Successful Portfolios LLC

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

Import this data to Google Sheets with:

=jivedata("successful-portfolios-llc-0001721780-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $171.4M175 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$385K	0.2%Prev: 0.2%	2,482 SH	Increased+279 SH
ABBOTT LABS	COM	$851K	0.5%	6,353 SH	New
ABBVIE INC	COM	$1.5M	0.9%Prev: 0.6%	6,511 SH	Increased+1,602 SH
ABRDN JAPAN EQUITY FUND INC	COM	$697K	0.4%	88,467 SH	New
ABRDN TOTAL DYNAMIC DIVIDEND	COM SH BEN INT	$184K	0.1%Prev: 0.1%	19,445 SH	Decreased+846 SH
ADVANCED MICRO DEVICES INC	COM	$1.4M	0.8%Prev: 2.1%	8,549 SH	Decreased+352 SH
AIR PRODS & CHEMS INC	COM	$254K	0.1%	930 SH	New
ALPHABET INC	CAP STK CL A	$2.1M	1.2%Prev: 1.4%	8,770 SH	Decreased+416 SH
ALPHABET INC	CAP STK CL C	$2.0M	1.2%Prev: 1.4%	8,193 SH	Decreased-82 SH
ALTRIA GROUP INC	COM	$489K	0.3%Prev: 0.3%	7,402 SH	Decreased-341 SH
AMAZON COM INC	COM	$2.9M	1.7%Prev: 1.5%	13,003 SH	Decreased-389 SH
AMGEN INC	COM	$389K	0.2%Prev: 0.2%	1,377 SH	Decreased+193 SH
APPLE INC	COM	$4.9M	2.9%Prev: 2.9%	19,326 SH	Decreased-456 SH
APPLIED MATLS INC	COM	$1.3M	0.7%Prev: 1.7%	6,252 SH	Decreased+110 SH
ARES CAPITAL CORP	COM	$235K	0.1%Prev: 0.1%	11,499 SH	Decreased-4,288 SH
AT&T INC	COM	$505K	0.3%Prev: 0.2%	17,880 SH	Increased+2,390 SH
AUTOMATIC DATA PROCESSING IN	COM	$232K	0.1%	790 SH	New
AUTOZONE INC	COM	$326K	0.2%Prev: 0.1%	76 SH	Increased+1 SH
B2GOLD CORP	COM	$90K	0.1%Prev: 0.0%	18,141 SH	Increased+127 SH
BANK AMERICA CORP	COM	$436K	0.3%	8,460 SH	New
BARRICK MNG CORP	COM SHS	$237K	0.1%Prev: 0.1%	7,244 SH	Decreased-97 SH
BHP GROUP LTD	SPONSORED ADS	$290K	0.2%	5,199 SH	New
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$149K	0.1%Prev: 0.1%	25,869 SH	Decreased+166 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$488K	0.3%Prev: 0.2%	21,707 SH	Increased+1,675 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$103K	0.1%Prev: 0.1%	15,375 SH	Decreased+201 SH
BP PLC	SPONSORED ADR	$323K	0.2%Prev: 0.1%	9,379 SH	Increased+2,907 SH
BROADCOM INC	COM	$368K	0.2%Prev: 0.2%	1,114 SH	Decreased-210 SH
CANADIAN PACIFIC KANSAS CITY	COM	$209K	0.1%	2,809 SH	New
CATERPILLAR INC	COM	$202K	0.1%Prev: 0.2%	424 SH	Decreased-64 SH
CHEVRON CORP NEW	COM	$723K	0.4%	4,658 SH	New
CISCO SYS INC	COM	$334K	0.2%Prev: 0.3%	4,884 SH	Decreased+237 SH
CITIGROUP INC	COM NEW	$275K	0.2%Prev: 0.2%	2,705 SH	Decreased+166 SH
COCA COLA CO	COM	$1.1M	0.7%Prev: 0.5%	16,913 SH	Increased+3,833 SH
COGNEX CORP	COM	$227K	0.1%	5,000 SH	New
CONOCOPHILLIPS	COM	$592K	0.3%Prev: 0.2%	6,263 SH	Increased+1,691 SH
CONSTELLATION ENERGY CORP	COM	$613K	0.4%Prev: 0.2%	1,863 SH	Increased+135 SH
