Successful-Portfolios

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "MU",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "BGY",
  "T",
  "ARCC",
  "DUK",
  "ETJ",
  "EBAY",
  null,
  "FCX",
  null,
  "AOD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "ISRG",
  "LEN",
  "AMAT",
  "EMR",
  "MUB",
  "META",
  null,
  null,
  "IQI",
  "IJH",
  "PMO",
  "JEQ",
  "BTT",
  "JOF",
  null,
  "LHX",
  "EXG",
  "MSFT",
  "MUFG",
  "EXC",
  "GE",
  null,
  "ORCL",
  "PAYX",
  "VGIT",
  null,
  "PYPL",
  "PEP",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "NMR",
  "AMGN",
  "PPG",
  null,
  "SCHX",
  null,
  "SHEL",
  "RTX",
  "GLD",
  null,
  "BP",
  "RSG",
  null,
  "TM",
  "TFC",
  "UPS",
  "BIV",
  "NEM",
  "VXF",
  "BTG",
  null,
  "TY",
  "VIG",
  null,
  null,
  "ETR",
  "AMD",
  "SONY",
  "F",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "GSLC",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  "VXUS",
  "BND",
  "BSV",
  "VT",
  "VOO",
  "WMT",
  "WFC",
  null,
  null,
  "MTB",
  null,
  "SCHD",
  "SCHF",
  "NSC",
  "SO",
  "PPL",
  "PSX",
  "DIA",
  "MTUM",
  null,
  "MCK",
  null,
  "PSA",
  "ADP",
  "AZO",
  "BAC",
  "BHP",
  "BMY",
  "CPB",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "COP",
  "CEG",
  "COST",
  "GLW",
  "CSX",
  "EFA",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 158
Total Value: 147039095
Accession Number: 0001085146-25-002063
Form Type: 13F-HR
CIK: successful-portfolios
Manager Name: Successful-Portfolios

Data Enrichment

87% identified

137 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

158 positions • $147.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:14.5K

Value:$8.1M

% of Portfolio:5.5% ($8.1M/$147.0M)

NVIDIA CORP

NVDA|67066G104

Shares:62.3K

Value:$6.7M

% of Portfolio:4.6% ($6.7M/$147.0M)

464287200

IVV|464287200

Shares:10.2K

Value:$5.7M

% of Portfolio:3.9% ($5.7M/$147.0M)

808524862

Shares:205.5K

Value:$5.0M

% of Portfolio:3.4% ($5.0M/$147.0M)

921937827

BSV|921937827

Shares:60.3K

Value:$4.7M

% of Portfolio:3.2% ($4.7M/$147.0M)

922908769

VTI|922908769

Shares:17.1K

Value:$4.7M

% of Portfolio:3.2% ($4.7M/$147.0M)

MICROSOFT CORP

MSFT|594918104

Shares:12.5K

Value:$4.7M

% of Portfolio:3.2% ($4.7M/$147.0M)

808524102

SCHB|808524102

Shares:217.6K

Value:$4.7M

% of Portfolio:3.2% ($4.7M/$147.0M)

Walmart Inc.

WMT|931142103

Shares:52.1K

Value:$4.6M

% of Portfolio:3.1% ($4.6M/$147.0M)

Apple Inc.

AAPL|037833100

Shares:20.4K

Value:$4.5M

% of Portfolio:3.1% ($4.5M/$147.0M)

81369Y803

XLK|81369Y803

Shares:16.4K

Value:$3.4M

% of Portfolio:2.3% ($3.4M/$147.0M)

92206C102

VGSH|92206C102

Shares:48.5K

Value:$2.8M

% of Portfolio:1.9% ($2.8M/$147.0M)

46436E718

Shares:27.8K

Value:$2.8M

% of Portfolio:1.9% ($2.8M/$147.0M)

HOME DEPOT, INC.

HD|437076102

Shares:7.1K

Value:$2.6M

% of Portfolio:1.8% ($2.6M/$147.0M)

Sony Group Corp

SONY|835699307

Shares:98.6K

Value:$2.5M

% of Portfolio:1.7% ($2.5M/$147.0M)

Duke Energy CORP

DUK|26441C204

Shares:19.7K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$147.0M)

AMAZON COM INC

AMZN|023135106

Shares:12.0K

Value:$2.3M

% of Portfolio:1.6% ($2.3M/$147.0M)

381430529

Shares:22.3K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$147.0M)

