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| Successful Portfolios LLC
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|---|---|
| CRD # | 152429 |
| SEC # | 801-80702 |
| CIK # | 0001721780 |
| AUM | $239.9 MM (2024-03-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 727-744-3614 |
| Address | 611 Druid Road East Clearwater, FL 33756 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 7.9 | |
| MSFT | 1,918,222.4 | 5.8 | |
| AAPL | 2,382,844.0 | 4.8 | |
| WMT | 335,434.5 | 3.6 | |
| HD | 277,648.0 | 2.4 | |
| AMZN | 1,092,997.8 | 2.3 | |
| GOOGL | 1,475,138.5 | 2.1 | |
| DUK | 81,378.5 | 2.0 | |
| GOOG | 1,482,566.4 | 2.0 | |
| SONY | 102,847.3 | 2.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Barrett Evans Capital 2 | 2017-10-13 | 0.4 | |
| Other | Barrett Evans Capital 1 | 2012-03-15 | 2.9 | |
| Other | Evans Cook LLC | 2012-03-15 | 4.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 112.7 |
| (b) Individuals (high net worth individuals) | 12 | 108.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 11.7 |
| (g) Pension and profit sharing plans | 0 | 1.9 |
| (h) Charitable organizations | 0 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 529 | 239.9 |
| By Discretionary | ||
| Discretionary | 494 | 215.2 |
| Non-Discretionary | 35 | 24.6 |
| Total | 529 | 239.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.7 | |
| United States Persons | 225.2 | |
| Total | 529 | 239.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001721780] |
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