Legal Name: SUCCESSFUL PORTFOLIOS LLC
報告期間:
Jun 30, 2019
有効日:
Jul 11, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
25,356 |
$7,429k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
91,361 |
$6,444k |
|
|
SCHWAB STRATEGIC T (808524862)
|
84,168 |
$4,258k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
69,615 |
$2,234k |
|
|
MICROSOFT CORP (594918104)
|
16,604 |
$2,224k |
|
|
WALMART INC COM (931142103)
|
15,438 |
$1,706k |
|
|
DUKE ENERGY CORP (26441C204)
|
17,991 |
$1,588k |
|
|
HOME DEPOT INC (437076102)
|
7,407 |
$1,540k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
19,704 |
$1,538k |
|
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
28,764 |
$1,524k |
|
|
Amazon.com Inc (023135106)
|
783 |
$1,483k |
|
|
HONEYWELL INTL INC (438516106)
|
8,415 |
$1,469k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
9,564 |
$1,435k |
|
|
Apple Inc (037833100)
|
7,070 |
$1,399k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
23,269 |
$1,279k |
|
|
DISNEY WALT CO (254687106)
|
8,906 |
$1,244k |
|
|
Exxon Mobil Corp (30231G102)
|
15,698 |
$1,203k |
|
|
PROCTER & GAMBLE CO (742718109)
|
10,388 |
$1,139k |
|
|
MCDONALDS CORP (580135101)
|
5,400 |
$1,121k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
39,098 |
$1,079k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
13,170 |
$1,020k |
|
|
TRI CONTL CORP (895436103)
|
37,510 |
$1,012k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
14,145 |
$993k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
17,313 |
$975k |
|
|
ALPHABET INC (02079K305)
|
887 |
$960k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
35,670 |
$936k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,443 |
$897k |
|
|
COCA-COLA CO (191216100)
|
17,444 |
$888k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
11,543 |
$868k |
|
|
Alphabet Inc (02079K107)
|
803 |
$868k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
14,683 |
$839k |
|
|
VANGUARD MALVERN FDS (922020805)
|
16,699 |
$824k |
|
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
27,355 |
$821k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
2,726 |
$803k |
|
|
INTEL CORP (458140100)
|
15,778 |
$755k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
13,878 |
$732k |
|
|
SPDR Inv't Grade Floating Rate (78468R200)
|
23,428 |
$720k |
|
|
BLACKROCK MUN 2030 TAR TERM (09257P105)
|
29,283 |
$680k |
|
|
VALLEY NATL BANCORP (919794107)
|
62,070 |
$669k |
|
|
NEXTERA ENERGY INC (65339F101)
|
3,251 |
$666k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
5,745 |
$650k |
|
|
ABBOTT LABS (002824100)
|
7,259 |
$610k |
|
|
3M CO (88579Y101)
|
3,474 |
$602k |
|
|
AT&T INC (00206R102)
|
17,743 |
$595k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
5,237 |
$583k |
|
|
MERCK & CO INC (58933Y105)
|
6,945 |
$582k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
5,039 |
$563k |
|
|
PayPal Holdings Inc (70450Y103)
|
4,739 |
$542k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
10,215 |
$542k |
|
|
Applied Materials, Inc. (038222105)
|
12,018 |
$540k |
|
|
Royal Dutch Shell PLC (780259206)
|
8,153 |
$531k |
|
|
NORFOLK SOUTHERN (655844108)
|
2,642 |
$527k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
6,080 |
$505k |
|
|
NUVEEN AMT FREE QLTY MUN INC (670657105)
|
35,979 |
$497k |
|
|
NVIDIA Corp (67066G104)
|
2,981 |
$490k |
|
|
PPG INDUSTRIES INC (693506107)
|
4,169 |
$487k |
|
|
CISCO SYSTEMS INC (17275R102)
|
8,834 |
$483k |
|
|
VANGUARD GROUP (921908844)
|
4,155 |
$478k |
|
|
ABBVIE INC (00287Y109)
|
6,453 |
$469k |
|
|
SOUTHERN CO (842587107)
|
8,402 |
$464k |
|
|
Chevron Corp (166764100)
|
3,726 |
$464k |
|
|
CAMPBELL SOUP CO (134429109)
|
11,002 |
$441k |
|
|
ALTRIA GROUP INC (02209S103)
|
9,294 |
$440k |
|
|
Facebook Inc (30303M102)
|
2,247 |
$434k |
|
|
WASTE MGMT INC DEL (94106L109)
|
3,749 |
$433k |
|
|
ADVANCED MICRO DEVICES INC (007903107)
|
14,265 |
$433k |
|
|
Boeing Co/The (097023105)
|
1,174 |
$427k |
|
|
ISHARES TR (464287176)
|
3,688 |
