Successful Portfolios LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Successful Portfolios LLC reported 158 stock positions worth $147.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 5.5% of the portfolio, followed by Nvidia (NVDA, 4.6%) and iShares Core S&P 500 ETF (IVV, 3.9%). Compared with Q4 2024, it opened 2 new positions, sold out of 5, added to 56 and reduced 55. The biggest buy was Vanguard Short-Term Bond ETF (BSV, shares +13%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0001721780
- Portfolio Value
- $147.0M (Q1 2025)
- SEC Filing
- 0001085146-25-002063 ↗ filed Apr 11, 2025
Holdings Value
Holdings 158 stocks · $147.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 5.51% | 14,479 | $8.1M | Reduce -0.1% |
| NVDA Nvidia Corp. | 4.59% | 62,265 | $6.7M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 3.91% | 10,227 | $5.7M | Add +3.8% |
| SCHO Schwab Short-Term US Treas | 3.40% | 205,508 | $5.0M | Add +1.1% |
| BSV Vanguard Short-Term Bond ETF | 3.21% | 60,330 | $4.7M | Add +13.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.20% | 17,101 | $4.7M | Add +0.2% |
| MSFT Microsoft Corp. | 3.19% | 12,503 | $4.7M | Reduce -0.8% |
| SCHB Schwab US Broad Market ETF | 3.19% | 217,617 | $4.7M | Reduce -0.5% |
| WMT Walmart Inc. | 3.11% | 52,141 | $4.6M | Add +0.0% |
| AAPL Apple Inc. | 3.09% | 20,429 | $4.5M | Reduce -1.1% |
| XLK SS Technology Select Sector | 2.30% | 16,387 | $3.4M | Reduce -0.4% |
| VGSH Vanguard Short-Term Treasury | 1.94% | 48,499 | $2.8M | Add +1.2% |
| SGOV iShares 0-3 Month Treasury B | 1.90% | 27,818 | $2.8M | Add +9.3% |
| HD Home Depot Inc. | 1.77% | 7,093 | $2.6M | Add +0.1% |
| SONY Sony Group Corp. - SP ADR | 1.70% | 98,576 | $2.5M | Reduce -1.5% |
| DUK Duke Energy Corp. | 1.63% | 19,707 | $2.4M | No change |
| AMZN Amazon.com Inc. | 1.55% | 12,012 | $2.3M | Reduce -0.0% |
| GBIL Goldman Sachs Access Treasur | 1.52% | 22,270 | $2.2M | Add +16.0% |
| SCHX Schwab US Large-Cap ETF | 1.24% | 82,686 | $1.8M | Add +1.3% |
| HON Honeywell International Inc. | 1.15% | 7,970 | $1.7M | Add +1.3% |
| PG The Procter & Gamble Co. | 1.12% | 9,699 | $1.7M | Add +0.0% |
| XLF SS Financial Select Sector | 1.08% | 31,802 | $1.6M | No change |
| GOOGL Alphabet Inc. Class A | 1.08% | 10,238 | $1.6M | Reduce -0.4% |
| STIP iShares 0-5 Year Tips Bond E | 1.06% | 15,123 | $1.6M | Reduce -4.2% |
| XLI SS Industrial Select Sector | 1.02% | 11,428 | $1.5M | Reduce -0.2% |
| SCHR Schwab Intermediate-Term US | 1.01% | 59,737 | $1.5M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 1.00% | 23,673 | $1.5M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.99% | 9,316 | $1.5M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.98% | 6,890 | $1.4M | No change |
| MCD McDonald's Corp. | 0.95% | 4,481 | $1.4M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.83% | 17,024 | $1.2M | No change |
| VTIP Vanguard Short-Term Tips | 0.78% | 23,008 | $1.1M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.71% | 1,269 | $1.0M | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.71% | 8,736 | $1.0M | No change |
| RTX RTX Corp. | 0.71% | 7,829 | $1.0M | Reduce -1.9% |
| VXF Vanguard Extended Market ETF | 0.66% | 5,638 | $971K | Add +4.2% |
| AMD Advanced Micro Devices | 0.65% | 9,311 | $957K | Reduce -3.2% |
| VT Vanguard Tot World STK ETF | 0.65% | 8,244 | $956K | Reduce -0.9% |
