Successful Portfolios

CLEARWATER, FLfiles as Successful Portfolios LLC

$214m in 199 US stocks at the end of 30 June 2026. The top 10 are 33.9% of the money. It changed about 8.1% of the portfolio this quarter.

Value

$214m

Stocks

199

Top 10 share

33.9%

Turnover

8.1%

What changed this quarter

New

Bought for the first time this quarter.

Honeywell InternationalHON
0.3% of the fund
Honeywell AerospaceHONA
0.3% of the fund
Dell TechnologiesDELL
0.1% of the fund
Select Sector Spdr TRXLC
0.1% of the fund
NucorNUE
0.1% of the fund
Virtu FinancialVIRT
0.1% of the fund
Ishares TRDVY
0.1% of the fund
QualcommQCOM
0.1% of the fund
IsharesIEMG
0.1% of the fund
Southwest AirlinesLUV
0.1% of the fund
Vanguard Index FDSVOE
0.1% of the fund
KLAKLAC
0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
5.1% of the fund
+3%
Vanguard BD Index FDSBSV
4.4% of the fund
+10%
Vanguard Index FDSVTI
3.5% of the fund
+4%
Schwab Strategic TRSCHO
2.6% of the fund
+3%
Ishares TRSGOV
1.7% of the fund
+12%
Goldman Sachs ETF TRGBIL
1.1% of the fund
+14%
Vanguard Specialized FundsVIG
1.0% of the fund
+4%
Vanguard BD Index FDSBIV
0.9% of the fund
+34%
Vanguard Intl Equity Index FVT
0.9% of the fund
+7%
Schwab Strategic TRSCHR
0.8% of the fund
+3%
Ishares TRSTIP
0.8% of the fund
+7%
Schwab Strategic TRSCHF
0.7% of the fund
+8%
Vanguard Instl Index FDVBIL
0.6% of the fund
+72%
Spdr Series TrustSPTS
0.6% of the fund
+2%
Ishares TRAGG
0.5% of the fund
+16%
Schwab Strategic TRSCHD
0.5% of the fund
+12%
Spdr Gold TRGLD
0.4% of the fund
+3%
Invesco QQQ TRQQQ
0.3% of the fund
+21%
Ishares TRMBB
0.3% of the fund
+16%
Global X FDSAIQ
0.2% of the fund
+15%
Vaneck ETF TrustGDX
0.2% of the fund
+2%
AmgenAMGN
0.2% of the fund
+9%
Vanguard Scottsdale FDSVGIT
0.2% of the fund
+4%
Schwab Strategic TRSCHE
0.1% of the fund
+14%
Ares CapitalARCC
0.1% of the fund
+15%

Cut

Sold some of their stake.

Schwab Strategic TRSCHX
1.2% of the fund
-3%
Vanguard Star FDSVXUS
1.0% of the fund
-3%
JPMorgan ChaseJPM
0.5% of the fund
-3%
General ElectricGE
0.3% of the fund
-3%
Costco WholesaleCOST
0.3% of the fund
-2%
Waste ManagementWM
0.2% of the fund
-3%
GE VernovaGEV
0.2% of the fund
-3%
Bank of AmericaBAC
0.2% of the fund
-5%
Ishares TRIJH
0.2% of the fund
-2%
Union PacificUNP
0.2% of the fund
-3%
UnitedHealth GroupUNH
0.2% of the fund
-3%
Hewlett Packard EnterpriseHPE
0.2% of the fund
-10%
Constellation EnergyCEG
0.2% of the fund
-5%
Vanguard Intl Equity Index FVEU
0.2% of the fund
-6%
Berkshire HathawayBRK-B
0.2% of the fund
-9%
Spdr Series TrustSPYM
0.2% of the fund
-2%
CitigroupC
0.2% of the fund
-6%
BHP Billiton LimitedBHP
0.2% of the fund
-20%
AT&TT
0.2% of the fund
-8%
Marathon PetroleumMPC
0.1% of the fund
-6%
PfizerPFE
0.1% of the fund
-7%
Vanguard BD Index FDSVUSB
0.1% of the fund
-13%
PPLPPL
0.1% of the fund
-6%
Valero EnergyVLO
0.1% of the fund
-3%
PayPal HoldingsPYPL
0.1% of the fund
-3%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
loanDepotLDI
-100%

