Successful Portfolios LLC Purchases in Q1 2025

Successful Portfolios LLC

  • $147 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.97K
+ 13.06%
$76.94 - $78.28 $536K - $546K
60.3K $4.72M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.66K
New
$56.63 - $59.39 $321K - $336K
5.66K $325K
GBIL
Goldman Sachs Access Treasury

ETFs
3.07K
+ 16.0%
$99.85 - $100.19 $307K - $308K
22.3K $2.23M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.37K
+ 9.31%
$100.34 - $100.68 $238K - $239K
27.8K $2.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.58K
New
$74.85 - $84.89 $193K - $219K
2.58K $212K
GLD
Spdr Gold Trust

ETFs
197
+ 13.71%
$243.19 - $288.14 $47.9K - $56.8K
1.63K $470K
SCHO
Schwab Short Term Us Treasury

ETFs
2.19K
+ 1.08%
$24.1 - $24.34 $52.9K - $53.4K
206K $5M
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
3.19K
+ 3.74%
$5.61 - $6.74 $17.9K - $21.5K
88.5K $582K
CVX
Chevron Corp

Energy
96
+ 2.88%
$146.71 - $167.97 $14.1K - $16.1K
3.43K $574K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
47
+ 0.2%
$58.01 - $64.46 $2.73K - $3.03K
23.7K $1.48M
LLY
Eli Lilly & CO

Healthcare
5
+ 0.4%
$725.72 - $929.72 $3.63K - $4.65K
1.27K $1.05M
GE
General Electric CO

Industrials
1
+ 0.05%
$168.59 - $212.13 $169 - $212
2.09K $417K
MO
Altria Group, Inc.

Consumer Defensive
48
+ 0.62%
$50.81 - $60.02 $2.44K - $2.88K
7.79K $467K
VGSH
Vanguard

ETFs
568
+ 1.19%
$58.07 - $58.69 $33K - $33.3K
48.5K $2.85M
GILD
Gilead Sciences, Inc.

Healthcare
17
+ 0.71%
$89.14 - $117.41 $1.52K - $2K
2.4K $269K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
430
+ 4.93%
$73.78 - $76.59 $31.7K - $32.9K
9.15K $698K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.03%
$92.12 - $108.98 $92.1 - $109
2.99K $325K
BP
Bp PLC

Energy
43
+ 0.46%
$29.93 - $35.31 $1.29K - $1.52K
9.38K $317K
PAYX
Paychex Inc

Industrials
1
+ 0.04%
$136.06 - $154.52 $136 - $155
2.79K $430K
SCHR
Schwab Intermediate Term Us Tr

ETFs
296
+ 0.5%
$24.05 - $24.86 $7.12K - $7.36K
59.7K $1.48M
COP
Conocophillips

Energy
1
+ 0.02%
$88.6 - $105.85 $88.6 - $106
6.17K $648K
VZ
Verizon Communications Inc

Communication Services
14
+ 0.23%
$37.81 - $46.49 $529 - $651
6.09K $276K
PPL
Ppl Corp

Utilities
49
+ 0.59%
$31.68 - $36.11 $1.55K - $1.77K
8.39K $302K
ETR
Entergy Corp

Utilities
4
+ 0.14%
$75.26 - $87.89 $301 - $352
2.86K $244K
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.02%
$158.56 - $176.26 $317 - $353
9.7K $1.65M
PSX
Phillips 66

Energy
1
+ 0.04%
$113.93 - $131.55 $114 - $132
2.65K $326K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 0.92%
$461.52 - $548.18 $4.62K - $5.48K
1.1K $573K
VIG
Vanguard Dividend Appreciation

ETFs
106
+ 2.3%
N/A
4.72K $860K
EBAY
Ebay Inc

Consumer Cyclical
2
+ 0.06%
$61.61 - $70.93 $123 - $142
3.25K $219K
XLV
Select Sector Spdr Fund Health

ETFs
20
+ 0.98%
$137.61 - $149.68 $2.75K - $2.99K
2.06K $298K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.03%
$225.19 - $279.95 $225 - $280
2.89K $709K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10
+ 0.3%
$87.68 - $94.52 $877 - $945
3.35K $310K
MBB
Ishares Tr

ETFs
16
+ 0.3%
$90.37 - $94.08 $1.45K - $1.51K
5.29K $495K
ENB
Enbridge Inc

Energy
28
+ 0.46%
$41.54 - $45.45 $1.16K - $1.27K
6.09K $269K
VGIT
Vanguard Intermediate Term Tre

ETFs
104
+ 2.8%
$57.44 - $59.4 $5.97K - $6.18K
3.82K $226K
BTG
B2 Gold Corp

Basic Materials
34
+ 0.17%
$2.3 - $3.3 $78.2 - $112
19.6K $56K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
70
+ 1.39%
$44.68 - $46.49 $3.13K - $3.25K
5.11K $236K
F
Ford Motor CO

Consumer Cyclical
215
+ 1.89%
$9.12 - $10.43 $1.96K - $2.24K
11.6K $116K
C
Citigroup Inc

Financial Services
1
+ 0.03%
$67.23 - $84.63 $67.2 - $84.6
2.97K $210K
EQR
Equity Residential

Real Estate
15
+ 0.47%
$66.98 - $75.02 $1K - $1.13K
3.23K $231K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
54
+ 0.22%
$8.38 - $8.86 $453 - $478
24.4K $204K
BHP
Bhp Group LTD

Basic Materials
22
+ 0.46%
$48.18 - $52.11 $1.06K - $1.15K
4.79K $232K
NEE
Nextera Energy Inc

Utilities
2
+ 0.02%
$66.96 - $76.16 $134 - $152
11.3K $797K
TY
Tri Continental Corp

Financial Services
8
+ 0.05%
$30.4 - $32.91 $243 - $263
15.6K $477K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
94
+ 1.69%
$57.21 - $65.8 $5.38K - $6.19K
5.64K $328K
TFC
Truist Financial Corp

Financial Services
7
+ 0.07%
$39.48 - $48.15 $276 - $337
10.4K $426K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2
+ 0.03%
$67.03 - $74.61 $134 - $149
6.53K $441K
UPS
United Parcel Service Inc

Industrials
113
+ 4.01%
$109.66 - $136.26 $12.4K - $15.4K
2.93K $322K
ORCL
Oracle Corp

Technology
15
+ 0.93%
$139.81 - $186.47 $2.1K - $2.8K
1.62K $226K
Activity Summary
Buys All Purchases 58 New Holdings 2 Increased Positions 56 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email