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: $162.7M169 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$385K	0.2%Prev: 0.2%	2,526 SH	Increased+323 SH
ABBOTT LABS	COM	$861K	0.5%	6,330 SH	New
ABBVIE INC	COM	$1.3M	0.8%Prev: 0.6%	6,880 SH	Increased+1,908 SH
ABRDN JAPAN EQUITY FUND INC	COM	$667K	0.4%	88,467 SH	New
ABRDN TOTAL DYNAMIC DIVIDEND	COM SH BEN INT	$216K	0.1%Prev: 0.1%	24,397 SH	Increased+4,858 SH
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.8%Prev: 0.9%	9,283 SH	Decreased+1,014 SH
AIR PRODS & CHEMS INC	COM	$258K	0.2%	915 SH	New
ALPHABET INC	CAP STK CL A	$1.8M	1.1%Prev: 1.3%	10,180 SH	Decreased+1,668 SH
ALPHABET INC	CAP STK CL C	$1.7M	1.0%Prev: 1.3%	9,309 SH	Decreased+989 SH
ALTRIA GROUP INC	COM	$449K	0.3%Prev: 0.3%	7,667 SH	Decreased-38 SH
AMAZON COM INC	COM	$2.6M	1.6%Prev: 1.5%	12,072 SH	Decreased-1,522 SH
AMGEN INC	COM	$410K	0.3%Prev: 0.2%	1,467 SH	Increased+377 SH
APPLE INC	COM	$4.2M	2.6%Prev: 2.7%	20,383 SH	Decreased+455 SH
APPLIED MATLS INC	COM	$1.2M	0.7%Prev: 1.1%	6,402 SH	Decreased+259 SH
ARES CAPITAL CORP	COM	$237K	0.1%Prev: 0.1%	10,801 SH	Decreased-2,986 SH
AT&T INC	COM	$540K	0.3%Prev: 0.3%	18,670 SH	Increased+1,784 SH
AUTOMATIC DATA PROCESSING IN	COM	$294K	0.2%	953 SH	New
AUTOZONE INC	COM	$312K	0.2%Prev: 0.1%	84 SH	Increased+9 SH
B2GOLD CORP	COM	$71K	0.0%Prev: 0.0%	19,619 SH	Decreased+1,528 SH
BANK AMERICA CORP	COM	$395K	0.2%Prev: 0.2%	8,340 SH	Decreased-422 SH
BHP GROUP LTD	SPONSORED ADS	$230K	0.1%	4,776 SH	New
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$160K	0.1%Prev: 0.1%	27,575 SH	Increased+1,872 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$475K	0.3%Prev: 0.2%	21,707 SH	Increased+1,675 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$100K	0.1%Prev: 0.1%	13,565 SH	Increased-1,710 SH
BOOKING HOLDINGS INC	COM	$226K	0.1%	39 SH	New
BP PLC	SPONSORED ADR	$282K	0.2%Prev: 0.2%	9,434 SH	Decreased+2,975 SH
BRISTOL-MYERS SQUIBB CO	COM	$226K	0.1%Prev: 0.1%	4,887 SH	Decreased+817 SH
BROADCOM INC	COM	$236K	0.1%Prev: 0.2%	855 SH	Decreased-479 SH
CANADIAN PACIFIC KANSAS CITY	COM	$223K	0.1%	2,809 SH	New
CHEVRON CORP NEW	COM	$501K	0.3%	3,496 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$255K	0.2%	4,535 SH	New
CISCO SYS INC	COM	$403K	0.2%Prev: 0.2%	5,809 SH	Increased+1,206 SH
CITIGROUP INC	COM NEW	$249K	0.2%Prev: 0.2%	2,924 SH	Decreased+222 SH
COCA COLA CO	COM	$1.2M	0.7%Prev: 0.6%	17,025 SH	Increased+3,867 SH
COMCAST CORP NEW	CL A	$203K	0.1%	5,683 SH	New
CONOCOPHILLIPS	COM	$554K	0.3%Prev: 0.3%	6,172 SH	Decreased+1,592 SH
CONSTELLATION ENERGY CORP	COM	$685K	0.4%Prev: 0.3%	2,123 SH	Increased+297 SH
