Successful Portfolios LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Successful Portfolios LLC reported 175 stock positions worth $171.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 4.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.6%) and Microsoft (MSFT, 3.7%). Compared with Q2 2025, it opened 12 new positions, sold out of 6, added to 65 and reduced 82. The biggest buy was SS SPDR P St Term TSY ETF (SPTS, shares +173%) and the biggest sale Nvidia (NVDA, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- CLEARWATER, FL
- CIK
- 0001721780
- Portfolio Value
- $171.4M (Q3 2025)
- SEC Filing
- 0001721780-25-000002 ↗ filed Oct 15, 2025
Holdings Value
Holdings 175 stocks · $171.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 4.90% | 12,608 | $8.4M | Reduce -12.3% |
| IVV iShares Core S&P 500 ETF | 4.64% | 11,881 | $8.0M | Add +6.5% |
| MSFT Microsoft Corp. | 3.67% | 12,133 | $6.3M | Reduce -2.8% |
| BSV Vanguard Short-Term Bond ETF | 3.59% | 77,887 | $6.1M | Add +18.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.53% | 18,430 | $6.0M | Add +3.9% |
| NVDA Nvidia Corp. | 3.35% | 30,721 | $5.7M | Reduce -50.3% |
| SCHB Schwab US Broad Market ETF | 3.18% | 211,942 | $5.4M | Add +0.6% |
| WMT Walmart Inc. | 3.14% | 52,183 | $5.4M | Add +0.3% |
| SCHO Schwab Short-Term US Treas | 2.89% | 202,762 | $4.9M | Add +0.7% |
| AAPL Apple Inc. | 2.87% | 19,326 | $4.9M | Reduce -5.2% |
| XLK SS Technology Select Sector | 2.68% | 16,278 | $4.6M | Add +0.0% |
| VGSH Vanguard Short-Term Treasury | 1.74% | 50,557 | $3.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.67% | 13,003 | $2.9M | Add +7.7% |
| HD Home Depot Inc. | 1.66% | 7,019 | $2.8M | Reduce -0.9% |
| SONY Sony Group Corp. - SP ADR | 1.57% | 93,401 | $2.7M | Reduce -1.9% |
| SGOV iShares 0-3 Month Treasury B | 1.45% | 24,719 | $2.5M | Reduce -1.1% |
| DUK Duke Energy Corp. | 1.42% | 19,676 | $2.4M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 1.34% | 87,481 | $2.3M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 1.24% | 8,770 | $2.1M | Reduce -13.8% |
| GBIL Goldman Sachs Access Treasur | 1.24% | 21,200 | $2.1M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 1.16% | 8,193 | $2.0M | Reduce -12.0% |
| VXUS Vanguard Total Intl Stock | 1.12% | 26,210 | $1.9M | Add +5.3% |
| HON Honeywell International Inc. | 1.09% | 8,891 | $1.9M | Add +11.6% |
| XLI SS Industrial Select Sector | 1.02% | 11,388 | $1.8M | Reduce -0.1% |
| XLF SS Financial Select Sector | 1.00% | 31,707 | $1.7M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.97% | 7,708 | $1.7M | Add +41.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.96% | 15,936 | $1.6M | Add +4.5% |
| SCHR Schwab Intermediate-Term US | 0.94% | 64,358 | $1.6M | Add +5.2% |
| VT Vanguard Tot World STK ETF | 0.90% | 11,229 | $1.5M | Add +35.5% |
| PG The Procter & Gamble Co. | 0.88% | 9,858 | $1.5M | Add +1.7% |
| ABBV Abbvie Inc. | 0.88% | 6,511 | $1.5M | Reduce -5.4% |
| AMD Advanced Micro Devices | 0.81% | 8,549 | $1.4M | Reduce -7.9% |
| VXF Vanguard Extended Market ETF | 0.80% | 6,549 | $1.4M | Add +7.9% |
| MCD McDonald's Corp. | 0.79% | 4,458 | $1.4M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 0.75% | 6,252 | $1.3M | Reduce -2.3% |
| RTX RTX Corp. | 0.71% | 7,260 | $1.2M | Reduce -9.4% |
| SPTS SS SPDR P St Term TSY ETF | 0.71% | 41,406 | $1.2M | Add +172.9% |
