- New Purchases: NEM, BHP, TD, BKD,
- Added Positions: SCHR, SCHB, SCHO, BA, VTIP, SCHP, STZ, F, FLRN, SIRI, DHR,
- Reduced Positions: VTI, VTEB, VLY, SCHD, AGG, IVV, VXUS, XLI, DAL, TY, INTC, D, CSCO, TIP, AMZN, HON, JNJ, PFE, HD, SCHA, SCHE, AOD, CVX, XLF, AAPL, RDS.A, FB, BABA, MUB, CTL, VIG, NEA, NXP, EXC, COST, C, GE, GIS, MRK, PPG, LUV, BP, WM, CMG, AMD, BAX, CMCSA, SPTM, EQR, IQI, RSG, SPLK, NLY,
- Sold Out: BIV, STIP, GG, DOW,
For the details of Successful Portfolios LLC's stock buys and sells, go to https://www.gurufocus.com/guru/successful+portfolios+llc/current-portfolio/portfolioportfolio
These are the top 5 holdings of Successful Portfolios LLC- SPDR S&P 500 (SPY) - 25,356 shares, 7.97% of the total portfolio. Shares reduced by 0.85%
- Schwab U.S. Broad Market (SCHB) - 91,361 shares, 6.91% of the total portfolio. Shares added by 2.66%
- Schwab Short-Term U.S. Treasury (SCHO) - 84,168 shares, 4.57% of the total portfolio. Shares added by 3.95%
- Schwab International Equity (SCHF) - 69,615 shares, 2.40% of the total portfolio. Shares reduced by 0.86%
- Microsoft Corp (MSFT) - 16,604 shares, 2.39% of the total portfolio. Shares reduced by 0.18%
Successful Portfolios LLC initiated holding in Newmont Goldcorp Corp. The purchase prices were between $29.93 and $38.47, with an estimated average price of $33.76. The stock is now traded at around $39.18. The impact to a portfolio due to this purchase was 0.3%. The holding were 7,339 shares as of .
New Purchase: BHP Group Ltd (BHP)Successful Portfolios LLC initiated holding in BHP Group Ltd. The purchase prices were between $50.65 and $58.21, with an estimated average price of $54.14. The stock is now traded at around $57.03. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,581 shares as of .
New Purchase: The Toronto-Dominion Bank (TD)Successful Portfolios LLC initiated holding in The Toronto-Dominion Bank. The purchase prices were between $54.65 and $58.36, with an estimated average price of $56.26. The stock is now traded at around $58.60. The impact to a portfolio due to this purchase was 0.22%. The holding were 3,514 shares as of .
New Purchase: Brookdale Senior Living Inc (BKD)Successful Portfolios LLC initiated holding in Brookdale Senior Living Inc. The purchase prices were between $6.02 and $7.21, with an estimated average price of $6.59. The stock is now traded at around $8.12. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,933 shares as of .
Added: Boeing Co (BA)Successful Portfolios LLC added to a holding in Boeing Co by 31.76%. The purchase prices were between $337.37 and $395.86, with an estimated average price of $364.73. The stock is now traded at around $354.32. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,174 shares as of .
Sold Out: Vanguard Intermediate-Term Bond (BIV)Successful Portfolios LLC sold out a holding in Vanguard Intermediate-Term Bond. The sale prices were between $82.62 and $86.3, with an estimated average price of $84.08.
Sold Out: iShares 0-5 Year TIPS Bond (STIP)Successful Portfolios LLC sold out a holding in iShares 0-5 Year TIPS Bond. The sale prices were between $99.61 and $100.65, with an estimated average price of $100.07.
Sold Out: Goldcorp Inc (GG)Successful Portfolios LLC sold out a holding in Goldcorp Inc. The sale prices were between $11.19 and $11.76, with an estimated average price of $11.55.
Sold Out: Dow Inc (DOW)Successful Portfolios LLC sold out a holding in Dow Inc. The sale prices were between $46.76 and $59.71, with an estimated average price of $52.82.
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