Successful Portfolios LLC

CIK 0001721780 • 6 13F filings • Apr 11, 2025 – Jul 14, 2026

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Filer information

Filed by: Successful Portfolios LLC, Chief Compliance Officer
Address: 611 DRUID ROAD EAST, SUITE 407, CLEARWATER, FL, 33756
Phone: 727-744-3614
AUM: $196.3M

AUM over time

$216.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $147.0M158 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$371K	0.3%	2,527 SH
ABBOTT LABS	COM	$840K	0.6%	6,335 SH
ABBVIE INC	COM	$1.4M	1.0%	6,890 SH
ABRDN JAPAN EQUITY FUND INC	COM	$575K	0.4%	88,467 SH
ABRDN TOTAL DYNAMIC DIVIDEND	COM SH BEN INT	$204K	0.1%	24,351 SH
ADVANCED MICRO DEVICES INC	COM	$957K	0.7%	9,311 SH
AIR PRODS & CHEMS INC	COM	$273K	0.2%	925 SH
ALPHABET INC	CAP STK CL A	$1.6M	1.1%	10,238 SH
ALPHABET INC	CAP STK CL C	$1.5M	1.0%	9,316 SH
ALTRIA GROUP INC	COM	$468K	0.3%	7,794 SH
AMAZON COM INC	COM	$2.3M	1.6%	12,012 SH
AMGEN INC	COM	$457K	0.3%	1,467 SH
APPLE INC	COM	$4.5M	3.1%	20,429 SH
APPLIED MATLS INC	COM	$929K	0.6%	6,402 SH
ARES CAPITAL CORP	COM	$224K	0.2%	10,111 SH
AT&T INC	COM	$539K	0.4%	19,045 SH
AUTOMATIC DATA PROCESSING IN	COM	$292K	0.2%	955 SH
AUTOZONE INC	COM	$320K	0.2%	84 SH
B2GOLD CORP	COM	$56K	0.0%	19,589 SH
BANK AMERICA CORP	COM	$349K	0.2%	8,360 SH
BHP GROUP LTD	SPONSORED ADS	$233K	0.2%	4,792 SH
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$155K	0.1%	27,596 SH
BLACKROCK INNOVATION AND GRW	SHS BEN INT	$85K	0.1%	13,590 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$461K	0.3%	21,707 SH
BP PLC	SPONSORED ADR	$317K	0.2%	9,384 SH
BRISTOL-MYERS SQUIBB CO	COM	$302K	0.2%	4,959 SH
CHEVRON CORP NEW	COM	$574K	0.4%	3,433 SH
CHIPOTLE MEXICAN GRILL INC	COM	$229K	0.2%	4,555 SH
CISCO SYS INC	COM	$365K	0.2%	5,919 SH
CITIGROUP INC	COM NEW	$211K	0.1%	2,967 SH
COCA COLA CO	COM	$1.2M	0.8%	17,024 SH
COMCAST CORP NEW	CL A	$220K	0.1%	5,961 SH
CONOCOPHILLIPS	COM	$648K	0.4%	6,172 SH
CONSTELLATION ENERGY CORP	COM	$429K	0.3%	2,128 SH
CORNING INC	COM	$248K	0.2%	5,410 SH
COSTCO WHSL CORP NEW	COM	$538K	0.4%	569 SH
CSX CORP	COM	$356K	0.2%	12,096 SH
DISNEY WALT CO	COM	$874K	0.6%	8,857 SH
DUKE ENERGY CORP NEW	COM NEW	$2.4M	1.6%	19,707 SH
EATON VANCE RISK-MANAGED DIV	COM	$224K	0.2%	26,476 SH
EATON VANCE TAX-MANAGED GLOB	COM	$202K	0.1%	24,794 SH
EBAY INC.	COM	$220K	0.1%	3,245 SH
ELI LILLY & CO	COM	$1.0M	0.7%	1,269 SH
EMERSON ELEC CO	COM	$230K	0.2%	2,096 SH
ENBRIDGE INC	COM	$270K	0.2%	6,092 SH
ENTERGY CORP NEW	COM	$245K	0.2%	2,862 SH
EQUITY RESIDENTIAL	SH BEN INT	$231K	0.2%	3,228 SH
EXELON CORP	COM	$270K	0.2%	5,855 SH
EXXON MOBIL CORP	COM	$1.0M	0.7%	8,736 SH
FORD MTR CO	COM	$116K	0.1%	11,574 SH
FREEPORT-MCMORAN INC	CL B	$349K	0.2%	9,206 SH
GALLAGHER ARTHUR J & CO	COM	$421K	0.3%	1,220 SH
GE AEROSPACE	COM NEW	$417K	0.3%	2,085 SH
