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 101–150 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 662 | $100K–$500K | SH |
| T | AT&T INC | 18K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 4K | $100K–$500K | SH |
| CSX | CSX CORP | 12K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| INTC | INTEL CORP | 9K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| TIP | ISHARES TR | 4K | $100K–$500K | SH |
| FEZ | SPDR INDEX SHS FDS | 6K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| BHP | BHP GROUP LTD | 6K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 32K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| MTUM | ISHARES TR | 1K | $100K–$500K | SH |
| PFE | PFIZER INC | 14K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP | 2K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| EBAY | EBAY INC. | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| BP | BP PLC | 9K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 521 | $100K–$500K | SH |
| SPYM | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 545 | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 508 | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 5K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 377 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 1K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 14K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 886 | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 5K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| USMV | ISHARES TR | 3K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 28K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 3K | $100K–$500K | SH |
| PPL | PPL CORP | 8K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |