Successful Portfolios LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Successful Portfolios LLC reported 169 stock positions worth $162.7 million. Its top holding was Nvidia (NVDA) at 6.0% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.5%) and iShares Core S&P 500 ETF (IVV, 4.3%). Compared with Q1 2025, it opened 11 new positions, added to 40 and reduced 83. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +9%) and the biggest sale Apple (AAPL, shares −0%).

Most Recent 13F
Q2 2026
Location
CLEARWATER, FL
CIK
0001721780
Portfolio Value
$162.7M (Q2 2025)
SEC Filing
0001085146-25-003992 ↗ filed Jul 21, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $146.6M Q1 2024 Q2 2024: $143.2M Q2 2024 Q3 2024: $147.8M Q3 2024 Q4 2024: $149.5M Q4 2024 Q1 2025: $147.0M Q1 2025 Q2 2025: $162.7M $162.7M Q2 2025 Q3 2025: $171.4M Q3 2025 Q4 2025: $196.2M Q4 2025 Q1 2026: $181.4M Q1 2026 Q2 2026: $214.1M Q2 2026

Holdings 169 stocks · $162.7M
NVDA Nvidia Corp. 6.00% 61,749 $9.8M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 5.46% 14,380 $8.9M Reduce -0.7%
IVV iShares Core S&P 500 ETF 4.26% 11,151 $6.9M Add +9.0%
MSFT Microsoft Corp. 3.82% 12,485 $6.2M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 3.31% 17,737 $5.4M Add +3.7%
BSV Vanguard Short-Term Bond ETF 3.19% 65,924 $5.2M Add +9.3%
WMT Walmart Inc. 3.13% 52,037 $5.1M Reduce -0.2%
SCHB Schwab US Broad Market ETF 3.09% 210,724 $5.0M Reduce -3.2%
SCHO Schwab Short-Term US Treas 3.02% 201,423 $4.9M Reduce -2.0%
AAPL Apple Inc. 2.57% 20,383 $4.2M Reduce -0.2%
XLK SS Technology Select Sector 2.53% 16,275 $4.1M Reduce -0.7%
VGSH Vanguard Short-Term Treasury 1.82% 50,503 $3.0M Add +4.1%
AMZN Amazon.com Inc. 1.63% 12,072 $2.6M Add +0.5%
HD Home Depot Inc. 1.60% 7,081 $2.6M Reduce -0.2%
SGOV iShares 0-3 Month Treasury B 1.55% 24,983 $2.5M Reduce -10.2%
SONY Sony Group Corp. - SP ADR 1.52% 95,176 $2.5M Reduce -3.5%
DUK Duke Energy Corp. 1.43% 19,701 $2.3M Reduce -0.0%
GBIL Goldman Sachs Access Treasur 1.32% 21,431 $2.1M Reduce -3.8%
SCHX Schwab US Large-Cap ETF 1.26% 83,571 $2.0M Add +1.1%
HON Honeywell International Inc. 1.14% 7,969 $1.9M Reduce -0.0%
GOOGL Alphabet Inc. Class A 1.10% 10,180 $1.8M Reduce -0.6%
VXUS Vanguard Total Intl Stock 1.06% 24,897 $1.7M Add +5.2%
XLI SS Industrial Select Sector 1.03% 11,404 $1.7M Reduce -0.2%
XLF SS Financial Select Sector 1.02% 31,745 $1.7M Reduce -0.2%
GOOG Alphabet Inc. Class C 1.02% 9,309 $1.7M Reduce -0.1%
STIP iShares 0-5 Year Tips Bond E 0.96% 15,244 $1.6M Add +0.8%
PG The Procter & Gamble Co. 0.95% 9,691 $1.5M Reduce -0.1%
SCHR Schwab Intermediate-Term US 0.94% 61,151 $1.5M Add +2.4%
AMD Advanced Micro Devices 0.81% 9,283 $1.3M Reduce -0.3%
