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
Filing Details
13F-HR • 2025-03-31- 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% identified137 identified21 unidentified
Holdings
158 positions • $147.0M total value
Manager:
Search and click to pin securities to the top
Page 3 of 8
464287226
Shares:7.5K
Value:$745.3K
% of Portfolio:0.5% ($745.3K/$147.0M)
Shares:44.5K
Value:$606.3K
% of Portfolio:0.4% ($606.3K/$147.0M)
Shares:88.5K
Value:$575.2K
% of Portfolio:0.4% ($575.2K/$147.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Walt Disney Co(DIScusip254687106) | 8.9K | QoQ -1.76% (-159)YoY -0.71% (-64) | All Managers (Combined) | $874.2K | 0.6% ($874.2K/$147.0M) | |
6.3K | All Managers (Combined) | $840.3K | 0.6% ($840.3K/$147.0M) | |||
4.8K | QoQ -0.53% (-26)YoY -7.14% (-370) | All Managers (Combined) | $798.0K | 0.5% ($798.0K/$147.0M) | ||
11.3K | QoQ +0.01% (-2) | All Managers (Combined) | $797.5K | 0.5% ($797.5K/$147.0M) | ||
39.9K | All Managers (Combined) | $788.4K | 0.5% ($788.4K/$147.0M) | |||
SOUTHERN CO(SOcusip842587107) | 8.3K | QoQ 0.00% (+0)YoY -6.24% (-554) | All Managers (Combined) | $764.5K | 0.5% ($764.5K/$147.0M) | |
(cusip464287226)✕ | 7.5K | QoQ -2.09% (-161)YoY -2.39% (-185) | All Managers (Combined) | $745.3K | 0.5% ($745.3K/$147.0M) | |
1.3K | QoQ 0.00% (-0)YoY -5.93% (-79) | All Managers (Combined) | $722.3K | 0.5% ($722.3K/$147.0M) | ||
2.9K | QoQ +0.03% (+1) | All Managers (Combined) | $709.9K | 0.5% ($709.9K/$147.0M) | ||
9.1K | All Managers (Combined) | $700.5K | 0.5% ($700.5K/$147.0M) | |||
2.9K | QoQ 0.00% (+0) | All Managers (Combined) | $663.7K | 0.5% ($663.7K/$147.0M) | ||
CONOCOPHILLIPS(COPcusip20825C104) | 6.2K | QoQ +0.01% (+1) | All Managers (Combined) | $648.2K | 0.4% ($648.2K/$147.0M) | |
PEPSICO INC(PEPcusip713448108) | 4.3K | QoQ -1.93% (-85)YoY +2.59% (-109) | All Managers (Combined) | $645.9K | 0.4% ($645.9K/$147.0M) | |
6.8K | QoQ -0.08% (-6)YoY -4.47% (-319) | All Managers (Combined) | $610.8K | 0.4% ($610.8K/$147.0M) | ||
44.5K | QoQ 0.00% (+0)YoY +0.02% (+11) | All Managers (Combined) | $606.3K | 0.4% ($606.3K/$147.0M) | ||
88.5K | All Managers (Combined) | $575.2K | 0.4% ($575.2K/$147.0M) | |||
CHEVRON CORP(CVXcusip166764100) | 3.4K | QoQ +2.87% (+96) | All Managers (Combined) | $574.4K | 0.4% ($574.4K/$147.0M) | |
1.1K | QoQ +0.92% (+10)YoY -6.96% (-82) | All Managers (Combined) | $573.7K | 0.4% ($573.7K/$147.0M) | ||
7.8K | QoQ 0.00% (+0)YoY +1.95% (+150) | All Managers (Combined) | $573.4K | 0.4% ($573.4K/$147.0M) | ||
19.0K | All Managers (Combined) | $538.6K | 0.4% ($538.6K/$147.0M) |