Successful Portfolios LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Successful Portfolios LLC reported 161 stock positions worth $149.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 5.7% of the portfolio, followed by Nvidia (NVDA, 5.6%) and iShares Core S&P 500 ETF (IVV, 3.9%). Compared with Q3 2024, it opened 7 new positions, sold out of 9, added to 53 and reduced 65. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +22%) and the biggest sale Advanced Micro Devices (AMD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0001721780
- Portfolio Value
- $149.5M (Q4 2024)
- SEC Filing
- 0001085146-25-000241 ↗ filed Jan 16, 2025
Holdings Value
Holdings 161 stocks · $149.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 5.69% | 14,499 | $8.5M | Reduce -0.6% |
| NVDA Nvidia Corp. | 5.59% | 62,253 | $8.4M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 3.88% | 9,857 | $5.8M | Add +5.8% |
| MSFT Microsoft Corp. | 3.55% | 12,606 | $5.3M | Reduce -0.4% |
| AAPL Apple Inc. | 3.46% | 20,659 | $5.2M | Reduce -5.7% |
| SCHB Schwab US Broad Market ETF | 3.32% | 218,809 | $5.0M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 3.31% | 17,062 | $4.9M | Add +12.9% |
| SCHO Schwab Short-Term US Treas | 3.27% | 203,314 | $4.9M | Reduce -3.9% |
| WMT Walmart Inc. | 3.15% | 52,136 | $4.7M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 2.76% | 53,360 | $4.1M | Add +22.4% |
| XLK SS Technology Select Sector | 2.56% | 16,447 | $3.8M | Reduce -0.6% |
| VGSH Vanguard Short-Term Treasury | 1.87% | 47,931 | $2.8M | Add +9.3% |
| HD Home Depot Inc. | 1.84% | 7,089 | $2.8M | No change |
| AMZN Amazon.com Inc. | 1.76% | 12,016 | $2.6M | Add +0.2% |
| SGOV iShares 0-3 Month Treasury B | 1.71% | 25,449 | $2.6M | Add +19.8% |
| DUK Duke Energy Corp. | 1.42% | 19,707 | $2.1M | No change |
| SONY Sony Group Corp. - SP ADR | 1.42% | 100,076 | $2.1M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.30% | 10,282 | $1.9M | Reduce -7.0% |
| GBIL Goldman Sachs Access Treasur | 1.28% | 19,199 | $1.9M | Add +14.3% |
| SCHX Schwab US Large-Cap ETF | 1.27% | 81,655 | $1.9M | Add +5.9% |
| GOOG Alphabet Inc. Class C | 1.19% | 9,344 | $1.8M | Reduce -6.3% |
| HON Honeywell International Inc. | 1.19% | 7,870 | $1.8M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 1.09% | 9,697 | $1.6M | Reduce -0.5% |
| STIP iShares 0-5 Year Tips Bond E | 1.06% | 15,786 | $1.6M | Add +2.7% |
| XLF SS Financial Select Sector | 1.03% | 31,802 | $1.5M | Add +0.1% |
| XLI SS Industrial Select Sector | 1.01% | 11,449 | $1.5M | Reduce -0.2% |
| SCHR Schwab Intermediate-Term US | 0.97% | 59,441 | $1.4M | Add +5.2% |
| VXUS Vanguard Total Intl Stock | 0.93% | 23,626 | $1.4M | Add +4.5% |
| MCD McDonald's Corp. | 0.87% | 4,506 | $1.3M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.82% | 6,890 | $1.2M | Reduce -2.8% |
| AMD Advanced Micro Devices | 0.78% | 9,619 | $1.2M | Reduce -0.9% |
| VTIP Vanguard Short-Term Tips | 0.75% | 23,109 | $1.1M | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.71% | 17,024 | $1.1M | Add +0.0% |
| AMAT Applied Materials Inc. | 0.71% | 6,502 | $1.1M | Reduce -0.3% |
| VXF Vanguard Extended Market ETF | 0.69% | 5,413 | $1.0M | Add +12.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.67% | 9,016 | $1.0M | Reduce -0.7% |
| VT Vanguard Tot World STK ETF | 0.65% | 8,319 | $977K | Reduce -6.1% |
| LLY Eli Lilly & Co. | 0.65% | 1,264 | $976K | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.63% | 8,736 | $940K | Reduce -0.1% |
| RTX RTX Corp. | 0.62% | 7,981 | $924K | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.60% | 4,617 | $904K | Add +1.0% |