MCD McDonald's Corp. 0.80% 4,463 $1.3M Reduce -0.4%
ABBV Abbvie Inc. 0.79% 6,880 $1.3M Reduce -0.1%
KO The Coca-Cola Co. 0.74% 17,025 $1.2M Add +0.0%
AMAT Applied Materials Inc. 0.72% 6,402 $1.2M No change
RTX RTX Corp. 0.72% 8,014 $1.2M Add +2.4%
VXF Vanguard Extended Market ETF 0.72% 6,068 $1.2M Add +7.6%
VTIP Vanguard Short-Term Tips 0.70% 22,631 $1.1M Reduce -1.6%
VIG Vanguard Dividend Apprec ETF 0.68% 5,434 $1.1M Add +15.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.67% 8,815 $1.1M Reduce -0.5%
VT Vanguard Tot World STK ETF 0.65% 8,284 $1.1M Add +0.5%
LLY Eli Lilly & Co. 0.62% 1,301 $1.0M Add +2.5%
XOM Exxon Mobil Corp. 0.57% 8,666 $934K Reduce -0.8%
META Meta Platforms Inc. Class A 0.57% 1,255 $927K Add +0.2%
SCHF Schwab Intl Equity ETF 0.55% 40,472 $894K Add +1.5%
ABT Abbott Laboratories 0.53% 6,330 $861K Reduce -0.1%
JPM JPMorgan Chase & Co. 0.52% 2,892 $838K Reduce -0.1%
NEE Nextera Energy Inc. 0.48% 11,251 $781K Add +0.0%
SO The Southern Co. 0.47% 8,315 $764K Add +0.0%
AGG iShares Core U.S. Aggregate 0.45% 7,442 $738K Reduce -1.2%
JNJ Johnson & Johnson 0.45% 4,788 $731K Reduce -0.5%
MU Micron Technology Inc. 0.45% 5,882 $725K No change
BIV Vanguard Intermediate-Term B 0.43% 9,147 $707K Reduce -0.0%
CEG Constellation Energy 0.42% 2,123 $685K Reduce -0.2%
XJEQX Abrdn Japan Equity Fund Inc. 0.41% 88,467 $667K No change
WM Waste Management Inc. 0.40% 2,858 $654K Reduce -0.3%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.38% 44,481 $610K No change
BND Vanguard Total Bond Market 0.35% 7,788 $573K Reduce -0.2%
PEP Pepsico Inc. 0.35% 4,308 $569K No change
PPG PPG Industries Inc. 0.34% 4,899 $557K No change
COP Conocophillips 0.34% 6,172 $554K No change
COST Costco Wholesale Corp. 0.34% 557 $551K Reduce -2.1%
T AT&T Inc. 0.33% 18,670 $540K Reduce -2.0%
MRK Merck & Co. Inc. 0.33% 6,755 $535K Reduce -0.7%
GE General Electric filed as GE AEROSPACE 0.33% 2,071 $533K Reduce -0.7%
NSC Norfolk Southern Corp. 0.32% 2,028 $519K Reduce -0.4%
GLD SPDR Gold Shares 0.32% 1,684 $513K Add +3.1%
CVX Chevron Corp. 0.31% 3,496 $501K Add +1.8%
MBB iShares MBS ETF 0.30% 5,265 $494K Reduce -0.4%
TY Tri-Continental Corp. 0.30% 15,562 $493K Reduce -0.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.30% 6,529 $489K Add +0.0%
BTT BlackRock 2030 Muni TRGT TRM 0.29% 21,707 $475K No change
PLTR Palantir Technologies Inc. Class A 0.28% 3,350 $457K Reduce -0.2%
MO Altria Group Inc. 0.28% 7,667 $449K Reduce -1.6%
IGSB iShares 1-5Y Inv Grade Corp. 0.28% 8,486 $448K No change
SPTS SS SPDR P St Term TSY ETF 0.27% 15,172 $444K Reduce -4.3%
TFC Truist Financial Corp. 0.27% 10,294 $443K Reduce -0.7%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.27% 1,000 $441K No change
