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: $181.4M186 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$315K	0.2%Prev: 0.3%	2,203 SH	Decreased-324 SH
ABBOTT LABORATORIES	COM	$499K	0.3%	4,882 SH	New
ABBVIE INC	COM	$1.1M	0.6%Prev: 1.0%	4,972 SH	Decreased-1,918 SH
ABRDN GLOBAL INFRA INCOME FU	COM SHS BEN INT	$867K	0.5%	40,157 SH	New
ABRDN TOTAL DYNAMIC DIVIDEND	COM SH BEN INT	$174K	0.1%Prev: 0.1%	19,539 SH	Decreased-4,812 SH
ADVANCED MICRO DEVICES INC	COM	$1.6M	0.9%Prev: 0.7%	8,269 SH	Increased-1,042 SH
AIR PRODUCTS AND CHEMICALS I	COM	$217K	0.1%	747 SH	New
ALPHABET INC	CAP STK CL A	$2.4M	1.3%Prev: 1.1%	8,512 SH	Increased-1,726 SH
ALPHABET INC	CAP STK CL C	$2.3M	1.3%Prev: 1.0%	8,320 SH	Increased-996 SH
ALTRIA GROUP INC	COM	$514K	0.3%Prev: 0.3%	7,705 SH	Increased-89 SH
AMAZON COM INC	COM	$2.8M	1.5%Prev: 1.6%	13,594 SH	Increased+1,582 SH
AMGEN INC	COM	$381K	0.2%Prev: 0.3%	1,090 SH	Decreased-377 SH
APPLE INC	COM	$5.0M	2.7%Prev: 3.1%	19,928 SH	Increased-501 SH
APPLIED MATLS INC	COM	$2.1M	1.1%Prev: 0.6%	6,143 SH	Increased-259 SH
ARES CAPITAL CORP	COM	$247K	0.1%Prev: 0.2%	13,787 SH	Increased+3,676 SH
AT&T INC	COM	$488K	0.3%Prev: 0.4%	16,886 SH	Decreased-2,159 SH
ATI INC	COM	$271K	0.1%	2,000 SH	New
AUTOZONE INC	COM	$252K	0.1%Prev: 0.2%	75 SH	Decreased-9 SH
B2GOLD CORP	COM	$78K	0.0%Prev: 0.0%	18,091 SH	Increased-1,498 SH
BANK AMERICA CORP	COM	$421K	0.2%Prev: 0.2%	8,762 SH	Increased+402 SH
BARRICK MNG CORP	COM SHS	$289K	0.2%	7,378 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$407K	0.2%	855 SH	New
BHP BILLITON LIMITED	SPONSORED ADS	$367K	0.2%	5,146 SH	New
BLACKROCK ENHANCED INTL DIV	COM BENE INTER	$137K	0.1%Prev: 0.1%	25,703 SH	Decreased-1,893 SH
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$452K	0.2%Prev: 0.3%	20,032 SH	Decreased-1,675 SH
BLACKROCK TECH AND PRIVATE E	SHS BEN INT	$97K	0.1%	15,275 SH	New
BP PLC	SPONSORED ADR	$305K	0.2%Prev: 0.2%	6,459 SH	Decreased-2,925 SH
BRISTOL-MYERS SQUIBB CO	COM	$246K	0.1%Prev: 0.2%	4,070 SH	Decreased-889 SH
BROADCOM INC	COM	$405K	0.2%	1,334 SH	New
CATERPILLAR INC	COM	$340K	0.2%	497 SH	New
CHEVRON CORPORATION	COM	$977K	0.5%	4,674 SH	New
CIENA CORP	COM NEW	$365K	0.2%	1,000 SH	New
CISCO SYS INC	COM	$356K	0.2%Prev: 0.2%	4,603 SH	Decreased-1,316 SH
CITIGROUP INC	COM NEW	$294K	0.2%Prev: 0.1%	2,702 SH	Increased-265 SH
COCA COLA CO	COM	$1.0M	0.6%Prev: 0.8%	13,158 SH	Decreased-3,866 SH
CONOCOPHILLIPS	COM	$607K	0.3%Prev: 0.4%	4,580 SH	Decreased-1,592 SH
CONSTELLATION ENERGY CORP	COM	$530K	0.3%Prev: 0.3%	1,826 SH	Increased-302 SH
CORNING INC	COM	$660K	0.4%Prev: 0.2%	5,044 SH	Increased-366 SH
COSTCO WHOLESALE CORPORATION	COM	$706K	0.4%	708 SH	New
CSX CORP	COM	$466K	0.3%Prev: 0.2%	11,675 SH	Increased-421 SH