| NEE Nextera Energy Inc. | 0.54% | 11,248 | $806K | Reduce -0.2% |
| SCHF Schwab Intl Equity ETF | 0.50% | 40,368 | $747K | Reduce -1.9% |
| AGG iShares Core U.S. Aggregate | 0.50% | 7,695 | $746K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.49% | 1,253 | $734K | Add +0.2% |
| ABT Abbott Laboratories | 0.48% | 6,360 | $719K | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.47% | 4,838 | $700K | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.46% | 2,893 | $694K | Reduce -1.2% |
| SO The Southern Co. | 0.46% | 8,314 | $684K | Add +0.0% |
| MRK Merck & Co. Inc. | 0.45% | 6,811 | $678K | No change |
| PEP Pepsico Inc. | 0.45% | 4,393 | $668K | Add +6.7% |
| BIV Vanguard Intermediate-Term B | 0.44% | 8,718 | $651K | Add +82.1% |
| COP Conocophillips | 0.41% | 6,171 | $612K | Add +32.4% |
| PPG PPG Industries Inc. | 0.39% | 4,899 | $585K | No change |
| WM Waste Management Inc. | 0.39% | 2,867 | $578K | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.38% | 7,806 | $561K | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.37% | 1,085 | $549K | Add +1.7% |
| COST Costco Wholesale Corp. | 0.35% | 571 | $523K | Add +3.1% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.35% | 44,481 | $521K | Add +0.0% |
| MU Micron Technology Inc. | 0.33% | 5,898 | $496K | Add +0.6% |
| TY Tri-Continental Corp. | 0.33% | 15,605 | $495K | Add +4.0% |
| XJEQX Abrdn Japan Equity Fund Inc. | 0.33% | 85,278 | $490K | Reduce -0.5% |
| CVX Chevron Corp. | 0.32% | 3,337 | $483K | No change |
| MBB iShares MBS ETF | 0.32% | 5,270 | $483K | Add +1.3% |
| NSC Norfolk Southern Corp. | 0.32% | 2,036 | $478K | Reduce -0.3% |
| SPTS SS SPDR P St Term TSY ETF | 0.32% | 16,427 | $477K | Reduce -2.8% |
| CEG Constellation Energy | 0.32% | 2,128 | $476K | Reduce -0.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.31% | 6,526 | $466K | Add +3.6% |
| TFC Truist Financial Corp. | 0.30% | 10,354 | $449K | Add +0.1% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.30% | 21,707 | $447K | No change |
| T AT&T Inc. | 0.30% | 19,544 | $445K | Add +2.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 8,492 | $439K | Reduce -3.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.28% | 1,000 | $426K | No change |
| UNP Union Pacific Corp. | 0.28% | 1,862 | $425K | No change |
| PYPL PayPal Holdings Inc. | 0.28% | 4,899 | $418K | Reduce -1.4% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 15,070 | $412K | Reduce -0.5% |
| MO Altria Group Inc. | 0.27% | 7,746 | $405K | Add +0.3% |
| PAYX Paychex Inc. | 0.26% | 2,792 | $392K | Reduce -2.1% |
| CSX CSX Corp. | 0.26% | 12,096 | $390K | No change |
| AMGN Amgen Inc. | 0.26% | 1,467 | $382K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 8,395 | $369K | Add +1.2% |
| PFE Pfizer Inc. | 0.24% | 13,780 | $366K | Reduce -2.6% |
| IWM iShares Russell 2000 ETF | 0.24% | 1,634 | $361K | Reduce -0.1% |
| UPS United Parcel Service Class B | 0.24% | 2,819 | $356K | Reduce -2.4% |
| FCX Freeport-McMoran Inc. | 0.24% | 9,248 | $352K | Add +2.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.23% | 1,237 | $351K | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 0.23% | 5,919 | $350K | Reduce -1.7% |
| GLD SPDR Gold Shares | 0.23% | 1,437 | $348K | No change |
| GE General Electric filed as GE AEROSPACE | 0.23% | 2,084 | $348K | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 5,550 | $346K | Add +2.4% |
| LEN Lennar Corp. Class A | 0.23% | 2,523 | $344K | Reduce -0.4% |
| WFC Wells Fargo & Co. | 0.23% | 4,868 | $342K | Reduce -1.0% |
| RSG Republic Services Inc. | 0.22% | 1,649 | $332K | No change |
