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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
44
4
2
2
1
0
22
3
0
SUCCESSFUL PORTFOLIOS LLC

Time Period2019-03-31

Total Holdings139

Total Value ($x1000)91,467
Activities
New15

Increased52

Unchanged17

Decreased55

Sold Out2

Top 10 Stock Holdingstotal 32%
SPY7.9

SCHB6.62

SCHO4.44

SCHF2.4

MSFT2.15

 
VTI1.83

DUK1.77

WMT1.66

SCHZ1.62

XLK1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
7.9%
TR UNIT
SCHB
6.62%
US BRD MKT ETF
SCHO
4.44%
SHT TM US TRES
SCHF
2.4%
INTL EQTY ETF
MSFT
2.15%
COM
VTI
1.83%
TOTAL STK MKT
DUK
1.77%
COM NEW
WMT
1.66%
COM
SCHZ
1.62%
US AGGREGATE B
XLK
1.61%
TECHNOLOGY
HD
1.58%
COM
AMZN
1.55%
COM
HON
1.5%
COM
AAPL
1.48%
COM
XOM
1.4%
COM
PG
1.18%
COM
SCHR
1.17%
INTRM TRM TRES
GOOGL
1.14%
CAP STK CL A
XLI
1.13%
SBI INT-INDS
MCD
1.12%
COM
XLF
1.12%
SBI INT-FINL
TY
1.11%
COM
DIS
1.08%
COM DISNEY
GOOG
1.04%
CAP STK CL C
SCHX
1.04%
US LRG CAP ETF
SCHE
1.03%
EMRG MKTEQ ETF
SCHP
1.02%
US TIPS ETF
JNJ
1%
COM
INTC
0.96%
COM
VZ
0.94%
COM
IVV
0.93%
CORE S&P500 ETF
VT
0.93%
TT WRLD ST ETF
KO
0.9%
COM
VXUS
0.85%
VG TL INTL STK F
SST
0.83%
SHRT TRSRY ETF
MMM
0.79%
COM
VTIP
0.78%
STRM INFPROIDX
FLRN
0.77%
INV GRD FLT RT
VLY
0.75%
COM
BTT
0.71%
COM SHS BEN IN
MUB
0.71%
NAT AMT FREE BD
AGG
0.7%
CORE TOTUSBD ETF
VTEB
0.69%
TAX-EXEMPT BD
NEE
0.69%
COM
MRK
0.64%
COM
ABT
0.64%
COM
T
0.61%
COM
NVDA
0.59%
COM
MO
0.59%
COM
RDS/A
0.57%
SPONS ADR A
ABBV
0.57%
COM
JPM
0.56%
COM
CSCO
0.55%
COM
BND
0.54%
TOTAL BND MRKT
NSC
0.54%
COM
PYPL
0.54%
COM
NEA
0.53%
COM
CVX
0.52%
COM
PPG
0.52%
COM
AMAT
0.52%
COM
VIG
0.51%
DIV APP ETF
TIP
0.48%
TIPS BD ETF
SO
0.48%
COM
COP
0.47%
COM
SCHD
0.46%
US DIVIDEND EQ
CPB
0.46%
COM
SHY
0.46%
1-3 YR TR BD ETF
LUV
0.44%
COM
PFE
0.44%
COM
WM
0.43%
COM
EFA
0.43%
MSCI EAFE ETF
WBA
0.43%
COM
PEP
0.42%
COM
PZA
0.42%
NATL AMT MUNI
FB
0.42%
CL A
D
0.41%
COM
AMD
0.41%
COM
IWM
0.39%
RUSSELL 2000 ETF
UNH
0.39%
COM
EXC
0.39%
COM
BP
0.39%
SPONSORED ADR
UPS
0.38%
CL B
SPLK
0.38%
COM
BA
0.37%
COM
C
0.37%
COM NEW
CSX
0.36%
COM
UNP
0.36%
COM
WEC
0.36%
COM
AMGN
0.35%
COM
SCHA
0.34%
US SML CAP ETF
IEI
0.34%
3-7 YR TR BD ETF
XLU
0.33%
SBI INT-UTILS
IBM
0.33%
COM
SHM
0.32%
NUVN BR SHT MUNI
PAYX
0.32%
COM
ETJ
0.31%
COM
PSX
0.31%
COM
PBCT
0.31%
COM
PM
0.31%
COM
STI
0.3%
COM
BBN
0.3%
SHS
BABA
0.3%
SPONSORED ADS
DWDP
0.3%
COM
DIA
0.29%
UT SER 1
GE
0.29%
COM
RTN
0.28%
COM NEW
EQR
0.28%
SH BEN INT
SPLV
0.26%
S&P500 LOW VOL
GIS
0.26%
COM
COST
0.25%
COM
NXP
0.25%
SH BEN INT
TFI
0.25%
NUVN BRCLY MUNI
DAL
0.25%
COM NEW
BIV
0.25%
INTERMED TERM
RSG
0.24%
COM
CLX
0.24%
COM
BAX
0.24%
COM
STIP
0.24%
0-5 YR TIPS ETF
CMG
0.24%
COM
DHR
0.23%
COM
GLW
0.23%
COM
APD
0.23%
COM
XLV
0.23%
SBI HEALTHCARE
CMCSA
0.23%
CL A
GSLC
0.23%
EQUITY ETF
MDY
0.23%
UTSER1 S&PDCRP
THRK
0.22%
RUSSELL 3000 ETF
STZ
0.22%
CL A
BGY
0.21%
COM BENE INTER
F
0.21%
COM PAR $0.01
AOD
0.2%
COM SH BEN INT
NLY
0.2%
COM
PMO
0.19%
SH BEN INT
IQI
0.19%
COM
MYF
0.17%
COM
CTL
0.14%
COM
GG
0.13%
COM
SIRI
0.08%
COM
BTG
0.03%
COM
UVE
0.28%
COM
BMY
0.27%
COM