Successful Portfolios LLC Sells in Q4 2024

Successful Portfolios LLC

  • $149 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-89
- 0.92%
$118.88 - $172.8 $10.6K - $15.4K
9.62K $1.16M
AMAT
Applied Materials Inc

Technology
-18
- 0.28%
$161.44 - $213.89 $2.91K - $3.85K
6.5K $1.06M
ABBV
Abb Vie Inc.

Healthcare
-197
- 2.78%
$164.99 - $203.87 $32.5K - $40.2K
6.89K $1.22M
NEE
Nextera Energy Inc

Utilities
-22
- 0.2%
$69.77 - $85.43 $1.53K - $1.88K
11.2K $806K
MSFT
Microsoft Corp

Technology
-48
- 0.38%
$406.35 - $454.46 $19.5K - $21.8K
12.6K $5.31M
LEN
Lennar Corp

Consumer Cyclical
-10
- 0.39%
$136.2 - $188.96 $1.36K - $1.89K
2.52K $344K
JNJ
Johnson & Johnson

Healthcare
-46
- 0.94%
$143.34 - $165.86 $6.59K - $7.63K
4.84K $699K
XOM
Exxon Mobil Corp

Energy
-4
- 0.05%
$105.51 - $125.37 $422 - $501
8.74K $939K
VT
Vanguard Total World Stk Index

ETFs
-541
- 6.11%
$117.09 - $123.07 $63.3K - $66.6K
8.32K $977K
CEG
Constellation Energy Corp

Utilities
-7
- 0.33%
$224.28 - $285.52 $1.57K - $2K
2.13K $478K
CPB
Campbell Soup CO

Consumer Defensive
-464
- 6.36%
$41.42 - $48.71 $19.2K - $22.6K
6.83K $285K
PG
Procter & Gamble CO

Consumer Defensive
-45
- 0.46%
$161.05 - $179.7 $7.25K - $8.09K
9.7K $1.63M
PSX
Phillips 66

Energy
-55
- 2.04%
$110.35 - $138.93 $6.07K - $7.64K
2.65K $301K
GE
General Electric CO

Industrials
-34
- 1.61%
$159.95 - $194.23 $5.44K - $6.6K
2.08K $347K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-522
- 2.21%
$48.33 - $49.08 $25.2K - $25.6K
23.1K $1.12M
XLI
Industrial Sector Spdr

ETFs
-18
- 0.16%
$131.76 - $143.99 $2.37K - $2.59K
11.4K $1.51M
JEQ
Aberdeen Japan Equity Fund, Inc.

Financial Services
-396
- 0.46%
$5.65 - $6.29 $2.24K - $2.49K
85.3K $490K
PFE
Pfizer Inc

Healthcare
-363
- 2.57%
$24.8 - $30.19 $9K - $11K
13.8K $365K
VZ
Verizon Communications Inc

Communication Services
-264
- 4.16%
$39.6 - $45.21 $10.5K - $11.9K
6.08K $243K
UPS
United Parcel Service Inc

Industrials
-70
- 2.42%
$122.65 - $138.35 $8.59K - $9.68K
2.82K $355K
INTC
Intel Corp

Technology
-85
- 0.82%
$19.07 - $26.23 $1.62K - $2.23K
10.3K $205K
IQI
Invesco Quality Municipal Income Trust

Financial Services
-2.48K
- 18.6%
$9.59 - $10.5 $23.7K - $26K
10.8K $106K
NSC
Norfolk Southern Corp

Industrials
-7
- 0.34%
$230.6 - $277.0 $1.61K - $1.94K
2.04K $477K
MUB
Ishares National Muni Bond ETF

ETFs
-225
- 9.64%
$105.78 - $108.7 $23.8K - $24.5K
2.11K $224K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-302
- 3.43%
$51.54 - $52.55 $15.6K - $15.9K
8.49K $439K
EXC
Exelon Corp

Utilities
-158
- 2.63%
$36.22 - $40.97 $5.72K - $6.47K
5.86K $220K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-1.32K
- 4.56%
$5.23 - $5.8 $6.9K - $7.66K
27.6K $146K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-481
- 2.84%
$28.88 - $29.33 $13.9K - $14.1K
16.4K $476K
ABT
Abbott Laboratories

Healthcare
-128
- 1.97%
$111.93 - $119.39 $14.3K - $15.3K
6.36K $719K
WM
Waste Management Inc

Industrials
-3
- 0.1%
$201.79 - $228.46 $605 - $685
2.87K $578K
BTG
B2 Gold Corp

Basic Materials
-123
- 0.63%
$2.42 - $3.47 $298 - $427
19.6K $47K
EBAY
Ebay Inc

Consumer Cyclical
-22
- 0.67%
$57.51 - $67.17 $1.27K - $1.48K
3.24K $200K
EQR
Equity Residential

Real Estate
-28
- 0.86%
$69.12 - $77.48 $1.94K - $2.17K
3.21K $230K
XLE
Energy Sector Spdr

ETFs
-20
- 0.53%
$83.32 - $97.27 $1.67K - $1.95K
3.72K $318K
F
Ford Motor CO

Consumer Cyclical
-134
- 1.17%
$9.69 - $11.4 $1.3K - $1.53K
11.4K $112K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-1.04K
- 3.76%
$9.1 - $9.51 $9.42K - $9.84K
26.5K $246K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-78
- 4.02%
$111.85 - $120.71 $8.72K - $9.42K
1.86K $214K
PM
Philip Morris International Inc.

Consumer Defensive
-14
- 0.64%
$118.38 - $133.06 $1.66K - $1.86K
2.18K $262K
BIGZ
Black Rock Innovation & Growth Trust
-200
- 1.35%
$7.43 - $8.08 $1.49K - $1.62K
14.6K $108K
IWM
Ishares Russell 2000 ETF

ETFs
-2
- 0.12%
$216.13 - $242.4 $432 - $485
1.63K $361K
AJG
Arthur J. Gallagher & Co.

Financial Services
-5
- 0.4%
$278.49 - $315.16 $1.39K - $1.58K
1.24K $351K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-89
- 1.86%
$55.73 - $66.16 $4.96K - $5.89K
4.71K $283K
ENB
Enbridge Inc

Energy
-57
- 0.93%
$40.4 - $43.92 $2.3K - $2.5K
6.06K $257K
PAYX
Paychex Inc

Industrials
-61
- 2.14%
$135.86 - $148.73 $8.29K - $9.07K
2.79K $391K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4
- 0.7%
$481.22 - $538.17 $1.92K - $2.15K
568 $290K
ADP
Automatic Data Processing Inc

Industrials
-11
- 1.14%
$280.08 - $307.97 $3.08K - $3.39K
955 $279K
GLW
Corning Inc

Technology
-5
- 0.09%
$44.11 - $49.76 $221 - $249
5.43K $258K
GILD
Gilead Sciences, Inc.

Healthcare
-20
- 0.83%
$83.95 - $97.9 $1.68K - $1.96K
2.39K $220K
CSCO
Cisco Systems, Inc.

Technology
-100
- 1.66%
$52.45 - $60.02 $5.25K - $6K
5.92K $350K
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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