GILEAD SCIENCES INC	COM	$269K	0.2%	2,403 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$2.2M	1.5%	22,270 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$200K	0.1%	1,819 SH
GOLDMAN SACHS GROUP INC	COM	$242K	0.2%	443 SH
HOME DEPOT INC	COM	$2.6M	1.8%	7,093 SH
HONEYWELL INTL INC	COM	$1.7M	1.1%	7,970 SH
INTUIT	COM	$216K	0.1%	351 SH
INTUITIVE SURGICAL INC	COM NEW	$298K	0.2%	602 SH
INVESCO QQQ TR	UNIT SER 1	$257K	0.2%	548 SH
INVESCO QUALITY MUN INCOME T	COM	$105K	0.1%	10,832 SH
ISHARES TR	0-3 MNTH TREASRY	$2.8M	1.9%	27,818 SH
ISHARES TR	0-5 YR TIPS ETF	$1.6M	1.1%	15,123 SH
ISHARES TR	CORE S&P MCP ETF	$329K	0.2%	5,644 SH
ISHARES TR	CORE S&P500 ETF	$5.7M	3.9%	10,227 SH
ISHARES TR	CORE TOTAL USD	$279K	0.2%	6,061 SH
ISHARES TR	CORE US AGGBD ET	$745K	0.5%	7,534 SH
ISHARES TR	GRWT ALLOCAT ETF	$326K	0.2%	5,660 SH
ISHARES TR	ISHS 1-5YR INVS	$444K	0.3%	8,486 SH
ISHARES TR	MBS ETF	$496K	0.3%	5,286 SH
ISHARES TR	MSCI EAFE ETF	$211K	0.1%	2,581 SH
ISHARES TR	MSCI USA MIN VOL	$314K	0.2%	3,351 SH
ISHARES TR	MSCI USA MMENTM	$277K	0.2%	1,372 SH
ISHARES TR	NATIONAL MUN ETF	$222K	0.2%	2,110 SH
ISHARES TR	RUSSELL 2000 ETF	$308K	0.2%	1,544 SH
ISHARES TR	TIPS BD ETF	$309K	0.2%	2,786 SH
JAPAN SMALLER CAPITALIZATION	COM	$126K	0.1%	15,000 SH
JOHNSON & JOHNSON	COM	$798K	0.5%	4,812 SH
JPMORGAN CHASE & CO.	COM	$710K	0.5%	2,894 SH
L3HARRIS TECHNOLOGIES INC	COM	$207K	0.1%	987 SH
LENNAR CORP	CL A	$290K	0.2%	2,523 SH
M & T BK CORP	COM	$233K	0.2%	1,304 SH
MCDONALDS CORP	COM	$1.4M	1.0%	4,481 SH
MCKESSON CORP	COM	$258K	0.2%	384 SH
MERCK & CO INC	COM	$611K	0.4%	6,805 SH
META PLATFORMS INC	CL A	$722K	0.5%	1,253 SH
MICRON TECHNOLOGY INC	COM	$511K	0.3%	5,882 SH
MICROSOFT CORP	COM	$4.7M	3.2%	12,503 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$606K	0.4%	44,481 SH
NEWMONT CORP	COM	$300K	0.2%	6,211 SH
NEXTERA ENERGY INC	COM	$797K	0.5%	11,250 SH
NOMURA HLDGS INC	SPONSORED ADR	$92K	0.1%	15,000 SH
NORFOLK SOUTHN CORP	COM	$482K	0.3%	2,036 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$325K	0.2%	29,059 SH
NVIDIA CORPORATION	COM	$6.7M	4.6%	62,265 SH
ORACLE CORP	COM	$227K	0.2%	1,622 SH
PALANTIR TECHNOLOGIES INC	CL A	$283K	0.2%	3,356 SH
PAYCHEX INC	COM	$431K	0.3%	2,793 SH
PAYPAL HLDGS INC	COM	$317K	0.2%	4,859 SH
PEPSICO INC	COM	$646K	0.4%	4,308 SH
PFIZER INC	COM	$348K	0.2%	13,735 SH
PHILIP MORRIS INTL INC	COM	$346K	0.2%	2,178 SH
PHILLIPS 66	COM	$327K	0.2%	2,648 SH
PPG INDS INC	COM	$536K	0.4%	4,899 SH
PPL CORP	COM	$303K	0.2%	8,385 SH
PROCTER AND GAMBLE CO	COM	$1.7M	1.1%	9,699 SH
PUBLIC STORAGE OPER CO	COM	$235K	0.2%	784 SH
PUTNAM MUN OPPORTUNITIES TR	SH BEN INT	$127K	0.1%	12,428 SH
REPUBLIC SVCS INC	COM	$396K	0.3%	1,633 SH
