Successful Portfolios LLC

13F filer, CIK 1721780, CLEARWATER, FL

Successful Portfolios LLC reported $149,472,588 across 161 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-16. Its ten largest share positions make up 37.99% of the portfolio.

Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000241

Period: 2024-12-31
Reported value: $149M
Holdings: 161
Top 10 weight: 37.99%
New: 7
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHBadded	+146,550	$3.33M
SCHOadded	+97,532	$2.35M
SONYadded	+80,081	$1.69M
SCHXadded	+55,950	$1.3M
SCHRadded	+31,182	$757K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AAPLreduced	-1,252	-$314K
DHRexited	-954	-$265K
EFAexited	-2,722	-$228K
CATexited	-549	-$215K
SCHEexited	-7,259	-$212K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000241, largest first. % of portfolio is the value over $149,472,588, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	14,499	$8.5M	5.69%	-84	Timeline
NVDANVIDIA CORPORATION	62,253	$8.36M	5.59%	-1,134	Timeline
IVVISHARES TR	9,857	$5.8M	3.88%	+539	Timeline
MSFTMICROSOFT CORP	12,606	$5.31M	3.55%	-48	Timeline
AAPLAPPLE INC	20,659	$5.17M	3.46%	-1,252	Timeline
SCHBSCHWAB STRATEGIC TR	218,809	$4.97M	3.32%	+146,550	Timeline
VTIVANGUARD INDEX FDS	17,062	$4.94M	3.31%	+1,948	Timeline
SCHOSCHWAB STRATEGIC TR	203,314	$4.89M	3.27%	+97,532	Timeline
WMTWALMART INC	52,136	$4.71M	3.15%	-275	Timeline
BSVVANGUARD BD INDEX FDS	53,360	$4.12M	2.76%	+9,764	Timeline
XLKSELECT SECTOR SPDR TR	16,447	$3.82M	2.56%	-95	Timeline
VGSHVANGUARD SCOTTSDALE FDS	47,931	$2.79M	1.87%	+4,091	Timeline
HDHOME DEPOT INC	7,089	$2.76M	1.84%	0	Timeline
AMZNAMAZON COM INC	12,016	$2.64M	1.76%	+20	Timeline
SGOVISHARES TR	25,449	$2.55M	1.71%	+4,206	Timeline
DUKDUKE ENERGY CORP NEW	19,707	$2.12M	1.42%	0	Timeline
SONYSONY GROUP CORP	100,076	$2.12M	1.42%	+80,081	Timeline
GOOGLALPHABET INC	10,282	$1.95M	1.3%	-769	Timeline
GBILGOLDMAN SACHS ETF TR	19,199	$1.92M	1.28%	+2,397	Timeline
SCHXSCHWAB STRATEGIC TR	81,655	$1.89M	1.27%	+55,950	Timeline
GOOGALPHABET INC	9,344	$1.78M	1.19%	-630	Timeline
HONHONEYWELL INTL INC	7,870	$1.78M	1.19%	-5	Timeline
PGPROCTER & GAMBLE CO	9,697	$1.63M	1.09%	-45	Timeline
STIPISHARES TR	15,786	$1.59M	1.06%	+413	Timeline
XLFSELECT SECTOR SPDR TR	31,802	$1.54M	1.03%	+48	Timeline
XLISELECT SECTOR SPDR TR	11,449	$1.51M	1.01%	-18	Timeline
SCHRSCHWAB STRATEGIC TR	59,441	$1.44M	0.97%	+31,182	Timeline
VXUSVANGUARD STAR FDS	23,626	$1.39M	0.93%	+1,008	Timeline
MCDMCDONALDS CORP	4,506	$1.31M	0.87%	-28	Timeline