DISNEY WALT CO	COM	$851K	0.5%Prev: 0.6%	8,841 SH	Decreased-16 SH
DUKE ENERGY CORP NEW	COM NEW	$2.0M	1.1%Prev: 1.6%	15,407 SH	Decreased-4,300 SH
EATON VANCE RISK-MANAGED DIV	COM	$202K	0.1%Prev: 0.2%	25,102 SH	Decreased-1,374 SH
EATON VANCE TAX-MANAGED GLOB	COM	$207K	0.1%Prev: 0.1%	24,794 SH	Increased
EBAY INC.	COM	$285K	0.2%Prev: 0.1%	3,188 SH	Increased-57 SH
ELI LILLY & CO	COM	$1.2M	0.7%Prev: 0.7%	1,323 SH	Increased+54 SH
EMERSON ELEC CO	COM	$232K	0.1%Prev: 0.2%	1,832 SH	Increased-264 SH
ENBRIDGE INC	COM	$226K	0.1%Prev: 0.2%	4,173 SH	Decreased-1,919 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$250K	0.1%	12,910 SH	New
ENTERGY CORP NEW	COM	$321K	0.2%Prev: 0.2%	2,877 SH	Increased+15 SH
EXELON CORP	COM	$257K	0.1%Prev: 0.2%	5,242 SH	Decreased-613 SH
EXXON MOBIL CORP	COM	$1.2M	0.7%Prev: 0.7%	7,252 SH	Increased-1,484 SH
FORD MTR CO	COM	$134K	0.1%Prev: 0.1%	11,781 SH	Increased+207 SH
FREEPORT MCMORAN INC	CL B	$459K	0.3%	8,231 SH	New
GALLAGHER ARTHUR J & CO	COM	$241K	0.1%Prev: 0.3%	1,113 SH	Decreased-107 SH
GE AEROSPACE	COM NEW	$552K	0.3%Prev: 0.3%	2,003 SH	Increased-82 SH
GE VERNOVA INC	COM	$403K	0.2%	485 SH	New
GENERAL MTRS CO	COM	$215K	0.1%	2,922 SH	New
GILEAD SCIENCES INC	COM	$301K	0.2%Prev: 0.2%	2,185 SH	Increased-218 SH
GLOBAL X FDS	ARTIFICIAL ETF	$316K	0.2%	6,788 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$2.1M	1.2%Prev: 1.5%	21,256 SH	Decreased-1,014 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$201K	0.1%Prev: 0.1%	1,652 SH	Increased-167 SH
GOLDMAN SACHS GROUP INC	COM	$280K	0.2%Prev: 0.2%	343 SH	Increased-100 SH
HERTZ GLOBAL HLDGS INC	*W EXP 06/30/205	$33K	0.0%	15,089 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$236K	0.1%	10,157 SH	New
HOME DEPOT INC	COM	$2.8M	1.6%Prev: 1.8%	8,577 SH	Increased+1,484 SH
HONEYWELL INTL INC	COM	$1.4M	0.8%Prev: 1.1%	6,291 SH	Decreased-1,679 SH
INTEL CORP	COM	$344K	0.2%	8,077 SH	New
INTERACTIVE BROKERS GROUP IN	COM CL A	$1.3M	0.7%	20,202 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$321K	0.2%	1,348 SH	New
INTUITIVE SURGICAL INC	COM NEW	$239K	0.1%Prev: 0.2%	525 SH	Decreased-77 SH
INVESCO QQQ TR	UNIT SER 1	$440K	0.2%Prev: 0.2%	775 SH	Increased+227 SH
INVESCO QUALITY MUN INCOME T	COM	$124K	0.1%Prev: 0.1%	13,249 SH	Increased+2,417 SH
ISHARES TR	0-3 MNTH TREASRY	$3.3M	1.8%Prev: 1.9%	33,113 SH	Increased+5,295 SH
ISHARES TR	0-5 YR TIPS ETF	$1.6M	0.9%Prev: 1.1%	15,729 SH	Increased+606 SH
ISHARES TR	3 7 YR TREAS BD	$203K	0.1%	1,716 SH	New
ISHARES TR	CORE S&P MCP ETF	$444K	0.2%Prev: 0.2%	6,610 SH	Increased+966 SH
ISHARES TR	CORE S&P SCP ETF	$256K	0.1%	2,073 SH	New
ISHARES TR	CORE S&P TTL STK	$761K	0.4%	5,351 SH	New
ISHARES TR	CORE S&P500 ETF	$9.0M	5.0%Prev: 3.9%	13,937 SH	Increased+3,710 SH
ISHARES TR	CORE UNIVRSL USD	$254K	0.1%	5,491 SH	New
