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 Market Cap. of $10 Billions to $200 Billions