ABBVABBVIE INC	6,890	$1.22M	0.82%	-197	Timeline
AMDADVANCED MICRO DEVICES INC	9,619	$1.16M	0.78%	-89	Timeline
VTIPVANGUARD MALVERN FDS	23,109	$1.12M	0.75%	-522	Timeline
KOCOCA COLA CO	17,024	$1.06M	0.71%	+2	Timeline
AMATAPPLIED MATLS INC	6,502	$1.06M	0.71%	-18	Timeline
VXFVANGUARD INDEX FDS	5,413	$1.03M	0.69%	+600	Timeline
DISDISNEY WALT CO	9,016	$1M	0.67%	-62	Timeline
VTVANGUARD INTL EQUITY INDEX F	8,319	$977K	0.65%	-541	Timeline
LLYELI LILLY & CO	1,264	$976K	0.65%	+17	Timeline
XOMEXXON MOBIL CORP	8,736	$940K	0.63%	-4	Timeline
RTXRTX CORPORATION	7,981	$924K	0.62%	+1	Timeline
VIGVANGUARD SPECIALIZED FUNDS	4,617	$904K	0.6%	+46	Timeline
NEENEXTERA ENERGY INC	11,248	$806K	0.54%	-22	Timeline
SCHFSCHWAB STRATEGIC TR	40,368	$747K	0.5%	+19,799	Timeline
AGGISHARES TR	7,695	$746K	0.5%	+8	Timeline
METAMETA PLATFORMS INC	1,253	$734K	0.49%	+2	Timeline
ABTABBOTT LABORATORIES	6,360	$719K	0.48%	-128	Timeline
JNJJOHNSON & JOHNSON	4,838	$700K	0.47%	-46	Timeline
JPMJPMORGAN CHASE & CO	2,893	$694K	0.46%	-36	Timeline
SOSOUTHERN CO	8,314	$684K	0.46%	+1	Timeline
MRKMERCK & CO INC	6,811	$678K	0.45%	0	Timeline
PEPPEPSICO INC	4,393	$668K	0.45%	+275	Timeline
BIVVANGUARD BD INDEX FDS	8,718	$651K	0.44%	+3,930	Timeline
COPCONOCOPHILLIPS	6,171	$612K	0.41%	+1,511	Timeline
PPGPPG INDS INC	4,899	$585K	0.39%	0	Timeline
WMWASTE MGMT INC DEL	2,867	$578K	0.39%	-3	Timeline
BNDVANGUARD BD INDEX FDS	7,806	$561K	0.38%	+231	Timeline
UNHUNITEDHEALTH GROUP INC	1,085	$549K	0.37%	+18	Timeline
COSTCOSTCO WHOLESALE CORPORATION	571	$523K	0.35%	+17	Timeline
MUFGMITSUBISHI UFJ FINANCIAL GRO	44,481	$521K	0.35%	+6	Timeline
MUMICRON TECHNOLOGY INC	5,898	$496K	0.33%	+36	Timeline
TYTRI CONTL CORP	15,605	$495K	0.33%	+593	Timeline
ABRDN JAPAN EQUITY FUND INCABRDN JAPAN EQUITY FUND INC	85,278	$490K	0.33%	-396
CVXCHEVRON CORPORATION	3,337	$483K	0.32%	0	Timeline
MBBISHARES TR	5,270	$483K	0.32%	+69	Timeline
NSCNORFOLK SOUTHN CORP	2,036	$478K	0.32%	-7	Timeline
SPTSSPDR SERIES TRUST	16,427	$477K	0.32%	-481	Timeline
CEGCONSTELLATION ENERGY CORP	2,128	$476K	0.32%	-7	Timeline
SPTMSPDR SERIES TRUST	6,526	$466K	0.31%	+230	Timeline
TFCTRUIST FINL CORP	10,354	$449K	0.3%	+6	Timeline
BTTBLACKROCK MUN TARGET TERM TR	21,707	$447K	0.3%	0	Timeline
TAT&T INC	19,544	$445K	0.3%	+515	Timeline
IGSBISHARES TR	8,492	$439K	0.29%	-302	Timeline
DIASTATE STR SPDR DOW JONES IND	1,000	$426K	0.28%	0	Timeline
UNPUNION PAC CORP	1,862	$425K	0.28%	0	Timeline
PYPLPAYPAL HLDGS INC	4,899	$418K	0.28%	-67	Timeline
