Successful Portfolios LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Successful Portfolios LLC reported 169 stock positions worth $162.7 million. Its top holding was Nvidia (NVDA) at 6.0% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.5%) and iShares Core S&P 500 ETF (IVV, 4.3%). Compared with Q1 2025, it opened 11 new positions, added to 40 and reduced 83. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +9%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0001721780
- Portfolio Value
- $162.7M (Q2 2025)
- SEC Filing
- 0001085146-25-003992 ↗ filed Jul 21, 2025
Holdings Value
Holdings 169 stocks · $162.7M
| NVDA Nvidia Corp. | 6.00% | 61,749 | $9.8M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.46% | 14,380 | $8.9M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 4.26% | 11,151 | $6.9M | Add +9.0% |
| MSFT Microsoft Corp. | 3.82% | 12,485 | $6.2M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.31% | 17,737 | $5.4M | Add +3.7% |
| BSV Vanguard Short-Term Bond ETF | 3.19% | 65,924 | $5.2M | Add +9.3% |
| WMT Walmart Inc. | 3.13% | 52,037 | $5.1M | Reduce -0.2% |
| SCHB Schwab US Broad Market ETF | 3.09% | 210,724 | $5.0M | Reduce -3.2% |
| SCHO Schwab Short-Term US Treas | 3.02% | 201,423 | $4.9M | Reduce -2.0% |
| AAPL Apple Inc. | 2.57% | 20,383 | $4.2M | Reduce -0.2% |
| XLK SS Technology Select Sector | 2.53% | 16,275 | $4.1M | Reduce -0.7% |
| VGSH Vanguard Short-Term Treasury | 1.82% | 50,503 | $3.0M | Add +4.1% |
| AMZN Amazon.com Inc. | 1.63% | 12,072 | $2.6M | Add +0.5% |
| HD Home Depot Inc. | 1.60% | 7,081 | $2.6M | Reduce -0.2% |
| SGOV iShares 0-3 Month Treasury B | 1.55% | 24,983 | $2.5M | Reduce -10.2% |
| SONY Sony Group Corp. - SP ADR | 1.52% | 95,176 | $2.5M | Reduce -3.5% |
| DUK Duke Energy Corp. | 1.43% | 19,701 | $2.3M | Reduce -0.0% |
| GBIL Goldman Sachs Access Treasur | 1.32% | 21,431 | $2.1M | Reduce -3.8% |
| SCHX Schwab US Large-Cap ETF | 1.26% | 83,571 | $2.0M | Add +1.1% |
| HON Honeywell International Inc. | 1.14% | 7,969 | $1.9M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 1.10% | 10,180 | $1.8M | Reduce -0.6% |
| VXUS Vanguard Total Intl Stock | 1.06% | 24,897 | $1.7M | Add +5.2% |
| XLI SS Industrial Select Sector | 1.03% | 11,404 | $1.7M | Reduce -0.2% |
| XLF SS Financial Select Sector | 1.02% | 31,745 | $1.7M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.02% | 9,309 | $1.7M | Reduce -0.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.96% | 15,244 | $1.6M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.95% | 9,691 | $1.5M | Reduce -0.1% |
| SCHR Schwab Intermediate-Term US | 0.94% | 61,151 | $1.5M | Add +2.4% |
| AMD Advanced Micro Devices | 0.81% | 9,283 | $1.3M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.80% | 4,463 | $1.3M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.79% | 6,880 | $1.3M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.74% | 17,025 | $1.2M | Add +0.0% |
| AMAT Applied Materials Inc. | 0.72% | 6,402 | $1.2M | No change |
| RTX RTX Corp. | 0.72% | 8,014 | $1.2M | Add +2.4% |
| VXF Vanguard Extended Market ETF | 0.72% | 6,068 | $1.2M | Add +7.6% |
| VTIP Vanguard Short-Term Tips | 0.70% | 22,631 | $1.1M | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.68% | 5,434 | $1.1M | Add +15.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.67% | 8,815 | $1.1M | Reduce -0.5% |
| VT Vanguard Tot World STK ETF | 0.65% | 8,284 | $1.1M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.62% | 1,301 | $1.0M | Add +2.5% |
| XOM Exxon Mobil Corp. | 0.57% | 8,666 | $934K | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.57% | 1,255 | $927K | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 0.55% | 40,472 | $894K | Add +1.5% |
| ABT Abbott Laboratories | 0.53% | 6,330 | $861K | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.52% | 2,892 | $838K | Reduce -0.1% |
| NEE Nextera Energy Inc. | 0.48% | 11,251 | $781K | Add +0.0% |
| SO The Southern Co. | 0.47% | 8,315 | $764K | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 0.45% | 7,442 | $738K | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.45% | 4,788 | $731K | Reduce -0.5% |
| MU Micron Technology Inc. | 0.45% | 5,882 | $725K | No change |
| BIV Vanguard Intermediate-Term B | 0.43% | 9,147 | $707K | Reduce -0.0% |
| CEG Constellation Energy | 0.42% | 2,123 | $685K | Reduce -0.2% |
| XJEQX Abrdn Japan Equity Fund Inc. | 0.41% | 88,467 | $667K | No change |
| WM Waste Management Inc. | 0.40% | 2,858 | $654K | Reduce -0.3% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.38% | 44,481 | $610K | No change |
