Successful Portfolios

Successful Portfolios as of March 31, 2024

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 171 positions in its portfolio as reported in the March 2024 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) 7.9 $12M 22k 523.08
NVIDIA Corporation (NVDA) 5.4 $7.9M 8.8k 903.54
Microsoft Corporation (MSFT) 3.9 $5.8M 14k 420.71
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.5 $5.1M 107k 48.21
Ishares Tr Core S&p500 Etf (IVV) 3.0 $4.4M 8.4k 525.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.0 $4.4M 72k 61.05
Apple (AAPL) 2.7 $3.9M 23k 171.48
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $3.5M 14k 259.91
Select Sector Spdr Tr Technology (XLK) 2.4 $3.5M 17k 208.27
Home Depot (HD) 1.9 $2.8M 7.2k 383.60
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.8 $2.6M 45k 58.07
Wal-Mart Stores (WMT) 1.7 $2.6M 43k 60.17
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $2.5M 33k 76.67
Amazon (AMZN) 1.5 $2.2M 12k 180.39
Sony Group Corp Sponsored Adr (SONY) 1.4 $2.1M 24k 85.74
Duke Energy Corp Com New (DUK) 1.4 $2.0M 21k 96.71
Applied Materials (AMAT) 1.2 $1.8M 8.7k 206.23
Advanced Micro Devices (AMD) 1.2 $1.8M 9.8k 180.50
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.8M 12k 150.93
Honeywell International (HON) 1.1 $1.7M 8.2k 205.26
Procter & Gamble Company (PG) 1.1 $1.7M 10k 162.25
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.6M 11k 152.26
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.1 $1.6M 16k 100.71
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.0 $1.5M 15k 100.89
Select Sector Spdr Tr Indl (XLI) 1.0 $1.5M 12k 125.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.0 $1.4M 15k 99.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $1.4M 23k 62.06
McDonald's Corporation (MCD) 1.0 $1.4M 5.0k 281.96
Abbvie (ABBV) 0.9 $1.4M 7.5k 182.11
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.9 $1.4M 28k 47.89
Select Sector Spdr Tr Financial (XLF) 0.9 $1.4M 32k 42.12
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.9 $1.3M 26k 49.05
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.3M 21k 60.30
Coca-Cola Company (KO) 0.8 $1.1M 18k 61.18
Walt Disney Company (DIS) 0.7 $1.1M 8.9k 122.36
Exxon Mobil Corporation (XOM) 0.7 $1.0M 8.8k 116.24
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.0M 5.5k 182.61
Eli Lilly & Co. (LLY) 0.7 $978k 1.3k 777.96
Merck & Co (MRK) 0.6 $940k 7.1k 131.95
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $933k 8.4k 110.49
Abbott Laboratories (ABT) 0.6 $885k 7.8k 113.66
Raytheon Technologies Corp (RTX) 0.6 $858k 8.8k 97.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $842k 22k 39.02
Johnson & Johnson (JNJ) 0.6 $820k 5.2k 158.18
Nextera Energy (NEE) 0.5 $794k 12k 63.91
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $756k 7.7k 97.94
Pepsi (PEP) 0.5 $735k 4.2k 175.01
Waste Management (WM) 0.5 $717k 3.4k 213.15
PPG Industries (PPG) 0.5 $710k 4.9k 144.90
Micron Technology (MU) 0.5 $699k 5.9k 117.89
Chevron Corporation (CVX) 0.5 $668k 4.2k 157.76
JPMorgan Chase & Co. (JPM) 0.5 $665k 3.3k 200.28
Norfolk Southern (NSC) 0.4 $655k 2.6k 254.87
