SP

Successful Portfolios Portfolio holdings

AUM $171M
1-Year Est. Return 18.56%
This Quarter Est. Return
1 Year Est. Return
+18.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$8.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$769K
3
+$491K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$489K
5
VT icon
Vanguard Total World Stock ETF
VT
+$406K

Top Sells

1
+$5.79M
2
+$1.18M
3
+$343K
4
INTU icon
Intuit
INTU
+$276K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$272K

Sector Composition

1 Technology 15.65%
2 Consumer Staples 5.98%
3 Consumer Discretionary 5.03%
4 Industrials 4.63%
5 Healthcare 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIV icon
51
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$747K 0.44%
9,564
+417
CVX icon
52
Chevron
CVX
$306B
$723K 0.42%
4,658
+1,162
AGG icon
53
iShares Core US Aggregate Bond ETF
AGG
$134B
$721K 0.42%
7,193
-249
GLD icon
54
SPDR Gold Trust
GLD
$142B
$719K 0.42%
2,024
+340
MUFG icon
55
Mitsubishi UFJ Financial
MUFG
$182B
$702K 0.41%
44,025
-456
JEQ
56
DELISTED
abrdn Japan Equity Fund
JEQ
$697K 0.41%
88,467
PLTR icon
57
Palantir
PLTR
$397B
$624K 0.36%
3,420
+70
GE icon
58
GE Aerospace
GE
$308B
$613K 0.36%
2,038
-33
CEG icon
59
Constellation Energy
CEG
$112B
$613K 0.36%
1,863
-260
COP icon
60
ConocoPhillips
COP
$112B
$592K 0.35%
6,263
+91
PEP icon
61
PepsiCo
PEP
$203B
$592K 0.35%
4,218
-90
ITOT icon
62
iShares Core S&P Total US Stock Market ETF
ITOT
$79.9B
$583K 0.34%
4,000
+920
COST icon
63
Costco
COST
$402B
$579K 0.34%
625
+68
BND icon
64
Vanguard Total Bond Market
BND
$142B
$571K 0.33%
7,683
-105
WM icon
65
Waste Management
WM
$88B
$566K 0.33%
2,562
-296
NSC icon
66
Norfolk Southern
NSC
$65.9B
$557K 0.33%
1,855
-173
MRK icon
67
Merck
MRK
$257B
$554K 0.32%
6,600
-155
PPG icon
68
PPG Industries
PPG
$22.6B
$549K 0.32%
5,219
+320
SPTM icon
69
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$519K 0.3%
6,431
-98
NEM icon
70
Newmont
NEM
$100B
$515K 0.3%
6,103
-98
MBB icon
71
iShares MBS ETF
MBB
$39.1B
$508K 0.3%
5,334
+69
T icon
72
AT&T
T
$182B
$505K 0.29%
17,880
-790
TY icon
73
TRI-Continental Corp
TY
$1.8B
$503K 0.29%
14,791
-771
GDX icon
74
VanEck Gold Miners ETF
GDX
$24.5B
$489K 0.29%
6,404
-500
MO icon
75
Altria Group
MO
$98.9B
$489K 0.29%
7,402
-265
1 2
3
4 5