Successful Portfolios LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Million distributed in 163 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 $8.37M, Nvidia Corp with a value of $7.7M, Microsoft Corp with a value of $5.44M, Ishares Core S&P 500 ETF with a value of $5.37M, and Schwab Short Term Us Treasury with a value of $5.18M.
Examining the 13F form we can see an increase of $4.58M in the current position value, from $143M 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: $65.2 Million
Technology: $25.4 Million
Consumer Defensive: $9.76 Million
Consumer Cyclical: $8.34 Million
Healthcare: $7.55 Million
Industrials: $7.39 Million
Financial Services: $6.69 Million
Communication Services: $6.02 Million
Other: $11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
