Successful Portfolios LLC Portfolio Holdings

Successful Portfolios LLC

  • $162 Million
  • Q2 2025

Successful Portfolios LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.76M, Spdr S&P 500 ETF Trust with a value of $8.88M, Ishares Core S&P 500 ETF with a value of $6.92M, Microsoft Corp with a value of $6.21M, and Vanguard Total Stock Market Et with a value of $5.39M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $147M to 162M.

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

Portfolio value $162 Million
ETFs: $75 Million
Technology: $28.1 Million
Consumer Defensive: $10 Million
Consumer Cyclical: $8.24 Million
Financial Services: $7.95 Million
Industrials: $7.85 Million
Healthcare: $6.67 Million
Communication Services: $6.46 Million
Other: $11.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$9.76 Million 6.04% of portfolio
61,749
Q2 2025 Reduced 0.83%
$3.8T
$6.21 Million 3.85% of portfolio
12,485
Q2 2025 Reduced 0.14%
$283B
$5.09 Million 3.15% of portfolio
52,037
Q2 2025 Reduced 0.2%
$3.84T
$4.18 Million 2.59% of portfolio
20,383
Q2 2025 Reduced 0.23%
$2.36T
$2.65 Million 1.64% of portfolio
12,072
Q2 2025 Added 0.5%
$427B
$2.6 Million 1.61% of portfolio
7,081
Q2 2025 Reduced 0.17%
$36.1B
$2.48 Million 1.53% of portfolio
95,176
Q2 2025 Reduced 3.45%
$93.2B
$2.32 Million 1.44% of portfolio
19,701
Q2 2025 Reduced 0.03%
$142B
$1.86 Million 1.15% of portfolio
7,969
Q2 2025 Reduced 0.01%
$1.5T
$1.79 Million 1.11% of portfolio
10,180
Q2 2025 Reduced 0.57%
$1.52T
$1.65 Million 1.02% of portfolio
9,309
Q2 2025 Reduced 0.08%
$380B
$1.54 Million 0.96% of portfolio
9,691
Q2 2025 Reduced 0.08%
$257B
$1.32 Million 0.82% of portfolio
9,283
Q2 2025 Reduced 0.3%
$224B
$1.3 Million 0.81% of portfolio
4,463
Q2 2025 Reduced 0.4%
$390B
$1.28 Million 0.79% of portfolio
6,880
Q2 2025 Reduced 0.15%
$290B
$1.2 Million 0.75% of portfolio
17,025
Q2 2025 Added 0.01%
$233B
$1.17 Million 0.72% of portfolio
8,014
Q2 2025 Added 2.36%
$212B
$1.09 Million 0.68% of portfolio
8,815
Q2 2025 Reduced 0.47%
$722B
$1.01 Million 0.63% of portfolio
1,301
Q2 2025 Added 2.52%
$480B
$934,000 0.58% of portfolio
8,666
Q2 2025 Reduced 0.8%
$1.75T
$926,000 0.57% of portfolio
1,255
Q2 2025 Added 0.16%
$235B
$860,000 0.53% of portfolio
6,330
Q2 2025 Reduced 0.08%
$914B
$838,000 0.52% of portfolio
2,892
Q2 2025 Reduced 0.07%
$138B
$781,000 0.48% of portfolio
11,251
Q2 2025 Added 0.01%
$99.8B
$763,000 0.47% of portfolio
8,315
Q2 2025 Added 0.01%
$463B
$731,000 0.45% of portfolio
4,788
Q2 2025 Reduced 0.5%
$174B
$724,000 0.45% of portfolio
5,882
Q1 2025 Reduced 0.27%
$106B
$685,000 0.42% of portfolio
2,123
Q2 2025 Reduced 0.23%
$0
$667,000 0.41% of portfolio
88,467
Q1 2025 Added 3.74%
$88.5B
$653,000 0.4% of portfolio
2,858
Q2 2025 Reduced 0.31%
$192B
$610,000 0.38% of portfolio
44,481
Q4 2024 Added 0.01%
$195B
$568,000 0.35% of portfolio
4,308
Q1 2025 Reduced 1.93%
$426B
$551,000 0.34% of portfolio
557
Q2 2025 Reduced 2.11%
$119B
$553,000 0.34% of portfolio
6,172
Q1 2025 Added 0.02%
$25.7B
$557,000 0.34% of portfolio
4,899
Q4 2023 Added 20.99%
$206B
$534,000 0.33% of portfolio
6,755
Q2 2025 Reduced 0.73%
$316B
$533,000 0.33% of portfolio
2,071
Q2 2025 Reduced 0.67%
$211B
$540,000 0.33% of portfolio
18,670
Q2 2025 Reduced 1.97%
$64.4B
$519,000 0.32% of portfolio
2,028
Q2 2025 Reduced 0.39%
$313B
$500,000 0.31% of portfolio
3,496
Q2 2025 Added 1.84%
$0
$492,000 0.3% of portfolio
15,562
Q2 2025 Reduced 0.33%
$0
$475,000 0.29% of portfolio
21,707
Q2 2024 Reduced 3.98%
$117B
$449,000 0.28% of portfolio
7,667
Q2 2025 Reduced 1.63%
$336B
$456,000 0.28% of portfolio
3,350
Q2 2025 Reduced 0.18%
$134B
$428,000 0.27% of portfolio
1,862
Q3 2024 Reduced 0.64%
$60.2B
$442,000 0.27% of portfolio
10,294
Q2 2025 Reduced 0.65%
$147B
$409,000 0.25% of portfolio
1,467
Q2 2024 Reduced 0.54%
$47.6B
$406,000 0.25% of portfolio
2,794
Q2 2025 Added 0.04%
$278B
$403,000 0.25% of portfolio
5,809
Q2 2025 Reduced 1.86%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $162 Million
  • Prior Value $147 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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