Successful Portfolios

Successful Portfolios as of Dec. 31, 2025

Portfolio Holdings for Successful Portfolios

Successful Portfolios holds 192 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 4.7 $9.3M 13k 697.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.6 $9.0M 13k 694.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.0 $7.8M 99k 78.79
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $6.3M 18k 342.40
Wal-Mart Stores (WMT) 3.2 $6.2M 54k 114.53
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.0 $6.0M 223k 26.79
Microsoft Corporation (MSFT) 3.0 $5.9M 12k 479.27
NVIDIA Corporation (NVDA) 2.7 $5.4M 29k 184.86
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.7 $5.3M 217k 24.36
Apple (AAPL) 2.7 $5.3M 20k 259.37
Select Sector Spdr Tr State Street Tec (XLK) 2.4 $4.7M 32k 146.15
Amazon (AMZN) 1.7 $3.4M 14k 247.38
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $3.1M 31k 100.47
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $3.0M 52k 58.74
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.9M 8.8k 328.58
Alphabet Cap Stk Cl C (GOOG) 1.4 $2.8M 8.5k 329.13
Home Depot (HD) 1.4 $2.8M 7.4k 374.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $2.5M 89k 27.42
Applied Materials (AMAT) 1.2 $2.3M 7.8k 301.18
Sony Group Corp Sponsored Adr (SONY) 1.2 $2.3M 93k 25.04
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.1 $2.1M 21k 100.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $2.1M 26k 77.83
Valley National Ban (VLY) 1.0 $2.0M 164k 12.00
Honeywell International (HON) 0.9 $1.8M 8.9k 207.38
Select Sector Spdr Tr State Street Ind (XLI) 0.9 $1.8M 11k 161.93
Duke Energy Corp Com New (DUK) 0.9 $1.8M 15k 116.80
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $1.8M 7.9k 224.77
Select Sector Spdr Tr State Street Fin (XLF) 0.9 $1.8M 32k 55.73
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.9 $1.7M 70k 25.08
Advanced Micro Devices (AMD) 0.9 $1.7M 8.4k 203.18
Micron Technology (MU) 0.9 $1.7M 4.9k 345.11
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $1.6M 11k 144.59
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $1.6M 16k 102.49
Vanguard Index Fds Extend Mkt Etf (VXF) 0.8 $1.5M 7.0k 218.74
Abbvie (ABBV) 0.8 $1.5M 6.9k 220.07
Interactive Brokers Group In Com Cl A (IBKR) 0.7 $1.4M 20k 70.47
Procter & Gamble Company (PG) 0.7 $1.4M 9.9k 141.88
Eli Lilly & Co. (LLY) 0.7 $1.4M 1.3k 1063.63
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $1.4M 2.8k 495.02
Raytheon Technologies Corp (RTX) 0.7 $1.4M 7.2k 188.49
McDonald's Corporation (MCD) 0.7 $1.4M 4.4k 307.31
Spdr Series Trust State Street Spd (SPTS) 0.6 $1.2M 41k 29.27
Coca-Cola Company (KO) 0.6 $1.2M 17k 70.51
Exxon Mobil Corporation (XOM) 0.6 $1.2M 9.3k 124.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.1M 45k 24.86
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.1M 23k 49.50
Nextera Energy (NEE) 0.5 $1.1M 13k 79.89
Johnson & Johnson (JNJ) 0.5 $1.0M 5.1k 204.40
JPMorgan Chase & Co. (JPM) 0.5 $1.0M 3.1k 329.18
Walt Disney Company (DIS) 0.5 $1.0M 8.7k 115.88
Spdr Gold Tr Gold Shs (GLD) 0.5 $951k 2.3k 414.47
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.5 $923k 12k 75.49
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $907k 12k 77.96
Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) 0.4 $871k 41k 21.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $864k 1.7k 499.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $807k 5.3k 151.82
Abbott Laboratories (ABT) 0.4 $807k 6.4k 125.92
Southern Company (SO) 0.4 $800k 9.2k 87.01
Chevron Corporation (CVX) 0.4 $776k 4.8k 162.09
