Successful Portfolios LLC Purchases and Sells in Q4 2024

Successful Portfolios LLC

$149 Million
Q4 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	9.76K + 22.4%	$77.02 - $78.58 $752K - $767K	53.4K $4.12M
VTI	1.95K + 12.89%	$280.04 - $302.45 $546K - $589K	17.1K $4.94M
IVV	539 + 5.78%	$570.51 - $610.59 $308K - $329K	9.86K $5.8M
SGOV	4.21K + 19.8%	$100.16 - $100.7 $421K - $424K	25.4K $2.55M
AMZN	20 + 0.17%	$180.88 - $232.93 $3.62K - $4.66K	12K $2.64M
BIV	3.93K + 82.08%	$74.5 - $78.37 $293K - $308K	8.72K $651K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	3.39K New	$36.46 - $82.38 $124K - $280K	3.39K $256K
BIL	2.54K New	$91.29 - $91.8 $232K - $233K	2.54K $232K
ARCC	10.1K New	$20.74 - $22.27 $210K - $225K	10.1K $221K
MCK	384 New	$482.27 - $628.5 $185K - $241K	384 $218K
ETR	2.86K New	$73.19 - $156.4 $209K - $447K	2.86K $216K
VGIT	3.72K New	$57.78 - $60.4 $215K - $225K	3.72K $215K

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	-89 - 0.92%	$118.88 - $172.8 $10.6K - $15.4K	9.62K $1.16M
AMAT	-18 - 0.28%	$161.44 - $213.89 $2.91K - $3.85K	6.5K $1.06M
ABBV	-197 - 2.78%	$164.99 - $203.87 $32.5K - $40.2K	6.89K $1.22M
NEE	-22 - 0.2%	$69.77 - $85.43 $1.53K - $1.88K	11.2K $806K
MSFT	-48 - 0.38%	$406.35 - $454.46 $19.5K - $21.8K	12.6K $5.31M
LEN	-10 - 0.39%	$136.2 - $188.96 $1.36K - $1.89K	2.52K $344K

Activity Summary All Purchases 63 New Holdings 7 Increased Positions 56 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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