Successful Portfolios

Successful Portfolios as of March 31, 2025

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 158 positions in its portfolio as reported in the March 2025 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) 5.5 $8.1M 15k 559.39
NVIDIA Corporation (NVDA) 4.6 $6.7M 62k 108.38
Ishares Tr Core S&p500 Etf (IVV) 3.9 $5.7M 10k 561.92
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.4 $5.0M 206k 24.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.2 $4.7M 60k 78.28
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $4.7M 17k 274.84
Microsoft Corporation (MSFT) 3.2 $4.7M 13k 375.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.2 $4.7M 218k 21.53
Wal-Mart Stores (WMT) 3.1 $4.6M 52k 87.79
Apple (AAPL) 3.1 $4.5M 20k 222.14
Select Sector Spdr Tr Technology (XLK) 2.3 $3.4M 16k 206.48
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.9 $2.8M 49k 58.69
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.9 $2.8M 28k 100.67
Home Depot (HD) 1.8 $2.6M 7.1k 366.50
Sony Group Corp Sponsored Adr (SONY) 1.7 $2.5M 99k 25.39
Duke Energy Corp Com New (DUK) 1.6 $2.4M 20k 121.97
Amazon (AMZN) 1.6 $2.3M 12k 190.27
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.5 $2.2M 22k 100.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $1.8M 83k 22.08
Honeywell International (HON) 1.1 $1.7M 8.0k 211.74
Procter & Gamble Company (PG) 1.1 $1.7M 9.7k 170.42
Select Sector Spdr Tr Financial (XLF) 1.1 $1.6M 32k 49.81
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.6M 10k 154.64
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.1 $1.6M 15k 103.47
Select Sector Spdr Tr Indl (XLI) 1.0 $1.5M 11k 131.07
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.0 $1.5M 60k 24.86
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.5M 24k 62.10
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.5M 9.3k 156.22
Abbvie (ABBV) 1.0 $1.4M 6.9k 209.52
McDonald's Corporation (MCD) 1.0 $1.4M 4.5k 312.34
Coca-Cola Company (KO) 0.8 $1.2M 17k 71.62
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $1.1M 23k 49.90
Eli Lilly & Co. (LLY) 0.7 $1.0M 1.3k 825.91
Exxon Mobil Corporation (XOM) 0.7 $1.0M 8.7k 118.93
Raytheon Technologies Corp (RTX) 0.7 $1.0M 7.8k 132.45
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $971k 5.6k 172.27
Advanced Micro Devices (AMD) 0.7 $957k 9.3k 102.74
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $956k 8.2k 115.95
Applied Materials (AMAT) 0.6 $929k 6.4k 145.12
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $916k 4.7k 193.98
Walt Disney Company (DIS) 0.6 $874k 8.9k 98.70
Abbott Laboratories (ABT) 0.6 $840k 6.3k 132.65
Johnson & Johnson (JNJ) 0.5 $798k 4.8k 165.84
Nextera Energy (NEE) 0.5 $798k 11k 70.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $788k 40k 19.78
Southern Company (SO) 0.5 $765k 8.3k 91.95
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $745k 7.5k 98.93
Meta Platforms Cl A (META) 0.5 $722k 1.3k 576.49
JPMorgan Chase & Co. (JPM) 0.5 $710k 2.9k 245.30
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $701k 9.1k 76.57
Waste Management (WM) 0.5 $664k 2.9k 231.49
ConocoPhillips (COP) 0.4 $648k 6.2k 105.02
Pepsi (PEP) 0.4 $646k 4.3k 149.94
Merck & Co (MRK) 0.4 $611k 6.8k 89.76
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.4 $606k 45k 13.63
Japan Equity Fund ietf (JEQ) 0.4 $575k 89k 6.50
Chevron Corporation (CVX) 0.4 $574k 3.4k 167.31
UnitedHealth (UNH) 0.4 $574k 1.1k 523.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $573k 7.8k 73.45
At&t (T) 0.4 $539k 19k 28.28
Costco Wholesale Corporation (COST) 0.4 $538k 569.00 945.80
PPG Industries (PPG) 0.4 $536k 4.9k 109.35
Micron Technology (MU) 0.3 $511k 5.9k 86.89
Ishares Tr Mbs Etf (MBB) 0.3 $496k 5.3k 93.78
Norfolk Southern (NSC) 0.3 $482k 2.0k 236.85
Tri-Continental Corporation (TY) 0.3 $479k 16k 30.67
Spdr Gold Tr Gold Shs (GLD) 0.3 $471k 1.6k 288.14
Altria (MO) 0.3 $468k 7.8k 60.02
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.3 $464k 16k 29.24
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.3 $461k 22k 21.23
Amgen (AMGN) 0.3 $457k 1.5k 311.55
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $444k 8.5k 52.37
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $444k 6.5k 68.01
Union Pacific Corporation (UNP) 0.3 $440k 1.9k 236.27
Paychex (PAYX) 0.3 $431k 2.8k 154.29
Constellation Energy (CEG) 0.3 $429k 2.1k 201.63