CORNING INC	COM	$414K	0.2%Prev: 0.4%	5,043 SH	Decreased+34 SH
COSTCO WHSL CORP NEW	COM	$579K	0.3%	625 SH	New
CSX CORP	COM	$418K	0.2%Prev: 0.3%	11,777 SH	Decreased+103 SH
DISNEY WALT CO	COM	$1.0M	0.6%Prev: 0.4%	8,916 SH	Increased+76 SH
DUKE ENERGY CORP NEW	COM NEW	$2.4M	1.4%Prev: 0.9%	19,676 SH	Increased+4,269 SH
EATON VANCE RISK-MANAGED DIV	COM	$226K	0.1%Prev: 0.1%	25,102 SH	Increased
EATON VANCE TAX-MANAGED GLOB	COM	$226K	0.1%Prev: 0.1%	24,794 SH	Decreased+400 SH
EBAY INC.	COM	$293K	0.2%Prev: 0.2%	3,217 SH	Decreased+26 SH
ELI LILLY & CO	COM	$1.0M	0.6%Prev: 0.7%	1,359 SH	Decreased+54 SH
EMERSON ELEC CO	COM	$243K	0.1%Prev: 0.1%	1,853 SH	Decreased+21 SH
ENBRIDGE INC	COM	$287K	0.2%Prev: 0.1%	5,692 SH	Increased+1,510 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$180K	0.1%Prev: 0.1%	10,504 SH	Decreased-2,662 SH
ENTERGY CORP NEW	COM	$267K	0.2%Prev: 0.2%	2,870 SH	Decreased-11 SH
EQUITY RESIDENTIAL	SH BEN INT	$207K	0.1%	3,197 SH	New
EXELON CORP	COM	$247K	0.1%Prev: 0.1%	5,478 SH	Increased+235 SH
EXXON MOBIL CORP	COM	$995K	0.6%Prev: 0.5%	8,820 SH	Decreased+1,611 SH
FORD MTR CO	COM	$138K	0.1%Prev: 0.1%	11,574 SH	Decreased+1,191 SH
FREEPORT-MCMORAN INC	CL B	$361K	0.2%	9,206 SH	New
GALLAGHER ARTHUR J & CO	COM	$342K	0.2%Prev: 0.1%	1,104 SH	Increased-9 SH
GE AEROSPACE	COM NEW	$613K	0.4%Prev: 0.3%	2,038 SH	Decreased+94 SH
GE VERNOVA INC	COM	$302K	0.2%Prev: 0.2%	491 SH	Decreased+20 SH
GILEAD SCIENCES INC	COM	$263K	0.2%Prev: 0.1%	2,370 SH	Decreased+207 SH
GLOBAL X FDS	ARTIFICIAL ETF	$218K	0.1%Prev: 0.2%	4,414 SH	Decreased-3,422 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$2.1M	1.2%Prev: 1.1%	21,200 SH	Decreased-2,938 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$223K	0.1%Prev: 0.1%	1,711 SH	Decreased+57 SH
GOLDMAN SACHS GROUP INC	COM	$284K	0.2%Prev: 0.2%	356 SH	Decreased+15 SH
HOME DEPOT INC	COM	$2.8M	1.7%Prev: 1.4%	7,019 SH	Decreased-1,561 SH
HONEYWELL INTL INC	COM	$1.9M	1.1%Prev: 0.3%	8,891 SH	Increased+5,760 SH
INTEL CORP	COM	$285K	0.2%Prev: 0.4%	8,492 SH	Decreased+416 SH
INTUITIVE SURGICAL INC	COM NEW	$237K	0.1%Prev: 0.1%	530 SH	Increased+26 SH
INVESCO QQQ TR	UNIT SER 1	$443K	0.3%Prev: 0.3%	738 SH	Decreased-198 SH
INVESCO QUALITY MUN INCOME T	COM	$136K	0.1%Prev: 0.1%	13,832 SH	Increased+584 SH
ISHARES TR	0-3 MNTH TREASRY	$2.5M	1.5%	24,719 SH	New
ISHARES TR	0-5 YR TIPS ETF	$1.6M	1.0%Prev: 0.8%	15,936 SH	Decreased-967 SH
ISHARES TR	CORE 60/40 BALAN	$365K	0.2%	5,668 SH	New
ISHARES TR	CORE S&P MCP ETF	$406K	0.2%Prev: 0.2%	6,225 SH	Decreased-248 SH
ISHARES TR	CORE S&P SCP ETF	$259K	0.2%Prev: 0.1%	2,176 SH	Decreased+104 SH
ISHARES TR	CORE S&P TTL STK	$583K	0.3%Prev: 0.4%	4,000 SH	Decreased-1,412 SH
ISHARES TR	CORE S&P500 ETF	$8.0M	4.6%Prev: 5.1%	11,881 SH	Decreased-2,428 SH
