Successful Portfolios LLC Portfolio Holdings by Sector

Successful Portfolios LLC

$147 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY IVV SCHO BSV SCHB XLK VGSH SGOV 48 stocks	$63,773 43.48% of portfolio	23	17	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD MU 3 stocks	$8,215 5.6% of portfolio	1	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$7,039 4.8% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY JNJ MRK AMGN PFE BMY GILD 8 stocks	$5,275 3.6% of portfolio	2	4	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ORCL 3 stocks	$5,202 3.55% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$5,115 3.49% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK NEE SO WEC PPL EXC ETR 7 stocks	$5,104 3.48% of portfolio	4	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$4,675 3.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$3,757 2.56% of portfolio	-	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services JEQ TY BTT NEA ARCC ETJ AOD EXG 12 stocks	$3,205 2.19% of portfolio	3	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$2,599 1.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$2,504 1.71% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM MUFG BAC WFC C 5 stocks	$2,220 1.51% of portfolio	2	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX BP SHEL 4 stocks	$2,199 1.5% of portfolio	2	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$2,058 1.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1,864 1.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,652 1.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG 2 stocks	$1,627 1.11% of portfolio	-	2	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP CSX 3 stocks	$1,276 0.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX LHX 2 stocks	$1,243 0.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG 2 stocks	$1,058 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA 3 stocks	$1,033 0.7% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$929 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$874 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$840 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$812 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials PPG APD 2 stocks	$807 0.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX ADP 2 stocks	$721 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC MTB 2 stocks	$659 0.45% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$648 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE EMR 2 stocks	$646 0.44% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$573 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$437 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$421 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TM F 2 stocks	$384 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$365 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM BTG 2 stocks	$355 0.24% of portfolio	1	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$348 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS NMR 2 stocks	$334 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$326 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$322 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$320 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL 1 stocks	$317 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$298 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$289 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CPB 1 stocks	$272 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB 1 stocks	$269 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$258 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$247 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA 1 stocks	$234 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP 1 stocks	$232 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate EQR 1 stocks	$231 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$215 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts

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Successful Portfolios LLC Portfolio Holdings by Sector

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