Meta Platforms Cl A (META) 0.4 $758k 1.2k 653.29
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.4 $753k 44k 17.09
Union Pacific Corporation (UNP) 0.4 $730k 3.2k 228.47
Merck & Co (MRK) 0.4 $729k 6.6k 110.53
Waste Management (WM) 0.4 $726k 3.3k 220.93
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $724k 7.2k 100.16
Newmont Mining Corporation (NEM) 0.3 $686k 6.3k 108.98
Ge Aerospace Com New (GE) 0.3 $680k 2.1k 321.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $673k 24k 28.55
Costco Wholesale Corporation (COST) 0.3 $671k 725.00 924.99
Constellation Energy (CEG) 0.3 $639k 1.9k 342.58
Palantir Technologies Cl A (PLTR) 0.3 $602k 3.4k 177.49
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $593k 6.4k 92.56
Pepsi (PEP) 0.3 $588k 4.2k 139.91
PPG Industries (PPG) 0.3 $564k 5.2k 107.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $547k 7.4k 74.29
Spdr Series Trust State Street Spd (SPTM) 0.3 $547k 6.5k 84.18
Select Sector Spdr Tr State Street Ene (XLE) 0.3 $543k 12k 46.67
Norfolk Southern (NSC) 0.3 $531k 1.8k 287.21
Truist Financial Corp equities (TFC) 0.3 $520k 10k 50.62
Goldman Sachs (GS) 0.3 $519k 553.00 938.98
International Business Machines (IBM) 0.3 $514k 1.7k 304.26
Ishares Tr Mbs Etf (MBB) 0.3 $510k 5.3k 95.80
3M Company (MMM) 0.3 $509k 3.1k 165.27
Tri-Continental Corporation (TY) 0.3 $505k 15k 33.26
Bank of America Corporation (BAC) 0.3 $494k 8.8k 55.85
Freeport-mcmoran CL B (FCX) 0.2 $471k 8.3k 56.53
Philip Morris International (PM) 0.2 $464k 2.9k 162.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $463k 6.7k 69.11
ConocoPhillips (COP) 0.2 $461k 4.7k 97.51
Broadcom (AVGO) 0.2 $460k 1.3k 345.07
Wells Fargo & Company (WFC) 0.2 $459k 4.8k 95.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $458k 730.00 626.65
Barrick Mng Corp Com Shs (B) 0.2 $456k 9.5k 47.81
Altria (MO) 0.2 $453k 7.9k 57.53
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.2 $453k 20k 22.60
Amgen (AMGN) 0.2 $449k 1.4k 326.10
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $449k 8.5k 52.91
Lennar Corp CL B (LEN.B) 0.2 $444k 4.1k 108.24
Phillips 66 (PSX) 0.2 $434k 3.0k 142.18
Fifth Third Ban (FITB) 0.2 $431k 8.7k 49.27
Corning Incorporated (GLW) 0.2 $430k 5.0k 85.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $423k 662.00 638.58
At&t (T) 0.2 $422k 18k 23.99
Toronto Dominion Bk Ont Com New (TD) 0.2 $419k 4.4k 94.28
CSX Corporation (CSX) 0.2 $415k 12k 35.20
UnitedHealth (UNH) 0.2 $411k 1.2k 344.00
Intel Corporation (INTC) 0.2 $397k 8.7k 45.55
Ishares Tr Russell 2000 Etf (IWM) 0.2 $394k 1.5k 260.23
Ishares Tr Tips Bd Etf (TIP) 0.2 $389k 3.5k 110.18
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.2 $387k 5.8k 66.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $386k 5.1k 75.96
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $380k 2.4k 157.31
Bhp Group Sponsored Ads (BHP) 0.2 $378k 6.1k 61.72
L3harris Technologies (LHX) 0.2 $377k 1.1k 335.77
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $370k 32k 11.73
United Parcel Service CL B (UPS) 0.2 $367k 3.4k 108.08
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $364k 1.4k 257.03
Pfizer (PFE) 0.2 $345k 14k 25.48
Cisco Systems (CSCO) 0.2 $343k 4.6k 73.88
Toyota Motor Corp Ads (TM) 0.2 $337k 1.5k 221.52
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $336k 7.9k 42.68
eBay (EBAY) 0.2 $335k 3.7k 90.90
Citigroup Com New (C) 0.2 $328k 2.7k 121.33
BP Sponsored Adr (BP) 0.2 $323k 9.4k 34.29
Caterpillar (CAT) 0.2 $322k 521.00 617.88
Spdr Series Trust State Street Spd (SPLG) 0.2 $321k 3.9k 81.67
Republic Services (RSG) 0.2 $320k 1.5k 212.20