RTX CORPORATION	COM	$1.0M	0.7%	7,829 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.5M	1.0%	59,737 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$788K	0.5%	39,861 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$5.0M	3.4%	205,508 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.7M	3.2%	217,617 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$415K	0.3%	14,838 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.8M	1.2%	82,686 SH
SELECT SECTOR SPDR TR	ENERGY	$329K	0.2%	3,520 SH
SELECT SECTOR SPDR TR	FINANCIAL	$1.6M	1.1%	31,802 SH
SELECT SECTOR SPDR TR	INDL	$1.5M	1.0%	11,428 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$301K	0.2%	2,062 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$328K	0.2%	4,156 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$3.4M	2.3%	16,387 SH
SHELL PLC	SPON ADS	$273K	0.2%	3,721 SH
SONY GROUP CORP	SPONSORED ADR	$2.5M	1.7%	98,576 SH
SOUTHERN CO	COM	$765K	0.5%	8,314 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$420K	0.3%	1,000 SH
SPDR GOLD TR	GOLD SHS	$471K	0.3%	1,634 SH
SPDR S&P 500 ETF TR	TR UNIT	$8.1M	5.5%	14,479 SH
SPDR SER TR	PORTFOLI S&P1500	$444K	0.3%	6,528 SH
SPDR SER TR	PORTFOLIO SH TSR	$464K	0.3%	15,859 SH
THE CAMPBELLS COMPANY	COM	$273K	0.2%	6,827 SH
TOYOTA MOTOR CORP	ADS	$268K	0.2%	1,520 SH
TRI CONTL CORP	COM	$479K	0.3%	15,613 SH
TRUIST FINL CORP	COM	$426K	0.3%	10,361 SH
UNION PAC CORP	COM	$440K	0.3%	1,862 SH
UNITED PARCEL SERVICE INC	CL B	$322K	0.2%	2,932 SH
UNITEDHEALTH GROUP INC	COM	$574K	0.4%	1,095 SH
VANECK ETF TRUST	GOLD MINERS ETF	$318K	0.2%	6,907 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$700K	0.5%	9,148 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.7M	3.2%	60,330 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$573K	0.4%	7,806 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$971K	0.7%	5,638 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$310K	0.2%	603 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.7M	3.2%	17,101 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$956K	0.7%	8,244 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.8%	23,008 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$227K	0.2%	3,824 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$237K	0.2%	5,111 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.8M	1.9%	48,499 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$916K	0.6%	4,723 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.5M	1.0%	23,673 SH
VERIZON COMMUNICATIONS INC	COM	$276K	0.2%	6,093 SH
WALMART INC	COM	$4.6M	3.1%	52,141 SH
WASTE MGMT INC DEL	COM	$664K	0.5%	2,867 SH
WEC ENERGY GROUP INC	COM	$325K	0.2%	2,985 SH
WELLS FARGO CO NEW	COM	$348K	0.2%	4,844 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001721780-26-000001	$196.3M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000857	$216.8M	View
Oct 15, 2025	Q3 2025