Meta Platforms Cl A (META) 0.4 $647k 1.3k 485.62
Southern Company (SO) 0.4 $636k 8.9k 71.74
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $625k 3.6k 175.29
ConocoPhillips (COP) 0.4 $596k 4.7k 127.29
UnitedHealth (UNH) 0.4 $582k 1.2k 494.74
Nucor Corporation (NUE) 0.4 $560k 2.8k 197.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $556k 7.7k 72.63
Union Pacific Corporation (UNP) 0.4 $533k 2.2k 245.93
Japan Equity Fund ietf (JEQ) 0.4 $514k 83k 6.23
Intel Corporation (INTC) 0.3 $510k 12k 44.17
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $498k 17k 28.92
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.3 $476k 23k 21.06
CSX Corporation (CSX) 0.3 $473k 13k 37.07
Tri-Continental Corporation (TY) 0.3 $470k 15k 30.80
Phillips 66 (PSX) 0.3 $468k 2.9k 163.34
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $466k 9.1k 51.28
Ishares Tr Mbs Etf (MBB) 0.3 $461k 5.0k 92.42
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $458k 7.1k 64.15
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.3 $455k 45k 10.23
United Parcel Service CL B (UPS) 0.3 $450k 3.0k 148.64
Republic Services (RSG) 0.3 $439k 2.3k 191.44
Lennar Corp Cl A (LEN) 0.3 $436k 2.5k 171.98
Arthur J. Gallagher & Co. (AJG) 0.3 $428k 1.7k 250.06
Constellation Energy (CEG) 0.3 $426k 2.3k 184.88
Freeport-mcmoran CL B (FCX) 0.3 $425k 9.0k 47.02
Pfizer (PFE) 0.3 $422k 15k 27.75
Amgen (AMGN) 0.3 $419k 1.5k 284.24
General Electric Com New (GE) 0.3 $417k 2.4k 175.54
Altria (MO) 0.3 $415k 9.5k 43.62
Truist Financial Corp equities (TFC) 0.3 $403k 10k 38.98
Paychex (PAYX) 0.3 $402k 3.3k 122.81
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $398k 1.0k 397.76
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.3 $388k 2.5k 154.93
Campbell Soup Company (CPB) 0.3 $388k 8.7k 44.45
Toyota Motor Corp Ads (TM) 0.3 $383k 1.5k 251.68
Ishares Tr Russell 2000 Etf (IWM) 0.3 $377k 1.8k 210.30
At&t (T) 0.3 $368k 21k 17.60
Select Sector Spdr Tr Energy (XLE) 0.2 $366k 3.9k 94.41
AutoZone (AZO) 0.2 $364k 116.00 3138.07
Wells Fargo & Company (WFC) 0.2 $363k 6.3k 57.96
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $363k 4.8k 75.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $361k 4.5k 80.62
Bank of America Corporation (BAC) 0.2 $354k 9.3k 37.92
Cisco Systems (CSCO) 0.2 $353k 7.1k 49.91
Paypal Holdings (PYPL) 0.2 $352k 5.3k 66.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $349k 5.7k 60.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $343k 772.00 444.01
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $333k 30k 11.07
BP Sponsored Adr (BP) 0.2 $318k 8.4k 37.68
Ishares Tr Core Total Usd (IUSB) 0.2 $305k 6.7k 45.59
Ishares Tr Tips Bd Etf (TIP) 0.2 $302k 2.8k 107.41
3M Company (MMM) 0.2 $291k 2.7k 106.06
Bristol Myers Squibb (BMY) 0.2 $291k 5.4k 54.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $291k 2.0k 147.73
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $290k 4.4k 65.65
Costco Wholesale Corporation (COST) 0.2 $287k 392.00 732.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $283k 589.00 481.05
Emerson Electric (EMR) 0.2 $283k 2.5k 113.42
Bhp Group Sponsored Ads (BHP) 0.2 $277k 4.8k 57.68