CORNING INC	COM	$284K	0.2%Prev: 0.4%	5,403 SH	Decreased+359 SH
COSTCO WHSL CORP NEW	COM	$551K	0.3%	557 SH	New
CSX CORP	COM	$397K	0.2%Prev: 0.3%	12,176 SH	Decreased+501 SH
DISNEY WALT CO	COM	$1.1M	0.7%Prev: 0.5%	8,815 SH	Increased-26 SH
DUKE ENERGY CORP NEW	COM NEW	$2.3M	1.4%Prev: 1.1%	19,701 SH	Increased+4,294 SH
EATON VANCE RISK-MANAGED DIV	COM	$239K	0.1%Prev: 0.1%	26,476 SH	Increased+1,374 SH
EATON VANCE TAX-MANAGED GLOB	COM	$217K	0.1%Prev: 0.1%	24,794 SH	Increased
EBAY INC.	COM	$242K	0.1%Prev: 0.2%	3,245 SH	Decreased+57 SH
ELI LILLY & CO	COM	$1.0M	0.6%Prev: 0.7%	1,301 SH	Decreased-22 SH
EMERSON ELEC CO	COM	$279K	0.2%Prev: 0.1%	2,091 SH	Increased+259 SH
ENBRIDGE INC	COM	$277K	0.2%Prev: 0.1%	6,118 SH	Increased+1,945 SH
ENTERGY CORP NEW	COM	$238K	0.1%Prev: 0.2%	2,866 SH	Decreased-11 SH
EQUITY RESIDENTIAL	SH BEN INT	$216K	0.1%	3,196 SH	New
EXELON CORP	COM	$254K	0.2%Prev: 0.1%	5,841 SH	Decreased+599 SH
EXXON MOBIL CORP	COM	$934K	0.6%Prev: 0.7%	8,666 SH	Decreased+1,414 SH
FORD MTR CO	COM	$126K	0.1%Prev: 0.1%	11,571 SH	Decreased-210 SH
FREEPORT-MCMORAN INC	CL B	$399K	0.2%	9,206 SH	New
GALLAGHER ARTHUR J & CO	COM	$389K	0.2%Prev: 0.1%	1,216 SH	Increased+103 SH
GE AEROSPACE	COM NEW	$533K	0.3%Prev: 0.3%	2,071 SH	Decreased+68 SH
GE VERNOVA INC	COM	$264K	0.2%Prev: 0.2%	498 SH	Decreased+13 SH
GILEAD SCIENCES INC	COM	$266K	0.2%Prev: 0.2%	2,398 SH	Decreased+213 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$2.1M	1.3%Prev: 1.2%	21,431 SH	Increased+175 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$217K	0.1%Prev: 0.1%	1,790 SH	Increased+138 SH
GOLDMAN SACHS GROUP INC	COM	$312K	0.2%Prev: 0.2%	441 SH	Increased+98 SH
HOME DEPOT INC	COM	$2.6M	1.6%Prev: 1.6%	7,081 SH	Decreased-1,496 SH
HONEYWELL INTL INC	COM	$1.9M	1.1%Prev: 0.8%	7,969 SH	Increased+1,678 SH
INTUIT	COM	$276K	0.2%	351 SH	New
INTUITIVE SURGICAL INC	COM NEW	$327K	0.2%Prev: 0.1%	602 SH	Increased+77 SH
INVESCO QQQ TR	UNIT SER 1	$368K	0.2%Prev: 0.2%	668 SH	Decreased-107 SH
INVESCO QUALITY MUN INCOME T	COM	$102K	0.1%Prev: 0.1%	10,832 SH	Decreased-2,417 SH
ISHARES TR	0-3 MNTH TREASRY	$2.5M	1.5%Prev: 1.8%	24,983 SH	Decreased-8,130 SH
ISHARES TR	0-5 YR TIPS ETF	$1.6M	1.0%Prev: 0.9%	15,244 SH	Decreased-485 SH
ISHARES TR	CORE 60/40 BALAN	$348K	0.2%	5,660 SH	New
ISHARES TR	CORE S&P MCP ETF	$351K	0.2%Prev: 0.2%	5,655 SH	Decreased-955 SH
ISHARES TR	CORE S&P TTL STK	$416K	0.3%Prev: 0.4%	3,080 SH	Decreased-2,271 SH
ISHARES TR	CORE S&P500 ETF	$6.9M	4.3%Prev: 5.0%	11,151 SH	Decreased-2,786 SH
ISHARES TR	CORE TOTAL USD	$280K	0.2%	6,051 SH	New
