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

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 Q4 2024 Q1 2025: $147.0M $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 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%
BP BP PLC-Spons ADR 0.22% 9,384 $317K Add +0.5%
PYPL PayPal Holdings Inc. 0.22% 4,859 $317K Reduce -0.8%
USMV iShares MSCI USA Min Vol Fac 0.21% 3,351 $314K Add +0.3%
VOO Vanguard S&P 500 ETF 0.21% 603 $310K No change
TIP iShares Tips Bond ETF 0.21% 2,786 $309K No change
IWM iShares Russell 2000 ETF 0.21% 1,544 $308K Reduce -5.5%
PPL PPL Corp. 0.21% 8,385 $303K Add +0.6%
BMY Bristol-Myers Squibb Co. 0.21% 4,959 $302K Reduce -1.6%
XLV SS Health Care Select Sector 0.20% 2,062 $301K Add +1.0%
NEM Newmont Corp. 0.20% 6,211 $300K Reduce -0.2%
ISRG Intuitive Surgical Inc. 0.20% 602 $298K Reduce -4.8%
ADP Automatic Data Processing 0.20% 955 $292K No change
LEN Lennar Corp. Class A 0.20% 2,523 $290K No change
PLTR Palantir Technologies Inc. Class A 0.19% 3,356 $283K Reduce -1.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.19% 6,061 $279K Reduce -0.5%
MTUM iShares MSCI USA Momentum Fa 0.19% 1,372 $277K No change
VZ Verizon Communications Inc. 0.19% 6,093 $276K Add +0.2%
APD Air Products & Chemicals Inc. 0.19% 925 $273K No change
SHEL Shell PLC-ADR 0.19% 3,721 $273K Reduce -0.0%
CPB The Campbell's Company 0.19% 6,827 $273K No change
ENB Enbridge Inc. 0.18% 6,092 $270K Add +0.5%
EXC Exelon Corp. 0.18% 5,855 $270K No change
GILD Gilead Sciences Inc. 0.18% 2,403 $269K Add +0.7%
TM Toyota Motor Corp. -Spon ADR 0.18% 1,520 $268K No change
MCK McKesson Corp. 0.18% 384 $258K No change
QQQ Invesco QQQ Trust Series 1 0.17% 548 $257K Reduce -3.5%
GLW Corning Inc. 0.17% 5,410 $248K Reduce -0.4%
ETR Entergy Corp. 0.17% 2,862 $245K Add +0.1%
GS Goldman Sachs Group Inc. 0.16% 443 $242K No change
VMBS Vanguard Mortgage-Backed Sec 0.16% 5,111 $237K Add +1.4%
PSA Public Storage 0.16% 784 $235K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.16% 1,304 $233K Reduce -0.4%
BHP BHP Group Ltd.-Spon ADR 0.16% 4,792 $233K Add +0.5%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.16% 3,228 $231K Add +0.5%
EMR Emerson Electric Co. 0.16% 2,096 $230K Reduce -8.7%
CMG Chipotle Mexican Grill Inc. 0.16% 4,555 $229K Reduce -3.2%
VGIT Vanguard Intermediate-Term T 0.15% 3,824 $227K Add +2.8%
ORCL Oracle Corp. 0.15% 1,622 $227K Add +0.9%
ARCC Ares Capital Corp. 0.15% 10,111 $224K No change
ETJ Eaton Vance RSK-MGD Divers 0.15% 26,476 $224K No change
MUB iShares National Muni Bond E 0.15% 2,110 $222K No change
CMCSA Comcast Corp. Class A 0.15% 5,961 $220K Reduce -0.1%
EBAY eBay Inc. 0.15% 3,245 $220K Add +0.1%
INTU Intuit Inc. 0.15% 351 $216K Reduce -2.0%
EFA iShares MSCI Eafe ETF 0.14% 2,581 $211K New
C Citigroup Inc. 0.14% 2,967 $211K Add +0.0%
LHX L3HARRIS Technologies Inc. 0.14% 987 $207K No change
XAODX Abrdn Total Dynamic Dividend 0.14% 24,351 $204K Add +0.2%
XEXGX Eaton Vance Tax-Managed Glob 0.14% 24,794 $202K No change
GSLC Goldman Activebeta US LC ETF 0.14% 1,819 $200K Reduce -2.4%
XBGYX BlackRock Enh Intl DVD TR 0.11% 27,596 $155K No change
PMO Franklin Muncipl Opps Tst-Ui 0.09% 12,428 $127K No change
JOF Japan Smaller Capitalization 0.09% 15,000 $126K No change
F Ford Motor Co. filed as FORD MTR CO 0.08% 11,574 $116K Add +1.9%
IQI Invesco Quality Muni Inc. TR 0.07% 10,832 $105K No change
NMR Nomura Holdings Inc.-Spon ADR 0.06% 15,000 $92K No change
BTX BlackRock Tech & Priv Eqty 0.06% 13,590 $85K Reduce -6.8%
BTG B2GOLD Corp. 0.04% 19,589 $56K Add +0.2%

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

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