CIK 1721780
Successful Portfolios LLC
Institutional 13F holdings & portfolio
Holdings
192
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 13K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 13K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 99K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| WMT | WALMART INC | 54K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 223K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 29K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 217K | $1M+ | SH |
| AAPL | APPLE INC | 20K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 32K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| SGOV | ISHARES TR | 31K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 52K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 89K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 8K | $1M+ | SH |
| SONY | SONY GROUP CORP | 93K | $1M+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 21K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 26K | $1M+ | SH |
| VLY | VALLEY NATL BANCORP | 164K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 9K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 15K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 8K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 32K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 69K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 8K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 5K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 11K | $1M+ | SH |
| STIP | ISHARES TR | 16K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 20K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 10K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 3K | $1M+ | SH |
| RTX | RTX CORPORATION | 7K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 41K | $1M+ | SH |
| KO | COCA COLA CO | 17K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 45K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 22K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 13K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| DIS | DISNEY WALT CO | 9K | $1M+ | SH |