Truist Financial Corp equities (TFC) 0.3 $426k 10k 41.15
Arthur J. Gallagher & Co. (AJG) 0.3 $421k 1.2k 345.38
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $420k 1.0k 419.88
Ge Aerospace Com New (GE) 0.3 $417k 2.1k 200.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $415k 15k 27.96
Republic Services (RSG) 0.3 $396k 1.6k 242.23
3M Company (MMM) 0.3 $371k 2.5k 146.86
Cisco Systems (CSCO) 0.2 $365k 5.9k 61.71
CSX Corporation (CSX) 0.2 $356k 12k 29.43
Bank of America Corporation (BAC) 0.2 $349k 8.4k 41.73
Freeport-mcmoran CL B (FCX) 0.2 $349k 9.2k 37.86
Pfizer (PFE) 0.2 $348k 14k 25.34
Wells Fargo & Company (WFC) 0.2 $348k 4.8k 71.79
Philip Morris International (PM) 0.2 $346k 2.2k 158.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $329k 5.6k 58.35
Select Sector Spdr Tr Energy (XLE) 0.2 $329k 3.5k 93.45
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $328k 4.2k 78.85
Phillips 66 (PSX) 0.2 $327k 2.6k 123.50
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $326k 5.7k 57.57
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $326k 29k 11.20
Wec Energy Group (WEC) 0.2 $325k 3.0k 108.97
United Parcel Service CL B (UPS) 0.2 $322k 2.9k 109.97
AutoZone (AZO) 0.2 $320k 84.00 3812.79
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $318k 6.9k 45.97
BP Sponsored Adr (BP) 0.2 $317k 9.4k 33.79
Paypal Holdings (PYPL) 0.2 $317k 4.9k 65.25
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $314k 3.4k 93.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $310k 603.00 513.79
Ishares Tr Tips Bd Etf (TIP) 0.2 $310k 2.8k 111.09
Ishares Tr Russell 2000 Etf (IWM) 0.2 $308k 1.5k 199.49
PPL Corporation (PPL) 0.2 $303k 8.4k 36.11
Bristol Myers Squibb (BMY) 0.2 $302k 5.0k 60.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $301k 2.1k 146.01
Newmont Mining Corporation (NEM) 0.2 $300k 6.2k 48.28
Intuitive Surgical Com New (ISRG) 0.2 $298k 602.00 495.27
Automatic Data Processing (ADP) 0.2 $292k 955.00 305.53
Lennar Corp Cl A (LEN) 0.2 $290k 2.5k 114.78
Palantir Technologies Cl A (PLTR) 0.2 $283k 3.4k 84.40
Ishares Tr Core Total Usd (IUSB) 0.2 $279k 6.1k 46.08
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $277k 1.4k 202.15
Verizon Communications (VZ) 0.2 $276k 6.1k 45.36
Air Products & Chemicals (APD) 0.2 $273k 925.00 294.92
Shell Spon Ads (SHEL) 0.2 $273k 3.7k 73.28
Campbell Soup Company (CPB) 0.2 $273k 6.8k 39.92
Enbridge (ENB) 0.2 $270k 6.1k 44.31
Exelon Corporation (EXC) 0.2 $270k 5.9k 46.08
Gilead Sciences (GILD) 0.2 $269k 2.4k 112.06
Toyota Motor Corp Ads (TM) 0.2 $268k 1.5k 176.53
McKesson Corporation (MCK) 0.2 $258k 384.00 672.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $257k 548.00 468.92
Corning Incorporated (GLW) 0.2 $248k 5.4k 45.78
Entergy Corporation (ETR) 0.2 $245k 2.9k 85.50
Goldman Sachs (GS) 0.2 $242k 443.00 546.29
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $237k 5.1k 46.31
Public Storage (PSA) 0.2 $235k 784.00 299.29
M&T Bank Corporation (MTB) 0.2 $233k 1.3k 178.79
Bhp Group Sponsored Ads (BHP) 0.2 $233k 4.8k 48.54
Equity Residential Sh Ben Int (EQR) 0.2 $231k 3.2k 71.59
Emerson Electric (EMR) 0.2 $230k 2.1k 109.64
Chipotle Mexican Grill (CMG) 0.2 $229k 4.6k 50.21
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $227k 3.8k 59.40
Oracle Corporation (ORCL) 0.2 $227k 1.6k 139.81
Ares Capital Corporation (ARCC) 0.2 $224k 10k 22.16
Eaton Vance Risk Managed Diversified (ETJ) 0.2 $224k 27k 8.46
Ishares Tr National Mun Etf (MUB) 0.2 $223k 2.1k 105.44
Comcast Corp Cl A (CMCSA) 0.1 $220k 6.0k 36.90
eBay (EBAY) 0.1 $220k 3.2k 67.74
Intuit (INTU) 0.1 $216k 351.00 613.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $211k 2.6k 81.73
Citigroup Com New (C) 0.1 $211k 3.0k 70.99
L3harris Technologies (LHX) 0.1 $207k 987.00 209.31
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $204k 24k 8.39
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $202k 25k 8.14
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $200k 1.8k 110.06
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $155k 28k 5.61
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $127k 12k 10.19
Japan Smaller Capitalizaion Fund (JOF) 0.1 $126k 15k 8.39
Ford Motor Company (F) 0.1 $116k 12k 10.03
Invesco Quality Municipal Inc Trust (IQI) 0.1 $105k 11k 9.68
Nomura Hldgs Sponsored Adr (NMR) 0.1 $92k 15k 6.15
Blackrock Innovation And Grw Shs Ben Int (BTX) 0.1 $85k 14k 6.26
B2gold Corp (BTG) 0.0 $56k 20k 2.85