$426k |
|
|
ISHARES TR (464287457)
|
4,979 |
$422k |
|
|
PEPSICO INC (713448108)
|
3,156 |
$414k |
|
|
ISHARES (464287465)
|
6,051 |
$398k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E537)
|
15,050 |
$393k |
|
|
ConocoPhillips (20825C104)
|
6,396 |
$390k |
|
|
PFIZER INC (717081103)
|
8,962 |
$388k |
|
|
SOUTHWEST AIRLS CO (844741108)
|
7,638 |
$388k |
|
|
CITIGROUP INC (172967424)
|
5,228 |
$366k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,350 |
$365k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
6,739 |
$358k |
|
|
DOMINION ENERGY INC (25746U109)
|
4,591 |
$355k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,437 |
$351k |
|
|
Splunk Inc (848637104)
|
2,740 |
$345k |
|
|
CSX CORP (126408103)
|
4,432 |
$343k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
4,084 |
$340k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
6,147 |
$336k |
|
|
EXELON CORP (30161N101)
|
6,994 |
$335k |
|
|
BP PLC (055622104)
|
8,020 |
$334k |
|
|
UNION PAC CORP (907818108)
|
1,948 |
$329k |
|
|
UNITED PARCEL SERVIC (911312106)
|
3,137 |
$324k |
|
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
2,520 |
$317k |
|
|
AMGEN INC (031162100)
|
1,694 |
$312k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
5,174 |
$309k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
4,177 |
$299k |
|
|
SPDR SER TR (78468R739)
|
6,035 |
$295k |
|
|
SUNTRUST BANKS INC (867914103)
|
4,691 |
$295k |
|
|
PAYCHEX INC (704326107)
|
3,577 |
$294k |
|
|
Blackrock Taxable Municipal Bo (09248X100)
|
12,350 |
$293k |
|
|
EATON VANCE RISK MANAGED DIV (27829G106)
|
30,995 |
$291k |
|
|
INTL BUSINESS MCHN (459200101)
|
2,109 |
$291k |
|
|
PEOPLES UNITED FINL (712704105)
|
17,067 |
$286k |
|
|
Newmont Goldcorp Corp (651639106)
|
7,339 |
$282k |
|
|
Phillips 66 (718546104)
|
2,961 |
$277k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,030 |
$274k |
|
|
GENERAL ELECTRIC CO (369604103)
|
25,517 |
$268k |
|
|
EQUITY RESIDENTIAL (29476L107)
|
3,350 |
$254k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E354)
|
4,596 |
$253k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
1,100 |
$249k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,470 |
$249k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,142 |
$247k |
|
|
CONSTELLATION BRANDS (21036P108)
|
1,233 |
$243k |
|
|
RAYTHEON (755111507)
|
1,389 |
$242k |
|
|
COSTCO WHSL CORP (22160K105)
|
906 |
$239k |
|
|
DANAHER CORP (235851102)
|
1,645 |
$235k |
|
|
REPUBLIC SVCS INC (760759100)
|
2,711 |
$235k |
|
|
GENERAL MILLS INC (370334104)
|
4,423 |
$232k |
|
|
NUVEEN SELECT TAX FREE INCM (67062F100)
|
15,200 |
$232k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
4,614 |
$231k |
|
|
FORD MOTOR CO (345370860)
|
22,265 |
$228k |
|
|
CHIPOTLE MEXICAN GRL (169656105)
|
296 |
$217k |
|
|
COMCAST CORP (20030N101)
|
5,111 |
$216k |
|
|
BAXTER INTL INC (071813109)
|
2,631 |
$215k |
|
|
DELTA AIR LINES (247361702)
|
3,746 |
$213k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
600 |
$213k |
|
|
CORNING INCORPORATED (219350105)
|
6,366 |
$212k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
2,277 |
$211k |
|
|
CLOROX CO (189054109)
|
1,367 |
$209k |
|
|
BHP BILLITON LTD (088606108)
|
3,581 |
$208k |
|
|
SPDR SERIES TRUST (78464A805)
|
5,690 |
$207k |
|
|
TORONTO DOMINION BK (891160509)
|
3,514 |
$205k |
|
|
BLACKROCK ENHANCED INTL DIV (092524107)
|
34,288 |
$193k |
|
|
PUTNAM MUN OPPORTUNITIES TR (746922103)
|
14,478 |
$183k |
|
|
INVESCO QUALITY MUNI INC TRS (46133G107)
|
14,032 |
$174k |
|
|
ABERDEEN TOTAL DYNAMIC DIVD (00326L100)
|
19,848 |
$166k |
|
|
ANNALY CAP MGMT INC (035710409)
|
17,684 |
$161k |
|
|
BlackRock MuniYield Investment Fund (09254R104)
|
10,712 |
$158k |
|
|
CENTURYLINK INC (156700106)
|
10,163 |
$120k |
|
|
BROOKDALE SENIOR LIVING INC (112463104)
|
10,933 |
$79k |
|
|
SIRIUS XM HLDG (82968B103)
|
13,732 |
$77k |
|
|
B2Gold Corp (11777Q209)
|
11,137 |
$34k |
|
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