UNP Union Pacific Corp. 0.26% 1,862 $428K No change
ITOT iShares Core S&P Total U.S. 0.26% 3,080 $416K New
AMGN Amgen Inc. 0.25% 1,467 $410K No change
UNH Unitedhealth Group Inc. 0.25% 1,311 $409K Add +19.7%
PAYX Paychex Inc. 0.25% 2,794 $406K Add +0.0%
CSCO Cisco Systems Inc. 0.25% 5,809 $403K Reduce -1.9%
RSG Republic Services Inc. 0.25% 1,634 $403K Add +0.1%
FCX Freeport-McMoran Inc. 0.25% 9,206 $399K No change
CSX CSX Corp. 0.24% 12,176 $397K Add +0.7%
PM Philip Morris International 0.24% 2,178 $397K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.24% 8,340 $395K Reduce -0.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.24% 1,216 $389K Reduce -0.3%
WFC Wells Fargo & Co. 0.24% 4,845 $388K Add +0.0%
MMM 3M Co. 0.24% 2,526 $385K Reduce -0.0%
SCHD Schwab US DVD Equity ETF 0.23% 14,372 $381K Reduce -3.1%
QQQ Invesco QQQ Trust Series 1 0.23% 668 $368K Add +21.9%
VOO Vanguard S&P 500 ETF 0.22% 638 $363K Add +5.8%
NEM Newmont Corp. 0.22% 6,201 $361K Reduce -0.2%
PYPL PayPal Holdings Inc. 0.22% 4,852 $361K Reduce -0.1%
GDX Vaneck Gold Miners ETF 0.22% 6,904 $359K Reduce -0.0%
ORCL Oracle Corp. 0.22% 1,621 $354K Reduce -0.1%
IJH iShares Core S&P Midcap ETF 0.22% 5,655 $351K Add +0.2%
AOR iShares Core 60/40 Balanced 0.21% 5,660 $348K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.21% 4,156 $339K No change
PFE Pfizer Inc. 0.20% 13,745 $333K Add +0.1%
IWM iShares Russell 2000 ETF 0.20% 1,544 $333K No change
MTUM iShares MSCI USA Momentum Fa 0.20% 1,372 $330K No change
ISRG Intuitive Surgical Inc. 0.20% 602 $327K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.20% 29,059 $317K No change
PSX Phillips 66 0.19% 2,650 $316K Add +0.1%
GS Goldman Sachs Group Inc. 0.19% 441 $312K Reduce -0.5%
AZO AutoZone Inc. 0.19% 84 $312K No change
USMV iShares MSCI USA Min Vol Fac 0.19% 3,321 $312K Reduce -0.9%
WEC WEC Energy Group Inc. 0.19% 2,985 $311K No change
TIP iShares Tips Bond ETF 0.19% 2,766 $304K Reduce -0.7%
XLE SS Energy Select Sector 0.18% 3,520 $299K No change
ADP Automatic Data Processing 0.18% 953 $294K Reduce -0.2%
UPS United Parcel Service Class B 0.18% 2,891 $292K Reduce -1.4%
VGIT Vanguard Intermediate-Term T 0.18% 4,824 $289K Add +26.1%
GLW Corning Inc. 0.17% 5,403 $284K Reduce -0.1%
BP BP PLC-Spons ADR 0.17% 9,434 $282K Add +0.5%
MCK McKesson Corp. 0.17% 384 $281K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.17% 6,051 $280K Reduce -0.2%
JBL Jabil Inc. 0.17% 1,282 $280K New
EMR Emerson Electric Co. 0.17% 2,091 $279K Reduce -0.2%
ENB Enbridge Inc. 0.17% 6,118 $277K Add +0.4%
LEN Lennar Corp. Class A 0.17% 2,500 $277K Reduce -0.9%
INTU Intuit Inc. 0.17% 351 $276K No change
GILD Gilead Sciences Inc. 0.16% 2,398 $266K Reduce -0.2%
XLV SS Health Care Select Sector 0.16% 1,972 $266K Reduce -4.4%
GEV GE Vernova Inc. 0.16% 498 $264K New
TM Toyota Motor Corp. -Spon ADR 0.16% 1,520 $262K No change
PPL PPL Corp. 0.16% 7,695 $261K Reduce -8.2%
APD Air Products & Chemicals Inc. 0.16% 915 $258K Reduce -1.1%
VBIL Vanguard 0-3M T-Bill ETF 0.16% 3,385 $256K New
SHEL Shell PLC-ADR 0.16% 3,624 $255K Reduce -2.6%
CMG Chipotle Mexican Grill Inc. 0.16% 4,535 $255K Reduce -0.4%
EXC Exelon Corp. 0.16% 5,841 $254K Reduce -0.2%
VZ Verizon Communications Inc. 0.16% 5,839 $253K Reduce -4.2%
MTB M & T Bank Corp. filed as M & T BK CORP 0.15% 1,299 $252K Reduce -0.4%
VEU Vanguard Ftse All-World Ex-U 0.15% 3,733 $251K New
C Citigroup Inc. 0.15% 2,924 $249K Reduce -1.4%
LHX L3HARRIS Technologies Inc. 0.15% 977 $245K Reduce -1.0%
EBAY eBay Inc. 0.15% 3,245 $242K No change
ETJ Eaton Vance RSK-MGD Divers 0.15% 26,476 $239K No change
ETR Entergy Corp. 0.15% 2,866 $238K Add +0.1%
TD Toronto-Dominion Bank 0.15% 3,234 $238K New
ARCC Ares Capital Corp. 0.15% 10,801 $237K Add +6.8%
AVGO Broadcom Inc. 0.14% 855 $236K New
VMBS Vanguard Mortgage-Backed Sec 0.14% 5,045 $234K Reduce -1.3%
EFA iShares MSCI Eafe ETF 0.14% 2,581 $231K No change
PSA Public Storage 0.14% 784 $230K No change
BHP BHP Group Ltd.-Spon ADR 0.14% 4,776 $230K Reduce -0.3%
CPB The Campbell's Company 0.14% 7,489 $230K Add +9.7%
BMY Bristol-Myers Squibb Co. 0.14% 4,887 $226K Reduce -1.4%
BKNG Booking Holdings Inc. 0.14% 39 $226K New
CP Canadian Pacific Kansas City 0.14% 2,809 $223K New
MUB iShares National Muni Bond E 0.13% 2,085 $218K Reduce -1.2%
GSLC Goldman Activebeta US LC ETF 0.13% 1,790 $217K Reduce -1.6%
XEXGX Eaton Vance Tax-Managed Glob 0.13% 24,794 $217K No change
XAODX Abrdn Total Dynamic Dividend 0.13% 24,397 $216K Add +0.2%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.13% 3,196 $216K Reduce -1.0%
LRCX Lam Research Corp. 0.13% 2,110 $205K New
CMCSA Comcast Corp. Class A 0.12% 5,683 $203K Reduce -4.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.12% 703 $201K New
XBGYX BlackRock Enh Intl DVD TR 0.10% 27,575 $160K Reduce -0.1%
JOF Japan Smaller Capitalization 0.09% 15,000 $145K No change
F Ford Motor Co. filed as FORD MTR CO 0.08% 11,571 $126K Reduce -0.0%
PMO Franklin Muncipl Opps Tst-Ui 0.08% 12,428 $123K No change
IQI Invesco Quality Muni Inc. TR 0.06% 10,832 $102K No change
BTX BlackRock Tech & Priv Eqty 0.06% 13,565 $100K Reduce -0.2%
NMR Nomura Holdings Inc.-Spon ADR 0.06% 15,000 $99K No change
BTG B2GOLD Corp. 0.04% 19,619 $71K Add +0.1%

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -0.2% 2.57% −0.52
SCHO Schwab Short-Term US Treas Reduce -2.0% 3.02% −0.38
