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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Successful Portfolios LLC
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| CRD # | 152429 |
| SEC # | 801-80702 |
| CIK # | 0001721780 |
| AUM | $242.7 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 727-744-3614 |
| Address | 611 Druid Road East Clearwater, FL 33756 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001721780 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.8 | ||
| Microsoft Corp | 6.2 | ||
| Wal Mart Stores Inc | 5.1 | ||
| Apple Inc | 4.2 | ||
| Amazon Com Inc | 2.6 | ||
| Home Depot Inc | 2.6 | ||
| Sony Corp | 2.5 | ||
| Duke Energy Corp | 2.3 | ||
| Honeywell International Inc | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| Alphabet Inc | 1.7 | ||
| Procter & Gamble Co | 1.5 | ||
| Advanced Micro Devices Inc | 1.3 | ||
| McDonalds Corp | 1.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Barrett Evans Capital 2 | 2017-10-13 | 0.4 | |
| Other | Barrett Evans Capital 1 | 2012-03-15 | 2.9 | |
| Other | Evans Cook LLC | 2012-03-15 | 4.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 117.2 |
| (b) Individuals (high net worth individuals) | 12 | 110.0 |
| (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 | 13.4 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 565 | 242.7 |
| By Discretionary | ||
| Discretionary | 530 | 218.3 |
| Non-Discretionary | 35 | 24.3 |
| Total | 565 | 242.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.0 | |
| United States Persons | 228.7 | |
| Total | 565 | 242.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001721780] |
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|---|---|---|
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MN | 0.2 |
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McNaughton Wealth Management LLC
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CA | 0.2 |
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Doceo Wealth LLC
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ID | 0.2 |
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Lederer & Associates Investment Counsel
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CA | 0.2 |
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Berry Wealth Group LP
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TX | 0.2 |
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Decisionmap Wealth Management LLC
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VA | 0.2 |
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Financial Independence LLC
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RI | 0.2 |
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Palisades Investment Partners LLC
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CA | 0.2 |
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Farrow Financial Inc
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VT | 0.2 |
|
Sanctuary Wealth Advisors LLC
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CO | 0.2 |