Successful Portfolios LLC Reduced Holdings in Q1 2025

Successful Portfolios LLC

  • $147 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-230
- 1.11%
$209.68 - $247.1 $48.2K - $56.8K
20.4K $4.54M
MSFT
Microsoft Corp

Technology
-103
- 0.82%
$375.39 - $447.2 $38.7K - $46.1K
12.5K $4.69M
XLK
Technology Sector Spdr

ETFs
-60
- 0.36%
$206.38 - $242.18 $12.4K - $14.5K
16.4K $3.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
-20
- 0.14%
$551.42 - $612.93 $11K - $12.3K
14.5K $8.1M
GOOGL
Alphabet Inc.

Communication Services
-44
- 0.43%
$154.33 - $206.19 $6.79K - $9.07K
10.2K $1.58M
AMZN
Amazon Com Inc

Consumer Cyclical
-4
- 0.03%
$190.26 - $242.06 $761 - $968
12K $2.29M
GOOG
Alphabet Inc.

Communication Services
-28
- 0.3%
$156.06 - $207.71 $4.37K - $5.82K
9.32K $1.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.19K
- 0.54%
$21.23 - $23.75 $25.3K - $28.3K
218K $4.67M
AMD
Advanced Micro Devices Inc

Technology
-308
- 3.2%
$96.63 - $129.55 $29.8K - $39.9K
9.31K $956K
DIS
Walt Disney CO

Communication Services
-159
- 1.76%
$96.87 - $114.0 $15.4K - $18.1K
8.86K $874K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-40
- 0.82%
$65.15 - $91.81 $2.61K - $3.67K
4.86K $317K
MRK
Merck & Co., Inc.

Healthcare
-6
- 0.09%
$83.01 - $101.02 $498 - $606
6.81K $610K
EMR
Emerson Electric CO

Industrials
-200
- 8.71%
$108.64 - $131.17 $21.7K - $26.2K
2.1K $229K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-151
- 3.21%
$47.79 - $59.89 $7.22K - $9.04K
4.56K $228K
IWM
Ishares Russell 2000 ETF

ETFs
-90
- 5.51%
$198.1 - $229.79 $17.8K - $20.7K
1.54K $309K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 3.52%
$468.34 - $539.52 $9.37K - $10.8K
548 $256K
ISRG
Intuitive Surgical Inc

Healthcare
-30
- 4.75%
$476.63 - $610.45 $14.3K - $18.3K
602 $298K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-663
- 4.2%
$100.59 - $103.47 $66.7K - $68.6K
15.1K $1.56M
VT
Vanguard Total World Stk Index

ETFs
-75
- 0.9%
$115.08 - $123.97 $8.63K - $9.3K
8.24K $954K
PEP
Pepsico Inc

Consumer Defensive
-85
- 1.93%
$142.64 - $156.42 $12.1K - $13.3K
4.31K $645K
XLI
Industrial Sector Spdr

ETFs
-21
- 0.18%
$128.78 - $141.67 $2.7K - $2.98K
11.4K $1.49M
BAC
Bank Of America Corp

Financial Services
-35
- 0.42%
$39.61 - $47.74 $1.39K - $1.67K
8.36K $348K
BIGZ
Black Rock Innovation & Growth Trust
-1K
- 6.85%
$6.4 - $8.25 $6.4K - $8.25K
13.6K $89K
PFE
Pfizer Inc

Healthcare
-45
- 0.33%
$25.01 - $27.13 $1.13K - $1.22K
13.7K $348K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-45
- 2.41%
$108.02 - $120.45 $4.86K - $5.42K
1.82K $198K
MTB
M&T Bank Corp

Financial Services
-5
- 0.38%
$170.47 - $201.98 $852 - $1.01K
1.3K $233K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-568
- 3.46%
$28.92 - $29.24 $16.4K - $16.6K
15.9K $463K
GLW
Corning Inc

Technology
-20
- 0.37%
$44.91 - $54.25 $898 - $1.09K
5.41K $247K
INTU
Intuit Inc

Technology
-7
- 1.96%
$555.63 - $630.23 $3.89K - $4.41K
351 $215K
CMCSA
Comcast Corp

Communication Services
-5
- 0.08%
$33.19 - $38.23 $166 - $191
5.96K $219K
FCX
Freeport Mcmoran Inc

Basic Materials
-42
- 0.45%
$34.5 - $43.01 $1.45K - $1.81K
9.21K $348K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-232
- 1.54%
$27.01 - $28.54 $6.27K - $6.62K
14.8K $409K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-161
- 2.09%
$95.85 - $99.25 $15.4K - $16K
7.53K $743K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-33
- 0.54%
$44.72 - $46.25 $1.48K - $1.53K
6.06K $278K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6
- 0.07%
$51.52 - $52.37 $309 - $314
8.49K $444K
WFC
Wells Fargo & Company

Financial Services
-24
- 0.49%
$66.78 - $81.42 $1.6K - $1.95K
4.84K $347K
XLE
Energy Sector Spdr

ETFs
-200
- 5.38%
$85.7 - $93.96 $17.1K - $18.8K
3.52K $325K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.35%
$890.62 - $1076.86 $1.78K - $2.15K
569 $538K
MU
Micron Technology Inc

Technology
-16
- 0.27%
$86.89 - $109.38 $1.39K - $1.75K
5.88K $511K
BMY
Bristol Myers Squibb CO

Healthcare
-78
- 1.55%
$53.9 - $63.11 $4.2K - $4.92K
4.96K $302K
PLTR
Palantir Technologies Inc.

Technology
-38
- 1.12%
$64.98 - $124.62 $2.47K - $4.74K
3.36K $283K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-101
- 0.44%
$48.43 - $49.9 $4.89K - $5.04K
23K $1.15M
SHEL
Shell PLC

Energy
-1
- 0.03%
$62.84 - $73.29 $62.8 - $73.3
3.72K $270K
AZO
Autozone Inc

Consumer Cyclical
-2
- 2.33%
$3193.96 - $3828.11 $6.39K - $7.66K
84 $320K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-507
- 1.26%
$18.36 - $20.51 $9.31K - $10.4K
39.9K $795K
RSG
Republic Services, Inc.

Industrials
-16
- 0.97%
$200.09 - $242.16 $3.2K - $3.87K
1.63K $395K
NEM
Newmont Corp

Basic Materials
-10
- 0.16%
$37.79 - $48.39 $378 - $484
6.21K $299K
AJG
Arthur J. Gallagher & Co.

Financial Services
-17
- 1.37%
$275.89 - $345.24 $4.69K - $5.87K
1.22K $421K
T
At&T Inc.

Communication Services
-499
- 2.55%
$21.56 - $28.28 $10.8K - $14.1K
19K $538K
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
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