Successful Portfolios

Successful Portfolios as of March 31, 2022

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 206 positions in its portfolio as reported in the March 2022 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) 6.9 $12M 27k 451.64
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.1 $8.9M 180k 49.54
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.1 $7.2M 134k 53.39
Apple (AAPL) 3.0 $5.4M 31k 174.62
Microsoft Corporation (MSFT) 2.9 $5.2M 17k 308.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.4 $4.2M 78k 53.86
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $3.5M 68k 51.21
Ishares Tr Core Total Usd (IUSB) 1.9 $3.4M 69k 49.63
Select Sector Spdr Tr Technology (XLK) 1.7 $3.0M 19k 158.94
Ishares Tr Core S&p500 Etf (IVV) 1.6 $2.8M 6.2k 453.67
NVIDIA Corporation (NVDA) 1.6 $2.8M 10k 272.83
Amazon (AMZN) 1.6 $2.8M 846.00 3261.23
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.5M 902.00 2779.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $2.5M 11k 227.67
Ishares Tr Us Treas Bd Etf (GOVT) 1.4 $2.5M 100k 24.91
Wal-Mart Stores (WMT) 1.3 $2.4M 16k 148.95
Home Depot (HD) 1.3 $2.4M 7.9k 299.28
Duke Energy Corp Com New (DUK) 1.3 $2.2M 20k 111.68
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.1M 735.00 2794.56
Procter & Gamble Company (PG) 0.9 $1.6M 11k 152.80
Honeywell International (HON) 0.9 $1.6M 8.4k 194.54
Advanced Micro Devices (AMD) 0.9 $1.6M 15k 109.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.6M 42k 36.73
Walt Disney Company (DIS) 0.9 $1.5M 11k 137.13
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $1.5M 15k 101.35
McDonald's Corporation (MCD) 0.8 $1.4M 5.7k 247.20
Select Sector Spdr Tr Financial (XLF) 0.8 $1.4M 37k 38.33
Johnson & Johnson (JNJ) 0.8 $1.4M 7.8k 177.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.4M 23k 59.73
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.8 $1.3M 14k 99.93
Applied Materials (AMAT) 0.8 $1.3M 10k 131.81
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $1.3M 12k 103.02
Coca-Cola Company (KO) 0.7 $1.3M 20k 62.02
Abbvie (ABBV) 0.7 $1.2M 7.6k 162.11
Nextera Energy (NEE) 0.7 $1.2M 15k 84.68
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.2M 9.8k 124.58
Abbott Laboratories (ABT) 0.6 $1.1M 9.6k 118.37
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.1M 6.9k 162.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $1.1M 21k 51.73
Tri-Continental Corporation (TY) 0.6 $1.1M 35k 30.84
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.6 $1.1M 20k 53.25
Ishares Tr Eafe Value Etf (EFV) 0.6 $1.1M 21k 50.25
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.0M 10k 101.33
Pepsi (PEP) 0.6 $981k 5.9k 167.35
Exxon Mobil Corporation (XOM) 0.5 $942k 11k 82.58
JPMorgan Chase & Co. (JPM) 0.5 $932k 6.8k 136.30
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $924k 16k 59.23
Chevron Corporation (CVX) 0.5 $860k 5.3k 162.88
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.5 $852k 29k 29.64
Intel Corporation (INTC) 0.5 $850k 17k 49.56
Pfizer (PFE) 0.4 $763k 15k 51.75
Southern Company (SO) 0.4 $756k 10k 72.52
Chipotle Mexican Grill (CMG) 0.4 $755k 477.00 1582.81
Norfolk Southern (NSC) 0.4 $754k 2.6k 285.07
stock 0.4 $749k 5.0k 148.70
UnitedHealth (UNH) 0.4 $733k 1.4k 510.45
United Parcel Service CL B (UPS) 0.4 $715k 3.3k 214.33
Truist Financial Corp equities (TFC) 0.4 $702k 12k 56.70
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.4 $696k 17k 40.07
Verizon Communications (VZ) 0.4 $695k 14k 50.90
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $692k 6.5k 107.09
Ishares Tr National Mun Etf (MUB) 0.4 $674k 6.2k 109.59
Costco Wholesale Corporation (COST) 0.4 $662k 1.2k 575.65
