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Successful Portfolios LLC Buys Schwab Short-Term U.S. Treasury, Invesco S&P 500 Low Volatility, General Mills Inc, Sells Universal Insurance Holdings Inc, Bristol-Myers Squibb Company

Investment company Successful Portfolios LLC buys Schwab Short-Term U.S. Treasury, Invesco S&P 500 Low Volatility, General Mills Inc, Baxter International Inc, Chipotle Mexican Grill Inc, iShares 0-5 Year TIPS Bond, SPDR MidCap Trust Series I, SPDR Select Sector Fund - Health Care, Air Products & Chemicals Inc, Danaher Corp, Corning Inc, Comcast Corp, Constellation Brands Inc, SPDR Portfolio Total Stock Market, SPDR Bloomberg Barclays Investment Grade Floating , CenturyLink Inc, Walgreens Boots Alliance Inc, Schwab US Dividend Equity, Boeing Co, Sirius XM Holdings Inc, sells Universal Insurance Holdings Inc, Bristol-Myers Squibb Company during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Successful Portfolios LLC. As of 2019Q1, Successful Portfolios LLC owns 139 stocks with a total value of $91 million. These are the details of the buys and sells.

For the details of Successful Portfolios LLC's stock buys and sells, go to https://www.gurufocus.com/guru/successful+portfolios+llc/current-portfolio/portfolio

These are the top 5 holdings of Successful Portfolios LLC
  1. SPDR S&P 500 (SPY) - 25,574 shares, 7.92% of the total portfolio. Shares added by 1.72%
  2. Schwab U.S. Broad Market (SCHB) - 88,991 shares, 6.64% of the total portfolio. Shares added by 12.73%
  3. Schwab Short-Term U.S. Treasury (SCHO) - 80,971 shares, 4.45% of the total portfolio. Shares added by 24.61%
  4. Schwab International Equity (SCHF) - 70,219 shares, 2.41% of the total portfolio. Shares added by 10.22%
  5. Microsoft Corp (MSFT) - 16,634 shares, 2.15% of the total portfolio. Shares added by 11.98%
New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Successful Portfolios LLC initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.28. The impact to a portfolio due to this purchase was 0.27%. The holding were 4,596 shares as of .

New Purchase: General Mills Inc (GIS)

Successful Portfolios LLC initiated holding in General Mills Inc. The purchase prices were between $38.43 and $51.8, with an estimated average price of $45.16. The stock is now traded at around $51.75. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,581 shares as of .

New Purchase: Chipotle Mexican Grill Inc (CMG)

Successful Portfolios LLC initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $431.79 and $710.31, with an estimated average price of $577.1. The stock is now traded at around $701.67. The impact to a portfolio due to this purchase was 0.24%. The holding were 303 shares as of .

New Purchase: Baxter International Inc (BAX)

Successful Portfolios LLC initiated holding in Baxter International Inc. The purchase prices were between $64.48 and $81.31, with an estimated average price of $72.66. The stock is now traded at around $75.25. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,670 shares as of .

New Purchase: iShares 0-5 Year TIPS Bond (STIP)

Successful Portfolios LLC initiated holding in iShares 0-5 Year TIPS Bond. The purchase prices were between $98.02 and $99.75, with an estimated average price of $98.82. The stock is now traded at around $99.90. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,170 shares as of .

New Purchase: Air Products & Chemicals Inc (APD)

Successful Portfolios LLC initiated holding in Air Products & Chemicals Inc. The purchase prices were between $154.62 and $190.96, with an estimated average price of $171.74. The stock is now traded at around $196.62. The impact to a portfolio due to this purchase was 0.23%. The holding were 1,100 shares as of .

Added: Schwab Short-Term U.S. Treasury (SCHO)

Successful Portfolios LLC added to a holding in Schwab Short-Term U.S. Treasury by 24.61%. The purchase prices were between $49.81 and $50.22, with an estimated average price of $49.94. The stock is now traded at around $50.05. The impact to a portfolio due to this purchase was 0.88%. The holding were 80,971 shares as of .

Added: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

Successful Portfolios LLC added to a holding in SPDR Bloomberg Barclays Investment Grade Floating by 26.49%. The purchase prices were between $30.33 and $30.7, with an estimated average price of $30.58. The stock is now traded at around $30.69. The impact to a portfolio due to this purchase was 0.16%. The holding were 23,067 shares as of .

Added: Walgreens Boots Alliance Inc (WBA)

Successful Portfolios LLC added to a holding in Walgreens Boots Alliance Inc by 38.26%. The purchase prices were between $59.79 and $74.43, with an estimated average price of $68.44. The stock is now traded at around $54.10. The impact to a portfolio due to this purchase was 0.12%. The holding were 6,147 shares as of .

Added: Schwab US Dividend Equity (SCHD)

Successful Portfolios LLC added to a holding in Schwab US Dividend Equity by 29.91%. The purchase prices were between $46.05 and $52.53, with an estimated average price of $50.4. The stock is now traded at around $54.23. The impact to a portfolio due to this purchase was 0.11%. The holding were 8,104 shares as of .

Added: Boeing Co (BA)

Successful Portfolios LLC added to a holding in Boeing Co by 38.14%. The purchase prices were between $310.9 and $440.62, with an estimated average price of $384.16. The stock is now traded at around $375.17. The impact to a portfolio due to this purchase was 0.1%. The holding were 891 shares as of .

Sold Out: Universal Insurance Holdings Inc (UVE)

Successful Portfolios LLC sold out a holding in Universal Insurance Holdings Inc. The sale prices were between $30.61 and $40.89, with an estimated average price of $35.99.

Sold Out: Bristol-Myers Squibb Company (BMY)

Successful Portfolios LLC sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $45.12 and $53.8, with an estimated average price of $49.88.



Here is the complete portfolio of Successful Portfolios LLC. Also check out:

1. Successful Portfolios LLC's Undervalued Stocks
2. Successful Portfolios LLC's Top Growth Companies, and
3. Successful Portfolios LLC's High Yield stocks
4. Stocks that Successful Portfolios LLC keeps buying

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