ISHARES TR	CORE US AGGBD ET	$738K	0.5%Prev: 0.5%	7,442 SH	Decreased-1,326 SH
ISHARES TR	ISHS 1-5YR INVS	$448K	0.3%Prev: 0.2%	8,486 SH	Increased+8 SH
ISHARES TR	MBS ETF	$494K	0.3%Prev: 0.3%	5,265 SH	Decreased-414 SH
ISHARES TR	MSCI EAFE ETF	$231K	0.1%Prev: 0.2%	2,581 SH	Decreased-656 SH
ISHARES TR	MSCI USA MIN VOL	$312K	0.2%Prev: 0.1%	3,321 SH	Increased+429 SH
ISHARES TR	MSCI USA MMENTM	$330K	0.2%Prev: 0.2%	1,372 SH	Decreased-54 SH
ISHARES TR	NATIONAL MUN ETF	$218K	0.1%Prev: 0.1%	2,085 SH	Increased+145 SH
ISHARES TR	RUSSELL 2000 ETF	$333K	0.2%Prev: 0.2%	1,544 SH	Decreased+50 SH
ISHARES TR	TIPS BD ETF	$304K	0.2%Prev: 0.2%	2,766 SH	Decreased-765 SH
JABIL INC	COM	$280K	0.2%Prev: 0.1%	1,282 SH	Increased+280 SH
JAPAN SMALLER CAPITALIZATION	COM	$145K	0.1%Prev: 0.1%	15,000 SH	Decreased
JOHNSON & JOHNSON	COM	$731K	0.4%Prev: 0.6%	4,788 SH	Decreased+529 SH
JPMORGAN CHASE & CO.	COM	$838K	0.5%	2,892 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$245K	0.2%Prev: 0.2%	977 SH	Decreased-86 SH
LAM RESEARCH CORP	COM NEW	$205K	0.1%	2,110 SH	New
LENNAR CORP	CL A	$277K	0.2%	2,500 SH	New
M & T BK CORP	COM	$252K	0.2%Prev: 0.1%	1,299 SH	Increased+94 SH
MCDONALDS CORP	COM	$1.3M	0.8%Prev: 0.6%	4,463 SH	Increased+1,060 SH
MCKESSON CORP	COM	$281K	0.2%Prev: 0.2%	384 SH	Decreased+9 SH
MERCK & CO INC	COM	$535K	0.3%Prev: 0.3%	6,755 SH	Decreased+1,550 SH
META PLATFORMS INC	CL A	$927K	0.6%Prev: 0.3%	1,255 SH	Increased+110 SH
MICRON TECHNOLOGY INC	COM	$725K	0.4%Prev: 0.9%	5,882 SH	Decreased+980 SH
MICROSOFT CORP	COM	$6.2M	3.8%Prev: 2.3%	12,485 SH	Increased+828 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$610K	0.4%	44,481 SH	New
NEWMONT CORP	COM	$361K	0.2%Prev: 0.4%	6,201 SH	Decreased-13 SH
NEXTERA ENERGY INC	COM	$781K	0.5%Prev: 0.6%	11,251 SH	Decreased-307 SH
NOMURA HLDGS INC	SPONSORED ADR	$99K	0.1%Prev: 0.1%	15,000 SH	Decreased
NORFOLK SOUTHN CORP	COM	$519K	0.3%Prev: 0.3%	2,028 SH	Decreased+197 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$317K	0.2%Prev: 0.2%	29,059 SH	Decreased-500 SH
NVIDIA CORPORATION	COM	$9.8M	6.0%Prev: 2.7%	61,749 SH	Increased+32,840 SH
ORACLE CORP	COM	$354K	0.2%Prev: 0.1%	1,621 SH	Increased+78 SH
PALANTIR TECHNOLOGIES INC	CL A	$457K	0.3%Prev: 0.2%	3,350 SH	Increased+208 SH
PAYCHEX INC	COM	$406K	0.2%Prev: 0.1%	2,794 SH	Increased+207 SH
PAYPAL HLDGS INC	COM	$361K	0.2%Prev: 0.1%	4,852 SH	Increased-442 SH
PEPSICO INC	COM	$569K	0.3%Prev: 0.4%	4,308 SH	Decreased+127 SH
PFIZER INC	COM	$333K	0.2%Prev: 0.2%	13,745 SH	Decreased+1,040 SH
PHILIP MORRIS INTL INC	COM	$397K	0.2%Prev: 0.2%	2,178 SH	Increased+241 SH
PHILLIPS 66	COM	$316K	0.2%Prev: 0.2%	2,650 SH	Decreased+200 SH