| AMAT Applied Materials Inc. | 0.63% | 6,402 | $929K | Reduce -1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.62% | 4,723 | $916K | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.59% | 8,857 | $874K | Reduce -1.8% |
| ABT Abbott Laboratories | 0.57% | 6,335 | $840K | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.54% | 4,812 | $798K | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.54% | 11,250 | $797K | Add +0.0% |
| SCHF Schwab Intl Equity ETF | 0.54% | 39,861 | $788K | Reduce -1.3% |
| SO The Southern Co. | 0.52% | 8,314 | $765K | No change |
| AGG iShares Core U.S. Aggregate | 0.51% | 7,534 | $745K | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.49% | 1,253 | $722K | No change |
| JPM JPMorgan Chase & Co. | 0.48% | 2,894 | $710K | Add +0.0% |
| BIV Vanguard Intermediate-Term B | 0.48% | 9,148 | $700K | Add +4.9% |
| WM Waste Management Inc. | 0.45% | 2,867 | $664K | No change |
| COP Conocophillips | 0.44% | 6,172 | $648K | Add +0.0% |
| PEP Pepsico Inc. | 0.44% | 4,308 | $646K | Reduce -1.9% |
| MRK Merck & Co. Inc. | 0.42% | 6,805 | $611K | Reduce -0.1% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.41% | 44,481 | $606K | No change |
| XJEQX Abrdn Japan Equity Fund Inc. | 0.39% | 88,467 | $575K | Add +3.7% |
| CVX Chevron Corp. | 0.39% | 3,433 | $574K | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.39% | 1,095 | $574K | Add +0.9% |
| BND Vanguard Total Bond Market | 0.39% | 7,806 | $573K | No change |
| T AT&T Inc. | 0.37% | 19,045 | $539K | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.37% | 569 | $538K | Reduce -0.3% |
| PPG PPG Industries Inc. | 0.36% | 4,899 | $536K | No change |
| MU Micron Technology Inc. | 0.35% | 5,882 | $511K | Reduce -0.3% |
| MBB iShares MBS ETF | 0.34% | 5,286 | $496K | Add +0.3% |
| NSC Norfolk Southern Corp. | 0.33% | 2,036 | $482K | No change |
| TY Tri-Continental Corp. | 0.33% | 15,613 | $479K | Add +0.1% |
| GLD SPDR Gold Shares | 0.32% | 1,634 | $471K | Add +13.7% |
| MO Altria Group Inc. | 0.32% | 7,794 | $468K | Add +0.6% |
| SPTS SS SPDR P St Term TSY ETF | 0.32% | 15,859 | $464K | Reduce -3.5% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.31% | 21,707 | $461K | No change |
| AMGN Amgen Inc. | 0.31% | 1,467 | $457K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 8,486 | $444K | Reduce -0.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.30% | 6,528 | $444K | Add +0.0% |
| UNP Union Pacific Corp. | 0.30% | 1,862 | $440K | No change |
| PAYX Paychex Inc. | 0.29% | 2,793 | $431K | Add +0.0% |
| CEG Constellation Energy | 0.29% | 2,128 | $429K | No change |
| TFC Truist Financial Corp. | 0.29% | 10,361 | $426K | Add +0.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.29% | 1,220 | $421K | Reduce -1.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.29% | 1,000 | $420K | No change |
| GE General Electric filed as GE AEROSPACE | 0.28% | 2,085 | $417K | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 14,838 | $415K | Reduce -1.5% |
| RSG Republic Services Inc. | 0.27% | 1,633 | $396K | Reduce -1.0% |
| MMM 3M Co. | 0.25% | 2,527 | $371K | No change |
| CSCO Cisco Systems Inc. | 0.25% | 5,919 | $365K | No change |
| CSX CSX Corp. | 0.24% | 12,096 | $356K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 8,360 | $349K | Reduce -0.4% |
| FCX Freeport-McMoran Inc. | 0.24% | 9,206 | $349K | Reduce -0.5% |
| PFE Pfizer Inc. | 0.24% | 13,735 | $348K | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.24% | 4,844 | $348K | Reduce -0.5% |
