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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.88 Million 5.5% of portfolio
14,380
Q2 2025 Reduced 0.68%
$0
$6.92 Million 4.29% of portfolio
11,151
Q2 2025 Added 9.03%
$0
$5.39 Million 3.34% of portfolio
17,737
Q2 2025 Added 3.72%
$0
$5.19 Million 3.21% of portfolio
65,924
Q2 2025 Added 9.27%
$0
$5.02 Million 3.11% of portfolio
210,724
Q2 2025 Reduced 3.17%
$0
$4.91 Million 3.04% of portfolio
201,423
Q2 2025 Reduced 1.99%
$0
$4.12 Million 2.55% of portfolio
16,275
Q2 2025 Reduced 0.68%
$0
$2.97 Million 1.84% of portfolio
50,503
Q2 2025 Added 4.13%
$0
$2.52 Million 1.56% of portfolio
24,983
Q2 2025 Reduced 10.19%
$0
$2.15 Million 1.33% of portfolio
21,431
Q2 2025 Reduced 3.77%
$0
$2.04 Million 1.26% of portfolio
83,571
Q2 2025 Added 1.07%
$0
$1.72 Million 1.07% of portfolio
24,897
Q2 2025 Added 5.17%
$0
$1.68 Million 1.04% of portfolio
11,404
Q2 2025 Reduced 0.21%
$0
$1.66 Million 1.03% of portfolio
31,745
Q2 2025 Reduced 0.18%
$0
$1.57 Million 0.97% of portfolio
15,244
Q2 2025 Added 0.8%
$0
$1.53 Million 0.95% of portfolio
61,151
Q2 2025 Added 2.37%
$0
$1.14 Million 0.7% of portfolio
22,631
Q2 2025 Reduced 1.64%
$0
$1.06 Million 0.66% of portfolio
8,284
Q2 2025 Added 0.49%
$0
$989,000 0.61% of portfolio
5,434
Q2 2025 Added 15.05%
$0
$894,000 0.55% of portfolio
40,472
Q2 2025 Added 1.53%
$0
$738,000 0.46% of portfolio
7,442
Q2 2025 Reduced 1.22%
$0
$707,000 0.44% of portfolio
9,147
Q2 2025 Reduced 0.01%
$0
$573,000 0.35% of portfolio
7,788
Q2 2025 Reduced 0.23%
$106B
$513,000 0.32% of portfolio
1,684
Q2 2025 Added 3.06%
$0
$494,000 0.31% of portfolio
5,265
Q2 2025 Reduced 0.4%
$0
$488,000 0.3% of portfolio
6,529
Q2 2025 Added 0.02%
$0
$447,000 0.28% of portfolio
8,486
Q1 2025 Reduced 0.07%
$0
$440,000 0.27% of portfolio
1,000
Q2 2023 Reduced 0.89%
$0
$444,000 0.27% of portfolio
15,172
Q2 2025 Reduced 4.33%
$0
$415,000 0.26% of portfolio
3,080
Q2 2025 New
$0
$380,000 0.24% of portfolio
14,372
Q2 2025 Reduced 3.14%
$0
$368,000 0.23% of portfolio
668
Q2 2025 Added 21.9%
$0
$348,000 0.22% of portfolio
5,660
Q1 2025 New
$0
$350,000 0.22% of portfolio
5,655
Q2 2025 Added 0.19%
$0
$362,000 0.22% of portfolio
638
Q2 2025 Added 5.8%
$0
$359,000 0.22% of portfolio
6,904
Q2 2025 Reduced 0.04%
$0
$339,000 0.21% of portfolio
4,156
Q3 2024 Added 3.49%
$0
$333,000 0.21% of portfolio
1,544
Q1 2025 Reduced 5.51%
$0
$329,000 0.2% of portfolio
1,372
Q2 2024 Reduced 2.97%
$0
$304,000 0.19% of portfolio
2,766
Q2 2025 Reduced 0.72%
$0
$311,000 0.19% of portfolio
3,321
Q2 2025 Reduced 0.9%
$0
$288,000 0.18% of portfolio
4,824
Q2 2025 Added 26.15%
$0
$298,000 0.18% of portfolio
3,520
Q1 2025 Reduced 5.38%
$0
$279,000 0.17% of portfolio
6,051
Q2 2025 Reduced 0.16%
$0
$265,000 0.16% of portfolio
1,972
Q2 2025 Reduced 4.36%
$0
$250,000 0.15% of portfolio
3,733
Q2 2025 New
$0
$230,000 0.14% of portfolio
2,581
Q1 2025 New
$0
$233,000 0.14% of portfolio
5,045
Q2 2025 Reduced 1.29%
$0
$217,000 0.13% of portfolio
2,085
Q2 2025 Reduced 1.18%

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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