| BND Vanguard Total Bond Market | 0.35% | 7,788 | $573K | Reduce -0.2% |
| PEP Pepsico Inc. | 0.35% | 4,308 | $569K | No change |
| PPG PPG Industries Inc. | 0.34% | 4,899 | $557K | No change |
| COP Conocophillips | 0.34% | 6,172 | $554K | No change |
| COST Costco Wholesale Corp. | 0.34% | 557 | $551K | Reduce -2.1% |
| T AT&T Inc. | 0.33% | 18,670 | $540K | Reduce -2.0% |
| MRK Merck & Co. Inc. | 0.33% | 6,755 | $535K | Reduce -0.7% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 2,071 | $533K | Reduce -0.7% |
| NSC Norfolk Southern Corp. | 0.32% | 2,028 | $519K | Reduce -0.4% |
| GLD SPDR Gold Shares | 0.32% | 1,684 | $513K | Add +3.1% |
| CVX Chevron Corp. | 0.31% | 3,496 | $501K | Add +1.8% |
| MBB iShares MBS ETF | 0.30% | 5,265 | $494K | Reduce -0.4% |
| TY Tri-Continental Corp. | 0.30% | 15,562 | $493K | Reduce -0.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.30% | 6,529 | $489K | Add +0.0% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.29% | 21,707 | $475K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 3,350 | $457K | Reduce -0.2% |
| MO Altria Group Inc. | 0.28% | 7,667 | $449K | Reduce -1.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.28% | 8,486 | $448K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.27% | 15,172 | $444K | Reduce -4.3% |
| TFC Truist Financial Corp. | 0.27% | 10,294 | $443K | Reduce -0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 1,000 | $441K | No change |
| UNP Union Pacific Corp. | 0.26% | 1,862 | $428K | No change |
| ITOT iShares Core S&P Total U.S. | 0.26% | 3,080 | $416K | New |
| AMGN Amgen Inc. | 0.25% | 1,467 | $410K | No change |
| UNH Unitedhealth Group Inc. | 0.25% | 1,311 | $409K | Add +19.7% |
| PAYX Paychex Inc. | 0.25% | 2,794 | $406K | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.25% | 5,809 | $403K | Reduce -1.9% |
| RSG Republic Services Inc. | 0.25% | 1,634 | $403K | Add +0.1% |
| FCX Freeport-McMoran Inc. | 0.25% | 9,206 | $399K | No change |
| CSX CSX Corp. | 0.24% | 12,176 | $397K | Add +0.7% |
| PM Philip Morris International | 0.24% | 2,178 | $397K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 8,340 | $395K | Reduce -0.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.24% | 1,216 | $389K | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.24% | 4,845 | $388K | Add +0.0% |
| MMM 3M Co. | 0.24% | 2,526 | $385K | Reduce -0.0% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 14,372 | $381K | Reduce -3.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 668 | $368K | Add +21.9% |
| VOO Vanguard S&P 500 ETF | 0.22% | 638 | $363K | Add +5.8% |
| NEM Newmont Corp. | 0.22% | 6,201 | $361K | Reduce -0.2% |
| PYPL PayPal Holdings Inc. | 0.22% | 4,852 | $361K | Reduce -0.1% |
| GDX Vaneck Gold Miners ETF | 0.22% | 6,904 | $359K | Reduce -0.0% |
| ORCL Oracle Corp. | 0.22% | 1,621 | $354K | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 5,655 | $351K | Add +0.2% |
| AOR iShares Core 60/40 Balanced | 0.21% | 5,660 | $348K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.21% | 4,156 | $339K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.2% | 2.57% | −0.52 |
| SCHO Schwab Short-Term US Treas | Reduce -2.0% | 3.02% | −0.38 |
| SGOV iShares 0-3 Month Treasury B | Reduce -10.2% | 1.55% | −0.36 |
| DUK Duke Energy Corp. | Reduce -0.0% | 1.43% | −0.21 |
| GBIL Goldman Sachs Access Treasur | Reduce -3.8% | 1.32% | −0.20 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.79% | −0.20 |
| SONY Sony Group Corp. - SP ADR | Reduce -3.5% | 1.52% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.95% | −0.17 |
| HD Home Depot Inc. | Reduce -0.2% | 1.60% | −0.17 |
| MCD McDonald's Corp. | Reduce -0.4% | 0.80% | −0.15 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.57% | −0.13 |
| SCHB Schwab US Broad Market ETF | Reduce -3.2% | 3.09% | −0.10 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.45% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.33% | −0.09 |
| VTIP Vanguard Short-Term Tips | Reduce -1.6% | 0.70% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.4% | 0.14% | −0.07 |
| XLF SS Financial Select Sector | Reduce -0.2% | 1.02% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -1.2% | 0.45% | −0.05 |
| WM Waste Management Inc. | Reduce -0.3% | 0.40% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.1% | 0.23% | −0.05 |
| AJG Arthur J Gallagher & Co. | Reduce -0.3% | 0.24% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 5.46% | −0.05 |
| PPL PPL Corp. | Reduce -8.2% | 0.16% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.53% | −0.04 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -4.3% | 0.27% | −0.04 |
| MO Altria Group Inc. | Reduce -1.6% | 0.28% | −0.04 |
| BIV Vanguard Intermediate-Term B | Reduce -0.0% | 0.43% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -4.4% | 0.16% | −0.04 |
| UPS United Parcel Service Class B | Reduce -1.4% | 0.18% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -0.2% | 0.35% | −0.04 |
| T AT&T Inc. | Reduce -2.0% | 0.33% | −0.03 |
| MBB iShares MBS ETF | Reduce -0.4% | 0.30% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -4.2% | 0.16% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -2.6% | 0.16% | −0.03 |
| EXC Exelon Corp. | Reduce -0.2% | 0.16% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 0.34% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -0.9% | 0.17% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -1.1% | 0.16% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -4.7% | 0.12% | −0.02 |
| VMRK Vivmark Residential | Reduce -1.0% | 0.13% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -0.7% | 0.19% | −0.02 |
| TY Tri-Continental Corp. | Reduce -0.3% | 0.30% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.9% | 0.19% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -0.2% | 0.16% | −0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.2% | 0.17% | −0.02 |
| TFC Truist Financial Corp. | Reduce -0.7% | 0.27% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.18% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -1.2% | 0.13% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -1.3% | 0.14% | −0.02 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -0.3% | 0.14% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +9.0% | 4.26% | +0.35 |
| ITOT iShares Core S&P Total U.S. | New | 0.26% | +0.26 |
| JBL Jabil Inc. | New | 0.17% | +0.17 |
| GEV GE Vernova Inc. | New | 0.16% | +0.16 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.16% | +0.16 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.15% | +0.15 |
| TD Toronto-Dominion Bank | New | 0.15% | +0.15 |
| AVGO Broadcom Inc. | New | 0.14% | +0.14 |
| BKNG Booking Holdings Inc. | New | 0.14% | +0.14 |
| CP Canadian Pacific Kansas City | New | 0.14% | +0.14 |
| LRCX Lam Research Corp. | New | 0.13% | +0.13 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.12% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.7% | 3.31% | +0.12 |
| META Meta Platforms Inc. Class A | Add +0.2% | 0.57% | +0.08 |
| AMZN Amazon.com Inc. | Add +0.5% | 1.63% | +0.07 |
| VIG Vanguard Dividend Apprec ETF | Add +15.1% | 0.68% | +0.06 |
| VXF Vanguard Extended Market ETF | Add +7.6% | 0.72% | +0.06 |
| VXUS Vanguard Total Intl Stock | Add +5.2% | 1.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +21.9% | 0.23% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +26.1% | 0.18% | +0.02 |
| RTX RTX Corp. | Add +2.4% | 0.72% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +1.1% | 1.26% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +1.5% | 0.55% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +5.8% | 0.22% | +0.01 |
| BTG B2GOLD Corp. | Add +0.1% | 0.04% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +0.5% | 0.65% | +0.00 |
| CSX CSX Corp. | Add +0.7% | 0.24% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.0% | 0.24% | +0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.0% | 0.30% | −0.00 |
| GLD SPDR Gold Shares | Add +3.1% | 0.32% | −0.00 |
| XAODX Abrdn Total Dynamic Dividend | Add +0.2% | 0.13% | −0.01 |
| ARCC Ares Capital Corp. | Add +6.8% | 0.15% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 0.22% | −0.01 |
| ENB Enbridge Inc. | Add +0.4% | 0.17% | −0.01 |
| ETR Entergy Corp. | Add +0.1% | 0.15% | −0.02 |
| RSG Republic Services Inc. | Add +0.1% | 0.25% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +9.3% | 3.19% | −0.02 |
| PSX Phillips 66 | Add +0.1% | 0.19% | −0.03 |
| PFE Pfizer Inc. | Add +0.1% | 0.20% | −0.03 |
| BP BP PLC-Spons ADR | Add +0.5% | 0.17% | −0.04 |
| PAYX Paychex Inc. | Add +0.0% | 0.25% | −0.04 |
| CPB The Campbell's Company | Add +9.7% | 0.14% | −0.04 |
| SO The Southern Co. | Add +0.0% | 0.47% | −0.05 |
| NEE Nextera Energy Inc. | Add +0.0% | 0.48% | −0.06 |
| SCHR Schwab Intermediate-Term US | Add +2.4% | 0.94% | −0.07 |
| CVX Chevron Corp. | Add +1.8% | 0.31% | −0.08 |
| KO The Coca-Cola Co. | Add +0.0% | 0.74% | −0.09 |
| LLY Eli Lilly & Co. | Add +2.5% | 0.62% | −0.09 |
| STIP iShares 0-5 Year Tips Bond E | Add +0.8% | 0.96% | −0.10 |
| VGSH Vanguard Short-Term Treasury | Add +4.1% | 1.82% | −0.11 |
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 |