ISHARES TR	CORE TOTAL USD	$274K	0.2%	5,870 SH	New
ISHARES TR	CORE US AGGBD ET	$721K	0.4%Prev: 0.5%	7,193 SH	Decreased-2,995 SH
ISHARES TR	ISHS 1-5YR INVS	$450K	0.3%Prev: 0.2%	8,486 SH	Increased+18 SH
ISHARES TR	MBS ETF	$508K	0.3%Prev: 0.3%	5,334 SH	Decreased-1,280 SH
ISHARES TR	MSCI EAFE ETF	$260K	0.2%Prev: 0.2%	2,781 SH	Decreased-447 SH
ISHARES TR	MSCI USA MIN VOL	$324K	0.2%	3,404 SH	New
ISHARES TR	MSCI USA MMENTM	$362K	0.2%Prev: 0.2%	1,412 SH	Decreased-14 SH
ISHARES TR	NATIONAL MUN ETF	$222K	0.1%Prev: 0.1%	2,085 SH	Increased+145 SH
ISHARES TR	RUSSELL 2000 ETF	$368K	0.2%Prev: 0.2%	1,519 SH	Decreased+25 SH
ISHARES TR	TIPS BD ETF	$397K	0.2%Prev: 0.2%	3,566 SH	Increased+55 SH
JABIL INC	COM	$241K	0.1%Prev: 0.2%	1,112 SH	Decreased+110 SH
JAPAN SMALLER CAPITALIZATION	COM	$158K	0.1%Prev: 0.1%	15,000 SH	Decreased
JOHNSON & JOHNSON	COM	$846K	0.5%Prev: 0.5%	4,565 SH	Decreased+331 SH
JPMORGAN CHASE & CO.	COM	$935K	0.5%	2,964 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$328K	0.2%Prev: 0.1%	1,075 SH	Increased+12 SH
LENNAR CORP	CL A	$315K	0.2%	2,500 SH	New
LOWES COS INC	COM	$204K	0.1%	810 SH	New
M & T BK CORP	COM	$243K	0.1%Prev: 0.1%	1,231 SH	Decreased+27 SH
MARATHON PETE CORP	COM	$215K	0.1%Prev: 0.1%	1,117 SH	Decreased+63 SH
MCDONALDS CORP	COM	$1.4M	0.8%Prev: 0.4%	4,458 SH	Increased+1,103 SH
MCKESSON CORP	COM	$297K	0.2%Prev: 0.1%	384 SH	Decreased+9 SH
MERCK & CO INC	COM	$554K	0.3%Prev: 0.3%	6,600 SH	Decreased+1,396 SH
META PLATFORMS INC	CL A	$780K	0.5%Prev: 0.3%	1,062 SH	Increased-66 SH
MICRON TECHNOLOGY INC	COM	$831K	0.5%Prev: 2.3%	4,967 SH	Decreased+65 SH
MICROSOFT CORP	COM	$6.3M	3.7%Prev: 2.1%	12,133 SH	Increased+561 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$702K	0.4%	44,025 SH	New
NEWMONT CORP	COM	$515K	0.3%Prev: 0.3%	6,103 SH	Decreased-101 SH
NEXTERA ENERGY INC	COM	$895K	0.5%Prev: 0.5%	11,858 SH	Decreased+210 SH
NOMURA HLDGS INC	SPONSORED ADR	$109K	0.1%Prev: 0.1%	15,000 SH	Decreased
NORFOLK SOUTHN CORP	COM	$557K	0.3%Prev: 0.3%	1,855 SH	Decreased+27 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$337K	0.2%Prev: 0.2%	29,559 SH	Decreased
NVIDIA CORPORATION	COM	$5.7M	3.3%Prev: 2.7%	30,721 SH	Decreased+2,093 SH
ORACLE CORP	COM	$420K	0.2%Prev: 0.1%	1,493 SH	Increased-48 SH
PALANTIR TECHNOLOGIES INC	CL A	$624K	0.4%Prev: 0.2%	3,420 SH	Increased+278 SH
PAYCHEX INC	COM	$354K	0.2%Prev: 0.1%	2,790 SH	Increased+223 SH
PAYPAL HLDGS INC	COM	$326K	0.2%Prev: 0.1%	4,854 SH	Increased-264 SH
PEPSICO INC	COM	$592K	0.3%Prev: 0.3%	4,218 SH	Increased+114 SH
PFIZER INC	COM	$337K	0.2%Prev: 0.1%	13,240 SH	Increased+1,483 SH
PHILIP MORRIS INTL INC	COM	$353K	0.2%Prev: 0.2%	2,178 SH	Increased+241 SH