| VTIP Vanguard Short-Term Tips | 0.66% | 22,450 | $1.1M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.65% | 16,913 | $1.1M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.61% | 1,359 | $1.0M | Add +4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.60% | 8,916 | $1.0M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.58% | 8,820 | $995K | Add +1.8% |
| SCHF Schwab Intl Equity ETF | 0.55% | 40,480 | $942K | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.55% | 2,964 | $935K | Add +2.5% |
| NEE Nextera Energy Inc. | 0.52% | 11,858 | $895K | Add +5.4% |
| ABT Abbott Laboratories | 0.50% | 6,353 | $851K | Add +0.4% |
| JNJ Johnson & Johnson | 0.49% | 4,565 | $846K | Reduce -4.7% |
| MU Micron Technology Inc. | 0.48% | 4,967 | $831K | Reduce -15.6% |
| META Meta Platforms Inc. Class A | 0.46% | 1,062 | $780K | Reduce -15.4% |
| SO The Southern Co. | 0.45% | 8,219 | $779K | Reduce -1.1% |
| BIV Vanguard Intermediate-Term B | 0.44% | 9,564 | $747K | Add +4.6% |
| CVX Chevron Corp. | 0.42% | 4,658 | $723K | Add +33.2% |
| AGG iShares Core U.S. Aggregate | 0.42% | 7,193 | $721K | Reduce -3.4% |
| GLD SPDR Gold Shares | 0.42% | 2,024 | $719K | Add +20.2% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.41% | 44,025 | $702K | Reduce -1.0% |
| XJEQX Abrdn Japan Equity Fund Inc. | 0.41% | 88,467 | $697K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 3,420 | $624K | Add +2.1% |
| GE General Electric filed as GE AEROSPACE | 0.36% | 2,038 | $613K | Reduce -1.6% |
| CEG Constellation Energy | 0.36% | 1,863 | $613K | Reduce -12.3% |
| COP Conocophillips | 0.35% | 6,263 | $592K | Add +1.5% |
| PEP Pepsico Inc. | 0.35% | 4,218 | $592K | Reduce -2.1% |
| ITOT iShares Core S&P Total U.S. | 0.34% | 4,000 | $583K | Add +29.9% |
| COST Costco Wholesale Corp. | 0.34% | 625 | $579K | Add +12.2% |
| BND Vanguard Total Bond Market | 0.33% | 7,683 | $571K | Reduce -1.4% |
| WM Waste Management Inc. | 0.33% | 2,562 | $566K | Reduce -10.4% |
| NSC Norfolk Southern Corp. | 0.33% | 1,855 | $557K | Reduce -8.5% |
| MRK Merck & Co. Inc. | 0.32% | 6,600 | $554K | Reduce -2.3% |
| PPG PPG Industries Inc. | 0.32% | 5,219 | $549K | Add +6.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.30% | 6,431 | $519K | Reduce -1.5% |
| NEM Newmont Corp. | 0.30% | 6,103 | $515K | Reduce -1.6% |
| MBB iShares MBS ETF | 0.30% | 5,334 | $508K | Add +1.3% |
| T AT&T Inc. | 0.29% | 17,880 | $505K | Reduce -4.2% |
| TY Tri-Continental Corp. | 0.29% | 14,791 | $503K | Reduce -5.0% |
| GDX Vaneck Gold Miners ETF | 0.29% | 6,404 | $489K | Reduce -7.2% |
| MO Altria Group Inc. | 0.29% | 7,402 | $489K | Reduce -3.5% |
| BTT BlackRock 2030 Muni TRGT TRM | 0.28% | 21,707 | $488K | No change |
| TFC Truist Financial Corp. | 0.28% | 10,357 | $474K | Add +0.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 1,000 | $464K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.26% | 8,486 | $450K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 738 | $443K | Add +10.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 8,460 | $436K | Add +1.4% |
| UNP Union Pacific Corp. | 0.25% | 1,822 | $431K | Reduce -2.1% |
| SCHD Schwab US DVD Equity ETF | 0.25% | 15,775 | $431K | Add +9.8% |
| ORCL Oracle Corp. | 0.24% | 1,493 | $420K | Reduce -7.9% |
| CSX CSX Corp. | 0.24% | 11,777 | $418K | Reduce -3.3% |
| GLW Corning Inc. | 0.24% | 5,043 | $414K | Reduce -6.7% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 6,225 | $406K | Add +10.1% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.24% | 5,355 | $405K | Add +58.2% |
| UNH Unitedhealth Group Inc. | 0.23% | 1,164 | $402K | Reduce -11.2% |
| TIP iShares Tips Bond ETF | 0.23% | 3,566 | $397K | Add +28.9% |
| WFC Wells Fargo & Co. | 0.23% | 4,718 | $395K | Reduce -2.6% |
| AMGN Amgen Inc. | 0.23% | 1,377 | $389K | Reduce -6.1% |
| MMM 3M Co. | 0.22% | 2,482 | $385K | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.21% | 1,114 | $368K | Add +30.3% |
| IWM iShares Russell 2000 ETF | 0.21% | 1,519 | $368K | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.21% | 599 | $367K | Reduce -6.1% |
| AOR iShares Core 60/40 Balanced | 0.21% | 5,668 | $365K | Add +0.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.21% | 1,412 | $362K | Add +2.9% |
| FCX Freeport-McMoran Inc. | 0.21% | 9,206 | $361K | No change |
| PAYX Paychex Inc. | 0.21% | 2,790 | $354K | Reduce -0.1% |
Portfolio Sells Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Reduce -50.3% | 3.35% | −2.65 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -12.3% | 4.90% | −0.56 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.17 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.16 |
| MSFT Microsoft Corp. | Reduce -2.8% | 3.67% | −0.15 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.14 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.14 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.13 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -15.4% | 0.46% | −0.11 |
| SGOV iShares 0-3 Month Treasury B | Reduce -1.1% | 1.45% | −0.09 |
| KO The Coca-Cola Co. | Reduce -0.7% | 0.65% | −0.09 |
| GBIL Goldman Sachs Access Treasur | Reduce -1.1% | 1.24% | −0.08 |
| WM Waste Management Inc. | Reduce -10.4% | 0.33% | −0.07 |
| CEG Constellation Energy | Reduce -12.3% | 0.36% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -12.0% | 0.14% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -15.9% | 0.20% | −0.05 |
| RSG Republic Services Inc. | Reduce -9.4% | 0.20% | −0.05 |
| ADP Automatic Data Processing | Reduce -17.1% | 0.14% | −0.05 |
| PAYX Paychex Inc. | Reduce -0.1% | 0.21% | −0.04 |
| AJG Arthur J Gallagher & Co. | Reduce -9.2% | 0.20% | −0.04 |
| T AT&T Inc. | Reduce -4.2% | 0.29% | −0.04 |
| VTIP Vanguard Short-Term Tips | Reduce -0.8% | 0.66% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -3.4% | 0.42% | −0.03 |
| JBL Jabil Inc. | Reduce -13.3% | 0.14% | −0.03 |
| EMR Emerson Electric Co. | Reduce -11.4% | 0.14% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -19.3% | 0.17% | −0.03 |
| XAODX Abrdn Total Dynamic Dividend | Reduce -20.3% | 0.11% | −0.03 |
| XLF SS Financial Select Sector | Reduce -0.1% | 1.00% | −0.03 |
| AMGN Amgen Inc. | Reduce -6.1% | 0.23% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -1.4% | 0.33% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -11.2% | 0.23% | −0.02 |
| ETJ Eaton Vance RSK-MGD Divers | Reduce -5.2% | 0.13% | −0.02 |
| PSA Public Storage | Reduce -4.5% | 0.13% | −0.02 |
| SO The Southern Co. | Reduce -1.1% | 0.45% | −0.01 |
| MTB M & T Bank Corp. | Reduce -5.2% | 0.14% | −0.01 |
| EXC Exelon Corp. | Reduce -6.2% | 0.14% | −0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -3.0% | 0.16% | −0.01 |
| UNP Union Pacific Corp. | Reduce -2.1% | 0.25% | −0.01 |
| CPB The Campbell's Company | Reduce -6.2% | 0.13% | −0.01 |
| MMM 3M Co. | Reduce -1.7% | 0.22% | −0.01 |
| XBGYX BlackRock Enh Intl DVD TR | Reduce -6.2% | 0.09% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.79% | −0.01 |