SCHDSCHWAB STRATEGIC TR	15,070	$412K	0.28%	+10,022	Timeline
MOALTRIA GROUP INC	7,746	$405K	0.27%	+21	Timeline
PAYXPAYCHEX INC	2,792	$392K	0.26%	-61	Timeline
CSXCSX CORP	12,096	$390K	0.26%	0	Timeline
AMGNAMGEN INC	1,467	$382K	0.26%	0	Timeline
BACBANK OF AMER CORP	8,395	$369K	0.25%	+100	Timeline
PFEPFIZER INC	13,780	$366K	0.24%	-363	Timeline
IWMISHARES TR	1,634	$361K	0.24%	-2	Timeline
UPSUNITED PARCEL SVCS INC	2,819	$356K	0.24%	-70	Timeline
FCXFREEPORT MCMORAN INC	9,248	$352K	0.24%	+200	Timeline
AJGGALLAGHER ARTHUR J & CO	1,237	$351K	0.23%	-5	Timeline
CSCOCISCO SYS INC	5,919	$350K	0.23%	-100	Timeline
GLDSPDR GOLD TR	1,437	$348K	0.23%	0	Timeline
GEGE AEROSPACE	2,084	$348K	0.23%	-34	Timeline
IJHISHARES TR	5,550	$346K	0.23%	+129	Timeline
LENLENNAR CORP	2,523	$344K	0.23%	-10	Timeline
WFCWELLS FARGO & CO	4,868	$342K	0.23%	-49	Timeline
RSGREPUBLIC SVCS INC	1,649	$332K	0.22%	0	Timeline
ISRGINTUITIVE SURGICAL INC	632	$330K	0.22%	0	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	29,059	$328K	0.22%	0	Timeline
MMM3M CO	2,527	$326K	0.22%	0	Timeline
VOOVANGUARD INDEX FDS	603	$325K	0.22%	+9	Timeline
XLESELECT SECTOR SPDR TR	3,720	$319K	0.21%	-20	Timeline
XLUSELECT SECTOR SPDR TR	4,156	$315K	0.21%	0	Timeline
PSXPHILLIPS 66	2,647	$302K	0.2%	-55	Timeline
TIPISHARES TR	2,786	$297K	0.2%	0	Timeline
USMVISHARES TR	3,341	$297K	0.2%	+81	Timeline
TMTOYOTA MOTOR CORP	1,520	$296K	0.2%	0	Timeline
QQQINVESCO QQQ TR	568	$290K	0.19%	-4	Timeline
CPBTHE CAMPBELLS COMPANY	6,827	$286K	0.19%	-464	Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,037	$285K	0.19%	+3	Timeline
EMREMERSON ELEC CO	2,296	$285K	0.19%	0	Timeline
MTUMISHARES TR	1,372	$284K	0.19%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	4,706	$284K	0.19%	-89	Timeline
XLVSELECT SECTOR SPDR TR	2,042	$281K	0.19%	+75	Timeline
WECWEC ENERGY GROUP INC	2,984	$281K	0.19%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	955	$280K	0.19%	-11	Timeline
BPBP PLC	9,341	$276K	0.18%	+985	Timeline
IUSBISHARES TR	6,094	$275K	0.18%	+45	Timeline
AZOAUTOZONE INC	86	$274K	0.18%	0	Timeline
PPLPPL CORP	8,336	$271K	0.18%	+48	Timeline
APDAIR PRODUCTS AND CHEMICALS I	925	$268K	0.18%	0	Timeline
ORCLORACLE CORP	1,607	$268K	0.18%	0	Timeline
PMPHILIP MORRIS INTL INC	2,178	$262K	0.18%	-14	Timeline
GLWCORNING INC	5,430	$258K	0.17%	-5	Timeline
ENBENBRIDGE INC	6,064	$257K	0.17%	-57	Timeline
PLTRPALANTIR TECHNOLOGIES INC	3,394	$257K	0.17%	new	Timeline
GSGOLDMAN SACHS GROUP INC	443	$254K	0.17%	0	Timeline
ETJEATON VANCE RISK-MANAGED DIV	26,476	$246K	0.16%	-1,035	Timeline