Holdings

Ishares TRIVV
Share
5.1%
Value
$11m
Shares
14,309
+3%
Vanguard BD Index FDSBSV
Share
4.4%
Value
$9m
Shares
120,461
+10%
State STR Spdr S&P 500 ETF TSPY
Share
4.4%
Value
$9m
Shares
12,403
Held
Vanguard Index FDSVTI
Share
3.5%
Value
$8m
Shares
20,371
+4%
AppleAAPL
Share
2.9%
Value
$6m
Shares
19,782
Held
Select Sector Spdr TRXLK
Share
2.8%
Value
$6m
Shares
32,747
Held
Schwab Strategic TRSCHB
Share
2.8%
Value
$6m
Shares
208,190
Held
NvidiaNVDA
Share
2.7%
Value
$6m
Shares
28,628
Held
WalmartWMT
Share
2.7%
Value
$6m
Shares
50,990
Held
Schwab Strategic TRSCHO
Share
2.6%
Value
$6m
Shares
230,209
+3%
Micron TechnologyMU
Share
2.3%
Value
$5m
Shares
4,902
Held
Advanced Micro DevicesAMD
Share
2.1%
Value
$5m
Shares
8,197
Held
MicrosoftMSFT
Share
2.1%
Value
$4m
Shares
11,572
Held
Ishares TRSGOV
Share
1.7%
Value
$4m
Shares
37,156
+12%
Applied MaterialsAMAT
Share
1.7%
Value
$4m
Shares
6,142
Held
Amazon.comAMZN
Share
1.5%
Value
$3m
Shares
13,392
Held
Vanguard Scottsdale FDSVGSH
Share
1.4%
Value
$3m
Shares
51,663
Held
AlphabetGOOGL
Share
1.4%
Value
$3m
Shares
8,354
Held
AlphabetGOOG
Share
1.4%
Value
$3m
Shares
8,275
Held
Home DepotHD
Share
1.4%
Value
$3m
Shares
8,580
Held
Schwab Strategic TRSCHX
Share
1.2%
Value
$3m
Shares
89,305
-3%
Goldman Sachs ETF TRGBIL
Share
1.1%
Value
$2m
Shares
24,138
+14%
Vanguard Star FDSVXUS
Share
1.0%
Value
$2m
Shares
25,642
-3%
Vanguard Specialized FundsVIG
Share
1.0%
Value
$2m
Shares
9,018
+4%
Select Sector Spdr TRXLI
Share
1.0%
Value
$2m
Shares
11,309
Held
Vanguard BD Index FDSBIV
Share
0.9%
Value
$2m
Shares
25,812
+34%
Vanguard Index FDSVXF
Share
0.9%
Value
$2m
Shares
8,060
Held
Duke EnergyDUK
Share
0.9%
Value
$2m
Shares
15,407
Held
Sony GroupSONY
Share
0.9%
Value
$2m
Shares
91,543
Held
Interactive Brokers GroupIBKR
Share
0.9%
Value
$2m
Shares
19,939
Held
Vanguard Intl Equity Index FVT
Share
0.9%
Value
$2m
Shares
11,821
+7%
Select Sector Spdr TRXLF
Share
0.8%
Value
$2m
Shares
31,374
Held
Schwab Strategic TRSCHR
Share
0.8%
Value
$2m
Shares
70,741
+3%
Ishares TRSTIP
Share
0.8%
Value
$2m
Shares
16,903
+7%
Eli LillyLLY
Share
0.7%
Value
$2m
Shares
1,305
Held
Schwab Strategic TRSCHF
Share
0.7%
Value
$1m
Shares
53,694
+8%
RTXRTX
Share
0.7%
Value
$1m
Shares
7,380
Held
Vanguard Instl Index FDVBIL
Share
0.6%
Value
$1m
Shares
16,270
+72%
Spdr Series TrustSPTS
Share
0.6%
Value
$1m
Shares
42,271
+2%
AbbVieABBV
Share
0.6%
Value
$1m
Shares
4,909
Held
Procter & GamblePG
Share
0.6%
Value
$1m
Shares
8,199
Held
Vanguard Malvern FDSVTIP
Share
0.5%
Value
$1m
Shares
23,242
Held
Johnson & JohnsonJNJ
Share
0.5%
Value
$1m
Shares
4,234
Held
Coca-ColaKO
Share
0.5%
Value
$1m
Shares
13,080
Held
NextEra EnergyNEE
Share
0.5%
Value
$1m
Shares
11,648
Held
