Successful Portfolios LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Successful Portfolios LLC reported 171 stock positions worth $146.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.9% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Microsoft (MSFT, 3.9%). Compared with Q4 2023, it opened 7 new positions, sold out of 6, added to 32 and reduced 108. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +61%) and the biggest sale Apple (AAPL, shares −4%).

Most Recent 13F
Q2 2026
Location
CLEARWATER, FL
CIK
0001721780
Portfolio Value
$146.6M (Q1 2024)
SEC Filing
0001085146-24-001865 ↗ filed Apr 18, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $146.6M $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 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 171 stocks · $146.6M
SPY SS SPDR S&P 500 ETF Trust-US 7.87% 22,059 $11.5M Reduce -3.8%
NVDA Nvidia Corp. 5.40% 8,758 $7.9M Reduce -0.3%
MSFT Microsoft Corp. 3.95% 13,747 $5.8M Reduce -2.6%
SCHO Schwab Short-Term US Treas 3.51% 106,605 $5.1M Add +1.1%
IVV iShares Core S&P 500 ETF 3.01% 8,393 $4.4M Add +7.4%
SCHB Schwab US Broad Market ETF 3.00% 72,132 $4.4M Add +1.6%
AAPL Apple Inc. 2.68% 22,888 $3.9M Reduce -4.5%
VTI VG Morningstar TS MKT ETF-US 2.40% 13,539 $3.5M Add +13.6%
XLK SS Technology Select Sector 2.36% 16,612 $3.5M Reduce -1.2%
HD Home Depot Inc. 1.88% 7,186 $2.8M Reduce -2.1%
VGSH Vanguard Short-Term Treasury 1.77% 44,790 $2.6M Reduce -0.6%
WMT Walmart Inc. 1.75% 42,524 $2.6M Add +12.4%
BSV Vanguard Short-Term Bond ETF 1.70% 32,549 $2.5M Add +61.4%
AMZN Amazon.com Inc. 1.47% 11,935 $2.2M Reduce -1.3%
SONY Sony Group Corp. - SP ADR 1.40% 23,955 $2.1M Reduce -9.3%
DUK Duke Energy Corp. 1.37% 20,694 $2.0M Reduce -2.3%
AMAT Applied Materials Inc. 1.22% 8,697 $1.8M Reduce -0.1%
AMD Advanced Micro Devices 1.21% 9,802 $1.8M Reduce -1.9%
GOOGL Alphabet Inc. Class A 1.20% 11,688 $1.8M Reduce -5.1%
HON Honeywell International Inc. 1.14% 8,174 $1.7M No change
PG The Procter & Gamble Co. 1.14% 10,288 $1.7M Reduce -3.8%
GOOG Alphabet Inc. Class C 1.11% 10,692 $1.6M Reduce -5.5%
SGOV iShares 0-3 Month Treasury B 1.11% 16,094 $1.6M Add +66.8%
GBIL Goldman Sachs Access Treasur 1.03% 14,958 $1.5M Add +0.8%
XLI SS Industrial Select Sector 0.99% 11,551 $1.5M Reduce -1.1%
STIP iShares 0-5 Year Tips Bond E 0.99% 14,532 $1.4M Add +5.5%
SCHX Schwab US Large-Cap ETF 0.98% 23,043 $1.4M Reduce -2.3%
MCD McDonald's Corp. 0.96% 4,980 $1.4M Add +0.7%
ABBV Abbvie Inc. 0.93% 7,486 $1.4M Reduce -1.5%
VTIP Vanguard Short-Term Tips 0.92% 28,245 $1.4M Reduce -7.8%
XLF SS Financial Select Sector 0.92% 32,103 $1.4M Reduce -1.0%
SCHR Schwab Intermediate-Term US 0.87% 25,891 $1.3M Add +8.0%
VXUS Vanguard Total Intl Stock 0.86% 20,997 $1.3M Add +6.1%
