Successful Portfolios LLC Top Holdings and 13F Report (2026) About Successful Portfolios LLCInvestment ActivitySuccessful Portfolios LLC has $181.42 million in total holdings as of March 31, 2026.Successful Portfolios LLC owns shares of 188 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 3.38% of the portfolio was purchased this quarter.About 7.79% of the portfolio was sold this quarter.This quarter, Successful Portfolios LLC has purchased 192 new stocks and bought additional shares in 46 stocks.Successful Portfolios LLC sold shares of 103 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $9,027,163Vanguard Short-Term Bond ETF $8,569,998SPDR S&P 500 ETF Trust $8,022,183WALMART INC $6,342,480Vanguard Total Stock Market ETF $6,234,365 Largest New Holdings this Quarter 55024U109 - Lumentum $348,348 Holding56585A102 - Marathon Petroleum $273,160 Holding42824C109 - Hewlett Packard Enterprise $235,921 Holding29250N105 - Enbridge $226,472 Holding91913Y100 - Valero Energy $225,223 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 10,073 shares (about $789.62K)Vanguard Intermediate-Term Bond ETF 7,638 shares (about $589.18K)Vanguard Total Stock Market ETF 1,242 shares (about $394.99K)iShares Core S&P 500 ETF 576 shares (about $373.08K)Home Depot 1,132 shares (about $371.23K) Largest Sales this Quarter Valley National Bancorp 144,846 shares (about $1.78M)SPDR Dow Jones Industrial Average ETF Trust 1,800 shares (about $833.74K)Honeywell International 2,600 shares (about $582.46K)Applied Materials 1,629 shares (about $544.81K)AbbVie 1,957 shares (about $418.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSuccessful Portfolios LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$9,027,163$373,082 ▲4.3%13,9375.0%ETFBSVVanguard Short-Term Bond ETF$8,569,998$789,616 ▲10.1%109,3264.7%ETFSPYSPDR S&P 500 ETF Trust$8,022,183$270,504 ▼-3.3%12,5154.4%FinanceWALMART INC$6,342,480$382,975 ▼-5.7%51,1243.5%COMVTIVanguard Total Stock Market ETF$6,234,365$394,995 ▲6.8%19,6033.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$5,410,712$154,175 ▲2.9%222,9913.0%ETFSCHBSchwab US Broad Market ETF$5,220,034$352,413 ▼-6.3%208,7792.9%ETFAAPLApple$4,984,948$81,048 ▼-1.6%19,9282.7%Computer and TechnologyNVDANVIDIA$4,829,316$22,552 ▼-0.5%28,9092.7%Computer and TechnologyMSFTMicrosoft$4,253,459$221,850 ▼-5.0%11,6572.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$4,192,712$22,827 ▼-0.5%32,1432.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,333,191$263,027 ▲8.6%33,1131.8%ETFVGSHVanguard Short-Term Treasury ETF$2,976,449$48,636 ▼-1.6%50,8561.6%ETFHDHome Depot$2,812,760$371,231 ▲15.2%8,5771.6%Retail/WholesaleAMZNAmazon.com$2,779,149$36,799 ▼-1.3%13,5941.5%Retail/WholesaleGOOGLAlphabet$2,370,447$89,950 ▼-3.7%8,5121.3%Computer and TechnologySCHXSchwab US Large-Cap ETF$2,354,729$67,475 ▲3.0%91,9911.3%ETFGOOGAlphabet$2,306,995$45,197 ▼-1.9%8,3201.3%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,129,520$14,326 ▼-0.7%21,2561.2%ETFAMATApplied Materials$2,054,509$544,814 ▼-21.0%6,1431.1%Computer and TechnologyDUKDuke Energy$2,021,094$1,968 ▼-0.1%15,4071.1%UtilitiesVXUSVanguard Total International Stock ETF$2,015,002$6,804 ▼-0.3%26,3591.1%ETFVIGVanguard Dividend Appreciation ETF$1,865,840$165,238 ▲9.7%8,7061.0%ETFSONYSony$1,852,572$8,711 ▲0.5%92,9381.0%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$1,801,629$2,389 ▼-0.1%11,3141.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,716,079$14,270 ▼-0.8%68,9100.9%ETFAMDAdvanced Micro Devices$1,636,509$24,739 ▼-1.5%8,2690.9%Computer and TechnologyVXFVanguard Extended Market ETF$1,628,093$189,475 ▲13.2%7,9740.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,626,600$13,444 ▼-0.8%15,7290.9%ETFMUMicron Technology$1,586,976$7,770 ▼-0.5%4,9020.9%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,543,182$98 ▲0.0%31,5780.9%ETFVTVanguard Total World Stock ETF$1,513,062$31,116 ▼-2.0%11,0870.8%ETFBIVVanguard Intermediate-Term Bond ETF$1,486,829$589,178 ▲65.6%19,2750.8%ETFHONHoneywell International$1,409,321$582,457 ▼-29.2%6,2910.8%Multi-Sector ConglomeratesRTXRTX$1,360,303$2,066 ▲0.2%7,2410.7%AerospaceIBKRInteractive Brokers Group$1,318,259$6,395 ▼-0.5%20,2020.7%FinanceXOMExxonMobil$1,239,305$351,524 ▼-22.1%7,2520.7%EnergySCHFSchwab International Equity ETF$1,230,631$112,062 ▲10.0%49,8900.