PPG INDS INC	COM	$557K	0.3%Prev: 0.2%	4,899 SH	Increased+1,467 SH
PPL CORP	COM	$261K	0.2%Prev: 0.2%	7,695 SH	Decreased-53 SH
PROCTER AND GAMBLE CO	COM	$1.5M	0.9%	9,691 SH	New
PUBLIC STORAGE OPER CO	COM	$230K	0.1%	784 SH	New
PUTNAM MUN OPPORTUNITIES TR	SH BEN INT	$123K	0.1%Prev: 0.1%	12,428 SH	Decreased-1,000 SH
REPUBLIC SVCS INC	COM	$403K	0.2%Prev: 0.2%	1,634 SH	Increased+125 SH
RTX CORPORATION	COM	$1.2M	0.7%Prev: 0.7%	8,014 SH	Decreased+773 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.5M	0.9%Prev: 0.9%	61,151 SH	Decreased-7,759 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$894K	0.5%Prev: 0.7%	40,472 SH	Decreased-9,418 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$4.9M	3.0%Prev: 3.0%	201,423 SH	Decreased-21,568 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$5.0M	3.1%Prev: 2.9%	210,724 SH	Decreased+1,945 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$381K	0.2%Prev: 0.5%	14,372 SH	Decreased-12,485 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.0M	1.3%Prev: 1.3%	83,571 SH	Decreased-8,420 SH
SELECT SECTOR SPDR TR	ENERGY	$299K	0.2%	3,520 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.7M	1.0%	31,745 SH	New
SELECT SECTOR SPDR TR	INDL	$1.7M	1.0%	11,404 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$266K	0.2%	1,972 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$339K	0.2%	4,156 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.1M	2.5%	16,275 SH	New
SHELL PLC	SPON ADS	$255K	0.2%Prev: 0.2%	3,624 SH	Decreased-180 SH
SONY GROUP CORP	SPONSORED ADR	$2.5M	1.5%Prev: 1.0%	95,176 SH	Increased+2,238 SH
SOUTHERN CO	COM	$764K	0.5%Prev: 0.4%	8,315 SH	Decreased+340 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$441K	0.3%	1,000 SH	New
SPDR GOLD TR	GOLD SHS	$513K	0.3%Prev: 0.6%	1,684 SH	Decreased-710 SH
SPDR S&P 500 ETF TR	TR UNIT	$8.9M	5.5%	14,380 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$489K	0.3%	6,529 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$444K	0.3%	15,172 SH	New
THE CAMPBELLS COMPANY	COM	$230K	0.1%	7,489 SH	New
TORONTO DOMINION BK ONT	COM NEW	$238K	0.1%Prev: 0.2%	3,234 SH	Decreased+220 SH
TOYOTA MOTOR CORP	ADS	$262K	0.2%Prev: 0.2%	1,520 SH	Decreased
TRI CONTL CORP	COM	$493K	0.3%Prev: 0.3%	15,562 SH	Increased+357 SH
TRUIST FINL CORP	COM	$443K	0.3%Prev: 0.3%	10,294 SH	Decreased+9 SH
UNION PAC CORP	COM	$428K	0.3%Prev: 0.2%	1,862 SH	Increased+103 SH
UNITED PARCEL SERVICE INC	CL B	$292K	0.2%	2,891 SH	New
UNITEDHEALTH GROUP INC	COM	$409K	0.3%Prev: 0.2%	1,311 SH	Increased+158 SH