KO The Coca-Cola Co. 0.76% 18,307 $1.1M Reduce -1.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.74% 8,921 $1.1M Reduce -1.1%
XOM Exxon Mobil Corp. 0.70% 8,825 $1.0M Reduce -5.5%
VIG Vanguard Dividend Apprec ETF 0.69% 5,539 $1.0M Add +5.4%
LLY Eli Lilly & Co. 0.67% 1,257 $978K Reduce -4.0%
MRK Merck & Co. Inc. 0.64% 7,124 $940K Reduce -2.8%
VT Vanguard Tot World STK ETF 0.64% 8,440 $933K Add +5.9%
ABT Abbott Laboratories 0.60% 7,788 $885K Reduce -1.0%
RTX RTX Corp. 0.59% 8,798 $858K Reduce -2.9%
SCHF Schwab Intl Equity ETF 0.57% 21,567 $842K Reduce -1.8%
JNJ Johnson & Johnson 0.56% 5,182 $820K Reduce -7.7%
NEE Nextera Energy Inc. 0.54% 12,419 $794K Reduce -0.1%
AGG iShares Core U.S. Aggregate 0.52% 7,719 $756K Add +14.8%
PEP Pepsico Inc. 0.50% 4,199 $735K Reduce -2.8%
WM Waste Management Inc. 0.49% 3,364 $717K Reduce -1.2%
PPG PPG Industries Inc. 0.48% 4,899 $710K No change
MU Micron Technology Inc. 0.48% 5,932 $699K Reduce -6.3%
CVX Chevron Corp. 0.46% 4,235 $668K Reduce -13.5%
JPM JPMorgan Chase & Co. 0.45% 3,321 $665K Reduce -10.8%
NSC Norfolk Southern Corp. 0.45% 2,568 $655K Reduce -4.1%
META Meta Platforms Inc. Class A 0.44% 1,332 $647K Add +0.4%
SO The Southern Co. 0.43% 8,868 $636K Reduce -6.6%
VXF Vanguard Extended Market ETF 0.43% 3,564 $625K Add +42.1%
COP Conocophillips 0.41% 4,679 $596K Reduce -2.7%
UNH Unitedhealth Group Inc. 0.40% 1,177 $582K Reduce -3.0%
NUE Nucor Corp. 0.38% 2,830 $560K Add +93.8%
BND Vanguard Total Bond Market 0.38% 7,656 $556K Reduce -5.6%
UNP Union Pacific Corp. 0.36% 2,169 $533K Reduce -2.7%
XJEQX Abrdn Japan Equity Fund Inc. 0.35% 82,473 $514K Add +3.4%
INTC Intel Corp. 0.35% 11,554 $510K Reduce -2.5%
SPTS SS SPDR P St Term TSY ETF 0.34% 17,216 $498K Reduce -2.1%
BTT BlackRock 2030 Muni TRGT TRM 0.32% 22,607 $476K Reduce -4.2%
CSX CSX Corp. 0.32% 12,765 $473K Reduce -8.2%
TY Tri-Continental Corp. 0.32% 15,268 $470K Reduce -2.3%
PSX Phillips 66 0.32% 2,865 $468K Reduce -9.0%
IGSB iShares 1-5Y Inv Grade Corp. 0.32% 9,081 $466K Reduce -1.3%
MBB iShares MBS ETF 0.31% 4,987 $461K Add +23.9%
SPTM SS SPDR P S&P 1500 Comp ETF 0.31% 7,140 $458K Reduce -0.1%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.31% 44,470 $455K No change
UPS United Parcel Service Class B 0.31% 3,029 $450K Reduce -3.4%
RSG Republic Services Inc. 0.30% 2,295 $439K Reduce -4.6%
LEN Lennar Corp. Class A 0.30% 2,533 $436K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.29% 1,713 $428K Reduce -0.4%
CEG Constellation Energy 0.29% 2,302 $426K Reduce -3.0%
FCX Freeport-McMoran Inc. 0.29% 9,048 $425K Reduce -10.2%
PFE Pfizer Inc. 0.29% 15,188 $421K Reduce -2.4%
AMGN Amgen Inc. 0.29% 1,475 $419K Reduce -7.9%
GE General Electric 0.28% 2,373 $417K Reduce -4.1%
MO Altria Group Inc. 0.28% 9,522 $415K Reduce -11.4%
TFC Truist Financial Corp. 0.27% 10,334 $403K Add +0.1%
