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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BP PLC

BP|055622104

Shares:9.4K

Value:$317.1K

% of Portfolio:0.2% ($317.1K/$147.0M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:4.9K

Value:$317.1K

% of Portfolio:0.2% ($317.1K/$147.0M)

46429B697

USMV|46429B697

Shares:3.4K

Value:$313.9K

% of Portfolio:0.2% ($313.9K/$147.0M)

922908363

VOO|922908363

Shares:603

Value:$309.8K

% of Portfolio:0.2% ($309.8K/$147.0M)

464287176

Shares:2.8K

Value:$309.5K

% of Portfolio:0.2% ($309.5K/$147.0M)

464287655

IWM|464287655

Shares:1.5K

Value:$308.0K

% of Portfolio:0.2% ($308.0K/$147.0M)

PPL Corp

PPL|69351T106

Shares:8.4K

Value:$302.8K

% of Portfolio:0.2% ($302.8K/$147.0M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:5.0K

Value:$302.4K

% of Portfolio:0.2% ($302.4K/$147.0M)

81369Y209

Shares:2.1K

Value:$301.1K

% of Portfolio:0.2% ($301.1K/$147.0M)

NEWMONT Corp /DE/

NEM|651639106

Shares:6.2K

Value:$299.9K

% of Portfolio:0.2% ($299.9K/$147.0M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:602

Value:$298.2K

% of Portfolio:0.2% ($298.2K/$147.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:955

Value:$291.8K

% of Portfolio:0.2% ($291.8K/$147.0M)

LENNAR CORP /NEW/

LEN|526057104

Shares:2.5K

Value:$289.6K

% of Portfolio:0.2% ($289.6K/$147.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.4K

Value:$283.2K

% of Portfolio:0.2% ($283.2K/$147.0M)

46434V613

Shares:6.1K

Value:$279.3K

% of Portfolio:0.2% ($279.3K/$147.0M)

46432F396

MTUM|46432F396

Shares:1.4K

Value:$277.3K

% of Portfolio:0.2% ($277.3K/$147.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.1K

Value:$276.4K

% of Portfolio:0.2% ($276.4K/$147.0M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:925

Value:$272.8K

% of Portfolio:0.2% ($272.8K/$147.0M)

Shell plc

SHEL|780259305

Shares:3.7K

Value:$272.7K

% of Portfolio:0.2% ($272.7K/$147.0M)