| ISRG Intuitive Surgical Inc. | 0.22% | 632 | $330K | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.22% | 29,059 | $328K | No change |
| MMM 3M Co. | 0.22% | 2,527 | $326K | No change |
| VOO Vanguard S&P 500 ETF | 0.22% | 603 | $325K | Add +1.5% |
| XLE SS Energy Select Sector | 0.21% | 3,720 | $319K | Reduce -0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.21% | 4,156 | $315K | No change |
| PSX Phillips 66 | 0.20% | 2,647 | $302K | Reduce -2.0% |
Portfolio Sells Q3 2024 → Q4 2024
| AMD Advanced Micro Devices | Reduce -0.9% | 0.78% | −0.30 |
| SCHO Schwab Short-Term US Treas | Reduce -3.9% | 3.27% | −0.23 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 0.71% | −0.18 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.18 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.15 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.15 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.14 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.14 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.14 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.14 |
| CI The Cigna Group | Sold out | 0.00% | −0.14 |
| CGNX Cognex Corp. | Sold out | 0.00% | −0.14 |
| MSFT Microsoft Corp. | Reduce -0.4% | 3.55% | −0.13 |
| ABBV Abbvie Inc. | Reduce -2.8% | 0.82% | −0.13 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.54% | −0.10 |
| LEN Lennar Corp. Class A | Reduce -0.4% | 0.23% | −0.09 |
| SCHF Schwab Intl Equity ETF | Reduce -1.9% | 0.50% | −0.07 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.47% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.63% | −0.06 |
| VT Vanguard Tot World STK ETF | Reduce -6.1% | 0.65% | −0.06 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.87% | −0.06 |
| CEG Constellation Energy | Reduce -0.3% | 0.32% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 1.09% | −0.05 |
| CPB The Campbell's Company | Reduce -6.4% | 0.19% | −0.05 |
| XLI SS Industrial Select Sector | Reduce -0.2% | 1.01% | −0.04 |
| VTIP Vanguard Short-Term Tips | Reduce -2.2% | 0.75% | −0.04 |
| PSX Phillips 66 | Reduce -2.0% | 0.20% | −0.04 |
| GE General Electric | Reduce -1.6% | 0.23% | −0.04 |
| XJEQX Abrdn Japan Equity Fund Inc. | Reduce -0.5% | 0.33% | −0.03 |
| PFE Pfizer Inc. | Reduce -2.6% | 0.24% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -4.2% | 0.16% | −0.03 |
| UPS United Parcel Service Class B | Reduce -2.4% | 0.24% | −0.03 |
| INTC Intel Corp. | Reduce -0.8% | 0.14% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -0.3% | 0.32% | −0.02 |
| IQI Invesco Quality Muni Inc. TR | Reduce -18.6% | 0.07% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -9.6% | 0.15% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.4% | 0.29% | −0.02 |
| ABT Abbott Laboratories | Reduce -2.0% | 0.48% | −0.02 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -2.8% | 0.32% | −0.02 |
| EXC Exelon Corp. | Reduce -2.6% | 0.15% | −0.02 |
| WM Waste Management Inc. | Reduce -0.1% | 0.39% | −0.02 |
| XBGYX BlackRock Enh Intl DVD TR | Reduce -4.6% | 0.10% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.5% | 0.28% | −0.01 |
| EBAY eBay Inc. | Reduce -0.7% | 0.13% | −0.01 |
| BTG B2GOLD Corp. | Reduce -0.6% | 0.03% | −0.01 |
| VMRK Vivmark Residential | Reduce -0.9% | 0.15% | −0.01 |
| XLE SS Energy Select Sector | Reduce -0.5% | 0.21% | −0.01 |
| F Ford Motor Co. | Reduce -1.2% | 0.08% | −0.01 |
| ETJ Eaton Vance RSK-MGD Divers | Reduce -3.8% | 0.16% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -4.0% | 0.14% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| BSV Vanguard Short-Term Bond ETF | Add +22.4% | 2.76% | +0.44 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.9% | 3.31% | +0.41 |
