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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808524797

SCHD|808524797

Shares:14.8K

Value:$414.9K

% of Portfolio:0.3% ($414.9K/$147.0M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.6K

Value:$395.6K

% of Portfolio:0.3% ($395.6K/$147.0M)

3M CO

MMM|88579Y101

Shares:2.5K

Value:$371.1K

% of Portfolio:0.3% ($371.1K/$147.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.9K

Value:$365.3K

% of Portfolio:0.2% ($365.3K/$147.0M)

CSX CORP

CSX|126408103

Shares:12.1K

Value:$356.0K

% of Portfolio:0.2% ($356.0K/$147.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:8.4K

Value:$348.9K

% of Portfolio:0.2% ($348.9K/$147.0M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:9.2K

Value:$348.5K

% of Portfolio:0.2% ($348.5K/$147.0M)

PFIZER INC

PFE|717081103

Shares:13.7K

Value:$348.0K

% of Portfolio:0.2% ($348.0K/$147.0M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.8K

Value:$347.7K

% of Portfolio:0.2% ($347.7K/$147.0M)

Philip Morris International Inc.

PM|718172109

Shares:2.2K

Value:$345.8K

% of Portfolio:0.2% ($345.8K/$147.0M)

464287507

IJH|464287507

Shares:5.6K

Value:$329.3K

% of Portfolio:0.2% ($329.3K/$147.0M)

81369Y506

Shares:3.5K

Value:$328.9K

% of Portfolio:0.2% ($328.9K/$147.0M)

81369Y886

Shares:4.2K

Value:$327.7K

% of Portfolio:0.2% ($327.7K/$147.0M)

Phillips 66

PSX|718546104

Shares:2.6K

Value:$327.0K

% of Portfolio:0.2% ($327.0K/$147.0M)

464289867

Shares:5.7K

Value:$325.8K

% of Portfolio:0.2% ($325.8K/$147.0M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:29.1K

Value:$325.5K

% of Portfolio:0.2% ($325.5K/$147.0M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.0K

Value:$325.3K

% of Portfolio:0.2% ($325.3K/$147.0M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.9K

Value:$322.4K

% of Portfolio:0.2% ($322.4K/$147.0M)

AUTOZONE INC

AZO|053332102

Shares:84

Value:$320.3K

% of Portfolio:0.2% ($320.3K/$147.0M)