MTBM & T BK CORP	1,309	$246K	0.16%	0	Timeline
VZVERIZON COMMUNICATIONS INC	6,079	$243K	0.16%	-264	Timeline
PSAPUBLIC STORAGE	784	$235K	0.16%	0	Timeline
GDXVANECK ETF TRUST	6,881	$233K	0.16%	+603	Timeline
SHELSHELL PLC	3,722	$233K	0.16%	+1	Timeline
BHPBHP BILLITON LIMITED	4,770	$233K	0.16%	+61	Timeline
BILSPDR SERIES TRUST	2,538	$232K	0.16%	new	Timeline
NEMNEWMONT CORP	6,221	$232K	0.15%	+312	Timeline
VMRKVIVMARK RESIDENTIAL	3,213	$231K	0.15%	-28	Timeline
VMBSVANGUARD SCOTTSDALE FDS	5,041	$229K	0.15%	+513	Timeline
INTUINTUIT	358	$225K	0.15%	0	Timeline
MUBISHARES TR	2,110	$225K	0.15%	-225	Timeline
CMCSACOMCAST CORP NEW	5,966	$224K	0.15%	+560	Timeline
ARCCARES CAPITAL CORP	10,111	$221K	0.15%	new	Timeline
GILDGILEAD SCIENCES INC	2,386	$220K	0.15%	-20	Timeline
EXCEXELON CORP	5,855	$220K	0.15%	-158	Timeline
MCKMCKESSON CORP	384	$219K	0.15%	new	Timeline
ETRENTERGY CORP NEW	2,858	$217K	0.14%	new	Timeline
VGITVANGUARD SCOTTSDALE FDS	3,720	$216K	0.14%	new	Timeline
GSLCGOLDMAN SACHS ETF TR	1,864	$215K	0.14%	-78	Timeline
CLXCLOROX CO DEL	1,293	$210K	0.14%	0	Timeline
CCITIGROUP INC	2,966	$209K	0.14%	new	Timeline
LHXL3HARRIS TECHNOLOGIES INC	987	$208K	0.14%	0	Timeline
LOWLOWES COS INC	840	$207K	0.14%	0	Timeline
INTCINTEL CORP	10,252	$206K	0.14%	-85	Timeline
XAODXABRDN TOTAL DYNAMIC DIVIDEND	24,297	$204K	0.14%	+39	Timeline
CPCANADIAN PACIFIC KANSAS CITY	2,809	$203K	0.14%	0	Timeline
XEXGXEATON VANCE TAX-MANAGED GLOB	24,794	$203K	0.14%	0	Timeline
EBAYEBAY INC.	3,243	$201K	0.13%	-22	Timeline
XBGYXBLACKROCK ENHANCED INTL DIV	27,596	$147K	0.1%	-1,320	Timeline
PMOFRANKLIN MUN OPPORTUNITIES T	12,428	$126K	0.08%	0	Timeline
JOFJAPAN SMALLER CAPITALIZATION	15,000	$115K	0.08%	0	Timeline
FFORD MTR CO	11,359	$112K	0.08%	-134	Timeline
BTXBLACKROCK TECH AND PRIVATE E	14,590	$109K	0.07%	-200	Timeline
IQIINVESCO QUALITY MUN INCOME T	10,832	$107K	0.07%	-2,475	Timeline
NMRNOMURA HLDGS INC	15,000	$86.8K	0.06%	0	Timeline
BTGB2GOLD CORP	19,555	$47.7K	0.03%	-123	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
DHRDANAHER CORP DEL	954	$265K	shares
EFAISHARES TR	2,722	$228K	shares
CATCATERPILLAR INC	549	$215K	shares
SCHESCHWAB STRATEGIC TR	7,259	$212K	shares
TDTORONTO DOMINION BK ONT	3,297	$209K	shares
QCOMQUALCOMM INC	1,219	$207K	shares
CAGCONAGRA BRANDS INC	6,307	$205K	shares
CITHE CIGNA GROUP	587	$203K	shares
CGNXCOGNEX CORP	5,000	$202K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-000241	base		2025-01-16	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC