Successful Portfolios LLC

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Successful Portfolios LLC
CRD #152429
SEC #801-80702
CIK #0001721780
AUM $239.9 MM (2024-03-26)
Employees 2 (100% Investors, 0% Brokers)
Phone727-744-3614
Address611 Druid Road East
Clearwater, FL 33756
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002010201520202025
CIK Period
0001721780
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Nvidia Corp 399,550.0 7.9
Microsoft Corp 1,918,222.4 5.8
Apple Inc 2,382,844.0 4.8
Wal Mart Stores Inc 335,434.5 3.6
Home Depot Inc 277,648.0 2.4
Amazon Com Inc 1,092,997.8 2.3
Alphabet Inc 1,475,138.5 2.1
Duke Energy Corp 81,378.5 2.0
Alphabet Inc 1,482,566.4 2.0
Sony Corp 102,847.3 2.0
Applied Materials Inc /DE 82,662.4 1.7
Honeywell International Inc 119,775.0 1.7
Procter & Gamble Co 338,108.9 1.6
Advanced Micro Devices Inc 131,458.5 1.6
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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 ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 169 112.7
(b) Individuals (high net worth individuals) 12 108.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 11.7
(g) Pension and profit sharing plans 0 1.9
(h) Charitable organizations 0 5.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 529 239.9
By Discretionary
Discretionary 494 215.2
Non-Discretionary 35 24.6
Total 529 239.9
By Non-United States Persons
Non-United States Persons 14.7
United States Persons 225.2
Total 529 239.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001721780]
Comparable Firms State AUM ($BB)
Dunhill Financial LLC
0.2
Alpine Capital Strategies LLC
NY 0.2
Hoertkorn Richard Charles
CA 0.2
Investment Planning Advisors
GA 0.2
Columbia Advisory Partners LLC
WA 0.2
Abbot Financial Management Inc
MA 0.2
Oaktrust Wealth Advisors LLC
CT 0.2
Duet Advisory Services LLC
MI 0.2
Branson Frank A Inc
CA 0.2
Highland Investment Advisors LLC
FL 0.2
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