ISHARES TR	CORE US AGGBD ET	$870K	0.5%Prev: 0.5%	8,768 SH	Increased+1,234 SH
ISHARES TR	ISHS 1-5YR INVS	$446K	0.2%Prev: 0.3%	8,478 SH	Increased-8 SH
ISHARES TR	MBS ETF	$539K	0.3%Prev: 0.3%	5,679 SH	Increased+393 SH
ISHARES TR	MSCI EAFE ETF	$308K	0.2%Prev: 0.1%	3,237 SH	Increased+656 SH
ISHARES TR	MSCI USA MIN VOL	$267K	0.1%Prev: 0.2%	2,892 SH	Decreased-459 SH
ISHARES TR	MSCI USA MMENTM	$332K	0.2%Prev: 0.2%	1,426 SH	Increased+54 SH
ISHARES TR	MSCI USA VALUE	$219K	0.1%	1,543 SH	New
ISHARES TR	NATIONAL MUN ETF	$206K	0.1%Prev: 0.2%	1,940 SH	Decreased-170 SH
ISHARES TR	RUSSELL 2000 ETF	$360K	0.2%Prev: 0.2%	1,494 SH	Increased-50 SH
ISHARES TR	TIPS BD ETF	$390K	0.2%Prev: 0.2%	3,531 SH	Increased+745 SH
JABIL INC	COM	$252K	0.1%	1,002 SH	New
JAPAN SMALLER CAPITALIZATION	COM	$160K	0.1%Prev: 0.1%	15,000 SH	Increased
JOHNSON & JOHNSON	COM	$1.0M	0.6%Prev: 0.5%	4,259 SH	Increased-553 SH
JPMORGAN CHASE & CO	COM	$884K	0.5%	3,043 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$362K	0.2%Prev: 0.1%	1,063 SH	Increased+76 SH
LENNAR CORP	CL B	$336K	0.2%	4,100 SH	New
LOANDEPOT INC	COM CL A	$14K	0.0%	10,000 SH	New
LUMENTUM HLDGS INC	COM	$348K	0.2%	532 SH	New
M & T BK CORP	COM	$245K	0.1%Prev: 0.2%	1,205 SH	Increased-99 SH
MARATHON PETE CORP	COM	$273K	0.2%	1,118 SH	New
MCDONALDS CORP	COM	$1.1M	0.6%Prev: 1.0%	3,403 SH	Decreased-1,078 SH
MCKESSON CORP	COM	$324K	0.2%Prev: 0.2%	375 SH	Increased-9 SH
MERCK & CO INC	COM	$616K	0.3%Prev: 0.4%	5,205 SH	Increased-1,600 SH
META PLATFORMS INC	CL A	$635K	0.3%Prev: 0.5%	1,145 SH	Decreased-108 SH
MICRON TECHNOLOGY INC	COM	$1.6M	0.9%Prev: 0.3%	4,902 SH	Increased-980 SH
MICROSOFT CORP	COM	$4.3M	2.3%Prev: 3.2%	11,657 SH	Decreased-846 SH
MITSUBISHI UFJ FINANCIAL GRO	SPONSORED ADS	$719K	0.4%	44,032 SH	New
NEWMONT CORP	COM	$658K	0.4%Prev: 0.2%	6,214 SH	Increased+3 SH
NEXTERA ENERGY INC	COM	$1.1M	0.6%Prev: 0.5%	11,558 SH	Increased+308 SH
NOMURA HLDGS INC	SPONSORED ADR	$114K	0.1%Prev: 0.1%	15,000 SH	Increased
NORFOLK SOUTHN CORP	COM	$520K	0.3%Prev: 0.3%	1,831 SH	Increased-205 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$329K	0.2%Prev: 0.2%	29,559 SH	Increased+500 SH
NVIDIA CORPORATION	COM	$4.8M	2.7%Prev: 4.6%	28,909 SH	Decreased-33,356 SH
ORACLE CORP	COM	$217K	0.1%Prev: 0.2%	1,543 SH	Decreased-79 SH
OUTDOOR HOLDING CO	COM	$21K	0.0%	10,800 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$438K	0.2%Prev: 0.2%	3,142 SH	Increased-214 SH
PAYCHEX INC	COM	$240K	0.1%Prev: 0.3%	2,587 SH	Decreased-206 SH
PAYPAL HLDGS INC	COM	$237K	0.1%Prev: 0.2%	5,294 SH	Decreased+435 SH
PEPSICO INC	COM	$651K	0.4%Prev: 0.4%	4,181 SH	Increased-127 SH
PFIZER INC	COM	$354K	0.2%Prev: 0.2%	12,705 SH	Increased-1,030 SH
PHILIP MORRIS INTL INC	COM	$320K	0.2%Prev: 0.2%	1,937 SH	Decreased-241 SH
