Successful-Portfolios

Filing Details

13F-HR2025-03-31
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
Manager Name
Successful-Portfolios
Data Enrichment
87% identified
137 identified21 unidentified

Holdings

158 positions • $147.0M total value
Manager:
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Walt Disney Co
Shares:8.9K
Value:$874.2K
% of Portfolio:0.6% ($874.2K/$147.0M)
ABBOTT LABORATORIES
Shares:6.3K
Value:$840.3K
% of Portfolio:0.6% ($840.3K/$147.0M)
JOHNSON & JOHNSON
Shares:4.8K
Value:$798.0K
% of Portfolio:0.5% ($798.0K/$147.0M)
NEXTERA ENERGY INC
Shares:11.3K
Value:$797.5K
% of Portfolio:0.5% ($797.5K/$147.0M)
808524805
Shares:39.9K
Value:$788.4K
% of Portfolio:0.5% ($788.4K/$147.0M)
SOUTHERN CO
Shares:8.3K
Value:$764.5K
% of Portfolio:0.5% ($764.5K/$147.0M)
464287226
Shares:7.5K
Value:$745.3K
% of Portfolio:0.5% ($745.3K/$147.0M)
Meta Platforms, Inc.
Shares:1.3K
Value:$722.3K
% of Portfolio:0.5% ($722.3K/$147.0M)
JPMORGAN CHASE & CO
Shares:2.9K
Value:$709.9K
% of Portfolio:0.5% ($709.9K/$147.0M)
921937819
Shares:9.1K
Value:$700.5K
% of Portfolio:0.5% ($700.5K/$147.0M)
WASTE MANAGEMENT INC
Shares:2.9K
Value:$663.7K
% of Portfolio:0.5% ($663.7K/$147.0M)
CONOCOPHILLIPS
Shares:6.2K
Value:$648.2K
% of Portfolio:0.4% ($648.2K/$147.0M)
PEPSICO INC
Shares:4.3K
Value:$645.9K
% of Portfolio:0.4% ($645.9K/$147.0M)
Merck & Co., Inc.
Shares:6.8K
Value:$610.8K
% of Portfolio:0.4% ($610.8K/$147.0M)
MITSUBISHI UFJ FINANCIAL GROUP INC
Shares:44.5K
Value:$606.3K
% of Portfolio:0.4% ($606.3K/$147.0M)
ABRDN JAPAN EQUITY FUND, INC.
Shares:88.5K
Value:$575.2K
% of Portfolio:0.4% ($575.2K/$147.0M)
CHEVRON CORP
Shares:3.4K
Value:$574.4K
% of Portfolio:0.4% ($574.4K/$147.0M)
UNITEDHEALTH GROUP INC
Shares:1.1K
Value:$573.7K
% of Portfolio:0.4% ($573.7K/$147.0M)
921937835
Shares:7.8K
Value:$573.4K
% of Portfolio:0.4% ($573.4K/$147.0M)
AT&T INC.
Shares:19.0K
Value:$538.6K
% of Portfolio:0.4% ($538.6K/$147.0M)