Successful Portfolios LLC Purchases in Q4 2024

Successful Portfolios LLC

  • $149 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.76K
+ 22.4%
$77.02 - $78.58 $752K - $767K
53.4K $4.12M
VTI
Vanguard Total Stock Market Et

ETFs
1.95K
+ 12.89%
$280.04 - $302.45 $546K - $589K
17.1K $4.94M
IVV
Ishares Core S&P 500 ETF

ETFs
539
+ 5.78%
$570.51 - $610.59 $308K - $329K
9.86K $5.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.21K
+ 19.8%
$100.16 - $100.7 $421K - $424K
25.4K $2.55M
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.17%
$180.88 - $232.93 $3.62K - $4.66K
12K $2.64M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.93K
+ 82.08%
$74.5 - $78.37 $293K - $308K
8.72K $651K
PLTR
Palantir Technologies Inc.

Technology
3.39K
New
$36.46 - $82.38 $124K - $280K
3.39K $256K
GBIL
Goldman Sachs Access Treasury

ETFs
2.4K
+ 14.27%
$99.85 - $100.22 $239K - $240K
19.2K $1.92M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.54K
New
$91.29 - $91.8 $232K - $233K
2.54K $232K
ARCC
Ares Capital Corp

Financial Services
10.1K
New
$20.74 - $22.27 $210K - $225K
10.1K $221K
ETR
Entergy Corp

Utilities
2.86K
New
$73.19 - $156.4 $209K - $447K
2.86K $216K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.72K
New
$57.78 - $60.4 $215K - $225K
3.72K $215K
C
Citigroup Inc

Financial Services
2.97K
New
$61.31 - $72.5 $182K - $215K
2.97K $208K
VGSH
Vanguard

ETFs
4.09K
+ 9.33%
$58.02 - $58.88 $237K - $241K
47.9K $2.79M
SONY
Sony Group Corp

Technology
80.1K
+ 400.51%
$17.53 - $96.8 $1.4M - $7.75M
100K $2.12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
147K
+ 202.81%
$22.01 - $66.82 $3.23M - $9.79M
219K $4.97M
VXF
Vanguard Extended Market ETF

ETFs
600
+ 12.47%
$179.17 - $207.15 $108K - $124K
5.41K $1.03M
SCHX
Schwab Strategic Tr Us Large C

ETFs
56K
+ 217.66%
$22.4 - $68.28 $1.25M - $3.82M
81.7K $1.89M
COP
Conocophillips

Energy
1.51K
+ 32.42%
$95.12 - $114.72 $144K - $173K
6.17K $611K
XLF
Financial Sector Spdr

ETFs
48
+ 0.15%
$44.89 - $51.34 $2.15K - $2.46K
31.8K $1.54M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6
+ 0.01%
$9.95 - $12.23 $59.7 - $73.4
44.5K $521K
BAC
Bank Of America Corp

Financial Services
100
+ 1.21%
$39.22 - $47.77 $3.92K - $4.78K
8.4K $368K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 3.07%
$873.59 - $994.69 $14.9K - $16.9K
571 $523K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
413
+ 2.69%
$100.24 - $101.35 $41.4K - $41.9K
15.8K $1.59M
T
At&T Inc.

Communication Services
515
+ 2.71%
$21.22 - $23.88 $10.9K - $12.3K
19.5K $445K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
230
+ 3.65%
$69.3 - $74.3 $15.9K - $17.1K
6.53K $466K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.06%
$51.92 - $59.94 $156 - $180
5.04K $284K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.16%
$554.08 - $632.68 $1.11K - $1.27K
1.25K $739K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
513
+ 11.33%
$45.17 - $47.23 $23.2K - $24.2K
5.04K $228K
BP
Bp PLC

Energy
985
+ 11.79%
$28.16 - $33.14 $27.7K - $32.6K
9.34K $276K
SCHR
Schwab Intermediate Term Us Tr

ETFs
31.2K
+ 110.34%
$24.19 - $50.58 $754K - $1.58M
59.4K $1.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 1.52%
$521.84 - $558.82 $4.7K - $5.03K
603 $324K
MO
Altria Group, Inc.

Consumer Defensive
21
+ 0.27%
$49.06 - $57.74 $1.03K - $1.21K
7.75K $405K
VIG
Vanguard Dividend Appreciation

ETFs
46
+ 1.01%
N/A
4.62K $840K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
129
+ 2.38%
$61.68 - $67.87 $7.96K - $8.76K
5.55K $345K
TFC
Truist Financial Corp

Financial Services
6
+ 0.06%
$41.51 - $48.1 $249 - $289
10.4K $449K
TY
Tri Continental Corp

Financial Services
593
+ 3.95%
$31.01 - $34.67 $18.4K - $20.6K
15.6K $494K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
81
+ 2.48%
$88.59 - $94.57 $7.18K - $7.66K
3.34K $296K
CMCSA
Comcast Corp

Communication Services
560
+ 10.36%
$37.39 - $45.14 $20.9K - $25.3K
5.97K $223K
PPL
Ppl Corp

Utilities
48
+ 0.58%
$31.47 - $35.0 $1.51K - $1.68K
8.34K $270K
BND
Vanguard Bd Index Fd Inc Total

ETFs
231
+ 3.05%
$71.75 - $75.11 $16.6K - $17.4K
7.81K $561K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
45
+ 0.74%
$45.07 - $47.1 $2.03K - $2.12K
6.09K $275K
SHEL
Shell PLC

Energy
1
+ 0.03%
$60.63 - $70.23 $60.6 - $70.2
3.72K $233K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10K
+ 198.53%
$26.93 - $84.95 $270K - $851K
15.1K $411K
MBB
Ishares Tr

ETFs
69
+ 1.33%
$91.26 - $95.82 $6.3K - $6.61K
5.27K $483K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
603
+ 9.6%
$33.77 - $44.09 $20.4K - $26.6K
6.88K $233K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
39
+ 0.16%
$8.36 - $9.06 $326 - $353
24.3K $204K
XLV
Select Sector Spdr Fund Health

ETFs
75
+ 3.81%
$136.28 - $154.74 $10.2K - $11.6K
2.04K $280K
PEP
Pepsico Inc

Consumer Defensive
275
+ 6.68%
$151.29 - $176.1 $41.6K - $48.4K
4.39K $667K
Activity Summary
Buys All Purchases 63 New Holdings 7 Increased Positions 56 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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