Successful Portfolios LLC
Top Portfolio Positions
129 positions ·
$98,444,428 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
12,515 | $8,139,005 | 8.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
51,124 | $6,353,690 | 6.45% | |
| AAPL |
Apple Inc.
Technology
|
19,928 | $5,057,527 | 5.14% | |
| NVDA |
Nvidia Corp
Technology
|
28,909 | $5,041,729 | 5.12% | |
| MSFT |
Microsoft Corp
Technology
|
11,657 | $4,315,071 | 4.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,594 | $2,831,222 | 2.88% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
8,577 | $2,820,889 | 2.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,512 | $2,447,710 | 2.49% | |
| AMAT |
Applied Materials Inc /De
Technology
|
6,143 | $2,099,615 | 2.13% | |
| DUK |
Duke Energy CORP
Utilities
|
15,407 | $2,017,392 | 2.05% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LDI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,200 | 10,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $20,700 | 10,000 | Shares | Sole | 2026-01-23 | |
| No 13F history on record for this holder in this stock. | ||||||