Successful Portfolios LLC Purchases in Q3 2024

Successful Portfolios LLC

  • $147 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.03K
+ 31.05%
$100.3 - $100.74 $505K - $507K
21.2K $2.14M
VTI
Vanguard Total Stock Market Et

ETFs
771
+ 5.38%
$255.18 - $283.2 $197K - $218K
15.1K $4.28M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.06%
$333.64 - $405.2 $1.33K - $1.62K
7.09K $2.87M
IVV
Ishares Core S&P 500 ETF

ETFs
226
+ 2.49%
$520.18 - $576.82 $118K - $130K
9.32K $5.37M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.89K
+ 9.81%
$76.38 - $78.87 $297K - $307K
43.6K $3.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
407
+ 0.57%
$59.93 - $66.52 $24.4K - $27.1K
72.3K $4.81M
PPL
Ppl Corp

Utilities
8.29K
New
$27.36 - $33.08 $227K - $274K
8.29K $274K
GLW
Corning Inc

Technology
5.44K
New
$37.76 - $46.2 $205K - $251K
5.44K $245K
LOW
Lowes Companies Inc

Consumer Cyclical
840
New
$213.3 - $270.78 $179K - $227K
840 $227K
CAT
Caterpillar Inc

Industrials
549
New
$316.8 - $391.12 $174K - $215K
549 $214K
EBAY
Ebay Inc

Consumer Cyclical
3.27K
New
$52.61 - $65.44 $172K - $214K
3.27K $212K
CLX
Clorox CO

Consumer Defensive
1.29K
New
$131.73 - $166.97 $170K - $216K
1.29K $210K
TD
Toronto Dominion Bank

Financial Services
3.3K
New
$54.54 - $64.56 $180K - $213K
3.3K $208K
CAG
Conagra Brands Inc.

Consumer Defensive
6.31K
New
$28.13 - $32.83 $177K - $207K
6.31K $205K
CI
Cigna Corp

Healthcare
587
New
$319.12 - $367.1 $187K - $215K
587 $203K
GILD
Gilead Sciences, Inc.

Healthcare
2.41K
New
$66.59 - $83.99 $160K - $202K
2.41K $201K
GBIL
Goldman Sachs Access Treasury

ETFs
1.84K
+ 12.31%
$99.7 - $100.3 $184K - $185K
16.8K $1.69M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.48K
+ 9.61%
$48.4 - $50.91 $120K - $126K
28.3K $1.43M
SCHO
Schwab Short Term Us Treasury

ETFs
1.31K
+ 1.26%
$47.93 - $49.06 $62.9K - $64.4K
106K $5.18M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
790
+ 3.62%
$58.03 - $65.37 $45.8K - $51.6K
22.6K $1.46M
COST
Costco Wholesale Corp

Consumer Defensive
146
+ 35.78%
$801.83 - $917.05 $117K - $134K
554 $491K
KO
Coca Cola CO

Consumer Defensive
46
+ 0.27%
$62.69 - $73.01 $2.88K - $3.36K
17K $1.22M
VXF
Vanguard Extended Market ETF

ETFs
419
+ 9.54%
$163.98 - $182.92 $68.7K - $76.6K
4.81K $875K
SCHX
Schwab Strategic Tr Us Large C

ETFs
644
+ 2.57%
$61.11 - $67.85 $39.4K - $43.7K
25.7K $1.74M
META
Meta Platforms, Inc.

Communication Services
12
+ 0.97%
$453.41 - $572.44 $5.44K - $6.87K
1.25K $716K
VT
Vanguard Total World Stk Index

ETFs
240
+ 2.78%
$107.72 - $119.96 $25.9K - $28.8K
8.86K $1.06M
GLD
Spdr Gold Trust

ETFs
110
+ 8.29%
$215.56 - $246.98 $23.7K - $27.2K
1.44K $349K
XLU
Utilities Sector Spdr

ETFs
140
+ 3.49%
$67.67 - $80.78 $9.47K - $11.3K
4.16K $335K
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
3.27K
+ 3.97%
$5.45 - $6.25 $17.8K - $20.4K
85.7K $535K
TFC
Truist Financial Corp

Financial Services
7
+ 0.07%
$38.22 - $44.94 $268 - $315
10.3K $442K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
197
+ 4.29%
$74.26 - $78.84 $14.6K - $15.5K
4.79K $375K
ENB
Enbridge Inc

Energy
29
+ 0.48%
$35.27 - $41.18 $1.02K - $1.19K
6.12K $248K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
87
+ 1.63%
$57.32 - $62.65 $4.99K - $5.45K
5.42K $337K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.07%
$194.9 - $224.8 $390 - $450
2.93K $617K
MBB
Ishares Tr

ETFs
15
+ 0.29%
$90.85 - $96.66 $1.36K - $1.45K
5.2K $498K
VIG
Vanguard Dividend Appreciation

ETFs
107
+ 2.4%
$182.15 - $182.15 $19.5K - $19.5K
4.57K $832K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
34
+ 0.14%
$8.03 - $9.1 $273 - $309
24.3K $220K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.34%
$475.2 - $527.7 $950 - $1.06K
594 $313K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.05%
$101.72 - $112.94 $102 - $113
1.94K $219K
UPS
United Parcel Service Inc

Industrials
85
+ 3.03%
$123.32 - $147.38 $10.5K - $12.5K
2.89K $393K
DIS
Walt Disney CO

Communication Services
184
+ 2.07%
$85.6 - $98.61 $15.8K - $18.1K
9.08K $873K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
155
+ 3.34%
$49.83 - $62.75 $7.72K - $9.73K
4.8K $276K
WFC
Wells Fargo & Company

Financial Services
2
+ 0.04%
$51.58 - $60.97 $103 - $122
4.92K $277K
CVX
Chevron Corp

Energy
32
+ 0.97%
$137.88 - $161.97 $4.41K - $5.18K
3.34K $491K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
5
+ 0.01%
$9.27 - $11.62 $46.3 - $58.1
44.5K $452K
HON
Honeywell International Inc

Industrials
1
+ 0.01%
$196.73 - $220.21 $197 - $220
7.88K $1.63M
Activity Summary
Buys All Purchases 47 New Holdings 11 Increased Positions 36 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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