Successful Portfolios LLC Top Holdings and 13F Report (2025) About Successful Portfolios LLCInvestment ActivitySuccessful Portfolios LLC has $149.47 million in total holdings as of December 31, 2024.Successful Portfolios LLC owns shares of 161 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 10.14% of the portfolio was purchased this quarter.About 2.15% of the portfolio was sold this quarter.This quarter, Successful Portfolios LLC has purchased 163 new stocks and bought additional shares in 56 stocks.Successful Portfolios LLC sold shares of 62 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $8,497,731NVIDIA $8,359,959iShares Core S&P 500 ETF $5,802,371Microsoft $5,313,266Apple $5,173,337 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $256,688 HoldingSPDR Bloomberg Barclays 1-3 Month T-Bill ETF $232,049 HoldingAres Capital $221,330 HoldingMcKesson $218,845 HoldingEntergy $216,722 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 146,550 shares (about $3.33M)Schwab Short-Term U.S. Treasury ETF 97,532 shares (about $2.35M)Sony Group 80,081 shares (about $1.69M)Schwab US Large-Cap ETF 55,950 shares (about $1.30M)Schwab Intermediate-Term U.S. Treasury ETF 31,182 shares (about $757.41K) Largest Sales this Quarter Apple 1,252 shares (about $313.52K)NVIDIA 1,134 shares (about $152.28K)Alphabet 769 shares (about $145.57K)Alphabet 630 shares (about $119.97K)Vanguard Total World Stock ETF 541 shares (about $63.56K) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$8,497,731$49,232 ▼-0.6%14,4995.7%FinanceNVDANVIDIA$8,359,959$152,285 ▼-1.8%62,2535.6%Computer and TechnologyIVViShares Core S&P 500 ETF$5,802,371$317,285 ▲5.8%9,8573.9%ETFMSFTMicrosoft$5,313,266$20,231 ▼-0.4%12,6063.6%Computer and TechnologyAAPLApple$5,173,337$313,520 ▼-5.7%20,6593.5%Computer and TechnologySCHBSchwab US Broad Market ETF$4,966,974$3,326,691 ▲202.8%218,8093.3%ETFVTIVanguard Total Stock Market ETF$4,944,607$564,535 ▲12.9%17,0623.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$4,891,731$2,346,618 ▲92.2%203,3143.3%ETFWMTWalmart$4,710,463$24,846 ▼-0.5%52,1363.2%Retail/WholesaleBSVVanguard Short-Term Bond ETF$4,123,150$754,468 ▲22.4%53,3602.8%ETFXLKTechnology Select Sector SPDR Fund$3,824,296$22,090 ▼-0.6%16,4472.6%ETFVGSHVanguard Short-Term Treasury Index ETF$2,788,631$238,015 ▲9.3%47,9311.9%ETFHDHome Depot$2,757,6210.0%7,0891.8%Retail/WholesaleAMZNAmazon.com$2,636,270$4,388 ▲0.2%12,0161.8%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$2,553,040$421,945 ▲19.8%25,4491.7%ETFDUKDuke Energy$2,123,2330.0%19,7071.4%UtilitiesSONYSony Group$2,117,602$1,694,509 ▲400.5%100,0761.4%Consumer DiscretionaryGOOGLAlphabet$1,946,354$145,570 ▼-7.0%10,2821.3%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,918,410$239,514 ▲14.3%19,1991.3%ETFSCHXSchwab US Large-Cap ETF$1,892,763$1,296,921 ▲217.7%81,6551.3%ETFGOOGAlphabet$1,779,395$119,972 ▼-6.3%9,3441.2%Computer and TechnologyHONHoneywell International$1,777,671$1,129 ▼-0.1%7,8701.2%Multi-Sector ConglomeratesPGProcter & Gamble$1,625,732$7,544 ▼-0.5%9,6971.1%Consumer StaplesSTIPiShares 0-5 Year TIPS Bond ETF$1,588,115$41,549 ▲2.7%15,7861.1%ETFXLFFinancial Select Sector SPDR Fund$1,536,996$2,320 ▲0.2%31,8021.0%ETFXLIIndustrial Select Sector SPDR Fund$1,508,457$2,372 ▼-0.2%11,4491.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,443,829$757,415 ▲110.3%59,4411.0%ETFVXUSVanguard Total International Stock ETF$1,392,281$59,401 ▲4.5%23,6260.9%ETFMCDMcDonald's$1,306,374$8,118 ▼-0.6%4,5060.9%Retail/WholesaleABBVAbbVie$1,224,281$35,005 ▼-2.8%6,8900.8%MedicalAMDAdvanced Micro Devices$1,161,912$10,751 ▼-0.9%9,6190.8%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,118,939$25,275 ▼-2.2%23,1090.7%ManufacturingKOCoca-Cola$1,059,925$125 ▲0.0%17,0240.7%Consumer StaplesAMATApplied Materials$1,057,420$2,927 ▼-0.3%6,5020.7%Computer and TechnologyVXFVanguard Extended Market ETF$1,028,408$113,993 ▲12.5%5,4130.7%ETFDISWalt Disney$1,003,896$6,903 ▼-0.7%9,0160.7%Consumer DiscretionaryVTVanguard Total World Stock ETF$977,304$63,556 ▼-6.1%8,3190.7%ETFLLYEli Lilly and Company$975,808$13,124 ▲1.4%1,2640.7%MedicalXOMExxon Mobil$939,681$430 ▼0.0%8,7360.6%Oils/EnergyRTXRTX$923,512$116 ▲0.0%7,9810.6%AerospaceVIGVanguard Dividend Appreciation ETF$904,063$9,007 ▲1.0%4,6170.6%ETFNEENextEra Energy$806,392$1,577 ▼-0.2%11,2480.5%UtilitiesSCHFSchwab International Equity ETF$746,805$366,280 ▲96.3%40,3680.