Ishares TRAGG
Share
0.5%
Value
$999,435
Shares
10,188
+16%
ExxonMobil HoldingsXOM
Share
0.5%
Value
$996,539
Shares
7,209
Held
JPMorgan ChaseJPM
Share
0.5%
Value
$992,091
Shares
2,952
-3%
Schwab Strategic TRSCHD
Share
0.5%
Value
$975,032
Shares
30,103
+12%
CorningGLW
Share
0.4%
Value
$961,428
Shares
5,009
Held
Mitsubishi UFJ Financial GroupMUFG
Share
0.4%
Value
$936,005
Shares
44,032
Held
Spdr Gold TRGLD
Share
0.4%
Value
$933,982
Shares
2,475
+3%
McDonald'sMCD
Share
0.4%
Value
$924,544
Shares
3,355
Held
abrdn Global Infrastructure Income FundASGI
Share
0.4%
Value
$922,218
Shares
39,957
Held
IntelINTC
Share
0.4%
Value
$898,696
Shares
8,076
Held
Ishares TRITOT
Share
0.4%
Value
$895,776
Shares
5,412
Held
Walt DisneyDIS
Share
0.4%
Value
$845,613
Shares
8,840
Held
ChevronCVX
Share
0.4%
Value
$818,302
Shares
4,673
Held
Southern CompanySO
Share
0.4%
Value
$761,359
Shares
7,975
Held
Meta PlatformsMETA
Share
0.3%
Value
$733,475
Shares
1,128
Held
Honeywell InternationalHON
Share
0.3%
Value
$705,069
Shares
3,131
New
General ElectricGE
Share
0.3%
Value
$698,079
Shares
1,944
-3%
Honeywell AerospaceHONA
Share
0.3%
Value
$693,988
Shares
3,130
New
SandiskSNDK
Share
0.3%
Value
$680,127
Shares
366
Held
Invesco QQQ TRQQQ
Share
0.3%
Value
$678,252
Shares
936
+21%
MerckMRK
Share
0.3%
Value
$648,219
Shares
5,204
Held
Western DigitalWDC
Share
0.3%
Value
$646,220
Shares
1,118
Held
Costco WholesaleCOST
Share
0.3%
Value
$632,125
Shares
691
-2%
Ishares TRMBB
Share
0.3%
Value
$620,005
Shares
6,614
+16%
Select Sector Spdr TRXLE
Share
0.3%
Value
$604,036
Shares
11,005
Held
Norfolk SouthernNSC
Share
0.3%
Value
$593,926
Shares
1,828
Held
NewmontNEM
Share
0.3%
Value
$589,857
Shares
6,204
Held
Spdr Series TrustSPTM
Share
0.3%
Value
$577,585
Shares
6,310
Held
CSXCSX
Share
0.3%
Value
$576,230
Shares
11,674
Held
PepsiCoPEP
Share
0.3%
Value
$564,267
Shares
4,104
Held
Cisco SystemsCSCO
Share
0.3%
Value
$556,333
Shares
4,647
Held
Vanguard BD Index FDSBND
Share
0.3%
Value
$555,027
Shares
7,626
Held
Altria GroupMO
Share
0.3%
Value
$554,824
Shares
7,743
Held
Tri-ContinentalTY
Share
0.3%
Value
$546,313
Shares
15,389
Held
BroadcomAVGO
Share
0.2%
Value
$530,257
Shares
1,324
Held
Truist FinancialTFC
Share
0.2%
Value
$528,908
Shares
10,243
Held
State STR Spdr DOW Jones INDDIA
Share
0.2%
Value
$525,780
Shares
1,000
Held
Waste ManagementWM
Share
0.2%
Value
$510,110
Shares
2,197
-3%
GE VernovaGEV
Share
0.2%
Value
$508,220
Shares
471
-3%
Freeport-McMoRanFCX
Share
0.2%
Value
$500,498
Shares
8,230
Held
Bank of AmericaBAC
Share
0.2%
Value
$497,365
Shares
8,359
-5%
Global X FDSAIQ
Share
0.2%
Value
$497,336
Shares
7,836
+15%
ConocoPhillipsCOP
Share
0.2%
Value
$495,834
Shares
4,572
Held
Ishares TRIJH
Share
0.2%
Value
