Successful Portfolios LLC Reduced Holdings in Q2 2025

Successful Portfolios LLC

  • $162 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-46
- 0.23%
$172.42 - $223.89 $7.93K - $10.3K
20.4K $4.18M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.84K
- 10.19%
$100.35 - $100.71 $284K - $286K
25K $2.52M
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.15%
$170.16 - $206.27 $1.7K - $2.06K
6.88K $1.28M
PG
Procter & Gamble CO

Consumer Defensive
-8
- 0.08%
$157.66 - $172.39 $1.26K - $1.38K
9.69K $1.54M
XOM
Exxon Mobil Corp

Energy
-70
- 0.8%
$99.93 - $119.04 $7K - $8.33K
8.67K $934K
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 0.4%
$285.55 - $321.23 $5.14K - $5.78K
4.46K $1.3M
SCHO
Schwab Short Term Us Treasury

ETFs
-4.09K
- 1.99%
$24.19 - $24.45 $98.8K - $99.9K
201K $4.91M
GBIL
Goldman Sachs Access Treasury

ETFs
-839
- 3.77%
$99.83 - $100.19 $83.8K - $84.1K
21.4K $2.15M
DUK
Duke Energy Corp

Utilities
-6
- 0.03%
$112.46 - $124.05 $675 - $744
19.7K $2.32M
MRK
Merck & Co., Inc.

Healthcare
-50
- 0.73%
$73.47 - $87.12 $3.67K - $4.36K
6.76K $534K
JNJ
Johnson & Johnson

Healthcare
-24
- 0.5%
$146.36 - $159.82 $3.51K - $3.84K
4.79K $731K
PPL
Ppl Corp

Utilities
-690
- 8.23%
$33.45 - $36.5 $23.1K - $25.2K
7.7K $260K
XLV
Select Sector Spdr Fund Health

ETFs
-90
- 4.36%
$128.77 - $144.3 $11.6K - $13K
1.97K $265K
AJG
Arthur J. Gallagher & Co.

Financial Services
-4
- 0.33%
$310.86 - $348.77 $1.24K - $1.4K
1.22K $389K
UPS
United Parcel Service Inc

Industrials
-41
- 1.4%
$91.92 - $110.2 $3.77K - $4.52K
2.89K $291K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-466
- 3.14%
$24.32 - $27.87 $11.3K - $13K
14.4K $380K
SONY
Sony Group Corp

Technology
-3.4K
- 3.45%
$21.24 - $26.88 $72.2K - $91.4K
95.2K $2.48M
VZ
Verizon Communications Inc

Communication Services
-254
- 4.17%
$41.67 - $45.62 $10.6K - $11.6K
5.84K $252K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-687
- 4.33%
$29.07 - $29.38 $20K - $20.2K
15.2K $444K
MO
Altria Group, Inc.

Consumer Defensive
-127
- 1.63%
$55.56 - $60.91 $7.06K - $7.74K
7.67K $449K
CMCSA
Comcast Corp

Communication Services
-278
- 4.66%
$32.84 - $36.72 $9.13K - $10.2K
5.68K $202K
EQR
Equity Residential

Real Estate
-32
- 0.99%
$61.82 - $71.72 $1.98K - $2.3K
3.2K $215K
EXC
Exelon Corp

Utilities
-14
- 0.24%
$42.2 - $47.37 $591 - $663
5.84K $253K
SHEL
Shell PLC

Energy
-97
- 2.61%
$59.75 - $73.05 $5.8K - $7.09K
3.62K $255K
APD
Air Products & Chemicals, Inc.

Basic Materials
-10
- 1.08%
$248.61 - $294.96 $2.49K - $2.95K
915 $258K
LEN
Lennar Corp

Consumer Cyclical
-23
- 0.91%
$102.76 - $115.66 $2.36K - $2.66K
2.5K $276K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-377
- 1.64%
$49.57 - $50.27 $18.7K - $19K
22.6K $1.14M
WM
Waste Management Inc

Industrials
-9
- 0.31%
$216.47 - $242.1 $1.95K - $2.18K
2.86K $653K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-92
- 1.22%
$96.84 - $99.46 $8.91K - $9.15K
7.44K $738K
GILD
Gilead Sciences, Inc.

Healthcare
-5
- 0.21%
$96.91 - $113.0 $485 - $565
2.4K $265K
TIP
Ishares Tr Tips Bd ETF

ETFs
-20
- 0.72%
$107.93 - $110.97 $2.16K - $2.22K
2.77K $304K
MUB
Ishares National Muni Bond ETF

ETFs
-25
- 1.18%
$102.31 - $105.8 $2.56K - $2.65K
2.09K $217K
BHP
Bhp Group LTD

Basic Materials
-16
- 0.33%
$40.22 - $50.88 $644 - $814
4.78K $229K
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 0.17%
$335.24 - $380.78 $4.02K - $4.57K
7.08K $2.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-66
- 1.29%
$45.2 - $46.6 $2.98K - $3.08K
5.05K $233K
MBB
Ishares Tr

ETFs
-21
- 0.4%
$91.41 - $94.22 $1.92K - $1.98K
5.27K $494K
BIGZ
Black Rock Innovation & Growth Trust
-25
- 0.18%
N/A
13.6K $89K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-30
- 0.9%
$85.42 - $94.39 $2.56K - $2.83K
3.32K $311K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-18
- 0.23%
$72.02 - $73.82 $1.3K - $1.33K
7.79K $573K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-10
- 0.16%
$45.12 - $46.23 $451 - $462
6.05K $279K
T
At&T Inc.

Communication Services
-375
- 1.97%
$26.33 - $28.94 $9.87K - $10.9K
18.7K $540K
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.21%
$276.76 - $326.81 $554 - $654
953 $293K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-21
- 0.08%
$4.93 - $5.9 $104 - $124
27.6K $159K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1
- 0.01%
$75.05 - $77.34 $75.1 - $77.3
9.15K $707K
F
Ford Motor CO

Consumer Cyclical
-3
- 0.03%
$8.69 - $10.85 $26.1 - $32.6
11.6K $125K
MMM
3 M CO

Industrials
-1
- 0.04%
$126.09 - $154.15 $126 - $154
2.53K $384K
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 2.11%
$908.13 - $1056.85 $10.9K - $12.7K
557 $551K
TY
Tri Continental Corp

Financial Services
-51
- 0.33%
$27.37 - $31.84 $1.4K - $1.62K
15.6K $492K
TFC
Truist Financial Corp

Financial Services
-67
- 0.65%
$34.79 - $42.99 $2.33K - $2.88K
10.3K $442K
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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