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| Name: |
Successful Portfolios LLC |
| City: |
CLEARWATER |
| State: |
FL |
| Zip: |
33756 |
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data |
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| Holdings
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Menu
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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 |
|
SCHO |
Schwab Short-Term U.S. Tre... |
4 |
- |
$47.92 |
$5,139,000 |
106,605 |
3.51% |
31,000 |
1,182 |
0.007 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
5 |
- |
$523.39 |
$4,412,000 |
8,393 |
3.01% |
679,000 |
577 |
0 |
Closed - End Fund - E... |
|
|
SCHB |
Schwab Strategic Trust |
6 |
- |
$60.61 |
$4,404,000 |
72,132 |
3% |
452,000 |
1,150 |
0.037 |
Closed - End Fund - Debt |
|
|
VTI |
Vanguard Total Stock Market... |
8 |
- |
$258.05 |
$3,519,000 |
13,539 |
2.4% |
691,000 |
1,619 |
0.001 |
Closed - End Fund - E... |
|
|
WMT |
Wal-Mart Stores Inc |
12 |
- |
$60.24 |
$2,559,000 |
42,524 |
1.75% |
572,000 |
29,918 |
0.002 |
Discount, Variety Stores |
|
|
BSV |
Vanguard Short-Term Bond |
13 |
- |
$76.21 |
$2,496,000 |
32,549 |
1.7% |
943,000 |
12,380 |
0.006 |
Closed - End Fund - E... |
|
|
SGOV |
Ishares 03 Month Treasury B... |
23 |
- |
$0.00 |
$1,621,000 |
16,094 |
1.11% |
654,000 |
6,446 |
0.018 |
N/A |
|
|
GBIL |
Goldman Sachs Treasuryacces... |
24 |
- |
$99.84 |
$1,509,000 |
14,958 |
1.03% |
29,000 |
122 |
0.017 |
N/A |
|
|
STIP |
Ishares Barclays 0-5 Year T... |
26 |
- |
$99.08 |
$1,445,000 |
14,532 |
0.99% |
86,000 |
752 |
0.002 |
N/A |
|
|
MCD |
McDonalds Corp |
28 |
- |
$275.00 |
$1,404,000 |
4,980 |
0.96% |
-63,000 |
33 |
0.001 |
Restaurants |
|
|
SCHR |
Schwab Intermediate-Term U.... |
32 |
- |
$48.28 |
$1,270,000 |
25,891 |
0.87% |
78,000 |
1,912 |
0.004 |
N/A |
|
|
VXUS |
Vanguard Total Internationa... |
33 |
- |
$61.05 |
$1,266,000 |
20,997 |
0.86% |
118,000 |
1,199 |
0.004 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
37 |
- |
$181.14 |
$1,011,000 |
5,539 |
0.69% |
115,000 |
283 |
0.001 |
Closed - End Fund - Debt |
|
|
VT |
Vanguard Total World Stock ... |
40 |
- |
$110.58 |
$933,000 |
8,440 |
0.64% |
113,000 |
469 |
0.005 |
Closed - End Fund - E... |
|
|
AGG |
iShares Barclays Agency Bond |
46 |
- |
$96.24 |
$756,000 |
7,719 |
0.52% |
89,000 |
995 |
0 |
Closed - End Fund - E... |
|
|
FB |
Meta Platforms Inc |
54 |
- |
$476.20 |
$647,000 |
1,332 |
0.44% |
177,000 |
5 |
0 |
Internet Service Prov... |
|
|
VXF |
Vanguard Extended Market VI... |
56 |
- |
$170.59 |
$625,000 |
3,564 |
0.43% |
212,000 |
1,056 |
0.004 |
Closed - End Fund - E... |
|
|
NUE |
Nucor Corp |
59 |
- |
$174.47 |
$560,000 |
2,830 |
0.38% |
306,000 |
1,370 |
0.001 |
Steel & Iron |
|
|
JEQ |
Aberdeen Japan Equity Fund Inc |
62 |
- |
$5.97 |
$514,000 |
82,473 |
0.35% |
56,000 |
2,709 |
0.616 |
Closed - End Fund - F... |
|
|
MBB |
iShares Barclays MBS Bond |
70 |
- |
$90.79 |
$461,000 |
4,987 |
0.31% |
82,000 |
963 |
0.001 |
Closed - End Fund - E... |
|
|
BBT |
Truist Financial Corp |
83 |
- |
$35.64 |
$403,000 |
10,334 |
0.27% |
22,000 |
5 |
0.001 |
Domestic Regional Banks |
|
|
T |
AT&T Corp |
90 |
- |
$17.17 |
$368,000 |
20,915 |
0.25% |
20,000 |
189 |
0 |
Long Distance Carriers |
|
|
BIV |
Vanguard Intermediate-Term ... |
94 |
- |
$74.04 |
$363,000 |
4,811 |
0.25% |
54,000 |
770 |
0 |
Closed - End Fund - Debt |
|
|
SCHD |
Schwab US Dividend Equity ETF |
95 |
- |
$79.30 |
$361,000 |
4,475 |
0.25% |
51,000 |
403 |
0.001 |
N/A |
|
|
BAC |
Bank of America Corp |
96 |
- |
$38.45 |
$354,000 |
9,345 |
0.24% |
41,000 |
47 |
0 |
Domestic Money Center... |
|
|
IJH |
iShares S&P MidCap 400 Index |
99 |
- |
$59.81 |
$349,000 |
5,745 |
0.24% |
72,000 |
4,746 |
0.002 |
Closed - End Fund - E... |
|
|
NEA |
Nuveen Insured Tax Free Adv... |
101 |
- |
$10.83 |
$333,000 |
30,059 |
0.23% |
24,000 |
2,000 |
0.014 |
Closed - End Fund - Debt |
|
|
BP |
BP Plc (ADR) |
102 |
- |
$37.84 |
$318,000 |
8,447 |
0.22% |
30,000 |
301 |
0 |
Integrated Oil & Gas |
|
|
ENB |
Enbridge Inc (USA) |
119 |
- |
$37.80 |
$267,000 |
7,373 |
0.18% |
42,000 |
1,122 |
0 |
Oil & Gas Pipelines &... |
|
|
SHEL |
Shell plc |
129 |
- |
$74.09 |
$249,000 |
3,720 |
0.17% |
36,000 |
476 |
0 |
Integrated Oil & Gas |
|
