msci Usa Value (VLUE) 0.4 $605k 5.9k 102.54
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $604k 5.7k 105.65
UnitedHealth (UNH) 0.4 $571k 1.5k 371.99
Ishares Tr Mbs Etf (MBB) 0.4 $570k 5.3k 108.47
United Parcel Service CL B (UPS) 0.4 $566k 3.3k 170.02
At&t (T) 0.4 $566k 19k 30.28
Boeing Company (BA) 0.4 $559k 2.2k 254.67
Alibaba Group Hldg Sponsored Ads (BABA) 0.4 $557k 2.5k 226.79
Bank of America Corporation (BAC) 0.4 $553k 14k 38.71
Merck & Co (MRK) 0.4 $549k 7.1k 77.05
Pepsi (PEP) 0.4 $532k 3.8k 141.45
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $524k 3.3k 160.79
Ishares Tr Tips Bd Etf (TIP) 0.3 $524k 4.2k 125.48
Union Pacific Corporation (UNP) 0.3 $522k 2.4k 220.25
Campbell Soup Company (CPB) 0.3 $519k 10k 50.32
Paychex (PAYX) 0.3 $519k 5.3k 98.09
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $518k 8.8k 59.17
Amgen (AMGN) 0.3 $513k 2.1k 248.91
Southwest Airlines (LUV) 0.3 $496k 8.1k 61.02
Ishares Tr Russell 2000 Etf (IWM) 0.3 $485k 2.2k 221.06
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $478k 4.4k 108.64
Chevron Corporation (CVX) 0.3 $477k 4.6k 104.70
Altria (MO) 0.3 $473k 9.2k 51.19
Nuveen Insured Tax-Free Adv Munici (NEA) 0.3 $469k 32k 14.80
Cisco Systems (CSCO) 0.3 $468k 9.1k 51.71
Delta Air Lines Inc Del Com New (DAL) 0.3 $460k 9.5k 48.31
Waste Management (WM) 0.3 $460k 3.6k 129.10
CSX Corporation (CSX) 0.3 $458k 4.8k 96.34
Ishares Tr Global Tech Etf (IXN) 0.3 $453k 1.5k 307.74
Pfizer (PFE) 0.3 $447k 12k 36.20
Newmont Mining Corporation (NEM) 0.3 $432k 7.2k 60.30
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $429k 5.0k 86.16
Cognex Corporation (CGNX) 0.3 $415k 5.0k 83.00
Truist Financial Corp equities (TFC) 0.3 $414k 7.1k 58.34
Albemarle Corporation (ALB) 0.3 $406k 2.8k 146.25
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $403k 15k 26.78
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $400k 7.3k 54.64
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $398k 5.8k 69.21
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $398k 6.2k 64.09
Raytheon Technologies Corp (RTX) 0.3 $385k 5.0k 77.34
CVS Caremark Corporation (CVS) 0.2 $364k 4.8k 75.30
Costco Wholesale Corporation (COST) 0.2 $363k 1.0k 353.11
Citigroup Com New (C) 0.2 $361k 5.0k 72.78
Parker-Hannifin Corporation (PH) 0.2 $358k 1.1k 315.70
Ishares Tr Msci Eafe Etf (EFA) 0.2 $352k 4.6k 75.81
Phillips 66 (PSX) 0.2 $350k 4.3k 81.53
Equity Residential Sh Ben Int (EQR) 0.2 $348k 4.9k 71.72
Danaher Corporation (DHR) 0.2 $347k 1.5k 224.89
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $343k 1.0k 330.13
Walgreen Boots Alliance (WBA) 0.2 $339k 6.2k 54.87
stock 0.2 $338k 2.5k 135.53
Adobe Systems Incorporated (ADBE) 0.2 $335k 705.00 475.18
Dominion Resources (D) 0.2 $334k 4.4k 75.87
Wec Energy Group (WEC) 0.2 $333k 3.6k 93.46
International Business Machines (IBM) 0.2 $328k 2.5k 133.12
Enbridge (ENB) 0.2 $326k 9.0k 36.37
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $324k 2.5k 129.96
Skyworks Solutions (SWKS) 0.2 $321k 1.7k 183.64
Air Products & Chemicals (APD) 0.2 $317k 1.1k 281.78
Intuit (INTU) 0.2 $316k 826.00 382.57
Exelon Corporation (EXC) 0.2 $309k 7.1k 43.79
Wells Fargo & Company (WFC) 0.2 $308k 7.9k 39.11
Kimberly-Clark Corporation (KMB) 0.2 $306k 2.2k 139.22
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.2 $302k 12k 24.65
Philip Morris International (PM) 0.2 $302k 3.4k 88.82