92189F106

GDX|92189F106

Shares:6.9K

Value:$317.5K

% of Portfolio:0.2% ($317.5K/$147.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	14.8K	QoQ -1.53% (-232) YoY +231.57% (+10.4K)	All Managers (Combined)	$414.9K	0.3% ($414.9K/$147.0M)	QoQ +0.76% (-$3.1K) YoY +14.98% (+$54.1K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.6K	QoQ -0.97% (-16) YoY -28.84% (-662)	All Managers (Combined)	$395.6K	0.3% ($395.6K/$147.0M)	QoQ +19.21% (-$63.7K) YoY -9.96% (-$43.8K)
3M CO(MMMcusip88579Y101)	2.5K	QoQ 0.00% (+0) YoY -7.97% (-219)	All Managers (Combined)	$371.1K	0.3% ($371.1K/$147.0M)	QoQ +13.76% (+$44.9K) YoY +27.42% (-$79.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.9K	QoQ 0.00% (+0) YoY -16.32% (-1.2K)	All Managers (Combined)	$365.3K	0.2% ($365.3K/$147.0M)	QoQ +4.23% (+$14.9K) YoY +3.45% (-$12.2K)
CSX CORP(CSXcusip126408103)	12.1K	QoQ 0.00% (-0) YoY -5.24% (-669)	All Managers (Combined)	$356.0K	0.2% ($356.0K/$147.0M)	QoQ -8.80% (-$34.4K) YoY -24.77% (-$117.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	8.4K	QoQ -0.41% (-35) YoY -10.54% (-985)	All Managers (Combined)	$348.9K	0.2% ($348.9K/$147.0M)	QoQ -5.44% (-$20.1K) YoY -1.55% (-$5.5K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	9.2K	QoQ -0.45% (-42) YoY +1.74% (-158)	All Managers (Combined)	$348.5K	0.2% ($348.5K/$147.0M)	QoQ -1.02% (-$3.6K) YoY -18.07% (-$76.9K)
PFIZER INC(PFEcusip717081103)	13.7K	QoQ -0.32% (-45) YoY -9.56% (-1.5K)	All Managers (Combined)	$348.0K	0.2% ($348.0K/$147.0M)	QoQ -4.80% (-$17.6K) YoY -17.42% (-$73.4K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.8K	QoQ -0.49% (-24) YoY -22.66% (-1.4K)	All Managers (Combined)	$347.7K	0.2% ($347.7K/$147.0M)	QoQ +1.70% (-$5.8K) YoY -4.21% (-$15.3K)
Philip Morris International Inc.(PMcusip718172109)	2.2K	QoQ 0.00% (+0) YoY -4.38% (-100)	All Managers (Combined)	$345.8K	0.2% ($345.8K/$147.0M)	QoQ +31.89% (+$83.6K) YoY +65.66% (-$137.0K)
(IJHcusip464287507)	5.6K	QoQ +1.69% (-94) YoY -1.75% (-101)	All Managers (Combined)	$329.3K	0.2% ($329.3K/$147.0M)	QoQ -4.76% (-$16.5K) YoY -5.62% (-$19.6K)
(cusip81369Y506)✕	3.5K	QoQ -5.37% (-200) YoY -9.16% (-355)	All Managers (Combined)	$328.9K	0.2% ($328.9K/$147.0M)	QoQ +3.22% (-$10.3K) YoY -10.08% (-$36.9K)
(cusip81369Y886)✕	4.2K	QoQ 0.00% (+0) YoY -5.88% (-260)	All Managers (Combined)	$327.7K	0.2% ($327.7K/$147.0M)	QoQ +4.17% (+$13.1K) YoY +13.03% (-$37.8K)
Phillips 66(PSXcusip718546104)	2.6K	QoQ +0.03% (+1) YoY -7.57% (-217)	All Managers (Combined)	$327.0K	0.2% ($327.0K/$147.0M)	QoQ +8.44% (+$25.5K) YoY -30.11% (-$140.9K)
(cusip464289867)✕	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$325.8K	0.2% ($325.8K/$147.0M)	QoQ NEW(+$325.8K) YoY NEW(+$325.8K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	29.1K	QoQ 0.00% (-0) YoY -3.32% (-1.0K)	All Managers (Combined)	$325.5K	0.2% ($325.5K/$147.0M)	QoQ -0.70% (-$2.3K) YoY -2.19% (-$7.3K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.0K	QoQ +0.03% (+1) YoY -11.02% (-370)	All Managers (Combined)	$325.3K	0.2% ($325.3K/$147.0M)	QoQ +15.89% (+$44.6K) YoY +18.04% (-$49.7K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.9K	QoQ +4.00% (-113) YoY -3.20% (-97)	All Managers (Combined)	$322.4K	0.2% ($322.4K/$147.0M)	QoQ -9.29% (-$33.1K) YoY -28.38% (-$127.8K)
AUTOZONE INC(AZOcusip053332102)	84	QoQ -2.32% (-2) YoY -27.58% (-32)	All Managers (Combined)	$320.3K	0.2% ($320.3K/$147.0M)	QoQ +16.98% (-$46.5K) YoY -12.01% (-$43.7K)
(GDXcusip92189F106)	6.9K	QoQ +0.37% (+26) YoY -8.85% (-671)	All Managers (Combined)	$317.5K	0.2% ($317.5K/$147.0M)	QoQ +36.07% (+$84.2K) YoY +32.50% (-$77.9K)