808524201

SCHX|808524201

Shares:82.7K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$147.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:8.0K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$147.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	14.5K	QoQ -0.13% (-20) YoY -34.36% (-7.6K)	All Managers (Combined)	$8.1M	5.5% ($8.1M/$147.0M)	QoQ -4.68% (-$398.4K) YoY -29.80% (-$3.4M)
NVIDIA CORP(NVDAcusip67066G104)	62.3K	QoQ +0.01% (-12) YoY +610.94% (-53.5K)	All Managers (Combined)	$6.7M	4.6% ($6.7M/$147.0M)	QoQ -19.27% (-$1.6M) YoY -14.72% (-$1.2M)
(IVVcusip464287200)	10.2K	QoQ +3.75% (-370) YoY +21.85% (+1.8K)	All Managers (Combined)	$5.7M	3.9% ($5.7M/$147.0M)	QoQ -0.95% (-$55.6K) YoY +30.24% (+$1.3M)
(cusip808524862)✕	205.5K	QoQ +1.07% (+2.2K) YoY +92.77% (-98.9K)	All Managers (Combined)	$5.0M	3.4% ($5.0M/$147.0M)	QoQ +2.25% (+$110.3K) YoY -2.67% (-$137.4K)
(BSVcusip921937827)	60.3K	QoQ +13.06% (+7.0K) YoY +85.35% (+27.8K)	All Managers (Combined)	$4.7M	3.2% ($4.7M/$147.0M)	QoQ +14.53% (+$599.5K) YoY +89.24% (+$2.2M)
(VTIcusip922908769)	17.1K	QoQ +0.22% (-39) YoY +26.30% (+3.6K)	All Managers (Combined)	$4.7M	3.2% ($4.7M/$147.0M)	QoQ -4.94% (-$244.6K) YoY +33.56% (+$1.2M)
MICROSOFT CORP(MSFTcusip594918104)	12.5K	QoQ -0.81% (-103) YoY -9.04% (-1.2K)	All Managers (Combined)	$4.7M	3.2% ($4.7M/$147.0M)	QoQ -11.66% (-$619.8K) YoY -18.84% (-$1.1M)
(SCHBcusip808524102)	217.6K	QoQ -0.54% (-1.2K) YoY +201.69% (+145.5K)	All Managers (Combined)	$4.7M	3.2% ($4.7M/$147.0M)	QoQ -5.67% (-$281.7K) YoY +6.39% (+$281.6K)
Walmart Inc.(WMTcusip931142103)	52.1K	QoQ 0.00% (-5) YoY +22.61% (+9.6K)	All Managers (Combined)	$4.6M	3.1% ($4.6M/$147.0M)	QoQ -2.82% (-$133.0K) YoY +78.90% (+$2.0M)
Apple Inc.(AAPLcusip037833100)	20.4K	QoQ -1.11% (-230) YoY -10.74% (-2.5K)	All Managers (Combined)	$4.5M	3.1% ($4.5M/$147.0M)	QoQ -12.28% (-$635.3K) YoY +15.62% (-$613.2K)
(XLKcusip81369Y803)	16.4K	QoQ -0.36% (-60) YoY -1.35% (-225)	All Managers (Combined)	$3.4M	2.3% ($3.4M/$147.0M)	QoQ -11.52% (-$440.7K) YoY -2.20% (-$76.1K)
(VGSHcusip92206C102)	48.5K	QoQ +1.18% (+568) YoY +8.28% (+3.7K)	All Managers (Combined)	$2.8M	1.9% ($2.8M/$147.0M)	QoQ +2.07% (+$57.8K) YoY +9.43% (+$245.4K)
(cusip46436E718)✕	27.8K	QoQ +9.30% (+2.4K) YoY +72.84% (+11.7K)	All Managers (Combined)	$2.8M	1.9% ($2.8M/$147.0M)	QoQ +9.69% (+$247.4K) YoY +72.78% (+$1.2M)
HOME DEPOT, INC.(HDcusip437076102)	7.1K	QoQ +0.05% (-4) YoY -1.29% (-93)	All Managers (Combined)	$2.6M	1.8% ($2.6M/$147.0M)	QoQ -5.73% (-$158.0K) YoY -5.69% (-$156.9K)
Sony Group Corp(SONYcusip835699307)	98.6K	QoQ -1.49% (-1.5K) YoY +311.50% (+74.6K)	All Managers (Combined)	$2.5M	1.7% ($2.5M/$147.0M)	QoQ +18.19% (-$385.2K) YoY +21.85% (+$448.9K)
Duke Energy CORP(DUKcusip26441C204)	19.7K	QoQ 0.00% (+0) YoY -4.76% (-987)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$147.0M)	QoQ +13.21% (+$280.5K) YoY +20.10% (-$402.4K)
AMAZON COM INC(AMZNcusip023135106)	12.0K	QoQ -0.03% (-4) YoY +0.64% (+77)	All Managers (Combined)	$2.3M	1.6% ($2.3M/$147.0M)	QoQ -13.30% (-$350.8K) YoY +6.15% (+$132.6K)
(cusip381430529)✕	22.3K	QoQ +15.99% (+3.1K) YoY +48.88% (+7.3K)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$147.0M)	QoQ +16.29% (+$312.6K) YoY +47.83% (+$721.9K)
(SCHXcusip808524201)	82.7K	QoQ +1.26% (-1.0K) YoY +258.83% (+59.6K)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$147.0M)	QoQ -3.54% (-$67.1K) YoY +27.66% (+$395.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	8.0K	QoQ +1.27% (-100) YoY -2.49% (-204)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$147.0M)	QoQ -5.06% (-$90.1K) YoY +0.58% (-$9.8K)