Successful Portfolios

Successful Portfolios as of Dec. 31, 2024

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 161 positions in its portfolio as reported in the December 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) 5.7 $8.5M 15k 586.09
NVIDIA Corporation (NVDA) 5.6 $8.4M 62k 134.29
Ishares Tr Core S&p500 Etf (IVV) 3.9 $5.8M 9.9k 588.65
Microsoft Corporation (MSFT) 3.6 $5.3M 13k 421.49
Apple (AAPL) 3.5 $5.2M 21k 250.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.3 $5.0M 219k 22.70
Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $4.9M 17k 289.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.3 $4.9M 203k 24.06
Wal-Mart Stores (WMT) 3.2 $4.7M 52k 90.35
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.8 $4.1M 53k 77.27
Select Sector Spdr Tr Technology (XLK) 2.6 $3.8M 16k 232.52
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.9 $2.8M 48k 58.18
Home Depot (HD) 1.8 $2.8M 7.1k 389.00
Amazon (AMZN) 1.8 $2.6M 12k 219.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.7 $2.6M 25k 100.32
Duke Energy Corp Com New (DUK) 1.4 $2.1M 20k 107.74
Sony Group Corp Sponsored Adr (SONY) 1.4 $2.1M 100k 21.16
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.9M 10k 189.30
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.3 $1.9M 19k 99.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $1.9M 82k 23.18
Alphabet Cap Stk Cl C (GOOG) 1.2 $1.8M 9.3k 190.43
Honeywell International (HON) 1.2 $1.8M 7.9k 225.88
Procter & Gamble Company (PG) 1.1 $1.6M 9.7k 167.65
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.1 $1.6M 16k 100.60
Select Sector Spdr Tr Financial (XLF) 1.0 $1.5M 32k 48.33
Select Sector Spdr Tr Indl (XLI) 1.0 $1.5M 11k 131.75
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.0 $1.4M 59k 24.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.4M 24k 58.93
McDonald's Corporation (MCD) 0.9 $1.3M 4.5k 289.92
Abbvie (ABBV) 0.8 $1.2M 6.9k 177.69
Advanced Micro Devices (AMD) 0.8 $1.2M 9.6k 120.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $1.1M 23k 48.42
Coca-Cola Company (KO) 0.7 $1.1M 17k 62.26
Applied Materials (AMAT) 0.7 $1.1M 6.5k 162.63
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.0M 5.4k 189.99
Walt Disney Company (DIS) 0.7 $1.0M 9.0k 111.35
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $977k 8.3k 117.48
Eli Lilly & Co. (LLY) 0.7 $976k 1.3k 772.00
Exxon Mobil Corporation (XOM) 0.6 $940k 8.7k 107.56
Raytheon Technologies Corp (RTX) 0.6 $924k 8.0k 115.71
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $904k 4.6k 195.81
Nextera Energy (NEE) 0.5 $806k 11k 71.69
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $747k 40k 18.50
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $746k 7.7k 96.90
Meta Platforms Cl A (META) 0.5 $734k 1.3k 585.65
Abbott Laboratories (ABT) 0.5 $719k 6.4k 113.11
Johnson & Johnson (JNJ) 0.5 $700k 4.8k 144.61
JPMorgan Chase & Co. (JPM) 0.5 $694k 2.9k 239.72
Southern Company (SO) 0.5 $684k 8.3k 82.32
Merck & Co (MRK) 0.5 $678k 6.8k 99.48
Pepsi (PEP) 0.4 $668k 4.4k 152.06
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $652k 8.7k 74.73
ConocoPhillips (COP) 0.4 $612k 6.2k 99.18
PPG Industries (PPG) 0.4 $585k 4.9k 119.45
Waste Management (WM) 0.4 $579k 2.9k 201.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $561k 7.8k 71.91
UnitedHealth (UNH) 0.4 $549k 1.1k 506.00
Costco Wholesale Corporation (COST) 0.4 $523k 571.00 916.26
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.3 $521k 45k 11.72
Micron Technology (MU) 0.3 $496k 5.9k 84.15
Tri-Continental Corporation (TY) 0.3 $495k 16k 31.69
Japan Equity Fund ietf (JEQ) 0.3 $490k 85k 5.75
Chevron Corporation (CVX) 0.3 $483k 3.3k 144.86
Ishares Tr Mbs Etf (MBB) 0.3 $483k 5.3k 91.68
Norfolk Southern (NSC) 0.3 $478k 2.0k 234.70
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $477k 16k 29.01
Constellation Energy (CEG) 0.3 $476k 2.1k 223.71
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $466k 6.5k 71.44
Truist Financial Corp equities (TFC) 0.3 $449k 10k 43.38
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.3 $447k 22k 20.59
At&t (T) 0.3 $445k 20k 22.77
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $439k 8.5k 51.70
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $426k 1.0k 425.50
Union Pacific Corporation (UNP) 0.3 $425k 1.9k 228.07
Paypal Holdings (PYPL) 0.3 $418k 4.9k 85.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $412k 15k 27.32
Altria (MO) 0.3 $405k 7.7k 52.29
