Successful Portfolios LLC Portfolio Holdings

Successful Portfolios LLC

  • $147 Million
  • Q1 2025

Successful Portfolios LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $8.1M, Nvidia Corp with a value of $6.75M, Ishares Core S&P 500 ETF with a value of $5.71M, Schwab Short Term Us Treasury with a value of $5M, and Vanguard Bd Index Fd Inc Short with a value of $4.72M.

Examining the 13F form we can see an decrease of $2.37M in the current position value, from $149M to 147M.

Below you can find more details about Successful Portfolios LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
ETFs: $68.4 Million
Technology: $22.2 Million
Consumer Defensive: $9.72 Million
Consumer Cyclical: $7.72 Million
Industrials: $7.32 Million
Healthcare: $7.24 Million
Financial Services: $7.16 Million
Communication Services: $5.66 Million
Other: $11.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$335B
$6.75 Million 4.6% of portfolio
62,265
Q1 2025 Added 0.02%
$3.42T
$4.69 Million 3.2% of portfolio
12,503
Q1 2025 Reduced 0.82%
$265B
$4.58 Million 3.12% of portfolio
52,141
Q1 2025 Added 0.01%
$3.32T
$4.54 Million 3.09% of portfolio
20,429
Q1 2025 Reduced 1.11%
$386B
$2.6 Million 1.77% of portfolio
7,093
Q1 2025 Added 0.06%
$31.9B
$2.5 Million 1.7% of portfolio
98,576
Q1 2025 Reduced 1.5%
$90.3B
$2.4 Million 1.64% of portfolio
19,707
Q3 2024 Reduced 0.38%
$2.08T
$2.29 Million 1.56% of portfolio
12,012
Q1 2025 Reduced 0.03%
$151B
$1.69 Million 1.15% of portfolio
7,970
Q1 2025 Added 1.27%
$393B
$1.65 Million 1.13% of portfolio
9,699
Q1 2025 Added 0.02%
$979B
$1.58 Million 1.08% of portfolio
10,238
Q1 2025 Reduced 0.43%
$1.01T
$1.46 Million 0.99% of portfolio
9,316
Q1 2025 Reduced 0.3%
$327B
$1.44 Million 0.98% of portfolio
6,890
Q4 2024 Reduced 2.78%
$235B
$1.4 Million 0.95% of portfolio
4,481
Q1 2025 Reduced 0.55%
$310B
$1.22 Million 0.83% of portfolio
17,024
Q4 2024 Added 0.01%
$437B
$1.04 Million 0.71% of portfolio
8,736
Q4 2024 Reduced 0.05%
$202B
$1.04 Million 0.71% of portfolio
7,829
Q1 2025 Reduced 1.9%
$183B
$956,000 0.65% of portfolio
9,311
Q1 2025 Reduced 3.2%
$143B
$929,000 0.63% of portfolio
6,402
Q1 2025 Reduced 1.54%
$205B
$874,000 0.6% of portfolio
8,857
Q1 2025 Reduced 1.76%
$237B
$840,000 0.57% of portfolio
6,335
Q1 2025 Reduced 0.39%
$146B
$797,000 0.54% of portfolio
11,250
Q1 2025 Added 0.02%
$402B
$798,000 0.54% of portfolio
4,812
Q1 2025 Reduced 0.54%
$98.9B
$764,000 0.52% of portfolio
8,314
Q4 2024 Added 0.01%
$1.43T
$722,000 0.49% of portfolio
1,253
Q4 2024 Added 0.16%
$779B
$709,000 0.48% of portfolio
2,894
Q1 2025 Added 0.03%
$96B
$663,000 0.45% of portfolio
2,867
Q4 2024 Reduced 0.1%
$114B
$648,000 0.44% of portfolio
6,172
Q1 2025 Added 0.02%
$182B
$645,000 0.44% of portfolio
4,308
Q1 2025 Reduced 1.93%
$198B
$610,000 0.42% of portfolio
6,805
Q1 2025 Reduced 0.09%
$169B
$606,000 0.41% of portfolio
44,481
Q4 2024 Added 0.01%
$0
$582,000 0.4% of portfolio
88,467
Q1 2025 Added 3.74%
$301B
$573,000 0.39% of portfolio
1,095
Q1 2025 Added 0.92%
$269B
$574,000 0.39% of portfolio
3,433
Q1 2025 Added 2.88%
$459B
$538,000 0.37% of portfolio
569
Q1 2025 Reduced 0.35%
$198B
$538,000 0.37% of portfolio
19,045
Q1 2025 Reduced 2.55%
$26.7B
$535,000 0.36% of portfolio
4,899
Q4 2023 Added 20.99%
$107B
$511,000 0.35% of portfolio
5,882
Q1 2025 Reduced 0.27%
$56.5B
$482,000 0.33% of portfolio
2,036
Q4 2024 Reduced 0.34%
$0
$477,000 0.33% of portfolio
15,613
Q1 2025 Added 0.05%
$107B
$467,000 0.32% of portfolio
7,794
Q1 2025 Added 0.62%
$0
$459,000 0.31% of portfolio
21,707
Q2 2024 Reduced 3.98%
$147B
$457,000 0.31% of portfolio
1,467
Q2 2024 Reduced 0.54%
$140B
$439,000 0.3% of portfolio
1,862
Q3 2024 Reduced 0.64%
$95.6B
$437,000 0.3% of portfolio
2,128
Q4 2024 Reduced 0.33%
$56.8B
$430,000 0.29% of portfolio
2,793
Q1 2025 Added 0.04%
$54B
$426,000 0.29% of portfolio
10,361
Q1 2025 Added 0.07%
$71.6B
$421,000 0.29% of portfolio
1,220
Q1 2025 Reduced 1.37%
$257B
$417,000 0.28% of portfolio
2,085
Q1 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $147 Million
  • Prior Value $149 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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