Successful Portfolios LLC Incresed Positions in Q2 2025

Successful Portfolios LLC

  • $162 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
924
+ 9.03%
$498.8 - $620.9 $461K - $574K
11.2K $6.92M
VTI
Vanguard Total Stock Market Et

ETFs
636
+ 3.72%
$243.75 - $303.93 $155K - $193K
17.7K $5.39M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.59K
+ 9.27%
$77.74 - $78.78 $435K - $441K
65.9K $5.19M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.5%
$167.32 - $223.3 $10K - $13.4K
12.1K $2.65M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.22K
+ 5.17%
$55.54 - $69.09 $68K - $84.6K
24.9K $1.72M
SCHX
Schwab Strategic Tr Us Large C

ETFs
885
+ 1.07%
$19.6 - $24.44 $17.3K - $21.6K
83.6K $2.04M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.16%
$484.66 - $738.09 $969 - $1.48K
1.26K $926K
VXF
Vanguard Extended Market ETF

ETFs
430
+ 7.63%
$150.43 - $192.71 $64.7K - $82.9K
6.07K $1.17M
RTX
Raytheon Technologies Corp

Industrials
185
+ 2.36%
$113.75 - $148.48 $21K - $27.5K
8.01K $1.17M
VIG
Vanguard Dividend Appreciation

ETFs
711
+ 15.05%
N/A
5.43K $989K
QQQ
Invesco Qqq Trust, Series 1

ETFs
120
+ 21.9%
$416.06 - $551.64 $49.9K - $66.2K
668 $368K
VT
Vanguard Total World Stk Index

ETFs
40
+ 0.49%
$103.16 - $128.52 $4.13K - $5.14K
8.28K $1.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
611
+ 1.53%
$17.76 - $22.1 $10.9K - $13.5K
40.5K $894K
VGIT
Vanguard Intermediate Term Tre

ETFs
1K
+ 26.15%
$58.63 - $59.9 $58.6K - $59.9K
4.82K $288K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
35
+ 5.8%
$456.74 - $568.03 $16K - $19.9K
638 $362K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.41K
+ 2.37%
$24.54 - $25.07 $34.7K - $35.4K
61.2K $1.53M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 0.02%
$60.34 - $74.89 $60.3 - $74.9
6.53K $488K
GLD
Spdr Gold Trust

ETFs
50
+ 3.06%
$273.71 - $316.29 $13.7K - $15.8K
1.68K $513K
CSX
Csx Corp

Industrials
80
+ 0.66%
$26.69 - $32.91 $2.14K - $2.63K
12.2K $397K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.02%
$60.98 - $80.12 $61 - $80.1
4.85K $388K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.19%
$51.16 - $62.02 $563 - $682
5.66K $350K
BTG
B2 Gold Corp

Basic Materials
30
+ 0.15%
$2.64 - $3.77 $79.2 - $113
19.6K $70K
ARCC
Ares Capital Corp

Financial Services
690
+ 6.82%
$18.91 - $22.43 $13K - $15.5K
10.8K $237K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
46
+ 0.19%
$7.42 - $8.86 $341 - $408
24.4K $216K
ENB
Enbridge Inc

Energy
26
+ 0.43%
$41.09 - $47.16 $1.07K - $1.23K
6.12K $277K
RSG
Republic Services, Inc.

Industrials
1
+ 0.06%
$227.2 - $258.07 $227 - $258
1.63K $402K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
121
+ 0.8%
$102.02 - $103.5 $12.3K - $12.5K
15.2K $1.57M
SO
Southern CO

Utilities
1
+ 0.01%
$84.91 - $92.56 $84.9 - $92.6
8.32K $763K
ETR
Entergy Corp

Utilities
4
+ 0.14%
$79.01 - $86.61 $316 - $346
2.87K $238K
PSX
Phillips 66

Energy
2
+ 0.08%
$92.87 - $125.73 $186 - $251
2.65K $316K
PFE
Pfizer Inc

Healthcare
10
+ 0.07%
$21.59 - $24.84 $216 - $248
13.7K $333K
KO
Coca Cola CO

Consumer Defensive
1
+ 0.01%
$68.37 - $73.9 $68.4 - $73.9
17K $1.2M
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$64.11 - $75.0 $64.1 - $75
11.3K $781K
PAYX
Paychex Inc

Industrials
1
+ 0.04%
$137.01 - $159.78 $137 - $160
2.79K $406K
LLY
Eli Lilly & CO

Healthcare
32
+ 2.52%
$713.71 - $898.95 $22.8K - $28.8K
1.3K $1.01M
BP
Bp PLC

Energy
50
+ 0.53%
$26.11 - $33.81 $1.31K - $1.69K
9.43K $282K
CPB
Campbell Soup CO

Consumer Defensive
662
+ 9.7%
$30.65 - $39.9 $20.3K - $26.4K
7.49K $229K
CVX
Chevron Corp

Energy
63
+ 1.84%
$133.73 - $168.51 $8.42K - $10.6K
3.5K $500K
UNH
Unitedhealth Group Inc

Healthcare
216
+ 19.73%
$274.35 - $599.47 $59.3K - $129K
1.31K $408K
Activity Summary
Buys All Purchases 51 New Holdings 11 Increased Positions 40 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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