Successful Portfolios
Latest statistics and disclosures from Successful Portfolios's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPY, BSV, VTI, WMT, and represent 19.67% of Successful Portfolios's stock portfolio.
- Added to shares of these 10 stocks: XLK, VLY, BSV, IBKR, IVV, DIA, ASGI, BRK.B, SGOV, VBIL.
- Started 25 new stock positions in VUSB, LEN.B, ATI, CIEN, VTEB, HTZWW, BK, FNB, FEZ, BMY.
- Reduced shares in these 10 stocks: JEQ, DUK, AOR, LEN, NVDA, , CGNX, CPB, PSA, .
- Sold out of its positions in JEQ, CPB, CGNX, ENB, AOR, LEN, MPC, PSA.
- Successful Portfolios was a net buyer of stock by $20M.
- Successful Portfolios has $196M in assets under management (AUM), dropping by 14.53%.
- Central Index Key (CIK): 0001721780
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Portfolio Holdings for Successful Portfolios
Successful Portfolios holds 192 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 4.7 | $9.3M | +12% | 13k | 697.10 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.6 | $9.0M | +2% | 13k | 694.08 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.0 | $7.8M | +27% | 99k | 78.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.2 | $6.3M | 18k | 342.40 |
|
|
| Wal-Mart Stores (WMT) | 3.2 | $6.2M | +3% | 54k | 114.53 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.0 | $6.0M | +5% | 223k | 26.79 |
|
| Microsoft Corporation (MSFT) | 3.0 | $5.9M | 12k | 479.27 |
|
|
| NVIDIA Corporation (NVDA) | 2.7 | $5.4M | -5% | 29k | 184.86 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.7 | $5.3M | +6% | 217k | 24.36 |
|
| Apple (AAPL) | 2.7 | $5.3M | +4% | 20k | 259.37 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 2.4 | $4.7M | +98% | 32k | 146.15 |
|
| Amazon (AMZN) | 1.7 | $3.4M | +5% | 14k | 247.38 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.6 | $3.1M | +23% | 31k | 100.47 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.5 | $3.0M | +2% | 52k | 58.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.9M | 8.8k | 328.58 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.8M | +3% | 8.5k | 329.13 |
|
| Home Depot (HD) | 1.4 | $2.8M | +6% | 7.4k | 374.62 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.2 | $2.5M | +2% | 89k | 27.42 |
|
| Applied Materials (AMAT) | 1.2 | $2.3M | +24% | 7.8k | 301.18 |
|
| Sony Group Corp Sponsored Adr (SONY) | 1.2 | $2.3M | 93k | 25.04 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.1 | $2.1M | 21k | 100.02 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $2.1M | 26k | 77.83 |
|
|
| Valley National Ban (VLY) | 1.0 | $2.0M | NEW | 164k | 12.00 |
|
| Honeywell International (HON) | 0.9 | $1.8M | 8.9k | 207.38 |
|
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.9 | $1.8M | 11k | 161.93 |
|
|
| Duke Energy Corp Com New (DUK) | 0.9 | $1.8M | -21% | 15k | 116.80 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $1.8M | +2% | 7.9k | 224.77 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.9 | $1.8M | 32k | 55.73 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.9 | $1.7M | +7% | 70k | 25.08 |
|
| Advanced Micro Devices (AMD) | 0.9 | $1.7M | 8.4k | 203.18 |
|
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| Micron Technology (MU) | 0.9 | $1.7M | 4.9k | 345.11 |
|
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.8 | $1.6M | 11k | 144.59 |
|
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.8 | $1.6M | 16k | 102.49 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.8 | $1.5M | +7% | 7.0k | 218.74 |
|
| Abbvie (ABBV) | 0.8 | $1.5M | +6% | 6.9k | 220.07 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.7 | $1.4M | NEW | 20k | 70.47 |
|
| Procter & Gamble Company (PG) | 0.7 | $1.4M | 9.9k | 141.88 |
|
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| Eli Lilly & Co. (LLY) | 0.7 | $1.4M | -2% | 1.3k | 1063.63 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.4M | +180% | 2.8k | 495.02 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $1.4M | 7.2k | 188.49 |
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| McDonald's Corporation (MCD) | 0.7 | $1.4M | 4.4k | 307.31 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.6 | $1.2M | 41k | 29.27 |
|
|
| Coca-Cola Company (KO) | 0.6 | $1.2M | 17k | 70.51 |
|
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.2M | +5% | 9.3k | 124.61 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $1.1M | +12% | 45k | 24.86 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $1.1M | 23k | 49.50 |
|
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| Nextera Energy (NEE) | 0.5 | $1.1M | +11% | 13k | 79.89 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.0M | +10% | 5.1k | 204.40 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.0M | +4% | 3.1k | 329.18 |
|
| Walt Disney Company (DIS) | 0.5 | $1.0M | -2% | 8.7k | 115.88 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $951k | +13% | 2.3k | 414.47 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.5 | $923k | +128% | 12k | 75.49 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $907k | +21% | 12k | 77.96 |