SGOV iShares 0-3 Month Treasury B Reduce -10.2% 1.55% −0.36
DUK Duke Energy Corp. Reduce -0.0% 1.43% −0.21
GBIL Goldman Sachs Access Treasur Reduce -3.8% 1.32% −0.20
ABBV Abbvie Inc. Reduce -0.1% 0.79% −0.20
SONY Sony Group Corp. - SP ADR Reduce -3.5% 1.52% −0.18
PG The Procter & Gamble Co. Reduce -0.1% 0.95% −0.17
HD Home Depot Inc. Reduce -0.2% 1.60% −0.17
MCD McDonald's Corp. Reduce -0.4% 0.80% −0.15
XOM Exxon Mobil Corp. Reduce -0.8% 0.57% −0.13
SCHB Schwab US Broad Market ETF Reduce -3.2% 3.09% −0.10
JNJ Johnson & Johnson Reduce -0.5% 0.45% −0.09
MRK Merck & Co. Inc. Reduce -0.7% 0.33% −0.09
VTIP Vanguard Short-Term Tips Reduce -1.6% 0.70% −0.08
BMY Bristol-Myers Squibb Co. Reduce -1.4% 0.14% −0.07
XLF SS Financial Select Sector Reduce -0.2% 1.02% −0.06
AGG iShares Core U.S. Aggregate Reduce -1.2% 0.45% −0.05
WM Waste Management Inc. Reduce -0.3% 0.40% −0.05
SCHD Schwab US DVD Equity ETF Reduce -3.1% 0.23% −0.05
AJG Arthur J Gallagher & Co. Reduce -0.3% 0.24% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.7% 5.46% −0.05
PPL PPL Corp. Reduce -8.2% 0.16% −0.05
ABT Abbott Laboratories Reduce -0.1% 0.53% −0.04
SPTS SS SPDR P St Term TSY ETF Reduce -4.3% 0.27% −0.04
MO Altria Group Inc. Reduce -1.6% 0.28% −0.04
BIV Vanguard Intermediate-Term B Reduce -0.0% 0.43% −0.04
XLV SS Health Care Select Sector Reduce -4.4% 0.16% −0.04
UPS United Parcel Service Class B Reduce -1.4% 0.18% −0.04
BND Vanguard Total Bond Market Reduce -0.2% 0.35% −0.04
T AT&T Inc. Reduce -2.0% 0.33% −0.03
MBB iShares MBS ETF Reduce -0.4% 0.30% −0.03
VZ Verizon Communications Inc. Reduce -4.2% 0.16% −0.03
SHEL Shell PLC-ADR Reduce -2.6% 0.16% −0.03
EXC Exelon Corp. Reduce -0.2% 0.16% −0.03
COST Costco Wholesale Corp. Reduce -2.1% 0.34% −0.03
LEN Lennar Corp. Class A Reduce -0.9% 0.17% −0.03
APD Air Products & Chemicals Inc. Reduce -1.1% 0.16% −0.03
CMCSA Comcast Corp. Class A Reduce -4.7% 0.12% −0.02
VMRK Vivmark Residential Reduce -1.0% 0.13% −0.02
TIP iShares Tips Bond ETF Reduce -0.7% 0.19% −0.02
TY Tri-Continental Corp. Reduce -0.3% 0.30% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -0.9% 0.19% −0.02
GILD Gilead Sciences Inc. Reduce -0.2% 0.16% −0.02
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -0.2% 0.17% −0.02
TFC Truist Financial Corp. Reduce -0.7% 0.27% −0.02
ADP Automatic Data Processing Reduce -0.2% 0.18% −0.02
MUB iShares National Muni Bond E Reduce -1.2% 0.13% −0.02
VMBS Vanguard Mortgage-Backed Sec Reduce -1.3% 0.14% −0.02
BHP BHP Group Ltd.-Spon ADR Reduce -0.3% 0.14% −0.02

Portfolio Buys Q1 2025 → Q2 2025
IVV iShares Core S&P 500 ETF Add +9.0% 4.26% +0.35
ITOT iShares Core S&P Total U.S. New 0.26% +0.26
JBL Jabil Inc. New 0.17% +0.17
