Successful Portfolios LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Clearwater, FL
CIK
0001721780
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 170 133,822 SPY, MSFT, SCHO, AAPL 13F-HR 1/18/2024 000108514624000278
Q3 2023 145 112,843 SPY, SCHO, MSFT, AAPL 13F-HR 10/10/2023 000108514623003679
Q2 2023 154 116,154 SPY, SCHO, MSFT, AAPL 13F-HR 7/20/2023 000108514623002764
Q1 2023 188 159,278 SPY, SCHO, SCHB, AAPL 13F-HR 4/24/2023 000108514623001826
Q4 2022 190 153,325 SPY, SCHO, SCHB, MSFT 13F-HR 1/27/2023 000108514623000412
Q3 2022 178 137,903 SPY, SCHO, SCHB, AAPL 13F-HR 10/11/2022 000108514622003349
Q2 2022 188 148,619 SCHO, SPY, SCHB, MSFT 13F-HR 7/21/2022 000108514622002503
Q1 2022 206 175,654 SPY, SCHO, SCHB, AAPL 13F-HR 4/20/2022 000108514622001485
Q4 2021 214 183,990 SPY, SCHO, SCHB, MSFT 13F-HR 1/25/2022 000108514622000336
Q3 2021 205 167,470 SPY, SCHO, SCHB, MSFT 13F-HR 10/14/2021 000108514621002785
Q2 2021 204 164,990 SPY, SCHO, SCHB, MSFT 13F-HR 7/23/2021 000108514621002074
Q1 2021 196 151,714 SPY, SCHO, SCHB, MSFT 13F-HR 4/20/2021 000108514621001239
Q4 2020 182 139,396 SPY, SCHO, SCHB, AAPL 13F-HR 2/2/2021 000108514621000380
Q3 2020 175 125,320 SPY, SCHO, SCHB, AAPL 13F-HR 10/13/2020 000108514620002500
Q2 2020 164 113,691 SPY, SCHO, SCHB, MSFT 13F-HR 7/13/2020 000108514620001755
Q1 2020 152 98,883 SPY, SCHO, SCHB, MSFT 13F-HR 4/23/2020 000108514620001186
Q4 2019 162 112,361 SPY, SCHB, SCHO, SCHF 13F-HR 1/23/2020 000108514620000258
Q3 2019 154 106,421 SPY, SCHB, SCHO, MSFT 13F-HR 10/11/2019 000108514619002519
Q2 2019 138 93,197 SPY, SCHB, SCHO, SCHF 13F-HR 7/11/2019 000108514619001852
Q1 2019 139 91,467 SPY, SCHB, SCHO, SCHF 13F-HR 4/22/2019 000108514619001221
Q4 2018 126 78,253 SPY, SCHB, SCHO, SCHF 13F-HR 1/14/2019 000108514619000151
Q3 2018 141 91,835 SPY, SCHB, SCHO, SCHF 13F-HR 10/15/2018 000108514618002324
Q2 2018 133 85,624 SPY, SCHB, SCHO, SCHF 13F-HR 7/24/2018 000108514618001744
Q1 2018 130 82,365 SPY, SCHB, SCHO, SCHF 13F-HR 5/8/2018 000108514618001266
Q4 2017 133 80,486 SPY, SCHB, SCHO, SCHF 13F-HR 2/9/2018 000108514618000441