Successful Portfolios LLC Top Holdings and 13F Report (2025) About Successful Portfolios LLCInvestment ActivitySuccessful Portfolios LLC has $162.67 million in total holdings as of June 30, 2025.Successful Portfolios LLC owns shares of 169 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 0.74% of the portfolio was sold this quarter.This quarter, Successful Portfolios LLC has purchased 158 new stocks and bought additional shares in 40 stocks.Successful Portfolios LLC sold shares of 83 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $9,755,738SPDR S&P 500 ETF Trust $8,884,871iShares Core S&P 500 ETF $6,923,905Microsoft $6,210,224Vanguard Total Stock Market ETF $5,390,844 Largest New Holdings this Quarter 464287150 - iShares Core S&P Total U.S. Stock Market ETF $415,948 Holding466313103 - Jabil $279,604 Holding36828A101 - GE VERNOVA INC $263,528 Holding922040845 - VANGUARD INSTL INDEX FD $255,737 Holding922042775 - Vanguard FTSE All-World ex-US ETF $250,913 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 924 shares (about $573.73K)Vanguard Short-Term Bond ETF 5,594 shares (about $440.24K)iShares Core S&P Total U.S. Stock Market ETF 3,080 shares (about $415.95K)Jabil 1,282 shares (about $279.60K)GE VERNOVA INC 498 shares (about $263.53K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 2,835 shares (about $285.46K)Schwab US Broad Market ETF 6,893 shares (about $164.26K)Schwab Short-Term U.S. Treasury ETF 4,085 shares (about $99.59K)Sony 3,400 shares (about $88.50K)Goldman Sachs Access Treasury 0-1 Year ETF 839 shares (about $84.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSuccessful Portfolios LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$9,755,738$81,523 ▼-0.8%61,7496.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,884,871$61,168 ▼-0.7%14,3805.5%FinanceIVViShares Core S&P 500 ETF$6,923,905$573,732 ▲9.0%11,1514.3%ETFMSFTMicrosoft$6,210,224$8,953 ▼-0.1%12,4853.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,390,844$193,301 ▲3.7%17,7373.3%ETFBSVVanguard Short-Term Bond ETF$5,188,181$440,245 ▲9.3%65,9243.2%ETFWMTWalmart$5,088,187$10,169 ▼-0.2%52,0373.1%Retail/WholesaleSCHBSchwab US Broad Market ETF$5,021,541$164,260 ▼-3.2%210,7243.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$4,910,691$99,592 ▼-2.0%201,4233.0%ETFAAPLApple$4,181,937$9,438 ▼-0.2%20,3832.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$4,121,421$28,362 ▼-0.7%16,2752.5%ETFVGSHVanguard Short-Term Treasury ETF$2,968,573$117,795 ▲4.1%50,5031.8%ETFAMZNAmazon.com$2,648,556$13,164 ▲0.5%12,0721.6%Retail/WholesaleHDHome Depot$2,596,293$4,400 ▼-0.2%7,0811.6%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$2,515,554$285,458 ▼-10.2%24,9831.5%ETFSONYSony$2,477,432$88,502 ▼-3.4%95,1761.5%Consumer DiscretionaryDUKDuke Energy$2,324,711$708 ▼0.0%19,7011.4%UtilitiesGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,146,361$84,028 ▼-3.8%21,4311.3%ETFSCHXSchwab US Large-Cap ETF$2,042,475$21,629 ▲1.1%83,5711.3%ETFHONHoneywell International$1,855,792$233 ▼0.0%7,9691.1%Multi-Sector ConglomeratesGOOGLAlphabet$1,794,027$10,221 ▼-0.6%10,1801.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,720,125$84,566 ▲5.2%24,8971.1%ETFXLIIndustrial Select Sector SPDR Fund$1,682,279$3,540 ▼-0.2%11,4041.0%ETFXLFFinancial Select Sector SPDR Fund$1,662,511$2,985 ▼-0.2%31,7451.0%ETFGOOGAlphabet$1,651,287$1,242 ▼-0.1%9,3091.0%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,568,760$12,452 ▲0.8%15,2441.0%ETFPGProcter & Gamble$1,544,019$1,275 ▼-0.1%9,6910.9%Consumer StaplesSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,530,613$35,393 ▲2.4%61,1510.9%ETFAMDAdvanced Micro Devices$1,317,197$3,973 ▼-0.3%9,2830.8%Computer and TechnologyMCDMcDonald's$1,303,857$5,259 ▼-0.4%4,4630.8%Retail/WholesaleABBVAbbVie$1,277,114$1,856 ▼-0.1%6,8800.8%MedicalKOCocaCola$1,204,530$71 ▲0.0%17,0250.7%Consumer StaplesAMATApplied Materials$1,172,0140.0%6,4020.7%Computer and TechnologyRTXRTX$1,170,245$27,015 ▲2.4%8,0140.7%AerospaceVXFVanguard Extended Market ETF$1,169,442$82,871 ▲7.6%6,0680.