SUCCESSFUL PORTFOLIOS LLC

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Successful Portfolios is based out of Clearwater. Successful Portfolios is a large advisory firm with 282 clients and discretionary assets under management (AUM) of $228,419,305 (Form ADV from 2021-06-25). Their last reported 13F filing for Q2 2021 included $164,990,000 in managed 13F securities and a top 10 holdings concentration of 29.3%. Successful Portfolios's largest holding is SPDR S&P 500 ETF Trust with shares held of 27,938. Successful Portfolios has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 15 13F filings

Download 13F Summary Create Alert

06/30/2021

13F Activity

  • Market Value $164.99 Million
  • Prior Market Value $151.714 Million
  • New Purchases12 stocks
  • Additional Purchases81 stocks
  • Sold out of4 stocks
  • Reduced holdings in54 stocks
  • Top 10 Holdings % 29.30 %
  • Turnover % [1]:7.84%
  • Turnover Alt % [2]: 2.89 %
  • Time Held Top20:8.25 quarters
  • Time Held Top10:7.10 quarters
  • Time Held All:9.24 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 8.45%
Performance Last 4 Quarters: 18.51%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SUCCESSFUL PORTFOLIOS LLC
611 DRUID ROAD EAST SUITE 407
CLEARWATER FL    33756
Country: United States

Business Phone: 727-744-3614
Fax: 727-483-7455
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 282
Amount of client funds and securities by related persons: 8,382,030
Total Number of clients from related persons: 2
Disclosures: 11.D (1),11.D (5)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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SUCCESSFUL PORTFOLIOS LLC

ownership team - last updated 2021-06-25
Name Title Start Date Direct/Indirect % Ownership
EVANS, HARLEY, PARKER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
F.N.B. INVESTMENT ADVISORS INC VICE PRESIDENT direct 2003-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-01-01
BAER, JOSEPH, CHARLES CHIEF OPERATING OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC ASSISTANT PORTFOLIO MANAGER direct 2013-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2016-03-01
BENNETT, DAVID, LLOYD VICE PRESIDENT 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC VICE PRESIDENT direct 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EVANS COOK LLC United States 805-4833192659 Other Private Fund INVESTMENT PARTNERSHIP 4,919,598 10,000
BARRETT EVANS CAPITAL 2 United States 805-5349659515 Other Private Fund INVESTMENT PARTNERSHIP 425,462 10,000
BARRETT EVANS CAPITAL 1 United States 805-2295121383 Other Private Fund INVESTMENT PARTNERSHIP 2,935,906 10,000

SUCCESSFUL PORTFOLIOS LLC

ownership team - last updated 2021-03-24
Name Title Start Date Direct/Indirect % Ownership
BENNETT, DAVID, LLOYD VICE PRESIDENT 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC VICE PRESIDENT direct 2016-02-01
EVANS, HARLEY, PARKER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
F.N.B. INVESTMENT ADVISORS INC VICE PRESIDENT direct 2003-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-01-01
BAER, JOSEPH, CHARLES CHIEF OPERATING OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC ASSISTANT PORTFOLIO MANAGER direct 2013-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2016-03-01
BENNETT, DAVID, LLOYD VICE PRESIDENT 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC VICE PRESIDENT direct 2016-02-01
EVANS, HARLEY, PARKER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
F.N.B. INVESTMENT ADVISORS INC VICE PRESIDENT direct 2003-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-01-01
BAER, JOSEPH, CHARLES CHIEF OPERATING OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC ASSISTANT PORTFOLIO MANAGER direct 2013-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2016-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EVANS COOK LLC United States 805-4833192659 Other Private Fund INVESTMENT PARTNERSHIP 2,131,640 10,000
BARRETT EVANS CAPITAL 2 United States 805-5349659515 Other Private Fund INVESTMENT PARTNERSHIP 289,602 10,000
BARRETT EVANS CAPITAL 1 United States 805-2295121383 Other Private Fund INVESTMENT PARTNERSHIP 2,082,813 10,000

SUCCESSFUL PORTFOLIOS LLC

ownership team - last updated 2020-09-22
Name Title Start Date Direct/Indirect % Ownership
EVANS, HARLEY, PARKER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
F.N.B. INVESTMENT ADVISORS INC VICE PRESIDENT direct 2003-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-01-01
BAER, JOSEPH, CHARLES CHIEF OPERATING OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC ASSISTANT PORTFOLIO MANAGER direct 2013-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2016-03-01
BENNETT, DAVID, LLOYD VICE PRESIDENT 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC VICE PRESIDENT direct 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EVANS COOK LLC United States 805-4833192659 Other Private Fund INVESTMENT PARTNERSHIP 2,131,640 10,000
BARRETT EVANS CAPITAL 2 United States 805-5349659515 Other Private Fund INVESTMENT PARTNERSHIP 289,602 10,000
BARRETT EVANS CAPITAL 1 United States 805-2295121383 Other Private Fund INVESTMENT PARTNERSHIP 2,082,813 10,000

