Successful Portfolios LLC 13F Holdings
CIK 0001721780 · CLEARWATER, FL
As of Sep 30, 2025, Successful Portfolios LLC reported 175 positions worth
CIK 0001721780 · CLEARWATER, FL
As of Sep 30, 2025, Successful Portfolios LLC reported 175 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 12,608 | $8.4M | 4.90% |
| ISHARES CORE S&P 500 ETF | IVV | — | 11,881 | $8.0M | 4.64% |
| MICROSOFT CORP | MSFT | Technology | 12,133 | $6.3M | 3.67% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 77,887 | $6.1M | 3.59% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 18,430 | $6.0M | 3.53% |
| NVIDIA CORP | NVDA | Technology | 30,721 | $5.7M | 3.35% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 211,942 | $5.4M | 3.18% |
| WALMART INC | WMT | Consumer Defensive | 52,183 | $5.4M | 3.14% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 202,762 | $4.9M | 2.89% |
| APPLE INC | AAPL | Technology | 19,326 | $4.9M | 2.87% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 16,278 | $4.6M | 2.68% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 50,557 | $3.0M | 1.74% |
| AMAZON.COM INC | AMZN | Equity | 13,003 | $2.9M | 1.67% |
| HOME DEPOT INC | HD | Consumer Cyclical | 7,019 | $2.8M | 1.66% |
| SONY GROUP CORP | SONY | Technology | 93,401 | $2.7M | 1.57% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 24,719 | $2.5M | 1.45% |
| DUKE ENERGY CORP | DUK | Utilities | 19,676 | $2.4M | 1.42% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 87,481 | $2.3M | 1.34% |
| ALPHABET INC | GOOGL | Equity | 8,770 | $2.1M | 1.24% |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | GBIL | — | 21,200 | $2.1M | 1.24% |
| ALPHABET INC | GOOG | Equity | 8,193 | $2.0M | 1.16% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 26,210 | .9M | 1.12% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 8,891 | .9M | 1.09% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 11,388 | .8M | 1.02% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 31,707 | .7M | 1.00% |