$489,868
Shares
6,473
-2%
Union PacificUNP
Share
0.2%
Value
$488,318
Shares
1,705
-3%
UnitedHealth GroupUNH
Share
0.2%
Value
$477,403
Shares
1,114
-3%
Vaneck ETF TrustGDX
Share
0.2%
Value
$466,532
Shares
6,166
+2%
Phillips 66PSX
Share
0.2%
Value
$463,750
Shares
2,451
Held
CienaCIEN
Share
0.2%
Value
$462,340
Shares
1,000
Held
CaterpillarCAT
Share
0.2%
Value
$460,845
Shares
488
Held
Abbott LaboratoriesABT
Share
0.2%
Value
$459,582
Shares
4,883
Held
Vanguard Index FDSVOO
Share
0.2%
Value
$459,471
Shares
664
Held
Ishares TRMTUM
Share
0.2%
Value
$458,288
Shares
1,426
Held
BlackRock Municipal 2030 Target Term TrustBTT
Share
0.2%
Value
$457,709
Shares
20,032
Held
Hewlett Packard EnterpriseHPE
Share
0.2%
Value
$445,265
Shares
9,127
-10%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	5.1%	$11m	14,309	+3%
Vanguard BD Index FDSBSV	4.4%	$9m	120,461	+10%
State STR Spdr S&P 500 ETF TSPY	4.4%	$9m	12,403	Held
Vanguard Index FDSVTI	3.5%	$8m	20,371	+4%
AppleAAPL	2.9%	$6m	19,782	Held
Select Sector Spdr TRXLK	2.8%	$6m	32,747	Held
Schwab Strategic TRSCHB	2.8%	$6m	208,190	Held
NvidiaNVDA	2.7%	$6m	28,628	Held
WalmartWMT	2.7%	$6m	50,990	Held
Schwab Strategic TRSCHO	2.6%	$6m	230,209	+3%
Micron TechnologyMU	2.3%	$5m	4,902	Held
Advanced Micro DevicesAMD	2.1%	$5m	8,197	Held
MicrosoftMSFT	2.1%	$4m	11,572	Held
Ishares TRSGOV	1.7%	$4m	37,156	+12%
Applied MaterialsAMAT	1.7%	$4m	6,142	Held
Amazon.comAMZN	1.5%	$3m	13,392	Held
Vanguard Scottsdale FDSVGSH	1.4%	$3m	51,663	Held
AlphabetGOOGL	1.4%	$3m	8,354	Held
AlphabetGOOG	1.4%	$3m	8,275	Held
Home DepotHD	1.4%	$3m	8,580	Held
Schwab Strategic TRSCHX	1.2%	$3m	89,305	-3%
Goldman Sachs ETF TRGBIL	1.1%	$2m	24,138	+14%
Vanguard Star FDSVXUS	1.0%	$2m	25,642	-3%
Vanguard Specialized FundsVIG	1.0%	$2m	9,018	+4%
Select Sector Spdr TRXLI	1.0%	$2m	11,309	Held
Vanguard BD Index FDSBIV	0.9%	$2m	25,812	+34%
Vanguard Index FDSVXF	0.9%	$2m	8,060	Held
Duke EnergyDUK	0.9%	$2m	15,407	Held
Sony GroupSONY	0.9%	$2m	91,543	Held
Interactive Brokers GroupIBKR	0.9%	$2m	19,939	Held
Vanguard Intl Equity Index FVT	0.9%	$2m	11,821	+7%
Select Sector Spdr TRXLF	0.8%	$2m	31,374	Held
Schwab Strategic TRSCHR	0.8%	$2m	70,741	+3%
Ishares TRSTIP	0.8%	$2m	16,903	+7%
Eli LillyLLY	0.7%	$2m	1,305	Held
Schwab Strategic TRSCHF	0.7%	$1m	53,694	+8%
RTXRTX	0.7%	$1m	7,380	Held
Vanguard Instl Index FDVBIL	0.6%	$1m	16,270	+72%
Spdr Series TrustSPTS	0.6%	$1m	42,271	+2%
AbbVieABBV	0.6%	$1m	4,909	Held
Procter & GamblePG	0.6%	$1m	8,199	Held
Vanguard Malvern FDSVTIP	0.5%	$1m	23,242	Held
Johnson & JohnsonJNJ	0.5%	$1m	4,234	Held
Coca-ColaKO	0.5%	$1m	13,080	Held
NextEra EnergyNEE	0.5%	$1m	11,648	Held
Ishares TRAGG	0.5%	$999,435	10,188	+16%
ExxonMobil HoldingsXOM	0.5%	$996,539	7,209	Held