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $658k 24k 27.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $647k 8.1k 79.53
Union Pacific Corporation (UNP) 0.4 $641k 2.3k 273.23
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $640k 15k 43.95
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.4 $617k 26k 23.63
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $617k 6.4k 96.35
Paypal Holdings (PYPL) 0.3 $610k 5.3k 115.62
Albemarle Corporation (ALB) 0.3 $608k 2.7k 221.33
Public Storage (PSA) 0.3 $599k 1.5k 390.48
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $594k 5.7k 105.00
CSX Corporation (CSX) 0.3 $590k 16k 37.43
Merck & Co (MRK) 0.3 $588k 7.2k 81.99
Shell Spon Ads (SHEL) 0.3 $580k 11k 54.92
Spdr Ser Tr Bloomberg Invt (FLRN) 0.3 $574k 19k 30.48
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $565k 9.3k 60.68
Newmont Mining Corporation (NEM) 0.3 $564k 7.1k 79.40
Meta Platforms Cl A (META) 0.3 $564k 2.5k 222.22
Waste Management (WM) 0.3 $561k 3.5k 158.43
Bank of America Corporation (BAC) 0.3 $546k 13k 41.26
ConocoPhillips (COP) 0.3 $546k 5.5k 99.93
Paychex (PAYX) 0.3 $544k 4.0k 136.58
PPG Industries (PPG) 0.3 $541k 4.1k 131.18
Ishares Tr Mbs Etf (MBB) 0.3 $533k 5.2k 101.87
Bristol Myers Squibb (BMY) 0.3 $523k 7.2k 73.02
Southwest Airlines (LUV) 0.3 $520k 11k 45.83
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $519k 10k 50.61
CVS Caremark Corporation (CVS) 0.3 $518k 5.1k 101.29
3M Company (MMM) 0.3 $515k 3.5k 148.76
Raytheon Technologies Corp (RTX) 0.3 $503k 5.1k 99.11
Cisco Systems (CSCO) 0.3 $494k 8.9k 55.75
Micron Technology (MU) 0.3 $493k 6.3k 77.93
Altria (MO) 0.3 $491k 9.4k 52.22
At&t (T) 0.3 $484k 21k 23.63
Ishares Esg Awr Msci Em (ESGE) 0.3 $480k 13k 36.74
Tesla Motors (TSLA) 0.3 $478k 444.00 1076.58
Campbell Soup Company (CPB) 0.3 $459k 10k 44.58
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $455k 6.1k 74.41
Danaher Corporation (DHR) 0.3 $453k 1.5k 293.39
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $448k 4.2k 107.80
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $443k 5.7k 77.58
Ishares Tr Russell 2000 Etf (IWM) 0.3 $443k 2.2k 205.28
Boeing Company (BA) 0.3 $440k 2.3k 191.72
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $437k 5.2k 83.30
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $435k 4.0k 108.80
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $433k 33k 13.15
Equity Residential Sh Ben Int (EQR) 0.2 $420k 4.7k 89.90
Phillips 66 (PSX) 0.2 $405k 4.7k 86.30
Intuit (INTU) 0.2 $397k 826.00 480.63
Nexpoint Residential Tr (NXRT) 0.2 $397k 4.4k 90.33
Wells Fargo & Company (WFC) 0.2 $387k 8.0k 48.49
Adobe Systems Incorporated (ADBE) 0.2 $387k 849.00 455.83
Cognex Corporation (CGNX) 0.2 $386k 5.0k 77.20
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $386k 7.5k 51.57
Amgen (AMGN) 0.2 $382k 1.6k 242.08
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $380k 2.8k 134.61
Bhp Group Sponsored Ads (BHP) 0.2 $380k 4.9k 77.31
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $374k 15k 24.95
Starbucks Corporation (SBUX) 0.2 $369k 4.1k 91.09
Medtronic SHS (MDT) 0.2 $368k 3.3k 110.84
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $368k 6.7k 54.88
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $360k 1.0k 346.49
Mastercard Incorporated Cl A (MA) 0.2 $356k 997.00 357.07
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $355k 4.5k 78.91
Wec Energy Group (WEC) 0.2 $350k 3.5k 99.94
Ishares Tr U.s. Energy Etf (IYE) 0.2 $347k 8.5k 40.94
Dominion Resources (D) 0.2 $346k 4.1k 84.91
Parker-Hannifin Corporation (PH) 0.2 $341k 1.2k 283.93
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $340k 6.8k 50.09
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.2 $337k 2.5k 134.48
Republic Services (RSG) 0.2 $336k 2.5k 132.65