| PM Philip Morris International | 0.24% | 2,178 | $346K | No change |
| IJH iShares Core S&P Midcap ETF | 0.22% | 5,644 | $329K | Add +1.7% |
| XLE SS Energy Select Sector | 0.22% | 3,520 | $329K | Reduce -5.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 4,156 | $328K | No change |
| PSX Phillips 66 | 0.22% | 2,648 | $327K | Add +0.0% |
| AOR iShares Core 60/40 Balanced | 0.22% | 5,660 | $326K | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.22% | 29,059 | $325K | No change |
| WEC WEC Energy Group Inc. | 0.22% | 2,985 | $325K | Add +0.0% |
| UPS United Parcel Service Class B | 0.22% | 2,932 | $322K | Add +4.0% |
| AZO AutoZone Inc. | 0.22% | 84 | $320K | Reduce -2.3% |
| GDX Vaneck Gold Miners ETF | 0.22% | 6,907 | $318K | Add +0.4% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.1% | 3.09% | −0.37 |
| MSFT Microsoft Corp. | Reduce -0.8% | 3.19% | −0.36 |
| XLK SS Technology Select Sector | Reduce -0.4% | 2.30% | −0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 1.08% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -0.0% | 1.55% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.99% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 5.51% | −0.18 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.16 |
| CLX Clorox Company | Sold out | 0.00% | −0.14 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.14 |
| INTC Intel Corp. | Sold out | 0.00% | −0.14 |
| SCHB Schwab US Broad Market ETF | Reduce -0.5% | 3.19% | −0.14 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.14 |
| AMD Advanced Micro Devices | Reduce -3.2% | 0.65% | −0.13 |
| DIS The Walt Disney Co. | Reduce -1.8% | 0.59% | −0.08 |
| AMAT Applied Materials Inc. | Reduce -1.5% | 0.63% | −0.08 |
| PYPL PayPal Holdings Inc. | Reduce -0.8% | 0.22% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.42% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -3.2% | 0.16% | −0.03 |
| EMR Emerson Electric Co. | Reduce -8.7% | 0.16% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -5.5% | 0.21% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.5% | 0.17% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -4.8% | 0.20% | −0.02 |
| BTX BlackRock Tech & Priv Eqty | Reduce -6.8% | 0.06% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.4% | 0.24% | −0.01 |
| PFE Pfizer Inc. | Reduce -0.3% | 0.24% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.9% | 0.44% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -2.4% | 0.14% | −0.01 |
| MTB M & T Bank Corp. | Reduce -0.4% | 0.16% | −0.01 |
| GLW Corning Inc. | Reduce -0.4% | 0.17% | −0.00 |
| INTU Intuit Inc. | Reduce -2.0% | 0.15% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -0.9% | 0.65% | −0.00 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -3.5% | 0.32% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -0.1% | 0.15% | −0.00 |
| FCX Freeport-McMoran Inc. | Reduce -0.5% | 0.24% | +0.00 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -4.2% | 1.06% | +0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.5% | 0.19% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.5% | 0.28% | +0.01 |
| WFC Wells Fargo & Co. | Reduce -0.5% | 0.24% | +0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -2.1% | 0.51% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.1% | 0.30% | +0.01 |
| XLI SS Industrial Select Sector | Reduce -0.2% | 1.02% | +0.01 |
| XLE SS Energy Select Sector | Reduce -5.4% | 0.22% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.6% | 0.21% | +0.02 |
