SP

Successful Portfolios LLC

13F
Successful Portfolios LLC
Last update 2024-10-10 163 Stocks (11 new)
Value $148.00 Mil Turnover 3 %
Countries:
Top Holdings: SPY(5.66%)NVDA(5.21%)MSFT(3.68%)IVV(3.64%)SCHO(3.51%)
Portfolio Report
Summary Stock Picks Current Portfolio
Successful Portfolios LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
14,583
8367.120
-24.11%
5.660
-1.76%
0.000
+7.01%
+22.03%
601198.993
 
NVDA 		NVIDIA Corp
63,387
7697.700
-0.48%
5.210
-0.03%
0.000
+34.19%
+181.11%
3414085.400
Semiconductors
MSFT 		Microsoft Corp
12,654
5445.160
-2.34%
3.680
-0.09%
0.000
+2.46%
+15.65%
3215616.773
Software
IVV 		iShares Core S&P 500 ETF
9,318
5374.630
+2.49%
3.640
+0.09%
0.000
+6.95%
+21.99%
547129.359
 
SCHO 		Schwab Short-Term U.S. Treasury ETF
105,782
5181.210
+1.26%
3.510
+0.04%
0.040
+0.12%
+0.08%
11108.925
 
AAPL 		Apple Inc
21,911
5105.310
-2.85%
3.450
-0.09%
0.000
+5.29%
+19.97%
3498471.924
Hardware
SCHB 		Schwab U.S. Broad Market ETF
72,259
4806.660
+0.57%
3.250
+0.02%
0.020
+6.66%
+20.85%
31756.394
 
VTI 		Vanguard Total Stock Market ETF
15,114
4279.540
+5.38%
2.900
+0.15%
0.000
+6.62%
+20.72%
420391.842
 
WMT 		Walmart Inc
52,411
4232.170
-2.10%
2.860
-0.05%
0.000
+17.97%
+56.39%
654233.263
Retail - Defensive
XLK 		Technology Select Sector SPDR ETF
16,542
3734.470
-0.21%
2.530
-0.01%
0.010
+9.38%
+19.29%
71364.142
 

Successful Portfolios LLC's Historical Top Holdings Breakdowns

Successful Portfolios LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2024-09-30Reduce
-1.76%
●
517.38 ($552.93) 573.76
$580.01
4.90%
Reduce -24.11%
14,583
-4,634
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-09-30Add
+0.34%
●
100.3 ($100.53) 100.74
$100.68
0.15%
Add 31.05%
21,243
5,033
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+0.21%
●
76.38 ($77.89) 78.87
$77.67
-0.28%
Add 9.81%
43,596
3,893
PPL 		PPL Corp2024-09-30New Buy
+0.19%
●
27.36 ($30.6) 33.08
$32.24
5.36%
New holding
8,288
8,288
LRCX 		Lam Research Corp2024-09-30Sold Out
-0.19%
●
73.16 ($86.94) 112.73
$76.42
-12.10%
Sold Out
0
-2,540
SONY 		Sony Group Corp2024-09-30Reduce
-0.18%
●
16.32 ($18.23) 19.73
$17.98
-1.37%
Reduce -13.05%
99,975
-3,000
IEI 		iShares 3-7 Year Treasury Bond ETF2024-09-30Sold Out
-0.18%
●
114.73 ($118.18) 120.23
$116.76
-1.20%
Sold Out
0
-2,266
GLW 		Corning Inc2024-09-30New Buy
+0.17%
●
37.76 ($42.07) 46.2
$48.04
14.19%
New holding
5,435
5,435
VTIP 		Vanguard Short-Term Inflation-Protected Securities2024-09-30Reduce
-0.16%
●
48.06 ($48.7) 49.39
$48.78
0.16%
Reduce -16.89%
23,631
-4,804
C 		Citigroup Inc2024-09-30Sold Out
-0.16%
●
56.11 ($61.84) 67.61
$64.50
4.30%
Sold Out
0
-3,640

Successful Portfolios LLC Total Holding History ($B)

To

Successful Portfolios LLC's Asset Allocation

To

Successful Portfolios LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Successful Portfolios LLC's Hypothetical Growth since 2024-09-30

Successful Portfolios LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Successful Portfolios LLC's Holdings Heat Map

Size field:

Successful Portfolios LLC's Holdings Bubble Chart

Successful Portfolios LLC News

  • 1

Discussions on Successful Portfolios LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.