PHILLIPS 66	COM	$450K	0.2%Prev: 0.2%	2,450 SH	Increased-198 SH
PPG INDS INC	COM	$357K	0.2%Prev: 0.4%	3,432 SH	Decreased-1,467 SH
PPL CORP	COM	$296K	0.2%Prev: 0.2%	7,748 SH	Decreased-637 SH
PROCTER & GAMBLE CO	COM	$1.2M	0.7%	8,285 SH	New
PUTNAM MUN OPPORTUNITIES TR	SH BEN INT	$138K	0.1%Prev: 0.1%	13,428 SH	Increased+1,000 SH
REPUBLIC SVCS INC	COM	$332K	0.2%Prev: 0.3%	1,509 SH	Decreased-124 SH
ROSS STORES INC	COM	$209K	0.1%	1,000 SH	New
RTX CORPORATION	COM	$1.4M	0.7%Prev: 0.7%	7,241 SH	Increased-588 SH
SANDISK CORP	COM	$210K	0.1%	366 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$251K	0.1%	7,676 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.7M	0.9%Prev: 1.0%	68,910 SH	Increased+9,173 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.2M	0.7%Prev: 0.5%	49,890 SH	Increased+10,029 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$5.4M	3.0%Prev: 3.4%	222,991 SH	Increased+17,483 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$5.2M	2.9%Prev: 3.2%	208,779 SH	Increased-8,838 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$824K	0.5%Prev: 0.3%	26,857 SH	Increased+12,019 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.4M	1.3%Prev: 1.2%	91,991 SH	Increased+9,305 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$680K	0.4%	11,005 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.5M	0.9%	31,578 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$350K	0.2%	2,397 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.8M	1.0%	11,314 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$4.2M	2.3%	32,143 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$395K	0.2%	8,598 SH	New
SHELL PLC	SPON ADS	$353K	0.2%Prev: 0.2%	3,804 SH	Increased+83 SH
SONY GROUP CORP	SPONSORED ADR	$1.9M	1.0%Prev: 1.7%	92,938 SH	Decreased-5,638 SH
SOUTHERN CO	COM	$771K	0.4%Prev: 0.5%	7,975 SH	Increased-339 SH
SPDR GOLD TR	GOLD SHS	$1.0M	0.6%Prev: 0.3%	2,394 SH	Increased+760 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.0M	1.1%	51,909 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$463K	0.3%	1,000 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.0M	4.4%	12,515 SH	New
TORONTO DOMINION BK ONT	COM NEW	$280K	0.2%	3,014 SH	New
TOYOTA MOTOR CORP	ADS	$309K	0.2%Prev: 0.2%	1,520 SH	Increased
TRI CONTL CORP	COM	$473K	0.3%Prev: 0.3%	15,205 SH	Decreased-408 SH
TRUIST FINL CORP	COM	$471K	0.3%Prev: 0.3%	10,285 SH	Increased-76 SH
UNION PAC CORP	COM	$425K	0.2%Prev: 0.3%	1,759 SH	Decreased-103 SH
UNITED PARCEL SVCS INC	CL B	$296K	0.2%	3,065 SH	New
UNITEDHEALTH GROUP INC	COM	$306K	0.2%Prev: 0.4%	1,153 SH	Decreased+58 SH
VALERO ENERGY CORP	COM	$225K	0.1%	908 SH	New