PHILLIPS 66	COM	$347K	0.2%Prev: 0.2%	2,553 SH	Decreased+102 SH
PPG INDS INC	COM	$549K	0.3%Prev: 0.2%	5,219 SH	Increased+1,793 SH
PPL CORP	COM	$285K	0.2%Prev: 0.1%	7,662 SH	Increased+398 SH
PROCTER AND GAMBLE CO	COM	$1.5M	0.9%	9,858 SH	New
PUBLIC STORAGE OPER CO	COM	$216K	0.1%	749 SH	New
PUTNAM MUN OPPORTUNITIES TR	SH BEN INT	$139K	0.1%Prev: 0.1%	13,428 SH	Decreased
QUALCOMM INC	COM	$203K	0.1%Prev: 0.1%	1,219 SH	Decreased+34 SH
REPUBLIC SVCS INC	COM	$340K	0.2%Prev: 0.2%	1,480 SH	Increased-29 SH
RTX CORPORATION	COM	$1.2M	0.7%Prev: 0.7%	7,260 SH	Decreased-120 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$217K	0.1%Prev: 0.1%	6,494 SH	Decreased-2,218 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.6M	0.9%Prev: 0.8%	64,358 SH	Decreased-6,383 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$942K	0.5%Prev: 0.7%	40,480 SH	Decreased-13,214 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$4.9M	2.9%Prev: 2.6%	202,762 SH	Decreased-27,447 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$5.4M	3.2%Prev: 2.8%	211,942 SH	Decreased+3,752 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$431K	0.3%Prev: 0.5%	15,775 SH	Decreased-14,328 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.3M	1.3%Prev: 1.2%	87,481 SH	Decreased-1,824 SH
SELECT SECTOR SPDR TR	ENERGY	$339K	0.2%	3,790 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$1.7M	1.0%	31,707 SH	New
SELECT SECTOR SPDR TR	INDL	$1.8M	1.0%	11,388 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$274K	0.2%	1,972 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$342K	0.2%	3,924 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$4.6M	2.7%	16,278 SH	New
SHELL PLC	SPON ADS	$272K	0.2%Prev: 0.1%	3,804 SH	Decreased
SONY GROUP CORP	SPONSORED ADR	$2.7M	1.6%Prev: 0.9%	93,401 SH	Increased+1,858 SH
SOUTHERN CO	COM	$779K	0.5%Prev: 0.4%	8,219 SH	Increased+244 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$464K	0.3%	1,000 SH	New
SPDR GOLD TR	GOLD SHS	$719K	0.4%Prev: 0.4%	2,024 SH	Decreased-451 SH
SPDR S&P 500 ETF TR	TR UNIT	$8.4M	4.9%	12,608 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$519K	0.3%	6,431 SH	New
SPDR SERIES TRUST	PORTFOLIO SH TSR	$1.2M	0.7%	41,406 SH	New
THE CAMPBELLS COMPANY	COM	$222K	0.1%	7,028 SH	New
TORONTO DOMINION BK ONT	COM NEW	$260K	0.2%Prev: 0.2%	3,258 SH	Decreased+244 SH
TOYOTA MOTOR CORP	ADS	$290K	0.2%Prev: 0.1%	1,520 SH	Increased
TRI CONTL CORP	COM	$503K	0.3%Prev: 0.3%	14,791 SH	Decreased-598 SH
TRUIST FINL CORP	COM	$474K	0.3%Prev: 0.2%	10,357 SH	Decreased+114 SH
UNION PAC CORP	COM	$431K	0.3%Prev: 0.2%	1,822 SH	Decreased+117 SH
UNITED PARCEL SERVICE INC	CL B	$244K	0.1%	2,927 SH	New
UNITEDHEALTH GROUP INC	COM	$402K	0.2%Prev: 0.2%	1,164 SH	Decreased+50 SH
