Successful Portfolios LLC
Successful Portfolios LLC is an independent, SEC-registered investment adviser based in Clearwater, Florida. The firm was founded in 2009 and typically manages portfolios for individuals, high net worth individuals, and pooled investment vehicles. With approximately 2-3 employees, the firm oversees nearly $240-$290 million in assets under management and offers highly customized portfolio management, financial planning, and advisory services to a range of clients.
Investment Strategy
Successful Portfolios LLC implements a client-centric investment strategy with tailored portfolios of stocks, bonds, ETFs, and liquid alternatives. The firm emphasizes risk management, diversified asset allocation, and a disciplined approach to long-term wealth accumulation. They strive to manage and minimize risk according to each client's unique goals and financial situation, utilizing both discretionary and non-discretionary mandates.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 4.90% | $8.4M | 12,608 | $270.35 | $666.18 | -$485.5K |
I IVV | ISHARES TR | 4.64% | $8.0M | 11,881 | $435.15 | $669.30 | +$1.0M |
M MSFT | MICROSOFT CORP | 3.67% | $6.3M | 12,133 | $113.75 | $517.95 | +$73.9K |
B BSV | VANGUARD BD INDEX FDS | 3.59% | $6.1M | 77,887 | $77.16 | $78.91 | +$957.8K |
V VTI | VANGUARD INDEX FDS | 3.53% | $6.0M | 18,430 | $216.59 | $328.17 | +$657.3K |