Successful Portfolios LLC Buys Vanguard Short-Term Government Bond ETF, iShares 0-5 Year High …

Investment company Successful Portfolios LLC (Current Portfolio) buys Vanguard Short-Term Government Bond ETF, iShares 0-5 Year High Yield Corporate Bond ETF, Uber Technologies Inc, HP Inc, SPDR Oil & Gas Exploration and Production ETF, sells iShares 1-3 Year Credit Bond ETF, International Business Machines Corp, Shell PLC, Genuine Parts Co, BTC BlackRock Short Maturity Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Successful Portfolios LLC. As of 2021Q4, Successful Portfolios LLC owns 214 stocks with a total value of $184 million. These are the details of the buys and sells.

  • New Purchases: VGSH, UBER, HPQ, CP, QCOM, CRM, ANTM, XOP, BAX, FDX, LOW, SHOP, QQQ, NXP,

  • Added Positions: SCHO, SCHB, SHYG, VTIP, TIP, IVV, SCHX, VTI, MA, VXUS, IUSB, SCHF, SPTS, EFG, SNAP, BHP, FLRN, EFV, VT, GSLC, BABA, T, SPLK, FB, DIS, HON, COST, BKNG, SHY, SPTM, JPM, USMV, MU, VIG, VMBS, PFE, ESGU, RDS.A, TWLO, TWTR, PM, VZ, TGT, NEA, MO, CAG, VTEB, CLX, TFC, D, ENB, FCX, GILD, SCHD, MRK, IJR, DS, SIRI, SWKS, LUV, SBUX, DAL,

  • Reduced Positions: IGSB, GOVT, PAYX, KMB, AMGN, BKD, VLUE, SCHR, IXN, IXG, ESGE, MTUM, LQD, SCHZ, SCHP, NVDA, GE, BP, GLD, CMCSA, COMT, IGIB, AGG, IYE, CMG, COP, SCHE, INTU, F, VOO, AOD, TD, WRK, ISRG, EOG, CSCO, BMY, BA, NLY,

  • Sold Out: IBM, RDS.B, GPC, NEAR, TLT,

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

  • S&P 500 ETF TRUST ETF (SPY) – 27,306 shares, 7.05% of the total portfolio. Shares reduced by 0.44%

  • Schwab Short-Term U.S. Treasury ETF (SCHO) – 159,562 shares, 4.41% of the total portfolio. Shares added by 17.84%

  • Schwab U.S. Broad Market ETF (SCHB) – 62,508 shares, 3.84% of the total portfolio. Shares added by 7.32%

  • Microsoft Corp (MSFT) – 16,827 shares, 3.08% of the total portfolio. Shares reduced by 0.38%

  • Apple Inc (AAPL) – 31,423 shares, 3.03% of the total portfolio. Shares reduced by 0.04%

  • New Purchase: Vanguard Short-Term Government Bond ETF (VGSH)

    Successful Portfolios LLC initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $60.79 and $61.19, with an estimated average price of $60.95. The stock is now traded at around $60.530000. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,580 shares as of 2021-12-31.

    New Purchase: Uber Technologies Inc (UBER)

    Successful Portfolios LLC initiated holding in Uber Technologies Inc. The purchase prices were between $35.73 and $48.36, with an estimated average price of $43.04. The stock is now traded at around $34.820000. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,452 shares as of 2021-12-31.

    New Purchase: HP Inc (HPQ)

    Successful Portfolios LLC initiated holding in HP Inc. The purchase prices were between $26.48 and $38.1, with an estimated average price of $32.89. The stock is now traded at around $34.980000. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,669 shares as of 2021-12-31.

    New Purchase: SPDR Oil & Gas Exploration and Production ETF (XOP)

    Successful Portfolios LLC initiated holding in SPDR Oil & Gas Exploration and Production ETF. The purchase prices were between $90.95 and $110.89, with an estimated average price of $102.02. The stock is now traded at around $106.250000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,521 shares as of 2021-12-31.

    New Purchase: Salesforce.com Inc (CRM)

    Successful Portfolios LLC initiated holding in Salesforce.com Inc. The purchase prices were between $247.21 and $309.96, with an estimated average price of $280.77. The stock is now traded at around $215.390000. The impact to a portfolio due to this purchase was 0.13%. The holding were 946 shares as of 2021-12-31.

    New Purchase: Canadian Pacific Railway Ltd (CP)

    Successful Portfolios LLC initiated holding in Canadian Pacific Railway Ltd. The purchase prices were between $66.43 and $77.89, with an estimated average price of $73.15. The stock is now traded at around $73.610000. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,279 shares as of 2021-12-31.

    Added: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)

    Successful Portfolios LLC added to a holding in iShares 0-5 Year High Yield Corporate Bond ETF by 96.32%. The purchase prices were between $44.55 and $45.36, with an estimated average price of $45. The stock is now traded at around $44.810000. The impact to a portfolio due to this purchase was 0.25%. The holding were 20,598 shares as of 2021-12-31.

    Added: Mastercard Inc (MA)

    Successful Portfolios LLC added to a holding in Mastercard Inc by 62.17%. The purchase prices were between $306.28 and $369.56, with an estimated average price of $345.75. The stock is now traded at around $338.760000. The impact to a portfolio due to this purchase was 0.07%. The holding were 973 shares as of 2021-12-31.

    Added: Snap Inc (SNAP)

    Successful Portfolios LLC added to a holding in Snap Inc by 23.58%. The purchase prices were between $44.42 and $77.34, with an estimated average price of $55.77. The stock is now traded at around $30.660000. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,348 shares as of 2021-12-31.

    Added: BHP Group Ltd (BHP)

    Successful Portfolios LLC added to a holding in BHP Group Ltd by 23.46%. The purchase prices were between $52.3 and $60.35, with an estimated average price of $56.15. The stock is now traded at around $63.880000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,895 shares as of 2021-12-31.

    Sold Out: International Business Machines Corp (IBM)

    Successful Portfolios LLC sold out a holding in International Business Machines Corp. The sale prices were between $115.81 and $138.13, with an estimated average price of $125.15.

    Sold Out: Shell PLC (RDS.B)

    Successful Portfolios LLC sold out a holding in Shell PLC. The sale prices were between $41.41 and $49.69, with an estimated average price of $45.08.

    Sold Out: Genuine Parts Co (GPC)

    Successful Portfolios LLC sold out a holding in Genuine Parts Co. The sale prices were between $122.37 and $140.2, with an estimated average price of $132.62.

    Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

    Successful Portfolios LLC sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $141.01 and $154.18, with an estimated average price of $147.11.

    Sold Out: BTC BlackRock Short Maturity Bond ETF (NEAR)

    Successful Portfolios LLC sold out a holding in BTC BlackRock Short Maturity Bond ETF. The sale prices were between $49.92 and $50.04, with an estimated average price of $49.97.

    Here is the complete portfolio of Successful Portfolios LLC. Also check out:1. Successful Portfolios LLC's Undervalued Stocks2. Successful Portfolios LLC's Top Growth Companies, and3. Successful Portfolios LLC's High Yield stocks4. Stocks that Successful Portfolios LLC keeps buyingThis article first appeared on GuruFocus.

    Matt Earle

    Matthew Earle is the Founder of MiningFeeds. In 2005, Matt founded MiningNerds.com to provide data and information to the mining investment community. This site was merged with Highgrade Review to form MiningFeeds. Matt has a B.Sc. degree with a minor in geology from the University of Toronto.

    By Matt Earle

    Matthew Earle is the Founder of MiningFeeds. In 2005, Matt founded MiningNerds.com to provide data and information to the mining investment community. This site was merged with Highgrade Review to form MiningFeeds. Matt has a B.Sc. degree with a minor in geology from the University of Toronto.

    Comments are closed.

    If you would like to receive our free newsletter via email, simply enter your email address below & click subscribe.

    MOST ACTIVE MINING STOCKS

     Daily Gainers

     Lincoln Minerals Limited LML.AX +125.00%
     Golden Cross Resources Ltd. GCR.AX +33.33%
     Casa Minerals Inc. CASA.V +30.00%
     Athena Resources Ltd. AHN.AX +22.22%
     Adavale Resources Limited ADD.AX +22.22%
     Azimut Exploration Inc. AZM.V +21.98%
     New Stratus Energy Inc. NSE.V +21.05%
     Dynasty Gold Corp. DYG.V +18.42%
     Azincourt Energy Corp. AAZ.V +18.18%
     Gladiator Resources Limited GLA.AX +17.65%