| MU Micron Technology Inc. | Reduce -0.3% | 0.35% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.37% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.1% | 0.19% | +0.02 |
| SHEL Shell PLC-ADR | Reduce -0.0% | 0.19% | +0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -0.4% | 0.78% | +0.03 |
| AZO AutoZone Inc. | Reduce -2.3% | 0.22% | +0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| BSV Vanguard Short-Term Bond ETF | Add +13.1% | 3.21% | +0.45 |
| GBIL Goldman Sachs Access Treasur | Add +16.0% | 1.52% | +0.23 |
| AOR iShares Core 60/40 Balanced | New | 0.22% | +0.22 |
| SGOV iShares 0-3 Month Treasury B | Add +9.3% | 1.90% | +0.20 |
| EFA iShares MSCI Eafe ETF | New | 0.14% | +0.14 |
| SCHO Schwab Short-Term US Treas | Add +1.1% | 3.40% | +0.13 |
| GLD SPDR Gold Shares | Add +13.7% | 0.32% | +0.09 |
| VGSH Vanguard Short-Term Treasury | Add +1.2% | 1.94% | +0.07 |
| VXUS Vanguard Total Intl Stock | Add +0.2% | 1.00% | +0.07 |
| CVX Chevron Corp. | Add +2.9% | 0.39% | +0.07 |
| XJEQX Abrdn Japan Equity Fund Inc. | Add +3.7% | 0.39% | +0.06 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.71% | +0.06 |
| GDX Vaneck Gold Miners ETF | Add +0.4% | 0.22% | +0.06 |
| GE General Electric | Add +0.1% | 0.28% | +0.05 |
| MO Altria Group Inc. | Add +0.6% | 0.32% | +0.05 |
| SCHR Schwab Intermediate-Term US | Add +0.5% | 1.01% | +0.04 |
| BIV Vanguard Intermediate-Term B | Add +4.9% | 0.48% | +0.04 |
| PG The Procter & Gamble Co. | Add +0.0% | 1.12% | +0.04 |
| GILD Gilead Sciences Inc. | Add +0.7% | 0.18% | +0.04 |
| WEC WEC Energy Group Inc. | Add +0.0% | 0.22% | +0.03 |
| COP Conocophillips | Add +0.0% | 0.44% | +0.03 |
| PAYX Paychex Inc. | Add +0.0% | 0.29% | +0.03 |
| BP BP PLC-Spons ADR | Add +0.5% | 0.22% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +3.8% | 3.91% | +0.03 |
| VZ Verizon Communications Inc. | Add +0.2% | 0.19% | +0.03 |
| PPL PPL Corp. | Add +0.6% | 0.21% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.9% | 0.39% | +0.02 |
| ETR Entergy Corp. | Add +0.1% | 0.17% | +0.02 |
| PSX Phillips 66 | Add +0.0% | 0.22% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 0.48% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +2.3% | 0.62% | +0.02 |
| XLV SS Health Care Select Sector | Add +1.0% | 0.20% | +0.02 |
| EBAY eBay Inc. | Add +0.1% | 0.15% | +0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.3% | 0.21% | +0.01 |
| MBB iShares MBS ETF | Add +0.3% | 0.34% | +0.01 |
| ENB Enbridge Inc. | Add +0.5% | 0.18% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +2.8% | 0.15% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1.4% | 0.16% | +0.01 |
| BTG B2GOLD Corp. | Add +0.2% | 0.04% | +0.01 |
| F Ford Motor Co. | Add +1.9% | 0.08% | +0.00 |
| C Citigroup Inc. | Add +0.0% | 0.14% | +0.00 |
| VMRK Vivmark Residential | Add +0.5% | 0.16% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.0% | 0.54% | +0.00 |
| BHP BHP Group Ltd.-Spon ADR | Add +0.5% | 0.16% | +0.00 |
| XAODX Abrdn Total Dynamic Dividend | Add +0.2% | 0.14% | +0.00 |
| TY Tri-Continental Corp. | Add +0.1% | 0.33% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.7% | 0.22% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.0% | 0.30% | −0.01 |
| TFC Truist Financial Corp. | Add +0.1% | 0.29% | −0.01 |
| UPS United Parcel Service Class B | Add +4.0% | 0.22% | −0.02 |
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 |