PAYX Paychex Inc. 0.27% 3,269 $401K Reduce -3.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.27% 1,000 $398K No change
XOP SS SPDR S&P Og Exp & Prod 0.26% 2,506 $388K Reduce -0.4%
CPB The Campbell's Company filed as CAMPBELL SOUP CO 0.26% 8,724 $388K Reduce -10.4%
TM Toyota Motor Corp. -Spon ADR 0.26% 1,520 $383K No change
IWM iShares Russell 2000 ETF 0.26% 1,791 $377K Reduce -12.4%
T AT&T Inc. 0.25% 20,915 $368K Add +0.9%
XLE SS Energy Select Sector 0.25% 3,875 $366K Reduce -0.6%
AZO AutoZone Inc. 0.25% 116 $364K No change
WFC Wells Fargo & Co. 0.25% 6,264 $363K Reduce -13.2%
BIV Vanguard Intermediate-Term B 0.25% 4,811 $363K Add +19.1%
SCHD Schwab US DVD Equity ETF 0.25% 4,475 $361K Add +9.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.24% 9,345 $354K Add +0.5%
CSCO Cisco Systems Inc. 0.24% 7,074 $353K Reduce -7.1%
PYPL PayPal Holdings Inc. 0.24% 5,259 $352K Reduce -3.3%
IJH iShares Core S&P Midcap ETF 0.24% 5,745 $349K Add +15.0%
QQQ Invesco QQQ Trust Series 1 0.23% 772 $343K Reduce -0.1%

Show all 171 holdings

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -4.5% 2.68% −0.77
SONY Sony Group Corp. - SP ADR Reduce -9.3% 1.40% −0.47
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.8% 7.87% −0.27
SPLK Splunk Inc. Sold out 0.00% −0.26
TSLA Tesla Inc. Sold out 0.00% −0.22
VGSH Vanguard Short-Term Treasury Reduce -0.6% 1.77% −0.19
DUK Duke Energy Corp. Reduce -2.3% 1.37% −0.17
GILD Gilead Sciences Inc. Sold out 0.00% −0.16
VTIP Vanguard Short-Term Tips Reduce -7.8% 0.92% −0.16
MDY State Street SPDR S&P Midcap Sold out 0.00% −0.16
TD Toronto-Dominion Bank Sold out 0.00% −0.16
HES Hess Corp. Sold out 0.00% −0.15
JNJ Johnson & Johnson Reduce -7.7% 0.56% −0.10
INTC Intel Corp. Reduce -2.5% 0.35% −0.10
PM Philip Morris International Reduce -33.0% 0.14% −0.10
CVX Chevron Corp. Reduce -13.5% 0.46% −0.09
GOOGL Alphabet Inc. Class A Reduce -5.1% 1.20% −0.08
GOOG Alphabet Inc. Class C Reduce -5.5% 1.11% −0.08
UNH Unitedhealth Group Inc. Reduce -3.0% 0.40% −0.08
BND Vanguard Total Bond Market Reduce -5.6% 0.38% −0.07
EFA iShares MSCI Eafe ETF Reduce -27.9% 0.15% −0.07
SO The Southern Co. Reduce -6.6% 0.43% −0.06
WEC WEC Energy Group Inc. Reduce -15.6% 0.19% −0.06
UPS United Parcel Service Class B Reduce -3.4% 0.31% −0.06
AMGN Amgen Inc. Reduce -7.9% 0.29% −0.06
BHP BHP Group Ltd.-Spon ADR Reduce -1.0% 0.19% −0.06
XLK SS Technology Select Sector Reduce -1.2% 2.36% −0.06
KO The Coca-Cola Co. Reduce -1.2% 0.76% −0.05
CPB The Campbell's Company Reduce -10.4% 0.26% −0.05
IWM iShares Russell 2000 ETF Reduce -12.4% 0.26% −0.05
VZ Verizon Communications Inc. Reduce -22.4% 0.18% −0.05
MMM 3M Co. Reduce -9.2% 0.20% −0.05
PFE Pfizer Inc. Reduce -2.4% 0.29% −0.05
PEP Pepsico Inc. Reduce -2.8% 0.50% −0.05
CSCO Cisco Systems Inc. Reduce -7.1% 0.24% −0.05
