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 151–192 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 75 | $100K–$500K | SH |
| IUSB | ISHARES TR | 5K | $100K–$500K | SH |
| FNB | F N B CORP | 14K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| ETJ | EATON VANCE RISK-MANAGED DIV | 28K | $100K–$500K | SH |
| ATI | ATI INC | 2K | $100K–$500K | SH |
| EXC | EXELON CORP | 5K | $100K–$500K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| CIEN | CIENA CORP | 1K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| JBL | JABIL INC | 1K | $100K–$500K | SH |
| LOW | LOWES COS INC | 840 | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 843 | $100K–$500K | SH |
| EQR | EQUITY RESIDENTIAL | 4K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 1K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 381 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 13K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 5K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| MUB | ISHARES TR | 2K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 775 | $100K–$500K | SH |
| IEI | ISHARES TR | 2K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 5K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 3K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 2K | $100K–$500K | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 19K | $100K–$500K | SH |
| JOF | JAPAN SMALLER CAPITALIZATION | 15K | $100K–$500K | SH |
| F | FORD MTR CO | 12K | $100K–$500K | SH |
| BGY | BLACKROCK ENHANCED INTL DIV | 26K | $100K–$500K | SH |
| PMO | PUTNAM MUN OPPORTUNITIES TR | 13K | $100K–$500K | SH |
| IQI | INVESCO QUALITY MUN INCOME T | 14K | $100K–$500K | SH |
| NMR | NOMURA HLDGS INC | 15K | $100K–$500K | SH |
| BTX | BLACKROCK TECH AND PRIVATE E | 15K | $100K–$500K | SH |
| BTG | B2GOLD CORP | 19K | $50K–$100K | SH |
| HTZWW | HERTZ GLOBAL HLDGS INC | 15K | $15K–$50K | SH |
| LDI | LOANDEPOT INC | 10K | $15K–$50K | SH |
| POWW | OUTDOOR HOLDING CO | 11K | $15K–$50K | SH |