Exelon Corporation (EXC) 0.2 $336k 7.1k 47.62
Ishares Tr Msci Eafe Etf (EFA) 0.2 $335k 4.6k 73.59
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $333k 6.0k 55.64
Philip Morris International (PM) 0.2 $329k 3.5k 94.05
Ishares Tr Msci Usa Value (VLUE) 0.2 $325k 3.1k 104.60
Arthur J. Gallagher & Co. (AJG) 0.2 $323k 1.9k 174.59
Ford Motor Company (F) 0.2 $320k 19k 16.89
General Mills (GIS) 0.2 $319k 4.7k 67.63
Snap Cl A (SNAP) 0.2 $315k 8.7k 36.02
Freeport-mcmoran CL B (FCX) 0.2 $315k 6.3k 49.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $313k 863.00 362.69
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $303k 2.5k 121.88
Eli Lilly & Co. (LLY) 0.2 $299k 1.0k 286.40
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $299k 7.8k 38.41
Enbridge (ENB) 0.2 $290k 6.3k 46.15
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $289k 2.1k 137.16
People's United Financial 0.2 $288k 14k 19.96
Dollar General (DG) 0.2 $286k 1.3k 222.40
Air Products & Chemicals (APD) 0.2 $281k 1.1k 249.78
Marathon Petroleum Corp (MPC) 0.2 $277k 3.2k 85.49
Skyworks Solutions (SWKS) 0.2 $276k 2.1k 133.46
Walgreen Boots Alliance (WBA) 0.2 $273k 6.1k 44.70
Ishares Tr Global Tech Etf (IXN) 0.2 $273k 4.7k 58.02
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.2 $268k 12k 22.06
Citigroup Com New (C) 0.2 $267k 5.0k 53.34
Comcast Corp Cl A (CMCSA) 0.2 $265k 5.7k 46.75
Emerson Electric (EMR) 0.2 $265k 2.7k 97.93
Target Corporation (TGT) 0.2 $264k 1.2k 212.56
Toronto Dominion Bk Ont Com New (TD) 0.1 $263k 3.3k 79.41
Realty Income (O) 0.1 $263k 3.8k 69.37
Canadian Pacific Railway 0.1 $261k 3.2k 82.52
Automatic Data Processing (ADP) 0.1 $258k 1.1k 227.92
General Electric Com New (GE) 0.1 $247k 2.7k 91.38
Anthem (ELV) 0.1 $246k 501.00 491.02
AutoZone (AZO) 0.1 $245k 120.00 2041.67
Constellation Brands Cl A (STZ) 0.1 $244k 1.1k 229.97
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $244k 1.5k 167.93
Hp (HPQ) 0.1 $242k 6.7k 36.29
Uber Technologies (UBER) 0.1 $235k 6.6k 35.65
eBay (EBAY) 0.1 $233k 4.1k 57.25
BP Sponsored Adr (BP) 0.1 $231k 7.9k 29.37
salesforce (CRM) 0.1 $230k 1.1k 211.98
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $230k 4.9k 47.23
Corning Incorporated (GLW) 0.1 $229k 6.2k 36.94
Delta Air Lines Inc Del Com New (DAL) 0.1 $227k 5.7k 39.62
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $226k 2.5k 89.08
Nutrien (NTR) 0.1 $225k 2.2k 104.17
Nike CL B (NKE) 0.1 $221k 1.6k 134.76
SYSCO Corporation (SYY) 0.1 $219k 2.7k 81.53
Booking Holdings (BKNG) 0.1 $218k 93.00 2344.09
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $218k 1.8k 121.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $217k 523.00 414.91
ConAgra Foods (CAG) 0.1 $216k 6.4k 33.54
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $216k 22k 9.86
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $212k 4.4k 47.95
Clorox Company (CLX) 0.1 $212k 1.5k 138.83
Qualcomm (QCOM) 0.1 $211k 1.4k 152.57
Spdr Gold Tr Gold Shs (GLD) 0.1 $210k 1.2k 180.57
CMS Energy Corporation (CMS) 0.1 $205k 2.9k 69.92
FedEx Corporation (FDX) 0.1 $202k 872.00 231.65
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $190k 33k 5.76
Annaly Capital Management 0.1 $185k 26k 7.05
Blackrock Muniyield Quality Fund (MQY) 0.1 $172k 13k 13.75
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $168k 14k 11.64
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.1 $165k 11k 14.47
Invesco Quality Municipal Inc Trust (IQI) 0.1 $159k 14k 11.33
Aberdeen Total Dynamic Divd Com Sh Ben Int (AOD) 0.1 $155k 16k 9.61
Sirius Xm Holdings 0.1 $127k 19k 6.62
Brookdale Senior Living (BKD) 0.1 $105k 15k 7.04
Drive Shack (DSHK) 0.1 $100k 65k 1.55
Neuberger Berman Mlp Income (NML) 0.0 $82k 13k 6.46
Adt (ADT) 0.0 $81k 11k 7.55
B2gold Corp (BTG) 0.0 $51k 11k 4.58