JPMorgan ChaseJPM	0.5%	$992,091	2,952	-3%
Schwab Strategic TRSCHD	0.5%	$975,032	30,103	+12%
CorningGLW	0.4%	$961,428	5,009	Held
Mitsubishi UFJ Financial GroupMUFG	0.4%	$936,005	44,032	Held
Spdr Gold TRGLD	0.4%	$933,982	2,475	+3%
McDonald'sMCD	0.4%	$924,544	3,355	Held
abrdn Global Infrastructure Income FundASGI	0.4%	$922,218	39,957	Held
IntelINTC	0.4%	$898,696	8,076	Held
Ishares TRITOT	0.4%	$895,776	5,412	Held
Walt DisneyDIS	0.4%	$845,613	8,840	Held
ChevronCVX	0.4%	$818,302	4,673	Held
Southern CompanySO	0.4%	$761,359	7,975	Held
Meta PlatformsMETA	0.3%	$733,475	1,128	Held
Honeywell InternationalHON	0.3%	$705,069	3,131	New
General ElectricGE	0.3%	$698,079	1,944	-3%
Honeywell AerospaceHONA	0.3%	$693,988	3,130	New
SandiskSNDK	0.3%	$680,127	366	Held
Invesco QQQ TRQQQ	0.3%	$678,252	936	+21%
MerckMRK	0.3%	$648,219	5,204	Held
Western DigitalWDC	0.3%	$646,220	1,118	Held
Costco WholesaleCOST	0.3%	$632,125	691	-2%
Ishares TRMBB	0.3%	$620,005	6,614	+16%
Select Sector Spdr TRXLE	0.3%	$604,036	11,005	Held
Norfolk SouthernNSC	0.3%	$593,926	1,828	Held
NewmontNEM	0.3%	$589,857	6,204	Held
Spdr Series TrustSPTM	0.3%	$577,585	6,310	Held
CSXCSX	0.3%	$576,230	11,674	Held
PepsiCoPEP	0.3%	$564,267	4,104	Held
Cisco SystemsCSCO	0.3%	$556,333	4,647	Held
Vanguard BD Index FDSBND	0.3%	$555,027	7,626	Held
Altria GroupMO	0.3%	$554,824	7,743	Held
Tri-ContinentalTY	0.3%	$546,313	15,389	Held
BroadcomAVGO	0.2%	$530,257	1,324	Held
Truist FinancialTFC	0.2%	$528,908	10,243	Held
State STR Spdr DOW Jones INDDIA	0.2%	$525,780	1,000	Held
Waste ManagementWM	0.2%	$510,110	2,197	-3%
GE VernovaGEV	0.2%	$508,220	471	-3%
Freeport-McMoRanFCX	0.2%	$500,498	8,230	Held
Bank of AmericaBAC	0.2%	$497,365	8,359	-5%
Global X FDSAIQ	0.2%	$497,336	7,836	+15%
ConocoPhillipsCOP	0.2%	$495,834	4,572	Held
Ishares TRIJH	0.2%	$489,868	6,473	-2%
Union PacificUNP	0.2%	$488,318	1,705	-3%
UnitedHealth GroupUNH	0.2%	$477,403	1,114	-3%
Vaneck ETF TrustGDX	0.2%	$466,532	6,166	+2%
Phillips 66PSX	0.2%	$463,750	2,451	Held
CienaCIEN	0.2%	$462,340	1,000	Held
CaterpillarCAT	0.2%	$460,845	488	Held
Abbott LaboratoriesABT	0.2%	$459,582	4,883	Held
Vanguard Index FDSVOO	0.2%	$459,471	664	Held
Ishares TRMTUM	0.2%	$458,288	1,426	Held
BlackRock Municipal 2030 Target Term TrustBTT	0.2%	$457,709	20,032	Held
Hewlett Packard EnterpriseHPE	0.2%	$445,265	9,127	-10%

Showing the largest 100 of 199.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 31.6% since 30 June 2025.

Where the money is

Technology17.5%

Everyday goods4.8%

Industrials4.3%

Retail & consumer4.2%

Media & telecom3.8%

Financial services3.8%

Health care3.4%

Utilities2.5%

Energy1.8%

Materials1.1%

Real estate0.1%

Other52.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.