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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $146.6M Q1 2024 Q2 2024: $143.2M Q2 2024 Q3 2024: $147.8M Q3 2024 Q4 2024: $149.5M $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 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%
TIP iShares Tips Bond ETF 0.20% 2,786 $297K No change
USMV iShares MSCI USA Min Vol Fac 0.20% 3,341 $297K Add +2.5%
TM Toyota Motor Corp. -Spon ADR 0.20% 1,520 $296K No change
QQQ Invesco QQQ Trust Series 1 0.19% 568 $290K Reduce -0.7%
CPB The Campbell's Company 0.19% 6,827 $286K Reduce -6.4%
BMY Bristol-Myers Squibb Co. 0.19% 5,037 $285K Add +0.1%
EMR Emerson Electric Co. 0.19% 2,296 $285K No change
MTUM iShares MSCI USA Momentum Fa 0.19% 1,372 $284K No change
CMG Chipotle Mexican Grill Inc. 0.19% 4,706 $284K Reduce -1.9%
XLV SS Health Care Select Sector 0.19% 2,042 $281K Add +3.8%
WEC WEC Energy Group Inc. 0.19% 2,984 $281K No change
ADP Automatic Data Processing 0.19% 955 $280K Reduce -1.1%
BP BP PLC-Spons ADR 0.18% 9,341 $276K Add +11.8%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.18% 6,094 $275K Add +0.7%
AZO AutoZone Inc. 0.18% 86 $274K No change
PPL PPL Corp. 0.18% 8,336 $271K Add +0.6%
APD Air Products & Chemicals Inc. 0.18% 925 $268K No change
ORCL Oracle Corp. 0.18% 1,607 $268K No change
PM Philip Morris International 0.18% 2,178 $262K Reduce -0.6%
GLW Corning Inc. 0.17% 5,430 $258K Reduce -0.1%
ENB Enbridge Inc. 0.17% 6,064 $257K Reduce -0.9%
PLTR Palantir Technologies Inc. Class A 0.17% 3,394 $257K New
GS Goldman Sachs Group Inc. 0.17% 443 $254K No change
ETJ Eaton Vance RSK-MGD Divers 0.16% 26,476 $246K Reduce -3.8%
MTB M & T Bank Corp. filed as M & T BK CORP 0.16% 1,309 $246K No change
VZ Verizon Communications Inc. 0.16% 6,079 $243K Reduce -4.2%
PSA Public Storage 0.16% 784 $235K No change
GDX Vaneck Gold Miners ETF 0.16% 6,881 $233K Add +9.6%
SHEL Shell PLC-ADR 0.16% 3,722 $233K Add +0.0%
BHP BHP Group Ltd.-Spon ADR 0.16% 4,770 $233K Add +1.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.16% 2,538 $232K New
NEM Newmont Corp. 0.15% 6,221 $232K Add +5.3%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.15% 3,213 $231K Reduce -0.9%
VMBS Vanguard Mortgage-Backed Sec 0.15% 5,041 $229K Add +11.3%
INTU Intuit Inc. 0.15% 358 $225K No change
MUB iShares National Muni Bond E 0.15% 2,110 $225K Reduce -9.6%
CMCSA Comcast Corp. Class A 0.15% 5,966 $224K Add +10.4%
ARCC Ares Capital Corp. 0.15% 10,111 $221K New
GILD Gilead Sciences Inc. 0.15% 2,386 $220K Reduce -0.8%
EXC Exelon Corp. 0.15% 5,855 $220K Reduce -2.6%
MCK McKesson Corp. 0.15% 384 $219K New
ETR Entergy Corp. 0.14% 2,858 $217K New
VGIT Vanguard Intermediate-Term T 0.14% 3,720 $216K New
GSLC Goldman Activebeta US LC ETF 0.14% 1,864 $215K Reduce -4.0%
CLX Clorox Company 0.14% 1,293 $210K No change
C Citigroup Inc. 0.14% 2,966 $209K New
LHX L3HARRIS Technologies Inc. 0.14% 987 $208K No change
LOW Lowe's Cos Inc. 0.14% 840 $207K No change
INTC Intel Corp. 0.14% 10,252 $206K Reduce -0.8%
XAODX Abrdn Total Dynamic Dividend 0.14% 24,297 $204K Add +0.2%
CP Canadian Pacific Kansas City 0.14% 2,809 $203K No change
XEXGX Eaton Vance Tax-Managed Glob 0.14% 24,794 $203K No change
EBAY eBay Inc. 0.13% 3,243 $201K Reduce -0.7%
XBGYX BlackRock Enh Intl DVD TR 0.10% 27,596 $147K Reduce -4.6%
PMO Franklin Muncipl Opps Tst-Ui 0.08% 12,428 $126K No change
JOF Japan Smaller Capitalization 0.08% 15,000 $115K No change
F Ford Motor Co. filed as FORD MTR CO 0.08% 11,359 $112K Reduce -1.2%
BTX BlackRock Tech & Priv Eqty 0.07% 14,590 $109K Reduce -1.4%
IQI Invesco Quality Muni Inc. TR 0.07% 10,832 $107K Reduce -18.6%
NMR Nomura Holdings Inc.-Spon ADR 0.06% 15,000 $87K No change
BTG B2GOLD Corp. 0.03% 19,555 $48K Reduce -0.6%

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

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