Portfolio (Quarterly)
Guide ↗
Successful Portfolios LLC
· CIK 0001721780| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FITB | FIFTH THIRD BANCORP | Financial Services | 8,743 | $431K | 0.22% | SOLD |
| 2 | FEZ | SPDR INDEX SHS FDS | — | 5,830 | $387K | 0.20% | SOLD |
| 3 | FNB | F N B CORP | Financial Services | 14,458 | $254K | 0.13% | SOLD |
| 4 | LOW | LOWES COS INC | Consumer Cyclical | 840 | $224K | 0.11% | SOLD |
| 5 | EQR | EQUITY RESIDENTIAL | Real Estate | 3,658 | $221K | 0.11% | SOLD |
| 6 | MA | MASTERCARD INCORPORATED | Financial Services | 381 | $219K | 0.11% | SOLD |
| 7 | LUV | SOUTHWEST AIRLS CO | Industrials | 4,885 | $217K | 0.11% | SOLD |
| 8 | QCOM | QUALCOMM INC | Technology | 1,219 | $217K | 0.11% | SOLD |
| 9 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 775 | $206K | 0.10% | SOLD |
| 10 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 5,055 | $203K | 0.10% | SOLD |
| 11 | — | CANADIAN PACIFIC KANSAS CITY | — | 2,808 | $201K | 0.10% | SOLD |
| 12 | BK | BANK NEW YORK MELLON CORP | Financial Services | 1,683 | $200K | 0.10% | SOLD |
Sector Allocation
Technology
25.9%
Financial Services
19.8%
Consumer Defensive
11.0%
Consumer Cyclical
8.2%
Industrials
7.8%
Communication Services
7.1%
Healthcare
6.7%
Utilities
5.8%
Energy
5.0%
Basic Materials
2.5%