VALLEY NATL BANCORP	COM	$230K	0.1%	18,745 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$533K	0.3%Prev: 0.2%	6,031 SH	Increased-876 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$1.5M	0.8%Prev: 0.5%	19,275 SH	Increased+10,127 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$8.6M	4.7%Prev: 3.2%	109,326 SH	Increased+48,996 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$562K	0.3%Prev: 0.4%	7,629 SH	Decreased-177 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$304K	0.2%	6,116 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.6M	0.9%Prev: 0.7%	7,974 SH	Increased+2,336 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$269K	0.1%	902 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$391K	0.2%Prev: 0.2%	665 SH	Increased+62 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.2M	3.4%Prev: 3.2%	19,603 SH	Increased+2,502 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$714K	0.4%	9,441 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$379K	0.2%	5,052 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.5M	0.8%Prev: 0.7%	11,087 SH	Increased+2,843 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.2M	0.6%Prev: 0.8%	23,191 SH	Increased+183 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$215K	0.1%	4,303 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$347K	0.2%Prev: 0.2%	5,826 SH	Increased+2,002 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$228K	0.1%Prev: 0.2%	4,865 SH	Decreased-246 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.0M	1.6%Prev: 1.9%	50,856 SH	Increased+2,357 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	1.0%Prev: 0.6%	8,706 SH	Increased+3,983 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	1.1%Prev: 1.0%	26,359 SH	Increased+2,686 SH
VERIZON COMMUNICATIONS INC	COM	$286K	0.2%Prev: 0.2%	5,693 SH	Increased-400 SH
WALMART INC	COM	$6.3M	3.5%Prev: 3.1%	51,124 SH	Increased-1,017 SH
WASTE MGMT INC DEL	COM	$522K	0.3%Prev: 0.5%	2,272 SH	Decreased-595 SH
WEC ENERGY GROUP INC	COM	$316K	0.2%Prev: 0.2%	2,732 SH	Decreased-253 SH
WELLS FARGO & CO	COM	$367K	0.2%	4,720 SH	New
WELLTOWER INC	COM	$218K	0.1%	1,113 SH	New
WESTERN DIGITAL CORP	COM	$281K	0.2%	1,118 SH	New

Sold (vs prior filing)

ABBOTT LABS — $840K
ABRDN JAPAN EQUITY FUND INC — $575K
AIR PRODS & CHEMS INC — $273K
AUTOMATIC DATA PROCESSING IN — $292K
BHP GROUP LTD — $233K
BLACKROCK INNOVATION AND GRW — $85K
CHEVRON CORP NEW — $574K
CHIPOTLE MEXICAN GRILL INC — $229K
COMCAST CORP NEW — $220K
COSTCO WHSL CORP NEW — $538K
EQUITY RESIDENTIAL — $231K
FREEPORT-MCMORAN INC — $349K
INTUIT — $216K
ISHARES TR — $279K
ISHARES TR — $326K
JPMORGAN CHASE & CO. — $710K
LENNAR CORP — $290K
MITSUBISHI UFJ FINL GROUP IN — $606K
PROCTER AND GAMBLE CO — $1.7M
PUBLIC STORAGE OPER CO — $235K
… and 13 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