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 51–100 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 12K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 12K | $500K+ | SH |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | 40K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| ITOT | ISHARES TR | 5K | $500K+ | SH |
| ABT | ABBOTT LABS | 6K | $500K+ | SH |
| SO | SOUTHERN CO | 9K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 44K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| MRK | MERCK & CO INC | 7K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| AGG | ISHARES TR | 7K | $500K+ | SH |
| NEM | NEWMONT CORP | 6K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 725 | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 6K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| PPG | PPG INDS INC | 5K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 7K | $500K+ | SH |
| SPTM | SPDR SERIES TRUST | 6K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 10K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 553 | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| MBB | ISHARES TR | 5K | $500K+ | SH |
| MMM | 3M CO | 3K | $500K+ | SH |
| TY | TRI CONTL CORP | 15K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 9K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 8K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| IJH | ISHARES TR | 7K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 5K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 5K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 730 | $100K–$500K | SH |
| B | BARRICK MNG CORP | 10K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 20K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| IGSB | ISHARES TR | 8K | $100K–$500K | SH |
| LEN.B | LENNAR CORP | 4K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 9K | $100K–$500K | SH |