|
| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.4 | $871k | NEW | 41k | 21.52 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $864k | NEW | 1.7k | 499.10 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $807k | +32% | 5.3k | 151.82 |
|
| Abbott Laboratories (ABT) | 0.4 | $807k | 6.4k | 125.92 |
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| Southern Company (SO) | 0.4 | $800k | +11% | 9.2k | 87.01 |
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| Chevron Corporation (CVX) | 0.4 | $776k | +2% | 4.8k | 162.09 |
|
| Meta Platforms Cl A (META) | 0.4 | $758k | +9% | 1.2k | 653.29 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.4 | $753k | 44k | 17.09 |
|
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| Union Pacific Corporation (UNP) | 0.4 | $730k | +75% | 3.2k | 228.47 |
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| Merck & Co (MRK) | 0.4 | $729k | 6.6k | 110.53 |
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| Waste Management (WM) | 0.4 | $726k | +28% | 3.3k | 220.93 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $724k | 7.2k | 100.16 |
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|
| Newmont Mining Corporation (NEM) | 0.3 | $686k | +3% | 6.3k | 108.98 |
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| Ge Aerospace Com New (GE) | 0.3 | $680k | +3% | 2.1k | 321.58 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $673k | +49% | 24k | 28.55 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $671k | +16% | 725.00 | 924.99 |
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| Constellation Energy (CEG) | 0.3 | $639k | 1.9k | 342.58 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $602k | 3.4k | 177.49 |
|
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $593k | 6.4k | 92.56 |
|
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| Pepsi (PEP) | 0.3 | $588k | 4.2k | 139.91 |
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| PPG Industries (PPG) | 0.3 | $564k | 5.2k | 107.41 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $547k | -4% | 7.4k | 74.29 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.3 | $547k | 6.5k | 84.18 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $543k | +206% | 12k | 46.67 |
|
| Norfolk Southern (NSC) | 0.3 | $531k | 1.8k | 287.21 |
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| Truist Financial Corp equities (TFC) | 0.3 | $520k | 10k | 50.62 |
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| Goldman Sachs (GS) | 0.3 | $519k | +55% | 553.00 | 938.98 |
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| International Business Machines (IBM) | 0.3 | $514k | NEW | 1.7k | 304.26 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $510k | 5.3k | 95.80 |
|
|
| 3M Company (MMM) | 0.3 | $509k | +24% | 3.1k | 165.27 |
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| Tri-Continental Corporation (TY) | 0.3 | $505k | +2% | 15k | 33.26 |
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| Bank of America Corporation (BAC) | 0.3 | $494k | +4% | 8.8k | 55.85 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $471k | -9% | 8.3k | 56.53 |
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| Philip Morris International (PM) | 0.2 | $464k | +30% | 2.9k | 162.63 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $463k | +7% | 6.7k | 69.11 |
|
| ConocoPhillips (COP) | 0.2 | $461k | -24% | 4.7k | 97.51 |
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| Broadcom (AVGO) | 0.2 | $460k | +19% | 1.3k | 345.07 |
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| Wells Fargo & Company (WFC) | 0.2 | $459k | 4.8k | 95.95 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $458k | 730.00 | 626.65 |
|
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| Barrick Mng Corp Com Shs (B) | 0.2 | $456k | +31% | 9.5k | 47.81 |
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| Altria (MO) | 0.2 | $453k | +6% | 7.9k | 57.53 |
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| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.2 | $453k | -7% | 20k | 22.60 |
|
| Amgen (AMGN) | 0.2 | $449k | 1.4k | 326.10 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $449k | 8.5k | 52.91 |
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| Lennar Corp CL B (LEN.B) | 0.2 | $444k | NEW | 4.1k | 108.24 |
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| Phillips 66 (PSX) | 0.2 | $434k | +19% | 3.0k | 142.18 |
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| Fifth Third Ban (FITB) | 0.2 | $431k | NEW | 8.7k | 49.27 |
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| Corning Incorporated (GLW) | 0.2 | $430k | 5.0k | 85.23 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $423k | +10% | 662.00 | 638.58 |
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| At&t (T) | 0.2 | $422k | 18k | 23.99 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $419k | +36% | 4.4k | 94.28 |
