SUCCESSFUL PORTFOLIOS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VLY | 164K | $1.96M |
 | SONY | 93K | $2.32M |
 | WMT | 54K | $6.21M |
 | MUFG | 44K | $752.51K |
 | NVDA | 29K | $5.37M |
 | IBKR | 20K | $1.43M |
 | AAPL | 20K | $5.25M |
 | T | 18K | $422.14K |
 | KO | 17K | $1.19M |
 | DUK | 15K | $1.80M |
 | TY | 15K | $505.44K |
 | HTZWW | 15K | $43.61K |
 | NMR | 15K | $136.35K |
 | FNB | 14K | $253.88K |
 | ARCC | 14K | $284.37K |
 | AMZN | 14K | $3.41M |
 | PFE | 14K | $345.32K |
 | NEE | 13K | $1.05M |
 | ET | 13K | $217.61K |
 | MSFT | 12K | $5.88M |
Valley National Bancorp
VLY
Shares Held
164K
Value
$1.96M
Sony Group Corporation
SONY
Shares Held
93K
Value
$2.32M
Walmart Inc.
WMT
Shares Held
54K
Value
$6.21M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
44K
Value
$752.51K
NVIDIA Corporation
NVDA
Shares Held
29K
Value
$5.37M
Interactive Brokers Group, Inc.
IBKR
Shares Held
20K
Value
$1.43M
Apple Inc.
AAPL
Shares Held
20K
Value
$5.25M
AT&T Inc.
T
Shares Held
18K
Value
$422.14K
The Coca-Cola Company
KO
Shares Held
17K
Value
$1.19M
Duke Energy Corporation
DUK
Shares Held
15K
Value
$1.80M
Tri-Continental Corporation
TY
Shares Held
15K
Value
$505.44K
Hertz Global Holdings, Inc.
HTZWW
Shares Held
15K
Value
$43.61K
Nomura Holdings, Inc.
NMR
Shares Held
15K
Value
$136.35K
F.N.B. Corporation
FNB
Shares Held
14K
Value
$253.88K
Ares Capital Corporation
ARCC
Shares Held
14K
Value
$284.37K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.41M
Pfizer Inc.
PFE
Shares Held
14K
Value
$345.32K
NextEra Energy, Inc.
NEE
Shares Held
13K
Value
$1.05M
Energy Transfer LP
ET
Shares Held
13K
Value
$217.61K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$5.88M