VANECK ETF TRUST	GOLD MINERS ETF	$489K	0.3%Prev: 0.2%	6,404 SH	Increased+238 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$747K	0.4%Prev: 0.9%	9,564 SH	Decreased-16,248 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.1M	3.6%Prev: 4.4%	77,887 SH	Decreased-42,574 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$571K	0.3%Prev: 0.3%	7,683 SH	Increased+57 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.4M	0.8%Prev: 0.9%	6,549 SH	Decreased-1,511 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$252K	0.1%Prev: 0.1%	817 SH	Decreased-68 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$367K	0.2%Prev: 0.2%	599 SH	Decreased-65 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.0M	3.5%Prev: 3.5%	18,430 SH	Decreased-1,941 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$405K	0.2%	5,355 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$288K	0.2%Prev: 0.2%	4,034 SH	Decreased-718 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.5M	0.9%Prev: 0.9%	11,229 SH	Decreased-592 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.7%Prev: 0.5%	22,450 SH	Decreased-792 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$290K	0.2%Prev: 0.2%	4,824 SH	Decreased-1,207 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$235K	0.1%Prev: 0.1%	5,010 SH	Increased+150 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.0M	1.7%Prev: 1.4%	50,557 SH	Decreased-1,106 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.7M	1.0%Prev: 1.0%	7,708 SH	Decreased-1,310 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.9M	1.1%Prev: 1.0%	26,210 SH	Decreased+568 SH
VERIZON COMMUNICATIONS INC	COM	$254K	0.1%Prev: 0.1%	5,780 SH	Increased+258 SH
WALMART INC	COM	$5.4M	3.1%Prev: 2.7%	52,183 SH	Decreased+1,193 SH
WASTE MGMT INC DEL	COM	$566K	0.3%Prev: 0.2%	2,562 SH	Increased+365 SH
WEC ENERGY GROUP INC	COM	$315K	0.2%Prev: 0.1%	2,747 SH	Increased+15 SH
WELLS FARGO CO NEW	COM	$395K	0.2%	4,718 SH	New
WELLTOWER INC	COM	$200K	0.1%Prev: 0.1%	1,125 SH	Decreased+12 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $460K
ABRDN GLOBAL INFRA INCOME FU — $922K
AIR PRODUCTS AND CHEMICALS I — $223K
ATI INC — $377K
BANK OF AMER CORP — $497K
BERKSHIRE HATHAWAY INC DEL — $386K
BHP BILLITON LIMITED — $336K
BRISTOL-MYERS SQUIBB CO — $235K
CHEVRON CORPORATION — $818K
CIENA CORP — $462K
COSTCO WHOLESALE CORPORATION — $632K
DELL TECHNOLOGIES INC — $302K
FREEPORT MCMORAN INC — $500K
GENERAL MTRS CO — $225K
HERTZ GLOBAL HLDGS INC — $15K
HEWLETT PACKARD ENTERPRISE C — $445K
HONEYWELL AEROSPACE INC — $694K
INTERACTIVE BROKERS GROUP IN — $1.9M
INTERNATIONAL BUSINESS MACHS — $393K
ISHARES INC — $225K
… and 40 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