Paychex (PAYX) 0.3 $392k 2.8k 140.24
CSX Corporation (CSX) 0.3 $390k 12k 32.27
Amgen (AMGN) 0.3 $382k 1.5k 260.64
Bank of America Corporation (BAC) 0.2 $369k 8.4k 43.95
Pfizer (PFE) 0.2 $366k 14k 26.53
Ishares Tr Russell 2000 Etf (IWM) 0.2 $361k 1.6k 220.96
United Parcel Service CL B (UPS) 0.2 $356k 2.8k 126.11
Freeport-mcmoran CL B (FCX) 0.2 $352k 9.2k 38.08
Arthur J. Gallagher & Co. (AJG) 0.2 $351k 1.2k 283.94
Cisco Systems (CSCO) 0.2 $350k 5.9k 59.20
Spdr Gold Tr Gold Shs (GLD) 0.2 $348k 1.4k 242.13
Ge Aerospace Com New (GE) 0.2 $348k 2.1k 166.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $346k 5.6k 62.31
Lennar Corp Cl A (LEN) 0.2 $344k 2.5k 136.37
Wells Fargo & Company (WFC) 0.2 $342k 4.9k 70.24
Republic Services (RSG) 0.2 $332k 1.6k 201.22
Intuitive Surgical Com New (ISRG) 0.2 $330k 632.00 521.96
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $328k 29k 11.28
3M Company (MMM) 0.2 $326k 2.5k 129.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $325k 603.00 538.61
Select Sector Spdr Tr Energy (XLE) 0.2 $319k 3.7k 85.66
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $315k 4.2k 75.69
Phillips 66 (PSX) 0.2 $302k 2.6k 113.93
Ishares Tr Tips Bd Etf (TIP) 0.2 $297k 2.8k 106.55
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $297k 3.3k 88.79
Toyota Motor Corp Ads (TM) 0.2 $296k 1.5k 194.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $290k 568.00 511.23
Campbell Soup Company (CPB) 0.2 $286k 6.8k 41.88
Bristol Myers Squibb (BMY) 0.2 $285k 5.0k 56.56
Emerson Electric (EMR) 0.2 $285k 2.3k 123.93
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $284k 1.4k 206.94
Chipotle Mexican Grill (CMG) 0.2 $284k 4.7k 60.30
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $281k 2.0k 137.57
Wec Energy Group (WEC) 0.2 $281k 3.0k 94.05
Automatic Data Processing (ADP) 0.2 $280k 955.00 292.73
BP Sponsored Adr (BP) 0.2 $276k 9.3k 29.56
Ishares Tr Core Total Usd (IUSB) 0.2 $275k 6.1k 45.20
AutoZone (AZO) 0.2 $274k 86.00 3183.38
PPL Corporation (PPL) 0.2 $271k 8.3k 32.46
Air Products & Chemicals (APD) 0.2 $268k 925.00 290.04
Oracle Corporation (ORCL) 0.2 $268k 1.6k 166.64
Philip Morris International (PM) 0.2 $262k 2.2k 120.36
Corning Incorporated (GLW) 0.2 $258k 5.4k 47.52
Enbridge (ENB) 0.2 $257k 6.1k 42.43
Palantir Technologies Cl A (PLTR) 0.2 $257k 3.4k 75.63
Goldman Sachs (GS) 0.2 $254k 443.00 572.62
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $247k 27k 9.31
M&T Bank Corporation (MTB) 0.2 $246k 1.3k 188.05
Verizon Communications (VZ) 0.2 $243k 6.1k 39.99
Public Storage (PSA) 0.2 $235k 784.00 299.44
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $233k 6.9k 33.91
Shell Spon Ads (SHEL) 0.2 $233k 3.7k 62.64
Bhp Group Sponsored Ads (BHP) 0.2 $233k 4.8k 48.83
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $232k 2.5k 91.43
Newmont Mining Corporation (NEM) 0.2 $232k 6.2k 37.22
Equity Residential Sh Ben Int (EQR) 0.2 $231k 3.2k 71.76
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $229k 5.0k 45.34
Intuit (INTU) 0.2 $225k 358.00 628.61
Ishares Tr National Mun Etf (MUB) 0.2 $225k 2.1k 106.55
Comcast Corp Cl A (CMCSA) 0.1 $224k 6.0k 37.53
Ares Capital Corporation (ARCC) 0.1 $221k 10k 21.89
Gilead Sciences (GILD) 0.1 $220k 2.4k 92.38
Exelon Corporation (EXC) 0.1 $220k 5.9k 37.64
McKesson Corporation (MCK) 0.1 $219k 384.00 569.91
Entergy Corporation (ETR) 0.1 $217k 2.9k 75.83
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $216k 3.7k 58.00
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $215k 1.9k 115.16
Clorox Company (CLX) 0.1 $210k 1.3k 162.41
Citigroup Com New (C) 0.1 $209k 3.0k 70.38
L3harris Technologies (LHX) 0.1 $208k 987.00 210.28
Lowe's Companies (LOW) 0.1 $207k 840.00 246.80
Intel Corporation (INTC) 0.1 $206k 10k 20.05
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $204k 24k 8.41
Canadian Pacific Kansas City (CP) 0.1 $203k 2.8k 72.36
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $203k 25k 8.17
eBay (EBAY) 0.1 $201k 3.2k 61.94
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $147k 28k 5.31
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $126k 12k 10.13
Japan Smaller Capitalizaion Fund (JOF) 0.1 $115k 15k 7.67
Ford Motor Company (F) 0.1 $113k 11k 9.90
Blackrock Innovation And Grw Shs Ben Int (BTX) 0.1 $109k 15k 7.44
Invesco Quality Municipal Inc Trust (IQI) 0.1 $107k 11k 9.86
Nomura Hldgs Sponsored Adr (NMR) 0.1 $87k 15k 5.79
B2gold Corp (BTG) 0.0 $48k 20k 2.44