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| Name: |
Successful Portfolios LLC |
| City: |
CLEARWATER |
| State: |
FL |
| Zip: |
33756 |
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data |
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| Holdings
Found :
24 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HON |
Honeywell International Inc |
20 |
- |
$202.92 |
$1,678,000 |
8,174 |
1.14% |
-36,000 |
0 |
0.001 |
Conglomerates |
|
|
PPG |
PPG Industries Inc |
49 |
- |
$135.33 |
$710,000 |
4,899 |
0.48% |
-23,000 |
0 |
0.002 |
Conglomerates |
|
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MTU |
Mitsubishi Tokyo Fin. Group... |
72 |
- |
$10.31 |
$455,000 |
44,470 |
0.31% |
72,000 |
0 |
0 |
Foreign Money Center ... |
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LEN |
Lennar Corp |
75 |
- |
$162.93 |
$436,000 |
2,533 |
0.3% |
58,000 |
0 |
0.001 |
Residential Construct... |
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DIA |
Diamonds Trust |
85 |
- |
$395.18 |
$398,000 |
1,000 |
0.27% |
21,000 |
0 |
0.001 |
Closed - End Fund - E... |
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TM |
Toyota Motor Corporation (ADR) |
88 |
- |
$232.88 |
$383,000 |
1,520 |
0.26% |
104,000 |
0 |
0.001 |
Auto Manufacturers |
|
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AZO |
Autozone Inc |
92 |
- |
$2,979.32 |
$364,000 |
116 |
0.25% |
63,000 |
0 |
0.001 |
Auto Parts Stores |
|
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XLV |
SPDR Select Sector Health |
105 |
- |
$143.59 |
$291,000 |
1,967 |
0.2% |
23,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
111 |
- |
$478.74 |
$283,000 |
589 |
0.19% |
26,000 |
0 |
0 |
Closed - End Fund - E... |
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APD |
Air Products & Chemicals Inc |
115 |
- |
$250.55 |
$273,000 |
1,125 |
0.19% |
-35,000 |
0 |
0.001 |
Diversified Chemicals |
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CAT |
Caterpillar Inc |
125 |
- |
$354.79 |
$258,000 |
703 |
0.18% |
50,000 |
0 |
0 |
Farm & Construction M... |
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ADBE |
Adobe Systems Inc |
132 |
- |
$482.29 |
$244,000 |
483 |
0.17% |
-44,000 |
0 |
0 |
Application Software |
|
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MUB |
iShares S&P National Munici... |
137 |
- |
$106.80 |
$236,000 |
2,195 |
0.16% |
-2,000 |
0 |
0 |
Closed - End Fund - E... |
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PSA |
Public Storage Inc |
140 |
- |
$275.94 |
$233,000 |
804 |
0.16% |
-12,000 |
0 |
0 |
REIT - Industrial |
|
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INTU |
Intuit Inc |
139 |
- |
$632.31 |
$233,000 |
358 |
0.16% |
9,000 |
0 |
0.001 |
Application Software |
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VTEB |
Vanguard Tax Exempt Bond Etf |
145 |
- |
$50.18 |
$216,000 |
4,277 |
0.15% |
-2,000 |
0 |
0 |
N/A |
|
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CGNX |
Cognex Corp |
150 |
- |
$46.42 |
$212,000 |
5,000 |
0.14% |
3,000 |
0 |
0.003 |
Scientific & Technica... |
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EXG |
Eaton Vance Tax-Managed Glo... |
159 |
- |
$8.30 |
$202,000 |
24,794 |
0.14% |
11,000 |
0 |
0.008 |
Closed - End Fund - E... |
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MQY |
Blackrock Muniyield Quality... |
164 |
- |
$12.13 |
$146,000 |
11,943 |
0.1% |
0 |
0 |
0.039 |
Closed - End Fund - Debt |
|
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IQI |
Invesco Quality Muni Inc T |
165 |
- |
$9.57 |
$129,000 |
13,307 |
0.09% |
2,000 |
0 |
0.057 |
Closed - End Fund - Debt |
|
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PMO |
Putnam Municipal Opportunit... |
166 |
- |
$10.00 |
$126,000 |
12,428 |
0.09% |
-1,000 |
0 |
0.033 |
Closed - End Fund - Debt |
|
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JOF |
Japan Smaller Capitalizatio... |
168 |
- |
$7.82 |
$120,000 |
15,000 |
0.08% |
6,000 |
0 |
0 |
Closed - End Fund - F... |
|
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BIGZ |
Blackrock Innovation & Grow... |
167 |
- |
$0.00 |
$120,000 |
14,790 |
0.08% |
12,000 |
0 |
0.053 |
N/A |
|
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NMR |
Nomura Holdings Inc (ADR) |
169 |
- |
$5.72 |
$96,000 |
15,000 |
0.07% |
28,000 |
0 |
0.005 |
Investment Brokerage ... |
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