Successful Portfolios LLC Sells in Q2 2025

Successful Portfolios LLC

  • $162 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MTB
M&T Bank Corp

Financial Services
-5
- 0.38%
$156.58 - $193.99 $783 - $970
1.3K $251K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-29
- 1.59%
$97.68 - $121.38 $2.83K - $3.52K
1.79K $217K
ABT
Abbott Laboratories

Healthcare
-5
- 0.08%
$123.95 - $138.08 $620 - $690
6.33K $860K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-20
- 0.44%
$45.98 - $56.15 $920 - $1.12K
4.54K $254K
NSC
Norfolk Southern Corp

Industrials
-8
- 0.39%
$206.34 - $257.46 $1.65K - $2.06K
2.03K $519K
GLW
Corning Inc

Technology
-7
- 0.13%
$39.07 - $52.59 $273 - $368
5.4K $284K
CSCO
Cisco Systems, Inc.

Technology
-110
- 1.86%
$53.19 - $69.38 $5.85K - $7.63K
5.81K $403K
C
Citigroup Inc

Financial Services
-43
- 1.45%
$58.13 - $85.12 $2.5K - $3.66K
2.92K $248K
LHX
L3 Harris Technologies, Inc.

Industrials
-10
- 1.01%
$200.21 - $256.99 $2K - $2.57K
977 $245K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7
- 0.14%
$57.41 - $74.81 $402 - $524
4.85K $360K
BAC
Bank Of America Corp

Financial Services
-20
- 0.24%
$34.39 - $47.46 $688 - $949
8.34K $394K
EMR
Emerson Electric CO

Industrials
-5
- 0.24%
$94.15 - $133.33 $471 - $667
2.09K $278K
NEM
Newmont Corp

Basic Materials
-10
- 0.16%
$44.18 - $59.46 $442 - $595
6.2K $361K
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.45%
$462.22 - $707.75 $924 - $1.42K
441 $312K
XLF
Financial Sector Spdr

ETFs
-57
- 0.18%
$43.92 - $52.37 $2.5K - $2.99K
31.7K $1.66M
GE
General Electric CO

Industrials
-14
- 0.67%
$166.81 - $257.39 $2.34K - $3.6K
2.07K $533K
ORCL
Oracle Corp

Technology
-1
- 0.06%
$122.82 - $218.63 $123 - $219
1.62K $354K
JPM
Jpmorgan Chase & CO

Financial Services
-2
- 0.07%
$210.28 - $289.91 $421 - $580
2.89K $838K
HON
Honeywell International Inc

Industrials
-1
- 0.01%
$182.86 - $232.88 $183 - $233
7.97K $1.86M
PLTR
Palantir Technologies Inc.

Technology
-6
- 0.18%
$74.01 - $144.25 $444 - $866
3.35K $456K
XLI
Industrial Sector Spdr

ETFs
-24
- 0.21%
$116.42 - $147.52 $2.79K - $3.54K
11.4K $1.68M
GOOG
Alphabet Inc.

Communication Services
-7
- 0.08%
$146.58 - $180.01 $1.03K - $1.26K
9.31K $1.65M
GOOGL
Alphabet Inc.

Communication Services
-58
- 0.57%
$144.7 - $178.6 $8.39K - $10.4K
10.2K $1.79M
DIS
Walt Disney CO

Communication Services
-42
- 0.47%
$81.72 - $124.01 $3.43K - $5.21K
8.82K $1.09M
CEG
Constellation Energy Corp

Utilities
-5
- 0.23%
$170.96 - $322.76 $855 - $1.61K
2.12K $685K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.89K
- 3.17%
$19.1 - $23.83 $132K - $164K
211K $5.02M
AMD
Advanced Micro Devices Inc

Technology
-28
- 0.3%
$78.21 - $143.81 $2.19K - $4.03K
9.28K $1.32M
WMT
Walmart Inc.

Consumer Defensive
-104
- 0.2%
$81.79 - $99.98 $8.51K - $10.4K
52K $5.09M
XLK
Technology Sector Spdr

ETFs
-112
- 0.68%
$179.73 - $253.23 $20.1K - $28.4K
16.3K $4.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
-99
- 0.68%
$496.48 - $617.85 $49.2K - $61.2K
14.4K $8.88M
MSFT
Microsoft Corp

Technology
-18
- 0.14%
$354.56 - $497.45 $6.38K - $8.95K
12.5K $6.21M
NVDA
Nvidia Corp

Technology
-516
- 0.83%
$94.31 - $157.99 $48.7K - $81.5K
61.7K $9.76M
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
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