Successful Portfolios LLC Top Holdings and 13F Report (2025) About Successful Portfolios LLCInvestment ActivitySuccessful Portfolios LLC has $147.04 million in total holdings as of March 31, 2025.Successful Portfolios LLC owns shares of 158 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 1.52% of the portfolio was purchased this quarter.About 1.12% of the portfolio was sold this quarter.This quarter, Successful Portfolios LLC has purchased 161 new stocks and bought additional shares in 56 stocks.Successful Portfolios LLC sold shares of 55 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $8,099,343NVIDIA $6,748,284iShares Core S&P 500 ETF $5,746,795Schwab Short-Term U.S. Treasury ETF $5,002,055Vanguard Short-Term Bond ETF $4,722,647 Largest New Holdings this Quarter 464289867 - iShares Core 60/40 Balanced Allocation ETF $325,846 Holding464287465 - iShares MSCI EAFE ETF $210,945 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 6,970 shares (about $545.61K)iShares Core 60/40 Balanced Allocation ETF 5,660 shares (about $325.85K)Goldman Sachs Access Treasury 0-1 Year ETF 3,071 shares (about $307.65K)iShares 0-3 Month Treasury Bond ETF 2,369 shares (about $238.49K)iShares MSCI EAFE ETF 2,581 shares (about $210.95K) Largest Sales this Quarter iShares 0-5 Year TIPS Bond ETF 663 shares (about $68.60K)Apple 230 shares (about $51.09K)Microsoft 103 shares (about $38.67K)Sony Group 1,500 shares (about $38.08K)Advanced Micro Devices 308 shares (about $31.64K) 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$8,099,343$11,188 ▼-0.1%14,4795.5%FinanceNVDANVIDIA$6,748,284$1,301 ▲0.0%62,2654.6%Computer and TechnologyIVViShares Core S&P 500 ETF$5,746,795$207,912 ▲3.8%10,2273.9%ETFSCHOSchwab Short-Term U.S. Treasury ETF$5,002,055$53,402 ▲1.1%205,5083.4%ETFBSVVanguard Short-Term Bond ETF$4,722,647$545,613 ▲13.1%60,3303.2%ETFVTIVanguard Total Stock Market ETF$4,700,041$10,719 ▲0.2%17,1013.2%ETFMSFTMicrosoft$4,693,510$38,665 ▼-0.8%12,5033.2%Computer and TechnologySCHBSchwab US Broad Market ETF$4,685,297$25,664 ▼-0.5%217,6173.2%ETFWMTWalmart$4,577,471$439 ▲0.0%52,1413.1%Retail/WholesaleAAPLApple$4,538,000$51,091 ▼-1.1%20,4293.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$3,383,608$12,389 ▼-0.4%16,3872.3%ETFVGSHVanguard Short-Term Treasury Index ETF$2,846,397$33,336 ▲1.2%48,4991.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,800,469$238,490 ▲9.3%27,8181.9%ETFHDHome Depot$2,599,604$1,466 ▲0.1%7,0931.8%Retail/WholesaleSONYSony Group$2,502,838$38,085 ▼-1.5%98,5761.7%Consumer StaplesDUKDuke Energy$2,403,7190.0%19,7071.6%UtilitiesAMZNAmazon.com$2,285,472$761 ▼0.0%12,0121.6%Retail/WholesaleGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,231,003$307,652 ▲16.0%22,2701.5%ETFSCHXSchwab US Large-Cap ETF$1,825,707$22,764 ▲1.3%82,6861.2%ETFHONHoneywell International$1,687,597$21,174 ▲1.3%7,9701.1%Multi-Sector ConglomeratesPGProcter & Gamble$1,652,945$341 ▲0.0%9,6991.1%Consumer StaplesXLFFinancial Select Sector SPDR Fund$1,584,0750.0%31,8021.1%ETFGOOGLAlphabet$1,583,183$6,804 ▼-0.4%10,2381.1%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,564,817$68,602 ▼-4.2%15,1231.1%ETFXLIIndustrial Select Sector SPDR Fund$1,497,819$2,752 ▼-0.2%11,4281.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,485,064$7,359 ▲0.5%59,7371.0%ETFVXUSVanguard Total International Stock ETF$1,470,098$2,919 ▲0.2%23,6731.0%ETFGOOGAlphabet$1,455,391$4,374 ▼-0.3%9,3161.0%Computer and TechnologyABBVAbbVie$1,443,5740.0%6,8901.0%MedicalMCDMcDonald's$1,399,591$7,808 ▼-0.6%4,4811.0%Retail/WholesaleKOCoca-Cola$1,219,2710.0%17,0240.8%Consumer StaplesVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,148,101$5,040 ▼-0.4%23,0080.8%ManufacturingLLYEli Lilly and Company$1,048,080$4,130 ▲0.4%1,2690.7%MedicalXOMExxon Mobil$1,038,9400.0%8,7360.7%EnergyRTXRTX$1,036,968$20,133 ▼-1.9%7,8290.7%AerospaceVXFVanguard Extended Market ETF$971,252$38,761 ▲4.2%5,6380.7%ETFAMDAdvanced Micro Devices$956,640$31,645 ▼-3.2%9,3110.7%Computer