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$1,208,254$58 ▲0.0%41,4120.7%ETFPGProcter & Gamble$1,198,284$238,934 ▼-16.6%8,2850.7%Consumer StaplesLLYEli Lilly and Company$1,192,4460.0%1,3230.7%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,158,320$35,512 ▲3.2%23,1910.6%ManufacturingNEENextEra Energy$1,072,304$152,709 ▼-12.5%11,5580.6%UtilitiesABBVAbbVie$1,063,675$418,667 ▼-28.2%4,9720.6%MedicalMCDMcDonald's$1,051,272$317,266 ▼-23.2%3,4030.6%Retail/WholesaleJNJJohnson & Johnson$1,036,190$196,338 ▼-15.9%4,2590.6%MedicalGLDSPDR Gold Shares$1,017,986$42,522 ▲4.4%2,3940.6%FinanceKOCocaCola$1,002,678$288,199 ▼-22.3%13,1580.6%Consumer StaplesCVXChevron$976,886$23,199 ▼-2.3%4,6740.5%EnergyJPMJPMorgan Chase & Co.$884,479$13,370 ▼-1.5%3,0430.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$869,983$153,200 ▲21.4%8,7680.5%FinanceASGIAbrdn Global Infrastructure Income Fund$866,597$6,474 ▼-0.7%40,1570.5%DISWalt Disney$850,985$16,459 ▲2.0%8,8410.5%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$823,844$101,013 ▲14.0%26,8570.5%ETFSOSouthern$770,879$118,024 ▼-13.3%7,9750.4%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$760,888$4,977 ▲0.7%5,3510.4%ETFMUFGMitsubishi UFJ Financial Group$719,1260.0%44,0320.4%FinanceVANGUARD INSTL INDEX FD$714,050$210,411 ▼-22.8%9,4410.4%0-3 MO TREAS BILCOSTCostco Wholesale$705,602$16,942 ▼-2.3%7080.4%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$679,871$38,303 ▼-5.3%11,0050.4%ETFGLWCorning$659,508$131 ▲0.0%5,0440.4%Computer and TechnologyNEMNewmont$658,263$8,475 ▼-1.3%6,2140.4%Basic MaterialsPEPPepsiCo$650,752$3,113 ▼-0.5%4,1810.4%Consumer StaplesMETAMeta Platforms$634,686$8,315 ▼-1.3%1,1450.3%Computer and TechnologyMRKMerck & Co., Inc.$615,548$164,856 ▼-21.1%5,2050.3%MedicalCOPConocoPhillips$607,062$19,352 ▼-3.1%4,5800.3%EnergyBNDVanguard Total Bond Market ETF$561,635$19,877 ▲3.7%7,6290.3%ETFGEGE Aerospace$552,106$30,596 ▼-5.3%2,0030.3%AerospaceMBBiShares MBS ETF$538,872$33,875 ▲6.7%5,6790.3%ETFGDXVanEck Gold Miners ETF$533,066$32,969 ▼-5.8%6,0310.3%ETFCEGConstellation Energy$529,948$11,609 ▼-2.1%1,8260.3%EnergyWMWaste Management$522,473$233,641 ▼-30.9%2,2720.3%Business ServicesNSCNorfolk Southern$519,697$4,825 ▼-0.9%1,8310.3%TransportationMOAltria Group$513,885$11,271 ▼-2.1%7,7050.3%Consumer StaplesABTAbbott Laboratories$498,502$155,718 ▼-23.8%4,8820.3%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$495,971$14,467 ▼-2.8%6,3080.3%ETFTAT&T$487,871$20,542 ▼-4.0%16,8860.3%Computer and TechnologyTYTri Continental$472,568$249 ▲0.1%15,2050.3%FinanceTFCTruist Financial$471,383$962 ▲0.2%10,2850.3%FinanceCSXCSX$466,414$4,195 ▼-0.9%11,6750.3%TransportationDIASPDR Dow Jones Industrial Average ETF Trust$463,190$833,742 ▼-64.3%1,0000.3%FinanceFCXFreeport-McMoRan$458,993$5,911 ▼-1.3%8,2310.3%Basic MaterialsBTTBlackrock Municipal 2030 Target Term Trust$452,2890.0%20,0320.2%Financial ServicesPSXPhillips 66$450,337$110,103 ▼-19.6%2,4500.2%EnergyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$445,5780.0%8,4780.2%ManufacturingIJHiShares Core S&P Mid-Cap ETF$443,781$5,707 ▼-1.3%6,6100.2%ETFQQQInvesco QQQ$440,322$25,567 ▲6.2%7750.2%FinancePALANTIR TECHNOLOGIES INC$438,468$34,748 ▼-7.3%3,1420.2%CL AUNPUnion Pacific$425,395$347,765 ▼-45.0%1,7590.2%TransportationBACBank of America$421,270$4,135 ▼-1.0%8,7620.2%FinanceBRK.BBerkshire Hathaway$407,283$417,763 ▼-50.6%8550.2%FinanceAVGOBroadcom$405,4370.0%1,3340.2%Computer and TechnologyGE VERNOVA INC$403,173$19,120 ▼-4.5%4850.2%COMXLUUtilities Select Sector SPDR Fund$394,628$33,046 ▲9.1%8,5980.2%ETFVOOVanguard S&P 500 ETF$390,652$1,762 ▲0.5%6650.2%ETFTIPiShares TIPS Bond ETF$389,6740.0%3,5310.2%ETFAMGNAmgen$380,875$100,285 ▼-20.8%1,0900.2%MedicalVEUVanguard FTSE All-World ex-US ETF$378,633$1,799 ▼-0.5%5,0520.2%ETFBHPBHP Group$366,826$69,573 ▼-15.9%5,1460.2%Basic MaterialsWFCWells Fargo & Company$366,642$4,583 ▼-1.2%4,7200.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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