Successful Portfolios LLC
CIK
1721780
City
CLEARWATER
State / Country
FL
Top Portfolio Positions
129 positions ·
$98,444,428 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
12,515 | $8,139,005 | 8.27% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
51,124 | $6,353,690 | 6.45% | |
| AAPL |
Apple Inc.
Technology
|
19,928 | $5,057,527 | 5.14% | |
| NVDA |
Nvidia Corp
Technology
|
28,909 | $5,041,729 | 5.12% | |
| MSFT |
Microsoft Corp
Technology
|
11,657 | $4,315,071 | 4.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,594 | $2,831,222 | 2.88% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
8,577 | $2,820,889 | 2.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,512 | $2,447,710 | 2.49% | |
| AMAT |
Applied Materials Inc /De
Technology
|
6,143 | $2,099,615 | 2.13% | |
| DUK |
Duke Energy CORP
Utilities
|
15,407 | $2,017,392 | 2.05% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTX
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,815 | 15,275 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $101,980 | 15,475 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $103,012 | 15,375 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $99,567 | 13,565 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $85,073 | 13,590 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $108,549 | 14,590 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $111,664 | 14,790 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $106,931 | 14,790 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $120,390 | 14,790 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $108,410 | 14,790 | Shares | Sole | 2024-01-18 | |
| 2022-12-31 | $93,909 | 13,790 | Shares | Sole | 2023-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||