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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$707,000 0.44% of portfolio
9,147
Q2 2025 Reduced 0.01%
$106B
$685,000 0.42% of portfolio
2,123
Q2 2025 Reduced 0.23%
$0
$667,000 0.41% of portfolio
88,467
Q1 2025 Added 3.74%
$88.7B
$653,000 0.4% of portfolio
2,858
Q2 2025 Reduced 0.31%
$193B
$610,000 0.38% of portfolio
44,481
Q4 2024 Added 0.01%
$194B
$568,000 0.35% of portfolio
4,308
Q1 2025 Reduced 1.93%
$0
$573,000 0.35% of portfolio
7,788
Q2 2025 Reduced 0.23%
$425B
$551,000 0.34% of portfolio
557
Q2 2025 Reduced 2.11%
$118B
$553,000 0.34% of portfolio
6,172
Q1 2025 Added 0.02%
$25.7B
$557,000 0.34% of portfolio
4,899
Q4 2023 Added 20.99%
$205B
$534,000 0.33% of portfolio
6,755
Q2 2025 Reduced 0.73%
$313B
$533,000 0.33% of portfolio
2,071
Q2 2025 Reduced 0.67%
$211B
$540,000 0.33% of portfolio
18,670
Q2 2025 Reduced 1.97%
$117B
$513,000 0.32% of portfolio
1,684
Q2 2025 Added 3.06%
$64.2B
$519,000 0.32% of portfolio
2,028
Q2 2025 Reduced 0.39%
$308B
$500,000 0.31% of portfolio
3,496
Q2 2025 Added 1.84%
$0
$488,000 0.3% of portfolio
6,529
Q2 2025 Added 0.02%
$0
$492,000 0.3% of portfolio
15,562
Q2 2025 Reduced 0.33%
$0
$475,000 0.29% of portfolio
21,707
Q2 2024 Reduced 3.98%
$116B
$449,000 0.28% of portfolio
7,667
Q2 2025 Reduced 1.63%
$336B
$456,000 0.28% of portfolio
3,350
Q2 2025 Reduced 0.18%
$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%
$133B
$428,000 0.27% of portfolio
1,862
Q3 2024 Reduced 0.64%
$59.4B
$442,000 0.27% of portfolio
10,294
Q2 2025 Reduced 0.65%
$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
$147B
$409,000 0.25% of portfolio
1,467
Q2 2024 Reduced 0.54%
$47.6B
$406,000 0.25% of portfolio
2,794
Q2 2025 Added 0.04%
$275B
$403,000 0.25% of portfolio
5,809
Q2 2025 Reduced 1.86%
$251B
$396,000 0.25% of portfolio
2,178
Q4 2024 Reduced 0.64%
$72.1B
$402,000 0.25% of portfolio
1,634
Q2 2025 Added 0.06%
$65.2B
$399,000 0.25% of portfolio
9,206
Q1 2025 Reduced 0.45%
$325B
$408,000 0.25% of portfolio
1,311
Q2 2025 Added 19.73%
$68.3B
$397,000 0.25% of portfolio
12,176
Q2 2025 Added 0.66%
$406B
$394,000 0.24% of portfolio
8,340
Q2 2025 Reduced 0.24%
$309B
$388,000 0.24% of portfolio
4,845
Q2 2025 Added 0.02%
$60.9B
$389,000 0.24% of portfolio
1,216
Q2 2025 Reduced 0.33%
$86.6B
$384,000 0.24% of portfolio
2,526
Q2 2025 Reduced 0.04%
$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%
$815B
$354,000 0.22% of portfolio
1,621
Q2 2025 Reduced 0.06%
$0
$348,000 0.22% of portfolio
5,660
Q1 2025 New
$63B
$361,000 0.22% of portfolio
6,201
Q2 2025 Reduced 0.16%
$0
$350,000 0.22% of portfolio
5,655
Q2 2025 Added 0.19%
$77.6B
$360,000 0.22% of portfolio
4,852
Q2 2025 Reduced 0.14%
$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%

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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