SUCCESSFUL PORTFOLIOS LLC

ownership team - last updated 2020-06-29
Name Title Start Date Direct/Indirect % Ownership
EVANS, HARLEY, PARKER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
F.N.B. INVESTMENT ADVISORS INC VICE PRESIDENT direct 2003-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-01-01
BAER, JOSEPH, CHARLES CHIEF OPERATING OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC ASSISTANT PORTFOLIO MANAGER direct 2013-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2016-03-01
BENNETT, DAVID, LLOYD VICE PRESIDENT 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC VICE PRESIDENT direct 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EVANS COOK LLC United States 805-4833192659 Other Private Fund INVESTMENT PARTNERSHIP 2,131,640 10,000
BARRETT EVANS CAPITAL 2 United States 805-5349659515 Other Private Fund INVESTMENT PARTNERSHIP 289,602 10,000
BARRETT EVANS CAPITAL 1 United States 805-2295121383 Other Private Fund INVESTMENT PARTNERSHIP 2,082,813 10,000

SUCCESSFUL PORTFOLIOS LLC

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EVANS COOK LLC United States 805-4833192659 Other Private Fund INVESTMENT PARTNERSHIP 2,131,640 10,000
BARRETT EVANS CAPITAL 2 United States 805-5349659515 Other Private Fund INVESTMENT PARTNERSHIP 289,602 10,000
BARRETT EVANS CAPITAL 1 United States 805-2295121383 Other Private Fund INVESTMENT PARTNERSHIP 2,082,813 10,000

SUCCESSFUL PORTFOLIOS LLC

ownership team - last updated 2019-09-20
Name Title Start Date Direct/Indirect % Ownership
EVANS, HARLEY, PARKER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
F.N.B. INVESTMENT ADVISORS INC VICE PRESIDENT direct 2003-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-01-01
BAER, JOSEPH, CHARLES CHIEF OPERATING OFFICER 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC ASSISTANT PORTFOLIO MANAGER direct 2013-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2016-03-01
BENNETT, DAVID, LLOYD VICE PRESIDENT 10/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC VICE PRESIDENT direct 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EVANS COOK LLC United States 805-4833192659 Other Private Fund INVESTMENT PARTNERSHIP 2,131,640 10,000
BARRETT EVANS CAPITAL 2 United States 805-5349659515 Other Private Fund INVESTMENT PARTNERSHIP 289,602 10,000
BARRETT EVANS CAPITAL 1 United States 805-2295121383 Other Private Fund INVESTMENT PARTNERSHIP 2,082,813 10,000

SUCCESSFUL PORTFOLIOS LLC

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
EVANS, HARLEY, PARKER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
F.N.B. INVESTMENT ADVISORS INC VICE PRESIDENT direct 2003-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-01-01
BAER, JOSEPH, CHARLES MANAGING MEMBER, CHIEF OPERATING OFFICER 03/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC ASSISTANT PORTFOLIO MANAGER direct 2013-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2016-03-01
BENNETT, DAVID, LLOYD VICE PRESIDENT 10/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC VICE PRESIDENT direct 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BARRETT EVANS CAPITAL 1 United States 805-2295121383 Other Private Fund INVESTMENT PARTNERSHIP 2,082,813 10,000
EVANS COOK LLC United States 805-4833192659 Other Private Fund INVESTMENT PARTNERSHIP 2,131,640 10,000
BARRETT EVANS CAPITAL 2 United States 805-5349659515 Other Private Fund INVESTMENT PARTNERSHIP 289,602 10,000

SUCCESSFUL PORTFOLIOS LLC

ownership team - last updated 2018-04-02
Name Title Start Date Direct/Indirect % Ownership
EVANS, HARLEY, PARKER MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER 01/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
F.N.B. INVESTMENT ADVISORS INC VICE PRESIDENT direct 2003-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2010-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER direct 2010-01-01
BAER, JOSEPH, CHARLES MANAGING MEMBER, CHIEF OPERATING OFFICER 03/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC ASSISTANT PORTFOLIO MANAGER direct 2013-01-01
SUCCESSFUL PORTFOLIOS LLC MANAGING MEMBER, CHIEF OPERATING OFFICER direct 2016-03-01
BENNETT, DAVID, LLOYD VICE PRESIDENT 10/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SUCCESSFUL PORTFOLIOS LLC VICE PRESIDENT direct 2016-02-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
BARRETT EVANS CAPITAL 1 United States 805-2295121383 Other Private Fund INVESTMENT PARTNERSHIP 2,080,000 10,000
EVANS COOK LLC United States 805-4833192659 Other Private Fund INVESTMENT PARTNERSHIP 2,377,000 10,000
BARRETT EVANS CAPITAL 2 United States 805-5349659515 Other Private Fund INVESTMENT PARTNERSHIP 268,000 10,000

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