Successful Portfolios LLC
Top Portfolio Positions
128 positions ·
$98,034,712 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
12,515 | $8,139,005 | 8.30% |
| WMT |
Walmart Inc.
Consumer Defensive
|
51,124 | $6,353,690 | 6.48% |
| AAPL |
Apple Inc.
Technology
|
19,928 | $5,057,527 | 5.16% |
| NVDA |
Nvidia Corp
Technology
|
28,909 | $5,041,729 | 5.14% |
| MSFT |
Microsoft Corp
Technology
|
11,657 | $4,315,071 | 4.40% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,594 | $2,831,222 | 2.89% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
8,577 | $2,820,889 | 2.88% |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,512 | $2,447,710 | 2.50% |
| AMAT |
Applied Materials Inc /De
Technology
|
6,143 | $2,099,615 | 2.14% |
| DUK |
Duke Energy CORP
Utilities
|
15,407 | $2,017,392 | 2.06% |
Portfolio Trend
Holdings in AOD
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,954 | 19,539 | Shares | Sole | 2026-04-13 | |
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