Successful Portfolios LLC - Portfolio overview

Successful Portfolios LLC has 198 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 4.89%
2. BSV - VANGUARD BD INDEX FDS, 4.65%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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