General Electric Company 0.2 $300k 23k 13.14
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $300k 6.1k 49.26
General Mills (GIS) 0.2 $295k 4.8k 61.39
Twilio Cl A (TWLO) 0.2 $291k 855.00 340.35
Comcast Corp Cl A (CMCSA) 0.2 $288k 5.3k 54.03
Tesla Motors (TSLA) 0.2 $285k 427.00 667.45
Snap Cl A (SNAP) 0.2 $282k 5.4k 52.22
Twitter 0.2 $280k 4.4k 63.64
Clorox Company (CLX) 0.2 $280k 1.5k 192.84
Bristol Myers Squibb (BMY) 0.2 $279k 4.4k 63.16
People's United Financial 0.2 $276k 15k 17.89
ConocoPhillips (COP) 0.2 $275k 5.2k 52.96
Corning Incorporated (GLW) 0.2 $274k 6.3k 43.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $268k 3.7k 73.00
Dollar General (DG) 0.2 $263k 1.3k 202.78
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.2 $257k 7.9k 32.52
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $256k 774.00 330.75
Republic Services (RSG) 0.2 $256k 2.6k 99.34
Medtronic SHS (MDT) 0.2 $256k 2.2k 118.30
Target Corporation (TGT) 0.2 $254k 1.3k 197.97
eBay (EBAY) 0.2 $248k 4.1k 61.23
Bhp Group Sponsored Ads (BHP) 0.2 $247k 3.6k 69.28
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $246k 2.1k 116.75
Westrock (WRK) 0.2 $246k 4.7k 52.07
Emerson Electric (EMR) 0.2 $244k 2.7k 90.17
Starbucks Corporation (SBUX) 0.2 $243k 2.2k 109.41
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $243k 5.3k 45.76
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.2 $240k 7.8k 30.70
ConAgra Foods (CAG) 0.2 $238k 6.3k 37.65
FedEx Corporation (FDX) 0.2 $238k 837.00 284.35
General Motors Company (GM) 0.2 $237k 4.1k 57.55
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $236k 22k 10.76
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.2 $235k 4.7k 50.17
Genuine Parts Company (GPC) 0.2 $234k 2.0k 115.38
Royal Dutch Shell Spons Adr A 0.2 $232k 5.9k 39.24
Arthur J. Gallagher & Co. (AJG) 0.2 $232k 1.9k 124.80
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $228k 4.4k 51.57
Realty Income (O) 0.1 $225k 3.5k 63.43
Toronto Dominion Bk Ont Com New (TD) 0.1 $225k 3.5k 65.18
Ford Motor Company (F) 0.1 $222k 18k 12.27
Nike CL B (NKE) 0.1 $222k 1.7k 132.93
Spdr Gold Tr Gold Shs (GLD) 0.1 $221k 1.4k 160.26
BP Sponsored Adr (BP) 0.1 $218k 9.0k 24.32
Hp (HPQ) 0.1 $216k 6.8k 31.77
Baxter International (BAX) 0.1 $214k 2.5k 84.29
SYSCO Corporation (SYY) 0.1 $214k 2.7k 78.88
Automatic Data Processing (ADP) 0.1 $214k 1.1k 188.55
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $214k 1.6k 135.70
Mastercard Incorporated Cl A (MA) 0.1 $213k 597.00 356.78
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $210k 5.9k 35.55
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $208k 2.6k 79.06
Expeditors International of Washington (EXPD) 0.1 $204k 1.9k 107.82
Nexpoint Residential Tr (NXRT) 0.1 $203k 4.4k 46.14
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $202k 4.1k 49.51
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $200k 33k 6.07
Brookdale Senior Living (BKD) 0.1 $200k 33k 6.04
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $193k 14k 13.38
Invesco Quality Municipal Inc Trust (IQI) 0.1 $182k 14k 12.97
Aberdeen Total Dynamic Divd Com Sh Ben Int (AOD) 0.1 $157k 17k 9.54
BlackRock MuniYield Investment Fund 0.1 $149k 11k 13.91
Annaly Capital Management 0.1 $139k 16k 8.60
Sirius Xm Holdings 0.1 $115k 19k 6.08
Drive Shack (DSHK) 0.1 $111k 35k 3.20
Neuberger Berman Mlp Income (NML) 0.0 $53k 13k 4.17
B2gold Corp (BTG) 0.0 $47k 11k 4.30