Successful Portfolios LLC Portfolio Holdings

Successful Portfolios LLC

  • $170 Million
  • Q3 2025

Successful Portfolios LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $8.4M, Ishares Core S&P 500 ETF with a value of $7.95M, Microsoft Corp with a value of $6.28M, Vanguard Bd Index Fd Inc Short with a value of $6.15M, and Vanguard Total Stock Market Et with a value of $6.05M.

Examining the 13F form we can see an increase of $8.36M in the current position value, from $162M to 170M.

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

Portfolio value $170 Million
ETFs: $82.6 Million
Technology: $26.2 Million
Consumer Defensive: $10.2 Million
Consumer Cyclical: $8.62 Million
Financial Services: $8.24 Million
Industrials: $7.99 Million
Healthcare: $6.71 Million
Communication Services: $6.68 Million
Other: $12.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.4 Million 4.94% of portfolio
12,608
Q3 2025 Reduced 12.32%
$0
$7.95 Million 4.68% of portfolio
11,881
Q3 2025 Added 6.55%
$3.86T
$6.28 Million 3.7% of portfolio
12,133
Q3 2025 Reduced 2.82%
$0
$6.15 Million 3.62% of portfolio
77,887
Q3 2025 Added 18.15%
$0
$6.05 Million 3.56% of portfolio
18,430
Q3 2025 Added 3.91%
$505B
$5.73 Million 3.37% of portfolio
30,721
Q3 2025 Reduced 50.25%
$0
$5.45 Million 3.21% of portfolio
211,942
Q3 2025 Added 0.58%
$275B
$5.38 Million 3.17% of portfolio
52,183
Q3 2025 Added 0.28%
$0
$4.95 Million 2.91% of portfolio
202,762
Q3 2025 Added 0.66%
$4.35T
$4.92 Million 2.9% of portfolio
19,326
Q3 2025 Reduced 5.19%
$0
$4.59 Million 2.7% of portfolio
16,278
Q3 2025 Added 0.02%
$0
$2.98 Million 1.75% of portfolio
50,557
Q3 2025 Added 0.11%
$2.49T
$2.86 Million 1.68% of portfolio
13,003
Q3 2025 Added 7.71%
$389B
$2.84 Million 1.67% of portfolio
7,019
Q3 2025 Reduced 0.88%
$34.5B
$2.69 Million 1.58% of portfolio
93,401
Q3 2025 Reduced 1.86%
$0
$2.49 Million 1.47% of portfolio
24,719
Q3 2025 Reduced 1.06%
$0
$2.3 Million 1.36% of portfolio
87,481
Q3 2025 Added 4.68%
$0
$2.12 Million 1.25% of portfolio
21,200
Q3 2025 Reduced 1.08%
$1.68T
$2.13 Million 1.25% of portfolio
8,770
Q3 2025 Reduced 13.85%
$1.72T
$2 Million 1.17% of portfolio
8,193
Q3 2025 Reduced 11.99%
$0
$1.93 Million 1.13% of portfolio
26,210
Q3 2025 Added 5.27%
$135B
$1.87 Million 1.1% of portfolio
8,891
Q3 2025 Added 11.57%
$0
$1.76 Million 1.03% of portfolio
11,388
Q3 2025 Reduced 0.14%
$0
$1.71 Million 1.01% of portfolio
31,707
Q3 2025 Reduced 0.12%
$0
$1.65 Million 0.97% of portfolio
15,936
Q3 2025 Added 4.54%
$0
$1.62 Million 0.95% of portfolio
64,358
Q3 2025 Added 5.24%
$0
$1.55 Million 0.91% of portfolio
11,229
Q3 2025 Added 35.55%
$356B
$1.51 Million 0.89% of portfolio
9,858
Q3 2025 Added 1.72%
$386B
$1.51 Million 0.89% of portfolio
6,511
Q3 2025 Reduced 5.36%
$0
$1.4 Million 0.83% of portfolio
7,708
Q3 2025 Added 41.85%
$413B
$1.38 Million 0.81% of portfolio
8,549
Q3 2025 Reduced 7.91%
$0
$1.37 Million 0.81% of portfolio
6,549
Q3 2025 Added 7.93%
$220B
$1.35 Million 0.8% of portfolio
4,458
Q3 2025 Reduced 0.11%
$201B
$1.28 Million 0.75% of portfolio
6,252
Q3 2025 Reduced 2.34%
$262B
$1.21 Million 0.71% of portfolio
7,260
Q3 2025 Reduced 9.41%
$0
$1.21 Million 0.71% of portfolio
41,406
Q3 2025 Added 172.91%
$0
$1.14 Million 0.67% of portfolio
22,450
Q3 2025 Reduced 0.8%
$298B
$1.12 Million 0.66% of portfolio
16,913
Q3 2025 Reduced 0.66%
$820B
$1.04 Million 0.61% of portfolio
1,359
Q3 2025 Added 4.46%
$205B
$1.02 Million 0.6% of portfolio
8,916
Q3 2025 Added 1.15%
$477B
$994,000 0.59% of portfolio
8,820
Q3 2025 Added 1.78%
$0
$942,000 0.55% of portfolio
40,480
Q3 2025 Added 0.02%
$913B
$934,000 0.55% of portfolio
2,964
Q3 2025 Added 2.49%
$160B
$895,000 0.53% of portfolio
11,858
Q3 2025 Added 5.4%
$494B
$846,000 0.5% of portfolio
4,565
Q3 2025 Reduced 4.66%
$216B
$850,000 0.5% of portfolio
6,353
Q3 2025 Added 0.36%
$243B
$831,000 0.49% of portfolio
4,967
Q3 2025 Reduced 15.56%
$1.46T
$779,000 0.46% of portfolio
1,062
Q3 2025 Reduced 15.38%
$102B
$778,000 0.46% of portfolio
8,219
Q3 2025 Reduced 1.15%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $170 Million
  • Prior Value $162 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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