Successful Portfolios LLC
189 holdingsFiling period: 2026-03-31Current AUM: $203.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 13.9K | $9.0M | $10.4M | 5.09% | +576 | 2026-03-31 |
| 2 | BSV | VANGUARD BD INDEX FDS | 109.3K | $8.6M | $8.5M | 4.16% | +10.1K | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 12.5K | $8.0M | $9.2M | 4.52% | -422 | 2026-03-31 |
| 4 | WMT | WALMART INC | 51.1K | $6.3M | $5.7M | 2.79% | -3,087 | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 19.6K | $6.2M | $7.2M | 3.51% | +1.2K | 2026-03-31 |
| 6 | SCHO | SCHWAB STRATEGIC TR | 223.0K | $5.4M | $5.4M | 2.64% | +6.4K | 2026-03-31 |
| 7 | SCHB | SCHWAB STRATEGIC TR | 208.8K | $5.2M | $6.0M | 2.95% | -14,095 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 19.9K | $5.0M | $6.1M | 2.98% | -324 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 28.9K | $4.8M | $5.6M | 2.73% | -135 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 11.7K | $4.3M | $5.3M | 2.62% | -608 | 2026-03-31 |
| 11 | XLK | SELECT SECTOR SPDR TR | 32.1K | $4.2M | $5.5M | 2.72% | -175 | 2026-03-31 |
| 12 | SGOV | ISHARES TR | 33.1K | $3.3M | $3.3M | 1.64% | +2.6K | 2026-03-31 |
| 13 | VGSH | VANGUARD SCOTTSDALE FDS | 50.9K | $3.0M | $3.0M | 1.45% | -831 | 2026-03-31 |
| 14 | HD | HOME DEPOT INC | 8.6K | $2.8M | $2.8M | 1.39% | +1.1K | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 13.6K | $2.8M | $3.6M | 1.78% | -180 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 8.5K | $2.4M | $2.9M | 1.44% | -323 | 2026-03-31 |
| 17 | SCHX | SCHWAB STRATEGIC TR | 92.0K | $2.4M | $2.7M | 1.33% | +2.6K | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 8.3K | $2.3M | $2.9M | 1.41% | -163 | 2026-03-31 |
| 19 | GBIL | GOLDMAN SACHS ETF TR | 21.3K | $2.1M | $2.1M | 1.05% | -143 | 2026-03-31 |
| 20 | AMAT | APPLIED MATLS INC | 6.1K | $2.1M | $3.1M | 1.50% | -1,629 | 2026-03-31 |
| 21 | DUK | DUKE ENERGY CORP NEW | 15.4K | $2.0M | $1.9M | 0.95% | -15 | 2026-03-31 |
| 22 | VXUS | VANGUARD STAR FDS | 26.4K | $2.0M | $2.2M | 1.09% | -89 | 2026-03-31 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | 8.7K | $1.9M | $2.1M | 1.02% | +771 | 2026-03-31 |
| 24 | SONY | SONY GROUP CORP | 92.9K | $1.9M | $2.1M | 1.02% | +437 | 2026-03-31 |
| 25 | XLI | SELECT SECTOR SPDR TR | 11.3K | $1.8M | $2.0M | 0.98% | -15 | 2026-03-31 |
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