Successful Portfolios LLC Purchases and Sells in Q2 2025

Successful Portfolios LLC

$162 Million
Q2 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	924 + 9.03%	$498.8 - $620.9 $461K - $574K	11.2K $6.92M
VTI	636 + 3.72%	$243.75 - $303.93 $155K - $193K	17.7K $5.39M
BSV	5.59K + 9.27%	$77.74 - $78.78 $435K - $441K	65.9K $5.19M
AMZN	60 + 0.5%	$167.32 - $223.3 $10K - $13.4K	12.1K $2.65M
VXUS	1.22K + 5.17%	$55.54 - $69.09 $68K - $84.6K	24.9K $1.72M
SCHX	885 + 1.07%	$19.6 - $24.44 $17.3K - $21.6K	83.6K $2.04M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	3.08K New	$108.12 - $135.04 $333K - $416K	3.08K $415K
JBL	1.28K New	$116.88 - $218.1 $150K - $280K	1.28K $279K
VEU	3.73K New	$54.19 - $67.22 $202K - $251K	3.73K $250K
TD	3.23K New	$55.71 - $73.45 $180K - $238K	3.23K $237K
AVGO	855 New	$146.29 - $275.65 $125K - $236K	855 $235K
BKNG	39 New	$4164.15 - $5789.24 $162K - $226K	39 $225K

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-46 - 0.23%	$172.42 - $223.89 $7.93K - $10.3K	20.4K $4.18M
SGOV	-2.84K - 10.19%	$100.35 - $100.71 $284K - $286K	25K $2.52M
ABBV	-10 - 0.15%	$170.16 - $206.27 $1.7K - $2.06K	6.88K $1.28M
PG	-8 - 0.08%	$157.66 - $172.39 $1.26K - $1.38K	9.69K $1.54M
XOM	-70 - 0.8%	$99.93 - $119.04 $7K - $8.33K	8.67K $934K
MCD	-18 - 0.4%	$285.55 - $321.23 $5.14K - $5.78K	4.46K $1.3M

Activity Summary All Purchases 51 New Holdings 11 Increased Positions 40 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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