UNP Union Pacific Corp. Reduce -2.7% 0.36% −0.05
NEM Newmont Corp. Reduce -1.4% 0.16% −0.05
ABT Abbott Laboratories Reduce -1.0% 0.60% −0.04
SPTS SS SPDR P St Term TSY ETF Reduce -2.1% 0.34% −0.04
BTT BlackRock 2030 Muni TRGT TRM Reduce -4.2% 0.32% −0.04
MO Altria Group Inc. Reduce -11.4% 0.28% −0.04
COST Costco Wholesale Corp. Reduce -17.5% 0.20% −0.04
CSX CSX Corp. Reduce -8.2% 0.32% −0.04
TIP iShares Tips Bond ETF Reduce -6.8% 0.21% −0.04
IGSB iShares 1-5Y Inv Grade Corp. Reduce -1.3% 0.32% −0.03
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -10.5% 0.17% −0.03
SCHF Schwab Intl Equity ETF Reduce -1.8% 0.57% −0.03
PG The Procter & Gamble Co. Reduce -3.8% 1.14% −0.03
FCX Freeport-McMoran Inc. Reduce -10.2% 0.29% −0.03
DHR Danaher Corp. Reduce -13.8% 0.16% −0.03

Portfolio Buys Q4 2023 → Q1 2024
BSV Vanguard Short-Term Bond ETF Add +61.4% 1.70% +0.54
SGOV iShares 0-3 Month Treasury B Add +66.8% 1.11% +0.38
VTI VG Morningstar TS MKT ETF-US Add +13.6% 2.40% +0.29
WMT Walmart Inc. Add +12.4% 1.75% +0.26
IVV iShares Core S&P 500 ETF Add +7.4% 3.01% +0.22
NUE Nucor Corp. Add +93.8% 0.38% +0.19
MPC Marathon Petroleum Corp. New 0.18% +0.18
LRCX Lam Research Corp. New 0.17% +0.17
LOW Lowe's Cos Inc. New 0.15% +0.15
CLX Clorox Company New 0.14% +0.14
LHX L3HARRIS Technologies Inc. New 0.14% +0.14
SYY Sysco Corp. New 0.14% +0.14
MCK McKesson Corp. New 0.14% +0.14
VXF Vanguard Extended Market ETF Add +42.1% 0.43% +0.12
META Meta Platforms Inc. Class A Add +0.4% 0.44% +0.09
SCHB Schwab US Broad Market ETF Add +1.6% 3.00% +0.05
MBB iShares MBS ETF Add +23.9% 0.31% +0.03
IJH iShares Core S&P Midcap ETF Add +15.0% 0.24% +0.03
CMG Chipotle Mexican Grill Inc. Add +1.1% 0.18% +0.03
VT Vanguard Tot World STK ETF Add +5.9% 0.64% +0.02
VIG Vanguard Dividend Apprec ETF Add +5.4% 0.69% +0.02
AGG iShares Core U.S. Aggregate Add +14.8% 0.52% +0.02
BIV Vanguard Intermediate-Term B Add +19.1% 0.25% +0.02
MTUM iShares MSCI USA Momentum Fa Add +0.1% 0.18% +0.01
SCHD Schwab US DVD Equity ETF Add +9.9% 0.25% +0.01
ENB Enbridge Inc. Add +17.9% 0.18% +0.01
SHEL Shell PLC-ADR Add +14.7% 0.17% +0.01
XJEQX Abrdn Japan Equity Fund Inc. Add +3.4% 0.35% +0.01
BAC Bank of America Corp. Add +0.5% 0.24% +0.01
VXUS Vanguard Total Intl Stock Add +6.1% 0.86% +0.01
BP BP PLC-Spons ADR Add +3.7% 0.22% +0.00
XNEAX Nuveen Amt-FR QLTY Muni Inc. Add +7.1% 0.23% −0.00
T AT&T Inc. Add +0.9% 0.25% −0.01
TFC Truist Financial Corp. Add +0.1% 0.27% −0.01
SCHR Schwab Intermediate-Term US Add +8.0% 0.87% −0.02
STIP iShares 0-5 Year Tips Bond E Add +5.5% 0.99% −0.03
GBIL Goldman Sachs Access Treasur Add +0.8% 1.03% −0.08
MCD McDonald's Corp. Add +0.7% 0.96% −0.14
SCHO Schwab Short-Term US Treas Add +1.1% 3.51% −0.31

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