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,137,635$18,951 ▼-1.6%22,6310.7%ManufacturingVIGVanguard Dividend Appreciation ETF$1,112,218$145,526 ▲15.1%5,4340.7%ETFDISWalt Disney$1,093,109$5,208 ▼-0.5%8,8150.7%Consumer DiscretionaryVTVanguard Total World Stock ETF$1,064,603$5,141 ▲0.5%8,2840.7%ETFLLYEli Lilly and Company$1,014,183$24,945 ▲2.5%1,3010.6%MedicalXOMExxon Mobil$934,207$7,546 ▼-0.8%8,6660.6%EnergyMETAMeta Platforms$926,539$1,477 ▲0.2%1,2550.6%Computer and TechnologySCHFSchwab International Equity ETF$894,440$13,503 ▲1.5%40,4720.5%ETFABTAbbott Laboratories$860,943$680 ▼-0.1%6,3300.5%MedicalJPMJPMorgan Chase & Co.$838,440$580 ▼-0.1%2,8920.5%FinanceNEENextEra Energy$781,051$69 ▲0.0%11,2510.5%UtilitiesSOSouthern$763,546$92 ▲0.0%8,3150.5%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$738,246$9,126 ▼-1.2%7,4420.5%FinanceJNJJohnson & Johnson$731,423$3,666 ▼-0.5%4,7880.4%MedicalMUMicron Technology$724,9570.0%5,8820.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$707,429$77 ▼0.0%9,1470.4%ETFCEGConstellation Energy$685,219$1,614 ▼-0.2%2,1230.4%EnergyJEQabrdn Japan Equity Fund$667,0430.0%88,4670.4%FinanceWMWaste Management$653,948$2,059 ▼-0.3%2,8580.4%Business ServicesMUFGMitsubishi UFJ Financial Group$610,2850.0%44,4810.4%FinanceBNDVanguard Total Bond Market ETF$573,465$1,325 ▼-0.2%7,7880.4%ETFPEPPepsiCo$568,8280.0%4,3080.3%Consumer StaplesPPGPPG Industries$557,2610.0%4,8990.3%Basic MaterialsCOPConocoPhillips$553,9020.0%6,1720.3%EnergyCOSTCostco Wholesale$551,433$11,880 ▼-2.1%5570.3%Retail/WholesaleTAT&T$540,320$10,853 ▼-2.0%18,6700.3%Computer and TechnologyMRKMerck & Co., Inc.$534,726$3,958 ▼-0.7%6,7550.3%MedicalGEGE Aerospace$533,109$3,604 ▼-0.7%2,0710.3%AerospaceNSCNorfolk Southern$519,107$2,048 ▼-0.4%2,0280.3%TransportationGLDSPDR Gold Shares$513,334$15,242 ▲3.1%1,6840.3%FinanceCVXChevron$500,647$9,022 ▲1.8%3,4960.3%EnergyMBBiShares MBS ETF$494,331$1,972 ▼-0.4%5,2650.3%ETFTYTri Continental$492,685$1,615 ▼-0.3%15,5620.3%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$488,982$75 ▲0.0%6,5290.3%ETFBTTBlackrock Municipal 2030 Target Term Trust$475,1660.0%21,7070.3%Financial ServicesPALANTIR TECHNOLOGIES INC$456,672$818 ▼-0.2%3,3500.3%CL AMOAltria Group$449,497$7,446 ▼-1.6%7,6670.3%Consumer StaplesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$447,7210.0%8,4860.3%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$444,402$20,123 ▼-4.3%15,1720.3%ETFTFCTruist Financial$442,521$2,880 ▼-0.6%10,2940.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$440,6500.0%1,0000.3%FinanceUNPUnion Pacific$428,4740.0%1,8620.3%TransportationITOTiShares Core S&P Total U.S. Stock Market ETF$415,948$415,948 ▲New Holding3,0800.3%ETFAMGNAmgen$409,6010.0%1,4670.3%MedicalUNHUnitedHealth Group$408,873$67,366 ▲19.7%1,3110.3%MedicalPAYXPaychex$406,380$145 ▲0.0%2,7940.2%Computer and TechnologyCSCOCisco Systems$403,028$7,632 ▼-1.9%5,8090.2%Computer and TechnologyRSGRepublic Services$402,861$247 ▲0.1%1,6340.2%Business ServicesFCXFreeport-McMoRan$399,0800.0%9,2060.2%Basic MaterialsCSXCSX$397,303$2,610 ▲0.7%12,1760.2%TransportationPMPhilip Morris International$396,7340.0%2,1780.2%Consumer StaplesBACBank of America$394,666$946 ▼-0.2%8,3400.2%FinanceAJGArthur J. Gallagher & Co.$389,133$1,280 ▼-0.3%1,2160.2%FinanceWFCWells Fargo & Company$388,188$80 ▲0.0%4,8450.2%FinanceMMM3M$384,558$152 ▼0.0%2,5260.2%Multi-Sector ConglomeratesSCHDSchwab US Dividend Equity ETF$380,845$12,349 ▼-3.1%14,3720.2%ETFQQQInvesco QQQ$368,496$66,197 ▲21.9%6680.2%FinanceVOOVanguard S&P 500 ETF$362,530$19,888 ▲5.8%6380.2%ETFNEMNewmont$361,279$583 ▼-0.2%6,2010.2%Basic MaterialsPYPLPayPal$360,601$520 ▼-0.1%4,8520.2%Business ServicesGDXVanEck Gold Miners ETF$359,418$156 ▼0.0%6,9040.2%ETFORCLOracle$354,399$219 ▼-0.1%1,6210.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$350,723$682 ▲0.2%5,6550.2%ETFAORiShares Core 60/40 Balanced Allocation ETF$348,4860.0%5,6600.2%ETFXLUUtilities Select Sector SPDR Fund$339,3790.0%4,1560.2%ETFShowing largest 100 holdings. View all holdings. 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