Successful Portfolios LLC Portfolio Holdings

Successful Portfolios LLC

  • $149 Million
  • Q4 2024

Successful Portfolios LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Million distributed in 161 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 $8.5M, Nvidia Corp with a value of $8.36M, Ishares Core S&P 500 ETF with a value of $5.8M, Microsoft Corp with a value of $5.31M, and Apple Inc. with a value of $5.17M.

Examining the 13F form we can see an increase of $1.71M in the current position value, from $147M to 149M.

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

Portfolio value $149 Million
ETFs: $68.1 Million
Technology: $25.2 Million
Consumer Defensive: $9.75 Million
Consumer Cyclical: $8.42 Million
Industrials: $7.09 Million
Financial Services: $7.06 Million
Healthcare: $6.64 Million
Communication Services: $6.38 Million
Other: $10.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.5 Million 5.7% of portfolio
14,499
Q4 2024 Reduced 0.58%
$0
$5.8 Million 3.89% of portfolio
9,857
Q4 2024 Added 5.78%
$0
$4.97 Million 3.33% of portfolio
218,809
Q4 2024 Added 202.81%
$0
$4.94 Million 3.32% of portfolio
17,062
Q4 2024 Added 12.89%
$0
$4.89 Million 3.28% of portfolio
203,314
Q4 2024 Added 92.2%
$0
$4.12 Million 2.76% of portfolio
53,360
Q4 2024 Added 22.4%
$0
$3.82 Million 2.56% of portfolio
16,447
Q4 2024 Reduced 0.57%
$0
$2.79 Million 1.87% of portfolio
47,931
Q4 2024 Added 9.33%
$0
$2.55 Million 1.71% of portfolio
25,449
Q4 2024 Added 19.8%
$0
$1.92 Million 1.29% of portfolio
19,199
Q4 2024 Added 14.27%
$0
$1.89 Million 1.27% of portfolio
81,655
Q4 2024 Added 217.66%
$0
$1.59 Million 1.06% of portfolio
15,786
Q4 2024 Added 2.69%
$0
$1.54 Million 1.03% of portfolio
31,802
Q4 2024 Added 0.15%
$0
$1.51 Million 1.01% of portfolio
11,449
Q4 2024 Reduced 0.16%
$0
$1.44 Million 0.97% of portfolio
59,441
Q4 2024 Added 110.34%
$0
$1.39 Million 0.93% of portfolio
23,626
Q4 2024 Added 4.46%
$0
$1.03 Million 0.69% of portfolio
5,413
Q4 2024 Added 12.47%
$0
$977,000 0.66% of portfolio
8,319
Q4 2024 Reduced 6.11%
$0
$840,000 0.56% of portfolio
4,617
Q4 2024 Added 1.01%
$0
$746,000 0.5% of portfolio
40,368
Q4 2024 Added 96.26%
$0
$745,000 0.5% of portfolio
7,695
Q4 2024 Added 0.1%
$0
$651,000 0.44% of portfolio
8,718
Q4 2024 Added 82.08%
$0
$561,000 0.38% of portfolio
7,806
Q4 2024 Added 3.05%
$0
$483,000 0.32% of portfolio
5,270
Q4 2024 Added 1.33%
$0
$476,000 0.32% of portfolio
16,427
Q4 2024 Reduced 2.84%
$0
$466,000 0.31% of portfolio
6,526
Q4 2024 Added 3.65%
$0
$439,000 0.29% of portfolio
8,492
Q4 2024 Reduced 3.43%
$0
$425,000 0.28% of portfolio
1,000
Q2 2023 Reduced 0.89%
$0
$411,000 0.28% of portfolio
15,070
Q4 2024 Added 198.53%
$0
$361,000 0.24% of portfolio
1,634
Q4 2024 Reduced 0.12%
$87.4B
$347,000 0.23% of portfolio
1,437
Q3 2024 Added 8.29%
$0
$345,000 0.23% of portfolio
5,550
Q4 2024 Added 2.38%
$0
$324,000 0.22% of portfolio
603
Q4 2024 Added 1.52%
$0
$314,000 0.21% of portfolio
4,156
Q3 2024 Added 3.49%
$0
$318,000 0.21% of portfolio
3,720
Q4 2024 Reduced 0.53%
$0
$296,000 0.2% of portfolio
3,341
Q4 2024 Added 2.48%
$0
$296,000 0.2% of portfolio
2,786
Q3 2024 Reduced 0.82%
$0
$280,000 0.19% of portfolio
2,042
Q4 2024 Added 3.81%
$0
$290,000 0.19% of portfolio
568
Q4 2024 Reduced 0.7%
$0
$283,000 0.19% of portfolio
1,372
Q2 2024 Reduced 2.97%
$0
$275,000 0.18% of portfolio
6,094
Q4 2024 Added 0.74%
$0
$232,000 0.16% of portfolio
2,538
Q4 2024 New
$0
$233,000 0.16% of portfolio
6,881
Q4 2024 Added 9.6%
$0
$224,000 0.15% of portfolio
2,110
Q4 2024 Reduced 9.64%
$0
$228,000 0.15% of portfolio
5,041
Q4 2024 Added 11.33%
$0
$215,000 0.14% of portfolio
3,720
Q4 2024 New
$0
$214,000 0.14% of portfolio
1,864
Q4 2024 Reduced 4.02%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $149 Million
  • Prior Value $147 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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