Successful Portfolios LLC Portfolio Holdings

Successful Portfolios LLC

  • $162 Million
  • Q2 2025

Successful Portfolios LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.76M, Spdr S&P 500 ETF Trust with a value of $8.88M, Ishares Core S&P 500 ETF with a value of $6.92M, Microsoft Corp with a value of $6.21M, and Vanguard Total Stock Market Et with a value of $5.39M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $147M to 162M.

Below you can find more details about Successful Portfolios LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Million
ETFs: $75 Million
Technology: $28.1 Million
Consumer Defensive: $10 Million
Consumer Cyclical: $8.24 Million
Financial Services: $7.95 Million
Industrials: $7.85 Million
Healthcare: $6.67 Million
Communication Services: $6.46 Million
Other: $11.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$9.76 Million 6.04% of portfolio
61,749
Q2 2025 Reduced 0.83%
$0
$8.88 Million 5.5% of portfolio
14,380
Q2 2025 Reduced 0.68%
$0
$6.92 Million 4.29% of portfolio
11,151
Q2 2025 Added 9.03%
$3.95T
$6.21 Million 3.85% of portfolio
12,485
Q2 2025 Reduced 0.14%
$0
$5.39 Million 3.34% of portfolio
17,737
Q2 2025 Added 3.72%
$0
$5.19 Million 3.21% of portfolio
65,924
Q2 2025 Added 9.27%
$281B
$5.09 Million 3.15% of portfolio
52,037
Q2 2025 Reduced 0.2%
$0
$5.02 Million 3.11% of portfolio
210,724
Q2 2025 Reduced 3.17%
$0
$4.91 Million 3.04% of portfolio
201,423
Q2 2025 Reduced 1.99%
$3.69T
$4.18 Million 2.59% of portfolio
20,383
Q2 2025 Reduced 0.23%
$0
$4.12 Million 2.55% of portfolio
16,275
Q2 2025 Reduced 0.68%
$0
$2.97 Million 1.84% of portfolio
50,503
Q2 2025 Added 4.13%
$2.26T
$2.65 Million 1.64% of portfolio
12,072
Q2 2025 Added 0.5%
$405B
$2.6 Million 1.61% of portfolio
7,081
Q2 2025 Reduced 0.17%
$0
$2.52 Million 1.56% of portfolio
24,983
Q2 2025 Reduced 10.19%
$33.7B
$2.48 Million 1.53% of portfolio
95,176
Q2 2025 Reduced 3.45%
$0
$2.15 Million 1.33% of portfolio
21,431
Q2 2025 Reduced 3.77%
$0
$2.04 Million 1.26% of portfolio
83,571
Q2 2025 Added 1.07%
$146B
$1.86 Million 1.15% of portfolio
7,969
Q2 2025 Reduced 0.01%
$1.21T
$1.79 Million 1.11% of portfolio
10,180
Q2 2025 Reduced 0.57%
$0
$1.72 Million 1.07% of portfolio
24,897
Q2 2025 Added 5.17%
$0
$1.68 Million 1.04% of portfolio
11,404
Q2 2025 Reduced 0.21%
$0
$1.66 Million 1.03% of portfolio
31,745
Q2 2025 Reduced 0.18%
$1.24T
$1.65 Million 1.02% of portfolio
9,309
Q2 2025 Reduced 0.08%
$0
$1.57 Million 0.97% of portfolio
15,244
Q2 2025 Added 0.8%
$368B
$1.54 Million 0.96% of portfolio
9,691
Q2 2025 Reduced 0.08%
$0
$1.53 Million 0.95% of portfolio
61,151
Q2 2025 Added 2.37%
$282B
$1.32 Million 0.82% of portfolio
9,283
Q2 2025 Reduced 0.3%
$222B
$1.3 Million 0.81% of portfolio
4,463
Q2 2025 Reduced 0.4%
$351B
$1.28 Million 0.79% of portfolio
6,880
Q2 2025 Reduced 0.15%
$306B
$1.2 Million 0.75% of portfolio
17,025
Q2 2025 Added 0.01%
$162B
$1.17 Million 0.73% of portfolio
6,402
Q1 2025 Reduced 1.54%
$0
$1.17 Million 0.72% of portfolio
6,068
Q2 2025 Added 7.63%
$229B
$1.17 Million 0.72% of portfolio
8,014
Q2 2025 Added 2.36%
$0
$1.14 Million 0.7% of portfolio
22,631
Q2 2025 Reduced 1.64%
$207B
$1.09 Million 0.68% of portfolio
8,815
Q2 2025 Reduced 0.47%
$0
$1.06 Million 0.66% of portfolio
8,284
Q2 2025 Added 0.49%
$608B
$1.01 Million 0.63% of portfolio
1,301
Q2 2025 Added 2.52%
$0
$989,000 0.61% of portfolio
5,434
Q2 2025 Added 15.05%
$442B
$934,000 0.58% of portfolio
8,666
Q2 2025 Reduced 0.8%
$1.78T
$926,000 0.57% of portfolio
1,255
Q2 2025 Added 0.16%
$0
$894,000 0.55% of portfolio
40,472
Q2 2025 Added 1.53%
$229B
$860,000 0.53% of portfolio
6,330
Q2 2025 Reduced 0.08%
$859B
$838,000 0.52% of portfolio
2,892
Q2 2025 Reduced 0.07%
$141B
$781,000 0.48% of portfolio
11,251
Q2 2025 Added 0.01%
$102B
$763,000 0.47% of portfolio
8,315
Q2 2025 Added 0.01%
$0
$738,000 0.46% of portfolio
7,442
Q2 2025 Reduced 1.22%
$452B
$731,000 0.45% of portfolio
4,788
Q2 2025 Reduced 0.5%
$139B
$724,000 0.45% of portfolio
5,882
Q1 2025 Reduced 0.27%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $162 Million
  • Prior Value $147 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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