Intuitive Surgical Com New (ISRG) 0.2 $320k 545.00 586.24
Ge Vernova (GEV) 0.2 $316k 508.00 622.55
Paypal Holdings (PYPL) 0.2 $315k 5.5k 57.67
Paychex (PAYX) 0.2 $309k 2.7k 113.79
Ishares Tr Msci Eafe Etf (EFA) 0.2 $309k 3.1k 98.81
McKesson Corporation (MCK) 0.2 $308k 377.00 816.06
Oracle Corporation (ORCL) 0.2 $305k 1.5k 198.52
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $302k 5.0k 59.94
Arthur J. Gallagher & Co. (AJG) 0.2 $294k 1.1k 264.54
Wec Energy Group (WEC) 0.1 $286k 2.7k 104.64
Ares Capital Corporation (ARCC) 0.1 $284k 14k 20.64
Vanguard Index Fds Large Cap Etf (VV) 0.1 $284k 886.00 320.07
Global X Fds Artificial Etf (AIQ) 0.1 $282k 5.4k 52.58
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $280k 5.6k 49.88
Gilead Sciences (GILD) 0.1 $277k 2.3k 121.09
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $274k 2.9k 94.64
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $270k 28k 9.73
Shell Spon Ads (SHEL) 0.1 $269k 3.8k 70.83
Entergy Corporation (ETR) 0.1 $269k 2.9k 93.52
PPL Corporation (PPL) 0.1 $268k 7.7k 34.59
General Motors Company (GM) 0.1 $266k 3.2k 82.88
Emerson Electric (EMR) 0.1 $264k 1.8k 144.24
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $262k 2.1k 126.42
M&T Bank Corporation (MTB) 0.1 $260k 1.2k 211.77
AutoZone (AZO) 0.1 $257k 75.00 3421.17
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $256k 5.5k 46.67
F.N.B. Corporation (FNB) 0.1 $254k 15k 17.56
Verizon Communications (VZ) 0.1 $250k 6.2k 40.46
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $247k 28k 8.95
Allegheny Technologies Incorporated (ATI) 0.1 $245k 2.0k 122.30
Exelon Corporation (EXC) 0.1 $238k 5.5k 43.30
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $232k 4.9k 47.32
Ciena Corp Com New (CIEN) 0.1 $231k 1.0k 230.56
Bristol Myers Squibb (BMY) 0.1 $227k 4.1k 55.85
Jabil Circuit (JBL) 0.1 $227k 1.0k 226.15
Lowe's Companies (LOW) 0.1 $225k 840.00 267.21
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $224k 1.7k 134.60
Air Products & Chemicals (APD) 0.1 $222k 843.00 263.72
Equity Residential Sh Ben Int (EQR) 0.1 $221k 3.7k 60.45
Western Digital (WDC) 0.1 $221k 1.1k 200.46
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $220k 6.5k 33.78
Mastercard Incorporated Cl A (MA) 0.1 $219k 381.00 575.54
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $218k 13k 16.96
Southwest Airlines (LUV) 0.1 $218k 4.9k 44.52
Qualcomm (QCOM) 0.1 $217k 1.2k 177.78
Ishares Tr National Mun Etf (MUB) 0.1 $209k 1.9k 107.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $208k 4.1k 50.58
Welltower Inc Com reit (WELL) 0.1 $207k 1.1k 186.09
Automatic Data Processing (ADP) 0.1 $206k 775.00 266.18
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $205k 1.7k 119.33
Chipotle Mexican Grill (CMG) 0.1 $203k 5.1k 40.11
Canadian Pacific Kansas City (CP) 0.1 $201k 2.8k 71.56
Bank of New York Mellon Corporation (BK) 0.1 $200k 1.7k 119.07
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.1 $194k 20k 9.97
Japan Smaller Capitalizaion Fund (JOF) 0.1 $167k 15k 11.16
Ford Motor Company (F) 0.1 $167k 12k 14.20
Blackrock Enhanced Intl Div Com Bene Inter (BGY) 0.1 $152k 26k 5.91
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $143k 13k 10.66
Invesco Quality Municipal Inc Trust (IQI) 0.1 $140k 14k 10.10
Nomura Hldgs Sponsored Adr (NMR) 0.1 $136k 15k 9.09
Blackrock Tech And Private E Shs Ben Int (BTX) 0.1 $105k 16k 6.80
B2gold Corp (BTG) 0.0 $87k 19k 4.57
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) 0.0 $44k 15k 2.89
Loandepot Com Cl A (LDI) 0.0 $29k 10k 2.91
Ammo (POWW) 0.0 $20k 11k 1.83