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| CSX Corporation (CSX) | 0.2 | $415k | 12k | 35.20 |
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| UnitedHealth (UNH) | 0.2 | $411k | +2% | 1.2k | 344.00 |
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| Intel Corporation (INTC) | 0.2 | $397k | +2% | 8.7k | 45.55 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $394k | 1.5k | 260.23 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $389k | 3.5k | 110.18 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.2 | $387k | NEW | 5.8k | 66.41 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $386k | +25% | 5.1k | 75.96 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $380k | +22% | 2.4k | 157.31 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $378k | +17% | 6.1k | 61.72 |
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| L3harris Technologies (LHX) | 0.2 | $377k | +4% | 1.1k | 335.77 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $370k | +6% | 32k | 11.73 |
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| United Parcel Service CL B (UPS) | 0.2 | $367k | +15% | 3.4k | 108.08 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $364k | 1.4k | 257.03 |
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| Pfizer (PFE) | 0.2 | $345k | +2% | 14k | 25.48 |
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| Cisco Systems (CSCO) | 0.2 | $343k | -4% | 4.6k | 73.88 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $337k | 1.5k | 221.52 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $336k | +100% | 7.9k | 42.68 |
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| eBay (EBAY) | 0.2 | $335k | +14% | 3.7k | 90.90 |
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| Citigroup Com New (C) | 0.2 | $328k | 2.7k | 121.33 |
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| BP Sponsored Adr (BP) | 0.2 | $323k | 9.4k | 34.29 |
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| Caterpillar (CAT) | 0.2 | $322k | +22% | 521.00 | 617.88 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $321k | NEW | 3.9k | 81.67 |
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| Republic Services (RSG) | 0.2 | $320k | 1.5k | 212.20 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $320k | +2% | 545.00 | 586.24 |
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| Ge Vernova (GEV) | 0.2 | $316k | +3% | 508.00 | 622.55 |
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| Paypal Holdings (PYPL) | 0.2 | $315k | +12% | 5.5k | 57.67 |
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| Paychex (PAYX) | 0.2 | $309k | -2% | 2.7k | 113.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $309k | +12% | 3.1k | 98.81 |
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| McKesson Corporation (MCK) | 0.2 | $308k | 377.00 | 816.06 |
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| Oracle Corporation (ORCL) | 0.2 | $305k | +3% | 1.5k | 198.52 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $302k | +4% | 5.0k | 59.94 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $294k | 1.1k | 264.54 |
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| Wec Energy Group (WEC) | 0.1 | $286k | 2.7k | 104.64 |
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| Ares Capital Corporation (ARCC) | 0.1 | $284k | +19% | 14k | 20.64 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $284k | +8% | 886.00 | 320.07 |
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| Global X Fds Artificial Etf (AIQ) | 0.1 | $282k | +21% | 5.4k | 52.58 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $280k | NEW | 5.6k | 49.88 |
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| Gilead Sciences (GILD) | 0.1 | $277k | -3% | 2.3k | 121.09 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $274k | -15% | 2.9k | 94.64 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $270k | +12% | 28k | 9.73 |
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| Shell Spon Ads (SHEL) | 0.1 | $269k | 3.8k | 70.83 |
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| Entergy Corporation (ETR) | 0.1 | $269k | 2.9k | 93.52 |
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| PPL Corporation (PPL) | 0.1 | $268k | 7.7k | 34.59 |
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| General Motors Company (GM) | 0.1 | $266k | NEW | 3.2k | 82.88 |
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| Emerson Electric (EMR) | 0.1 | $264k | 1.8k | 144.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $262k | -4% | 2.1k | 126.42 |
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| M&T Bank Corporation (MTB) | 0.1 | $260k | 1.2k | 211.77 |
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| AutoZone (AZO) | 0.1 | $257k | 75.00 | 3421.17 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $256k | -6% | 5.5k | 46.67 |
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| F.N.B. Corporation (FNB) | 0.1 | $254k | NEW | 15k | 17.56 |
