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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PROCTER & GAMBLE Co

PG|742718109

Shares:9.7K

Value:$1.7M

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

81369Y605

Shares:31.8K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$147.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:10.2K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$147.0M)

46429B747

Shares:15.1K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$147.0M)

81369Y704

Shares:11.4K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$147.0M)

808524854

Shares:59.7K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$147.0M)

921909768

VXUS|921909768

Shares:23.7K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$147.0M)

Alphabet Inc.

GOOG|02079K107

Shares:9.3K

Value:$1.5M

% of Portfolio:1.0% ($1.5M/$147.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:6.9K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$147.0M)

MCDONALDS CORP

MCD|580135101

Shares:4.5K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$147.0M)

COCA COLA CO

KO|191216100

Shares:17.0K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$147.0M)

922020805

Shares:23.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$147.0M)

ELI LILLY & Co

LLY|532457108

Shares:1.3K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$147.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.7K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$147.0M)

RTX Corp

RTX|75513E101

Shares:7.8K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$147.0M)

922908652

VXF|922908652

Shares:5.6K

Value:$971.3K

% of Portfolio:0.7% ($971.3K/$147.0M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:9.3K

Value:$956.6K

% of Portfolio:0.7% ($956.6K/$147.0M)

922042742

VT|922042742

Shares:8.2K

Value:$955.9K

% of Portfolio:0.7% ($955.9K/$147.0M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:6.4K

Value:$929.1K

% of Portfolio:0.6% ($929.1K/$147.0M)

921908844

VIG|921908844

Shares:4.7K

Value:$916.2K

% of Portfolio:0.6% ($916.2K/$147.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	9.7K	QoQ +0.02% (+2) YoY -5.72% (-589)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$147.0M)	QoQ +1.67% (+$27.2K) YoY -0.97% (-$16.3K)
(cusip81369Y605)✕	31.8K	QoQ 0.00% (+0) YoY -0.93% (-301)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$147.0M)	QoQ +3.06% (+$47.1K) YoY +17.15% (-$231.9K)
Alphabet Inc.(GOOGLcusip02079K305)	10.2K	QoQ -0.42% (-44) YoY -12.40% (-1.4K)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$147.0M)	QoQ -18.65% (-$363.2K) YoY -10.25% (-$180.9K)
(cusip46429B747)✕	15.1K	QoQ -4.19% (-663) YoY +4.06% (+591)	All Managers (Combined)	$1.6M	1.1% ($1.6M/$147.0M)	QoQ -1.46% (-$23.3K) YoY +8.29% (+$119.9K)
(cusip81369Y704)✕	11.4K	QoQ -0.18% (-21) YoY -1.06% (-123)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$147.0M)	QoQ -0.70% (-$10.6K) YoY +2.94% (-$42.8K)
(cusip808524854)✕	59.7K	QoQ +0.49% (+296) YoY +130.72% (+33.8K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$147.0M)	QoQ +2.85% (+$41.2K) YoY +16.93% (+$215.1K)
(VXUScusip921909768)	23.7K	QoQ +0.19% (+47) YoY +12.74% (+2.7K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$147.0M)	QoQ +5.58% (+$77.8K) YoY +16.10% (+$204.0K)
Alphabet Inc.(GOOGcusip02079K107)	9.3K	QoQ -0.29% (-28) YoY -12.86% (-1.4K)	All Managers (Combined)	$1.5M	1.0% ($1.5M/$147.0M)	QoQ -18.20% (-$324.0K) YoY -10.60% (-$172.6K)
AbbVie Inc.(ABBVcusip00287Y109)	6.9K	QoQ 0.00% (+0) YoY -7.96% (-596)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$147.0M)	QoQ +17.91% (+$219.3K) YoY +5.89% (-$80.3K)
MCDONALDS CORP(MCDcusip580135101)	4.5K	QoQ -0.55% (-25) YoY -10.02% (-499)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$147.0M)	QoQ +7.13% (-$93.2K) YoY -0.32% (-$4.6K)
COCA COLA CO(KOcusip191216100)	17.0K	QoQ 0.00% (+0) YoY -7.00% (-1.3K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$147.0M)	QoQ +15.03% (+$159.3K) YoY +8.85% (-$99.2K)
(cusip922020805)✕	23.0K	QoQ -0.43% (-101) YoY -18.54% (-5.2K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$147.0M)	QoQ +2.60% (-$29.2K) YoY -15.12% (-$204.6K)
ELI LILLY & Co(LLYcusip532457108)	1.3K	QoQ +0.39% (+5) YoY +0.95% (+12)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$147.0M)	QoQ +7.40% (+$72.3K) YoY +7.17% (+$70.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	8.7K	QoQ 0.00% (+0) YoY -1.00% (-89)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$147.0M)	QoQ +10.56% (+$99.3K) YoY +1.28% (-$13.1K)
RTX Corp(RTXcusip75513E101)	7.8K	QoQ -1.90% (-152) YoY -11.01% (-969)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$147.0M)	QoQ +12.28% (-$113.5K) YoY +20.84% (-$178.9K)
(VXFcusip922908652)	5.6K	QoQ +4.15% (-225) YoY +58.19% (+2.1K)	All Managers (Combined)	$971.3K	0.7% ($971.3K/$147.0M)	QoQ -5.55% (-$57.2K) YoY +55.46% (+$346.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	9.3K	QoQ -3.20% (-308) YoY -5.00% (-491)	All Managers (Combined)	$956.6K	0.7% ($956.6K/$147.0M)	QoQ -17.66% (-$205.3K) YoY -45.92% (-$812.6K)
(VTcusip922042742)	8.2K	QoQ -0.90% (-75) YoY -2.32% (-196)	All Managers (Combined)	$955.9K	0.7% ($955.9K/$147.0M)	QoQ -2.19% (-$21.4K) YoY +2.50% (-$23.3K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	6.4K	QoQ -1.53% (-100) YoY -26.38% (-2.3K)	All Managers (Combined)	$929.1K	0.6% ($929.1K/$147.0M)	QoQ -12.13% (-$128.4K) YoY -48.20% (-$864.5K)
(VIGcusip921908844)	4.7K	QoQ +2.29% (+106) YoY -14.73% (-816)	All Managers (Combined)	$916.2K	0.6% ($916.2K/$147.0M)	QoQ +1.33% (+$12.1K) YoY -9.42% (-$95.3K)