| RTX RTX Corp. | Reduce -9.4% | 0.71% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -1.2% | 0.15% | −0.01 |
| TY Tri-Continental Corp. | Reduce -5.0% | 0.29% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -0.1% | 1.02% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -5.6% | 0.20% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -6.1% | 0.21% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.1% | 1.42% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| SPTS SS SPDR P St Term TSY ETF | Add +172.9% | 0.71% | +0.44 |
| BSV Vanguard Short-Term Bond ETF | Add +18.1% | 3.59% | +0.40 |
| IVV iShares Core S&P 500 ETF | Add +6.5% | 4.64% | +0.38 |
| VIG Vanguard Dividend Apprec ETF | Add +41.9% | 0.97% | +0.29 |
| VT Vanguard Tot World STK ETF | Add +35.5% | 0.90% | +0.25 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.9% | 3.53% | +0.22 |
| INTC Intel Corp. | New | 0.17% | +0.17 |
| IJR iShares Core S&P Small-Cap E | New | 0.15% | +0.15 |
| XLK SS Technology Select Sector | Add +0.0% | 2.68% | +0.14 |
| B Barrick Mining Corp. | New | 0.14% | +0.14 |
| CGNX Cognex Corp. | New | 0.13% | +0.13 |
| AIQ Global X Art Intel & Tech | New | 0.13% | +0.13 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.13% | +0.13 |
| MPC Marathon Petroleum Corp. | New | 0.13% | +0.13 |
| LOW Lowe's Cos Inc. | New | 0.12% | +0.12 |
| QCOM Qualcomm Inc. | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | New | 0.12% | +0.12 |
| WELL Welltower Inc. | New | 0.12% | +0.12 |
| CVX Chevron Corp. | Add +33.2% | 0.42% | +0.11 |
| ET Energy Transfer LP | New | 0.11% | +0.11 |
| GLD SPDR Gold Shares | Add +20.2% | 0.42% | +0.10 |
| SCHB Schwab US Broad Market ETF | Add +0.6% | 3.18% | +0.09 |
| SCHX Schwab US Large-Cap ETF | Add +4.7% | 1.34% | +0.09 |
| ITOT iShares Core S&P Total U.S. | Add +29.9% | 0.34% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +2.1% | 0.36% | +0.08 |
| VXF Vanguard Extended Market ETF | Add +7.9% | 0.80% | +0.08 |
| VBIL Vanguard 0-3M T-Bill ETF | Add +58.2% | 0.24% | +0.08 |
| AVGO Broadcom Inc. | Add +30.3% | 0.21% | +0.07 |
| VXUS Vanguard Total Intl Stock | Add +5.3% | 1.12% | +0.07 |
| TIP iShares Tips Bond ETF | Add +28.9% | 0.23% | +0.04 |
| NEE Nextera Energy Inc. | Add +5.4% | 0.52% | +0.04 |
| LHX L3HARRIS Technologies Inc. | Add +10.0% | 0.19% | +0.04 |
| AMZN Amazon.com Inc. | Add +7.7% | 1.67% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.5% | 0.26% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 0.55% | +0.03 |
| BHP BHP Group Ltd.-Spon ADR | Add +8.9% | 0.17% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +16.2% | 0.15% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +10.1% | 0.24% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +9.8% | 0.25% | +0.02 |
| IQI Invesco Quality Muni Inc. TR | Add +27.7% | 0.08% | +0.02 |
| XLE SS Energy Select Sector | Add +7.7% | 0.20% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +8.1% | 0.17% | +0.01 |
| BAC Bank of America Corp. | Add +1.4% | 0.25% | +0.01 |
| WMT Walmart Inc. | Add +0.3% | 3.14% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +7.8% | 0.15% | +0.01 |
| ETR Entergy Corp. | Add +0.1% | 0.16% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +2.9% | 0.21% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.8% | 0.58% | +0.01 |
| TD Toronto-Dominion Bank | Add +0.7% | 0.15% | +0.01 |
| PMO Franklin Muncipl Opps Tst-Ui | Add +8.1% | 0.08% | +0.01 |
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 |