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| Verizon Communications (VZ) | 0.1 | $250k | +6% | 6.2k | 40.46 |
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| Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $247k | +9% | 28k | 8.95 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $245k | NEW | 2.0k | 122.30 |
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| Exelon Corporation (EXC) | 0.1 | $238k | 5.5k | 43.30 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $232k | -2% | 4.9k | 47.32 |
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| Ciena Corp Com New (CIEN) | 0.1 | $231k | NEW | 1.0k | 230.56 |
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| Bristol Myers Squibb (BMY) | 0.1 | $227k | NEW | 4.1k | 55.85 |
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| Jabil Circuit (JBL) | 0.1 | $227k | -9% | 1.0k | 226.15 |
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| Lowe's Companies (LOW) | 0.1 | $225k | +3% | 840.00 | 267.21 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $224k | -2% | 1.7k | 134.60 |
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| Air Products & Chemicals (APD) | 0.1 | $222k | -9% | 843.00 | 263.72 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $221k | +14% | 3.7k | 60.45 |
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| Western Digital (WDC) | 0.1 | $221k | NEW | 1.1k | 200.46 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $220k | 6.5k | 33.78 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $219k | NEW | 381.00 | 575.54 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $218k | +22% | 13k | 16.96 |
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| Southwest Airlines (LUV) | 0.1 | $218k | NEW | 4.9k | 44.52 |
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| Qualcomm (QCOM) | 0.1 | $217k | 1.2k | 177.78 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $209k | -6% | 1.9k | 107.66 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $208k | NEW | 4.1k | 50.58 |
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| Welltower Inc Com reit (WELL) | 0.1 | $207k | 1.1k | 186.09 |
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| Automatic Data Processing (ADP) | 0.1 | $206k | 775.00 | 266.18 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $205k | NEW | 1.7k | 119.33 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $203k | NEW | 5.1k | 40.11 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $201k | 2.8k | 71.56 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $200k | NEW | 1.7k | 119.07 |
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| Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) | 0.1 | $194k | 20k | 9.97 |
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| Japan Smaller Capitalizaion Fund (JOF) | 0.1 | $167k | 15k | 11.16 |
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| Ford Motor Company (F) | 0.1 | $167k | 12k | 14.20 |
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| Blackrock Enhanced Intl Div Com Bene Inter (BGY) | 0.1 | $152k | 26k | 5.91 |
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| Putnam Mun Opportunities Tr Sh Ben Int (PMO) | 0.1 | $143k | 13k | 10.66 |
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| Invesco Quality Municipal Inc Trust (IQI) | 0.1 | $140k | 14k | 10.10 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $136k | 15k | 9.09 |
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| Blackrock Tech And Private E Shs Ben Int (BTX) | 0.1 | $105k | 16k | 6.80 |
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| B2gold Corp (BTG) | 0.0 | $87k | +4% | 19k | 4.57 |
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| Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) | 0.0 | $44k | NEW | 15k | 2.89 |
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| Loandepot Com Cl A (LDI) | 0.0 | $29k | NEW | 10k | 2.91 |
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| Ammo (POWW) | 0.0 | $20k | NEW | 11k | 1.83 |
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Past Filings by Successful Portfolios
SEC 13F filings are viewable for Successful Portfolios going back to 2017
- Successful Portfolios 2025 Q4 filed Jan. 23, 2026
- Successful Portfolios 2025 Q3 filed Oct. 15, 2025
- Successful Portfolios 2025 Q2 filed July 21, 2025
- Successful Portfolios 2025 Q1 filed April 11, 2025
- Successful Portfolios 2024 Q4 filed Jan. 16, 2025
- Successful Portfolios 2024 Q3 filed Oct. 9, 2024
- Successful Portfolios 2024 Q2 filed July 12, 2024
- Successful Portfolios 2024 Q1 filed April 18, 2024
- Successful Portfolios 2023 Q4 filed Jan. 18, 2024
- Successful Portfolios 2023 Q3 filed Oct. 11, 2023
- Successful Portfolios 2023 Q2 filed July 20, 2023
- Successful Portfolios 2023 Q1 filed April 24, 2023
- Successful Portfolios 2022 Q4 filed Jan. 27, 2023
- Successful Portfolios 2022 Q3 filed Oct. 12, 2022
- Successful Portfolios 2022 Q2 filed July 22, 2022
- Successful Portfolios 2022 Q1 filed April 21, 2022