Canadian Pacific Kansas City (CP) 0.2 $276k 3.1k 88.18
Wec Energy Group (WEC) 0.2 $276k 3.4k 82.13
Spdr Gold Tr Gold Shs (GLD) 0.2 $273k 1.3k 205.72
Air Products & Chemicals (APD) 0.2 $273k 1.1k 242.27
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $272k 3.3k 83.58
Verizon Communications (VZ) 0.2 $268k 6.4k 41.96
Enbridge (ENB) 0.2 $267k 7.4k 36.18
Marathon Petroleum Corp (MPC) 0.2 $265k 1.3k 201.52
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $265k 1.4k 187.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $262k 2.3k 115.81
Chipotle Mexican Grill (CMG) 0.2 $259k 89.00 2906.78
Cigna Corp (CI) 0.2 $259k 712.00 363.20
Caterpillar (CAT) 0.2 $258k 703.00 366.65
Citigroup Com New (C) 0.2 $256k 4.0k 63.24
Intuitive Surgical Com New (ISRG) 0.2 $252k 632.00 399.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $251k 9.9k 25.25
Shell Spon Ads (SHEL) 0.2 $249k 3.7k 67.05
Lam Research Corporation 0.2 $247k 254.00 971.57
Exelon Corporation (EXC) 0.2 $246k 6.5k 37.57
Adobe Systems Incorporated (ADBE) 0.2 $244k 483.00 504.63
Automatic Data Processing (ADP) 0.2 $243k 972.00 249.74
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $240k 7.6k 31.62
Comcast Corp Cl A (CMCSA) 0.2 $239k 5.5k 43.35
Danaher Corporation (DHR) 0.2 $238k 954.00 249.61
Ishares Tr National Mun Etf (MUB) 0.2 $236k 2.2k 107.60
Newmont Mining Corporation (NEM) 0.2 $234k 6.5k 35.84
Public Storage (PSA) 0.2 $233k 804.00 290.06
Intuit (INTU) 0.2 $233k 358.00 650.06
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $230k 28k 8.35
FedEx Corporation (FDX) 0.2 $228k 787.00 289.59
Ishares Tr Msci Eafe Etf (EFA) 0.2 $222k 2.8k 79.86
Goldman Sachs (GS) 0.1 $219k 524.00 417.76
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $216k 4.3k 50.60
Lowe's Companies (LOW) 0.1 $214k 840.00 254.73
Lamb Weston Hldgs (LW) 0.1 $214k 2.0k 106.54
Expeditors International of Washington (EXPD) 0.1 $214k 1.8k 121.57
Equity Residential Sh Ben Int (EQR) 0.1 $213k 3.4k 63.11
Cognex Corporation (CGNX) 0.1 $212k 5.0k 42.42
Clorox Company (CLX) 0.1 $211k 1.4k 153.11
L3harris Technologies (LHX) 0.1 $210k 987.00 213.10
General Mills (GIS) 0.1 $210k 3.0k 69.97
SYSCO Corporation (SYY) 0.1 $209k 2.6k 81.18
Philip Morris International (PM) 0.1 $209k 2.3k 91.62
Qualcomm (QCOM) 0.1 $208k 1.2k 169.30
McKesson Corporation (MCK) 0.1 $206k 384.00 536.85
Oracle Corporation (ORCL) 0.1 $204k 1.6k 125.61
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $202k 25k 8.16
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $201k 1.9k 103.79
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $201k 24k 8.29
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $163k 30k 5.53
Ford Motor Company (F) 0.1 $155k 12k 13.28
Blackrock Muniyield Quality Fund (MQY) 0.1 $146k 12k 12.25
Invesco Quality Municipal Inc Trust (IQI) 0.1 $129k 13k 9.68
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $126k 12k 10.16
Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.1 $120k 15k 8.14
Japan Smaller Capitalizaion Fund (JOF) 0.1 $120k 15k 7.98
Nomura Hldgs Sponsored Adr (NMR) 0.1 $96k 15k 6.42
B2gold Corp (BTG) 0.0 $53k 20k 2.61
Sirius Xm Holdings 0.0 $43k 11k 3.88