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$745,652$775 ▲0.1%7,6950.5%FinanceMETAMeta Platforms$733,819$1,171 ▲0.2%1,2530.5%Computer and TechnologyABTAbbott Laboratories$719,380$14,478 ▼-2.0%6,3600.5%MedicalJNJJohnson & Johnson$699,612$6,652 ▼-0.9%4,8380.5%MedicalJPMJPMorgan Chase & Co.$693,500$8,630 ▼-1.2%2,8930.5%FinanceSOSouthern$684,399$82 ▲0.0%8,3140.5%UtilitiesMRKMerck & Co., Inc.$677,5580.0%6,8110.5%MedicalPEPPepsiCo$668,000$41,817 ▲6.7%4,3930.4%Consumer StaplesBIVVanguard Intermediate-Term Bond ETF$651,496$293,689 ▲82.1%8,7180.4%ETFCOPConocoPhillips$612,016$149,855 ▲32.4%6,1710.4%Oils/EnergyPPGPPG Industries$585,1860.0%4,8990.4%Basic MaterialsWMWaste Management$578,453$605 ▼-0.1%2,8670.4%Business ServicesBNDVanguard Total Bond Market ETF$561,300$16,610 ▲3.0%7,8060.4%ETFUNHUnitedHealth Group$549,014$9,108 ▲1.7%1,0850.4%MedicalCOSTCostco Wholesale$523,187$15,576 ▲3.1%5710.4%Retail/WholesaleMUFGMitsubishi UFJ Financial Group$521,322$70 ▲0.0%44,4810.3%FinanceMUMicron Technology$496,344$3,030 ▲0.6%5,8980.3%Computer and TechnologyTYTri-Continental$494,535$18,793 ▲4.0%15,6050.3%FinanceJEQAbrdn Japan Equity Fund$490,347$2,277 ▼-0.5%85,2780.3%FinanceCVXChevron$483,4010.0%3,3370.3%Oils/EnergyMBBiShares MBS ETF$483,154$6,326 ▲1.3%5,2700.3%ETFNSCNorfolk Southern$477,849$1,643 ▼-0.3%2,0360.3%TransportationSPTSSPDR Portfolio Short Term Treasury ETF$476,549$13,954 ▼-2.8%16,4270.3%ETFCEGConstellation Energy$476,055$1,566 ▼-0.3%2,1280.3%Oils/EnergySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$466,186$16,430 ▲3.7%6,5260.3%ETFTFCTruist Financial$449,165$260 ▲0.1%10,3540.3%FinanceBTTBlackrock Municipal 2030 Target Term Trust$446,9470.0%21,7070.3%Financial ServicesTAT&T$445,016$11,727 ▲2.7%19,5440.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$439,036$15,613 ▼-3.4%8,4920.3%ManufacturingDIASPDR Dow Jones Industrial Average ETF Trust$425,5000.0%1,0000.3%FinanceUNPUnion Pacific$424,6620.0%1,8620.3%TransportationPYPLPayPal$418,130$5,718 ▼-1.3%4,8990.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$411,711$273,800 ▲198.5%15,0700.3%ETFMOAltria Group$405,035$1,098 ▲0.3%7,7460.3%Consumer StaplesPAYXPaychex$391,562$8,555 ▼-2.1%2,7920.3%Business ServicesCSXCSX$390,3380.0%12,0960.3%TransportationAMGNAmgen$382,3590.0%1,4670.3%MedicalBACBank of America$368,950$4,395 ▲1.2%8,3950.2%FinancePFEPfizer$365,594$9,631 ▼-2.6%13,7800.2%MedicalIWMiShares Russell 2000 ETF$361,049$442 ▼-0.1%1,6340.2%FinanceUPSUnited Parcel Service$355,503$8,828 ▼-2.4%2,8190.2%TransportationFCXFreeport-McMoRan$352,164$7,616 ▲2.2%9,2480.2%Basic MaterialsAJGArthur J. Gallagher & Co.$351,237$1,420 ▼-0.4%1,2370.2%FinanceCSCOCisco Systems$350,405$5,920 ▼-1.7%5,9190.2%Computer and TechnologyGLDSPDR Gold Shares$347,9410.0%1,4370.2%FinanceGEGeneral Electric$347,663$5,672 ▼-1.6%2,0840.2%TransportationIJHiShares Core S&P Mid-Cap ETF$345,821$8,038 ▲2.4%5,5500.2%ETFLENLennar$344,062$1,364 ▼-0.4%2,5230.2%ConstructionWFCWells Fargo & Company$341,914$3,442 ▼-1.0%4,8680.2%FinanceRSGRepublic Services$331,8200.0%1,6490.2%Business ServicesISRGIntuitive Surgical$329,8790.0%6320.2%MedicalNEANuveen AMT-Free Quality Municipal Income Fund$327,7860.0%29,0590.2%Financial ServicesMMM3M$326,2100.0%2,5270.2%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$324,782$4,847 ▲1.5%6030.2%ETFXLEEnergy Select Sector SPDR Fund$318,655$1,713 ▼-0.5%3,7200.2%ETFXLUUtilities Select Sector SPDR Fund$314,5680.0%4,1560.2%ETFPSXPhillips 66$301,564$6,266 ▼-2.0%2,6470.2%Oils/EnergyShowing largest 100 holdings. View all holdings. 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