CAMPBELL'S Co

CPB|134429109

Shares:6.8K

Value:$272.5K

% of Portfolio:0.2% ($272.5K/$147.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BP PLC(BPcusip055622104)	9.4K	QoQ +0.46% (+43) YoY +11.09% (-937)	All Managers (Combined)	$317.1K	0.2% ($317.1K/$147.0M)	QoQ +14.83% (+$41.0K) YoY -0.37% (-$1.2K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	4.9K	QoQ -0.81% (-40) YoY -7.60% (-400)	All Managers (Combined)	$317.1K	0.2% ($317.1K/$147.0M)	QoQ -24.17% (-$101.1K) YoY -10.00% (-$35.3K)
(USMVcusip46429B697)	3.4K	QoQ +0.29% (+10) YoY +2.88% (+94)	All Managers (Combined)	$313.9K	0.2% ($313.9K/$147.0M)	QoQ +5.80% (+$17.2K) YoY +15.29% (+$41.6K)
(VOOcusip922908363)	603	QoQ 0.00% (-0) YoY +2.37% (+14)	All Managers (Combined)	$309.8K	0.2% ($309.8K/$147.0M)	QoQ -4.60% (-$15.0K) YoY +9.34% (+$26.5K)
(cusip464287176)✕	2.8K	QoQ 0.00% (+0) YoY -0.81% (-23)	All Managers (Combined)	$309.5K	0.2% ($309.5K/$147.0M)	QoQ +4.26% (+$12.6K) YoY +2.57% (-$7.8K)
(IWMcusip464287655)	1.5K	QoQ -5.50% (-90) YoY -13.79% (-247)	All Managers (Combined)	$308.0K	0.2% ($308.0K/$147.0M)	QoQ -14.68% (-$53.0K) YoY -18.22% (-$68.6K)
PPL Corp(PPLcusip69351T106)	8.4K	QoQ +0.58% (+49) YoY NEW(+8.4K)	All Managers (Combined)	$302.8K	0.2% ($302.8K/$147.0M)	QoQ +11.90% (+$32.2K) YoY NEW(+$302.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	5.0K	QoQ -1.54% (-78) YoY -7.48% (-401)	All Managers (Combined)	$302.4K	0.2% ($302.4K/$147.0M)	QoQ +6.16% (-$17.6K) YoY +4.05% (-$11.8K)
(cusip81369Y209)✕	2.1K	QoQ +0.97% (+20) YoY +4.82% (+95)	All Managers (Combined)	$301.1K	0.2% ($301.1K/$147.0M)	QoQ +7.17% (+$20.2K) YoY +3.60% (+$10.5K)
NEWMONT Corp /DE/(NEMcusip651639106)	6.2K	QoQ -0.16% (-10) YoY -4.76% (-311)	All Managers (Combined)	$299.9K	0.2% ($299.9K/$147.0M)	QoQ +29.51% (-$68.3K) YoY +28.28% (-$66.1K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	602	QoQ -4.74% (-30) YoY -4.74% (-30)	All Managers (Combined)	$298.2K	0.2% ($298.2K/$147.0M)	QoQ -9.61% (-$31.7K) YoY +18.20% (-$45.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	955	QoQ 0.00% (+0) YoY -1.74% (-17)	All Managers (Combined)	$291.8K	0.2% ($291.8K/$147.0M)	QoQ +4.37% (+$12.2K) YoY +20.19% (-$49.0K)
LENNAR CORP /NEW/(LENcusip526057104)	2.5K	QoQ 0.00% (-0) YoY -0.39% (-10)	All Managers (Combined)	$289.6K	0.2% ($289.6K/$147.0M)	QoQ -15.83% (-$54.5K) YoY -33.52% (-$146.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.4K	QoQ -1.11% (-38) YoY NEW(+3.4K)	All Managers (Combined)	$283.2K	0.2% ($283.2K/$147.0M)	QoQ +10.34% (-$26.6K) YoY NEW(+$283.2K)
(cusip46434V613)✕	6.1K	QoQ -0.54% (-33) YoY -9.40% (-629)	All Managers (Combined)	$279.3K	0.2% ($279.3K/$147.0M)	QoQ +1.39% (-$3.8K) YoY -8.42% (-$25.7K)
(MTUMcusip46432F396)	1.4K	QoQ 0.00% (-0) YoY -2.97% (-42)	All Managers (Combined)	$277.3K	0.2% ($277.3K/$147.0M)	QoQ -2.31% (-$6.6K) YoY +4.69% (-$12.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.1K	QoQ +0.23% (+14) YoY -4.73% (-303)	All Managers (Combined)	$276.4K	0.2% ($276.4K/$147.0M)	QoQ +13.68% (+$33.3K) YoY +2.97% (-$8.0K)
Air Products & Chemicals, Inc.(APDcusip009158106)	925	QoQ 0.00% (+0) YoY -17.77% (-200)	All Managers (Combined)	$272.8K	0.2% ($272.8K/$147.0M)	QoQ +1.68% (+$4.5K) YoY +0.09% (-$247)
Shell plc(SHELcusip780259305)	3.7K	QoQ -0.02% (-1) YoY +0.02% (+1)	All Managers (Combined)	$272.7K	0.2% ($272.7K/$147.0M)	QoQ +16.94% (-$39.5K) YoY +9.32% (+$23.3K)
CAMPBELL'S Co(CPBcusip134429109)	6.8K	QoQ 0.00% (-0) YoY -21.74% (-1.9K)	All Managers (Combined)	$272.5K	0.2% ($272.5K/$147.0M)	QoQ -4.68% (-$13.4K) YoY -29.71% (-$115.2K)