VANECK ETF TRUST	GOLD MINERS ETF	$359K	0.2%Prev: 0.3%	6,904 SH	Decreased+873 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$707K	0.4%Prev: 0.8%	9,147 SH	Decreased-10,128 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.2M	3.2%Prev: 4.7%	65,924 SH	Decreased-43,402 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$573K	0.4%Prev: 0.3%	7,788 SH	Increased+159 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.2M	0.7%Prev: 0.9%	6,068 SH	Decreased-1,906 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$201K	0.1%Prev: 0.1%	703 SH	Decreased-199 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$363K	0.2%Prev: 0.2%	638 SH	Decreased-27 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.4M	3.3%Prev: 3.4%	17,737 SH	Decreased-1,866 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$256K	0.2%Prev: 0.4%	3,385 SH	Decreased-6,056 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$251K	0.2%Prev: 0.2%	3,733 SH	Decreased-1,319 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.1M	0.7%Prev: 0.8%	8,284 SH	Decreased-2,803 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.7%Prev: 0.6%	22,631 SH	Decreased-560 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$289K	0.2%Prev: 0.2%	4,824 SH	Decreased-1,002 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$234K	0.1%Prev: 0.1%	5,045 SH	Increased+180 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.0M	1.8%Prev: 1.6%	50,503 SH	Decreased-353 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.7%Prev: 1.0%	5,434 SH	Decreased-3,272 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.7M	1.1%Prev: 1.1%	24,897 SH	Decreased-1,462 SH
VERIZON COMMUNICATIONS INC	COM	$253K	0.2%Prev: 0.2%	5,839 SH	Decreased+146 SH
WALMART INC	COM	$5.1M	3.1%Prev: 3.5%	52,037 SH	Decreased+913 SH
WASTE MGMT INC DEL	COM	$654K	0.4%Prev: 0.3%	2,858 SH	Increased+586 SH
WEC ENERGY GROUP INC	COM	$311K	0.2%Prev: 0.2%	2,985 SH	Decreased+253 SH
WELLS FARGO CO NEW	COM	$388K	0.2%	4,845 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $499K
ABRDN GLOBAL INFRA INCOME FU — $867K
AIR PRODUCTS AND CHEMICALS I — $217K
ATI INC — $271K
BARRICK MNG CORP — $289K
BERKSHIRE HATHAWAY INC DEL — $407K
BHP BILLITON LIMITED — $367K
CATERPILLAR INC — $340K
CHEVRON CORPORATION — $977K
CIENA CORP — $365K
COSTCO WHOLESALE CORPORATION — $706K
ENERGY TRANSFER L P — $250K
FREEPORT MCMORAN INC — $459K
GENERAL MTRS CO — $215K
GLOBAL X FDS — $316K
HERTZ GLOBAL HLDGS INC — $33K
HEWLETT PACKARD ENTERPRISE C — $236K
INTEL CORP — $344K
INTERACTIVE BROKERS GROUP IN — $1.3M
INTERNATIONAL BUSINESS MACHS — $321K
… and 32 more

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