Successful Portfolios LLC

RIA/Wealth

Successful Portfolios LLC is a RIA/Wealth based in Clearwater, FL led by Harley Parker Evans, reporting $242.7M in AUM as of Q3 2025 with 47% ETF concentration.

CEOHarley Parker Evans

Portfolio Value: $170.9M
Positions: 174
Top Holding: SPY at 4.91%
Last Reported: Q3 2025

Address611 Druid Road East, Suite 407, Clearwater, FL, 33756, United States

Top Holdings

Largest long holdings in Successful Portfolios LLC's portfolio (35.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$8.4M	4.91%	-$1.2M Sold	— 12.6K shares	Q4 2017 Held for 7y 11m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$8.0M	4.65%	+$488.6K Bought	— 11.9K shares	Q4 2017 Held for 7y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$6.3M	3.68%	-$182.3K Sold	0.00% 12.1K shares	Q4 2017 Held for 7y 11m
4 Vanguard Short-Term Bond BSV	ETF ETF	$6.1M	3.60%	+$944.0K Bought	— 77.9K shares	Q2 2023 Held for 2y 5m
5 Vanguard Total Stock Market VTI	ETF ETF	$6.0M	3.54%	+$227.4K Bought	— 18.4K shares	Q4 2017 Held for 7y 11m
6 Nvidia NVDA	Semiconductors Technology	$5.7M	3.35%	-$5.8M Sold	0.00% 30.7K shares	Q4 2017 Held for 7y 11m
7 Schwab U.S. Broad Market SCHB	ETF ETF	$5.4M	3.19%	+$31.3K Bought	— 211.9K shares	Q4 2017 Held for 7y 11m
8 Walmart WMT	Discount Stores Consumer Defensive	$5.4M	3.15%	+$15.0K Bought	0.00% 52.2K shares	Q4 2017 Held for 7y 11m
9 SCHO Schwab Short-Term U.S. Treasury SCHO	ETF ETF	$4.9M	2.89%	+$32.7K Bought	— 202.8K shares	Q4 2017 Held for 7y 11m
10 Apple AAPL	Consumer Electronics Technology	$4.9M	2.88%	-$269.1K Sold	0.00% 19.3K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Successful Portfolios LLC's latest filing

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Market Value

$170.9M

Prior: $162.4M

Q/Q Change

+5.26%

+$8.5M

Net Flows % of MV

-3.01%

Turnover Ratio

5.79%

New Purchases

4 stocks

$836.1K

Added To

64 stocks

+$5.6M

Sold Out Of

6 stocks

$1.4M

Reduced Holdings

82 stocks

-$10.2M

Increased Positions

Position	Shares Δ	Change
1 Barnes Group B	New	0 → 7.2K +$237.4K
2 Global X Artificial Intelligence & Technology AIQ	New	0 → 4.4K +$218.0K
3 Welltower WELL	New	0 → 1.1K +$200.4K
4 Energy Transfer ET	New	0 → 10.5K +$180.2K
5 SPDR Portfolio Short Term Treasury SPTS	+172.91%	15.2K → 41.4K +$769.2K

Decreased Positions

Position	Shares Δ	Change
1 Intuit INTU	Sold	351.0 → 0 −$276.5K
2 Chipotle Mexican Grill CMG	Sold	4.5K → 0 −$254.6K
3 Bristol-Myers Squibb BMY	Sold	4.9K → 0 −$226.2K
4 Booking Holdings Inc. BKNG	Sold	39.0 → 0 −$226.0K
5 Lam Research LRCX	Sold	2.1K → 0 −$205.4K