and TechnologyVTVanguard Total World Stock ETF$955,888$8,696 ▼-0.9%8,2440.7%ETFAMATApplied Materials$929,058$14,512 ▼-1.5%6,4020.6%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$916,157$20,562 ▲2.3%4,7230.6%ETFDISWalt Disney$874,155$15,693 ▼-1.8%8,8570.6%Consumer DiscretionaryABTAbbott Laboratories$840,338$3,316 ▼-0.4%6,3350.6%MedicalJNJJohnson & Johnson$798,014$4,312 ▼-0.5%4,8120.5%MedicalNEENextEra Energy$797,494$142 ▲0.0%11,2500.5%UtilitiesSCHFSchwab International Equity ETF$788,448$10,028 ▼-1.3%39,8610.5%ETFSOSouthern$764,5020.0%8,3140.5%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$745,306$15,927 ▼-2.1%7,5340.5%FinanceMETAMeta Platforms$722,3410.0%1,2530.5%Computer and TechnologyJPMJPMorgan Chase & Co.$709,889$245 ▲0.0%2,8940.5%FinanceBIVVanguard Intermediate-Term Bond ETF$700,462$32,925 ▲4.9%9,1480.5%ETFWMWaste Management$663,6840.0%2,8670.5%Business ServicesCOPConocoPhillips$648,166$105 ▲0.0%6,1720.4%EnergyPEPPepsiCo$645,942$12,745 ▼-1.9%4,3080.4%Consumer StaplesMRKMerck & Co., Inc.$610,817$539 ▼-0.1%6,8050.4%MedicalMUFGMitsubishi UFJ Financial Group$606,2820.0%44,4810.4%FinanceJEQAbrdn Japan Equity Fund$575,197$20,734 ▲3.7%88,4670.4%FinanceCVXChevron$574,370$16,062 ▲2.9%3,4330.4%EnergyUNHUnitedHealth Group$573,701$5,239 ▲0.9%1,0950.4%MedicalBNDVanguard Total Bond Market ETF$573,3740.0%7,8060.4%ETFTAT&T$538,584$14,111 ▼-2.6%19,0450.4%Computer and TechnologyCOSTCostco Wholesale$538,163$1,892 ▼-0.4%5690.4%Retail/WholesalePPGPPG Industries$535,7060.0%4,8990.4%Basic MaterialsMUMicron Technology$511,063$1,390 ▼-0.3%5,8820.3%Computer and TechnologyMBBiShares MBS ETF$495,721$1,500 ▲0.3%5,2860.3%ETFNSCNorfolk Southern$482,2270.0%2,0360.3%TransportationTYTri-Continental$478,841$245 ▲0.1%15,6130.3%FinanceGLDSPDR Gold Shares$470,821$56,764 ▲13.7%1,6340.3%FinanceMOAltria Group$467,802$2,881 ▲0.6%7,7940.3%Consumer StaplesSPTSSPDR Portfolio Short Term Treasury ETF$463,722$16,608 ▼-3.5%15,8590.3%ETFBTTBlackrock Municipal 2030 Target Term Trust$460,8400.0%21,7070.3%Financial ServicesAMGNAmgen$457,0440.0%1,4670.3%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$444,412$314 ▼-0.1%8,4860.3%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$443,963$136 ▲0.0%6,5280.3%ETFUNPUnion Pacific$439,9320.0%1,8620.3%TransportationPAYXPaychex$430,920$154 ▲0.0%2,7930.3%Business ServicesCEGConstellation Energy$429,0690.0%2,1280.3%EnergyTFCTruist Financial$426,350$288 ▲0.1%10,3610.3%FinanceAJGArthur J. Gallagher & Co.$421,363$5,871 ▼-1.4%1,2200.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$419,8800.0%1,0000.3%FinanceGEGE Aerospace$417,224$200 ▲0.0%2,0850.3%IndustrialsSCHDSchwab US Dividend Equity ETF$414,858$6,487 ▼-1.5%14,8380.3%ETFRSGRepublic Services$395,566$3,876 ▼-1.0%1,6330.3%Business ServicesMMM3M$371,1150.0%2,5270.3%Multi-Sector ConglomeratesCSCOCisco Systems$365,2610.0%5,9190.2%Computer and TechnologyCSXCSX$355,9850.0%12,0960.2%TransportationBACBank of America$348,853$1,461 ▼-0.4%8,3600.2%FinanceFCXFreeport-McMoRan$348,539$1,590 ▼-0.5%9,2060.2%Basic MaterialsPFEPfizer$348,038$1,140 ▼-0.3%13,7350.2%MedicalWFCWells Fargo & Company$347,746$1,723 ▼-0.5%4,8440.2%FinancePMPhilip Morris International$345,7540.0%2,1780.2%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$329,327$5,485 ▲1.7%5,6440.2%ETFXLEEnergy Select Sector SPDR Fund$328,944$18,690 ▼-5.4%3,5200.2%ETFXLUUtilities Select Sector SPDR Fund$327,7010.0%4,1560.2%ETFPSXPhillips 66$327,030$124 ▲0.0%2,6480.2%EnergyAORiShares Core 60/40 Balanced Allocation ETF$325,846$325,846 ▲New Holding5,6600.2%ETFNEANuveen AMT-Free Quality Municipal Income Fund$325,4610.0%29,0590.2%Financial ServicesWECWEC Energy Group$325,271$109 ▲0.0%2,9850.2%UtilitiesUPSUnited Parcel Service$322,444$12,427 ▲4.0%2,9320.2%TransportationAZOAutoZone$320,274$7,626 ▼-2.3%840.2%Retail/WholesaleGDXVanEck Gold Miners ETF$317,511$1,195 ▲0.4%6,9070.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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