Successful Portfolios LLC Purchases and Sells in Q4 2025

Successful Portfolios LLC

$192 Million
Q4 2025

Top Buys

Incresed Positions

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	16K + 98.54%	$278.39 - $304.13 $4.47M - $4.88M	32.3K $9.31M
BSV	21.4K + 27.43%	$78.65 - $79.19 $1.68M - $1.69M	99.3K $7.82M
IVV	1.48K + 12.46%	$656.2 - $690.71 $971K - $1.02M	13.4K $9.02M
DIA	1.8K + 180.0%	$454.87 - $482.76 $819K - $869K	2.8K $1.32M
XLE	7.84K + 206.73%	$85.22 - $92.02 $668K - $721K	11.6K $1.07M
SGOV	5.78K + 23.39%	$100.37 - $100.72 $580K - $582K	30.5K $3.07M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VLY	164K New	$9.72 - $11.19 $1.59M - $1.83M	164K $1.77M
IBKR	20.3K New	$64.77 - $73.08 $1.31M - $1.48M	20.3K $1.34M
BRK-B	1.73K New	$475.68 - $513.11 $824K - $889K	1.73K $881K
ASGI	40.5K New	$20.34 - $21.65 $823K - $876K	40.5K $839K
IBM	1.69K New	$275.97 - $314.98 $466K - $532K	1.69K $501K
FITB	8.74K New	$40.36 - $44.41 $353K - $388K	8.74K $372K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUK	-4.25K - 21.62%	$121.57 - $129.03 $517K - $549K	15.4K $1.93M
NVDA	-1.68K - 5.46%	$179.83 - $207.04 $302K - $347K	29K $5.42M
COP	-1.54K - 24.54%	$85.66 - $95.46 $132K - $147K	4.73K $419K
DIS	-246 - 2.76%	$105.69 - $116.65 $26K - $28.7K	8.67K $916K
T	-283 - 1.58%	$24.44 - $27.55 $6.92K - $7.8K	17.6K $448K
XLF	-131 - 0.41%	$51.76 - $53.77 $6.78K - $7.04K	31.6K $1.66M

Activity Summary All Purchases 133 New Holdings 25 Increased Positions 108 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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