GEV GE Vernova Inc. New 0.16% +0.16
VBIL Vanguard 0-3M T-Bill ETF New 0.16% +0.16
VEU Vanguard Ftse All-World Ex-U New 0.15% +0.15
TD Toronto-Dominion Bank New 0.15% +0.15
AVGO Broadcom Inc. New 0.14% +0.14
BKNG Booking Holdings Inc. New 0.14% +0.14
CP Canadian Pacific Kansas City New 0.14% +0.14
LRCX Lam Research Corp. New 0.13% +0.13
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.12% +0.12
VTI VG Morningstar TS MKT ETF-US Add +3.7% 3.31% +0.12
META Meta Platforms Inc. Class A Add +0.2% 0.57% +0.08
AMZN Amazon.com Inc. Add +0.5% 1.63% +0.07
VIG Vanguard Dividend Apprec ETF Add +15.1% 0.68% +0.06
VXF Vanguard Extended Market ETF Add +7.6% 0.72% +0.06
VXUS Vanguard Total Intl Stock Add +5.2% 1.06% +0.06
QQQ Invesco QQQ Trust Series 1 Add +21.9% 0.23% +0.05
VGIT Vanguard Intermediate-Term T Add +26.1% 0.18% +0.02
RTX RTX Corp. Add +2.4% 0.72% +0.01
SCHX Schwab US Large-Cap ETF Add +1.1% 1.26% +0.01
SCHF Schwab Intl Equity ETF Add +1.5% 0.55% +0.01
VOO Vanguard S&P 500 ETF Add +5.8% 0.22% +0.01
BTG B2GOLD Corp. Add +0.1% 0.04% +0.01
VT Vanguard Tot World STK ETF Add +0.5% 0.65% +0.00
CSX CSX Corp. Add +0.7% 0.24% +0.00
WFC Wells Fargo & Co. Add +0.0% 0.24% +0.00
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.0% 0.30% −0.00
GLD SPDR Gold Shares Add +3.1% 0.32% −0.00
XAODX Abrdn Total Dynamic Dividend Add +0.2% 0.13% −0.01
ARCC Ares Capital Corp. Add +6.8% 0.15% −0.01
IJH iShares Core S&P Midcap ETF Add +0.2% 0.22% −0.01
ENB Enbridge Inc. Add +0.4% 0.17% −0.01
ETR Entergy Corp. Add +0.1% 0.15% −0.02
RSG Republic Services Inc. Add +0.1% 0.25% −0.02
BSV Vanguard Short-Term Bond ETF Add +9.3% 3.19% −0.02
PSX Phillips 66 Add +0.1% 0.19% −0.03
PFE Pfizer Inc. Add +0.1% 0.20% −0.03
BP BP PLC-Spons ADR Add +0.5% 0.17% −0.04
PAYX Paychex Inc. Add +0.0% 0.25% −0.04
CPB The Campbell's Company Add +9.7% 0.14% −0.04
SO The Southern Co. Add +0.0% 0.47% −0.05
NEE Nextera Energy Inc. Add +0.0% 0.48% −0.06
SCHR Schwab Intermediate-Term US Add +2.4% 0.94% −0.07
CVX Chevron Corp. Add +1.8% 0.31% −0.08
KO The Coca-Cola Co. Add +0.0% 0.74% −0.09
LLY Eli Lilly & Co. Add +2.5% 0.62% −0.09
STIP iShares 0-5 Year Tips Bond E Add +0.8% 0.96% −0.10
VGSH Vanguard Short-Term Treasury Add +4.1% 1.82% −0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 198$214.1MIVV, BSV, SPY, VTI, AAPL
Q1 2026 187$181.4MIVV, BSV, SPY, WMT, VTI
Q4 2025 191$196.2MIVV, SPY, BSV, VTI, WMT
Q3 2025 175$171.4MSPY, IVV, MSFT, BSV, VTI
Q2 2025 169$162.7MNVDA, SPY, IVV, MSFT, VTI
Q1 2025 158$147.0MSPY, NVDA, IVV, SCHO, BSV
Q4 2024 161$149.5MSPY, NVDA, IVV, MSFT, AAPL
Q3 2024 163$147.8MSPY, NVDA, MSFT, IVV, SCHO
Q2 2024 158$143.2MSPY, NVDA, MSFT, SCHO, IVV
Q1 2024 171$146.6MSPY, NVDA, MSFT, SCHO, IVV