Successful Portfolios LLC

Institutional manager (13F) · CIK 1721780

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $132M

#	Issuer	Value	Shares
1	ISHARES TR	$9M	13,937
2	VANGUARD BD INDEX FDS	$9M	109,326
3	STATE STR SPDR S&P 500 ETF T	$8M	12,515
4	WALMART INC	$6M	51,124
5	VANGUARD INDEX FDS	$6M	19,603
6	SCHWAB STRATEGIC TR	$5M	222,991
7	SCHWAB STRATEGIC TR	$5M	208,779
8	APPLE INC	$5M	19,928
9	NVIDIA CORPORATION	$5M	28,909
10	MICROSOFT CORP	$4M	11,657
11	SELECT SECTOR SPDR TR	$4M	32,143
12	ISHARES TR	$3M	33,113
13	VANGUARD SCOTTSDALE FDS	$3M	50,856
14	HOME DEPOT INC	$3M	8,577
15	AMAZON COM INC	$3M	13,594
16	ALPHABET INC	$2M	8,512
17	SCHWAB STRATEGIC TR	$2M	91,991
18	ALPHABET INC	$2M	8,320
19	GOLDMAN SACHS ETF TR	$2M	21,256
20	APPLIED MATLS INC	$2M	6,143
21	DUKE ENERGY CORP NEW	$2M	15,407
22	VANGUARD STAR FDS	$2M	26,359
23	VANGUARD SPECIALIZED FUNDS	$2M	8,706
24	SONY GROUP CORP	$2M	92,938
25	SELECT SECTOR SPDR TR	$2M	11,314
26	SCHWAB STRATEGIC TR	$2M	68,910
27	ADVANCED MICRO DEVICES INC	$2M	8,269
28	VANGUARD INDEX FDS	$2M	7,974
29	ISHARES TR	$2M	15,729
30	MICRON TECHNOLOGY INC	$2M	4,902
31	SELECT SECTOR SPDR TR	$2M	31,578
32	VANGUARD INTL EQUITY INDEX F	$2M	11,087
33	VANGUARD BD INDEX FDS	$1M	19,275
34	HONEYWELL INTL INC	$1M	6,291
35	RTX CORPORATION	$1M	7,241
36	INTERACTIVE BROKERS GROUP IN	$1M	20,202
37	EXXON MOBIL CORP	$1M	7,252
38	SCHWAB STRATEGIC TR	$1M	49,890
39	SPDR SERIES TRUST	$1M	41,412
40	PROCTER & GAMBLE CO	$1M	8,285
41	ELI LILLY & CO	$1M	1,323
42	VANGUARD MALVERN FDS	$1M	23,191
43	NEXTERA ENERGY INC	$1M	11,558
44	ABBVIE INC	$1M	4,972
45	MCDONALDS CORP	$1M	3,403
46	JOHNSON & JOHNSON	$1M	4,259
47	SPDR GOLD TR	$1M	2,394
48	COCA COLA CO	$1M	13,158
49	CHEVRON CORPORATION	$977k	4,674
50	JPMORGAN CHASE & CO	$884k	3,043

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.