| SGOV iShares 0-3 Month Treasury B | Add +19.8% | 1.71% | +0.26 |
| AMZN Amazon.com Inc. | Add +0.2% | 1.76% | +0.25 |
| IVV iShares Core S&P 500 ETF | Add +5.8% | 3.88% | +0.25 |
| BIV Vanguard Intermediate-Term B | Add +82.1% | 0.44% | +0.18 |
| PLTR Palantir Technologies Inc. Class A | New | 0.17% | +0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.16% | +0.16 |
| ARCC Ares Capital Corp. | New | 0.15% | +0.15 |
| MCK McKesson Corp. | New | 0.15% | +0.15 |
| ETR Entergy Corp. | New | 0.14% | +0.14 |
| VGIT Vanguard Intermediate-Term T | New | 0.14% | +0.14 |
| GBIL Goldman Sachs Access Treasur | Add +14.3% | 1.28% | +0.14 |
| C Citigroup Inc. | New | 0.14% | +0.14 |
| VGSH Vanguard Short-Term Treasury | Add +9.3% | 1.87% | +0.12 |
| SONY Sony Group Corp. - SP ADR | Add +0.1% | 1.42% | +0.11 |
| VXF Vanguard Extended Market ETF | Add +12.5% | 0.69% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +5.9% | 1.27% | +0.09 |
| COP Conocophillips | Add +32.4% | 0.41% | +0.08 |
| SCHB Schwab US Broad Market ETF | Add +0.9% | 3.32% | +0.07 |
| XLF SS Financial Select Sector | Add +0.1% | 1.03% | +0.05 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +0.0% | 0.35% | +0.04 |
| BAC Bank of America Corp. | Add +1.2% | 0.25% | +0.02 |
| COST Costco Wholesale Corp. | Add +3.1% | 0.35% | +0.02 |
| T AT&T Inc. | Add +2.7% | 0.30% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.19% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +3.6% | 0.31% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.7% | 1.06% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +11.3% | 0.15% | +0.01 |
| BP BP PLC-Spons ADR | Add +11.8% | 0.18% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.2% | 0.49% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.5% | 0.22% | +0.01 |
| MO Altria Group Inc. | Add +0.3% | 0.27% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +2.4% | 0.23% | +0.00 |
| TFC Truist Financial Corp. | Add +0.1% | 0.30% | +0.00 |
| SCHR Schwab Intermediate-Term US | Add +5.2% | 0.97% | −0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +2.5% | 0.20% | −0.00 |
| CMCSA Comcast Corp. Class A | Add +10.4% | 0.15% | −0.00 |
| PPL PPL Corp. | Add +0.6% | 0.18% | −0.00 |
| TY Tri-Continental Corp. | Add +4.0% | 0.33% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +1.0% | 0.60% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +0.7% | 0.18% | −0.01 |
| BND Vanguard Total Bond Market | Add +3.0% | 0.38% | −0.01 |
| SHEL Shell PLC-ADR | Add +0.0% | 0.16% | −0.01 |
| XAODX Abrdn Total Dynamic Dividend | Add +0.2% | 0.14% | −0.01 |
| GDX Vaneck Gold Miners ETF | Add +9.6% | 0.16% | −0.01 |
| MBB iShares MBS ETF | Add +1.3% | 0.32% | −0.01 |
| XLV SS Health Care Select Sector | Add +3.8% | 0.19% | −0.02 |
| PEP Pepsico Inc. | Add +6.7% | 0.45% | −0.03 |
| AGG iShares Core U.S. Aggregate | Add +0.1% | 0.50% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 198 | $214.1M | IVV, BSV, SPY, VTI, AAPL |
| Q1 2026 | 187 | $181.4M | IVV, BSV, SPY, WMT, VTI |
| Q4 2025 | 191 | $196.2M | IVV, SPY, BSV, VTI, WMT |
| Q3 2025 | 175 | $171.4M | SPY, IVV, MSFT, BSV, VTI |
| Q2 2025 | 169 | $162.7M | NVDA, SPY, IVV, MSFT, VTI |
| Q1 2025 | 158 | $147.0M | SPY, NVDA, IVV, SCHO, BSV |
| Q4 2024 | 161 | $149.5M | SPY, NVDA, IVV, MSFT, AAPL |
| Q3 2024 | 163 | $147.8M | SPY, NVDA, MSFT, IVV, SCHO |
| Q2 2024 | 158 | $143.2M | SPY, NVDA, MSFT, SCHO, IVV |
| Q1 2024 | 171 | $146.6M | SPY, NVDA, MSFT, SCHO, IVV |