Successful Portfolios LLC Portfolio Holdings

Successful Portfolios LLC

  • $147 Million
  • Q1 2025

Successful Portfolios LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Million distributed in 158 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 $8.1M, Nvidia Corp with a value of $6.75M, Ishares Core S&P 500 ETF with a value of $5.71M, Schwab Short Term Us Treasury with a value of $5M, and Vanguard Bd Index Fd Inc Short with a value of $4.72M.

Examining the 13F form we can see an decrease of $2.37M in the current position value, from $149M 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: $68.4 Million
Technology: $22.2 Million
Consumer Defensive: $9.72 Million
Consumer Cyclical: $7.72 Million
Industrials: $7.32 Million
Healthcare: $7.24 Million
Financial Services: $7.16 Million
Communication Services: $5.66 Million
Other: $11.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.5B
$320,000 0.22% of portfolio
84
Q1 2025 Reduced 2.33%
$0
$310,000 0.21% of portfolio
3,351
Q1 2025 Added 0.3%
$0
$314,000 0.21% of portfolio
6,907
Q1 2025 Added 0.38%
$0
$308,000 0.21% of portfolio
603
Q4 2024 Added 1.52%
$0
$309,000 0.21% of portfolio
1,544
Q1 2025 Reduced 5.51%
$24.9B
$302,000 0.21% of portfolio
8,385
Q1 2025 Added 0.59%
$0
$308,000 0.21% of portfolio
2,786
Q3 2024 Reduced 0.82%
$99.8B
$302,000 0.21% of portfolio
4,959
Q1 2025 Reduced 1.55%
$192B
$298,000 0.2% of portfolio
602
Q1 2025 Reduced 4.75%
$0
$298,000 0.2% of portfolio
2,062
Q1 2025 Added 0.98%
$47.5B
$299,000 0.2% of portfolio
6,211
Q1 2025 Reduced 0.16%
$128B
$291,000 0.2% of portfolio
955
Q4 2024 Reduced 1.14%
$28.1B
$289,000 0.2% of portfolio
2,523
Q4 2024 Reduced 0.39%
$0
$275,000 0.19% of portfolio
1,372
Q2 2024 Reduced 2.97%
$9.37B
$272,000 0.19% of portfolio
6,827
Q4 2024 Reduced 6.36%
$0
$278,000 0.19% of portfolio
6,061
Q1 2025 Reduced 0.54%
$264B
$283,000 0.19% of portfolio
3,356
Q1 2025 Reduced 1.12%
$64.7B
$272,000 0.19% of portfolio
925
Q2 2024 Reduced 17.78%
$103B
$258,000 0.18% of portfolio
384
Q4 2024 New
$42.8B
$269,000 0.18% of portfolio
5,855
Q4 2024 Reduced 2.63%
$256B
$270,000 0.18% of portfolio
3,721
Q1 2025 Reduced 0.03%
$239B
$268,000 0.18% of portfolio
1,520
Q4 2023 New
$140B
$269,000 0.18% of portfolio
2,403
Q1 2025 Added 0.71%
$90.6B
$269,000 0.18% of portfolio
6,092
Q1 2025 Added 0.46%
$44.9B
$247,000 0.17% of portfolio
5,410
Q1 2025 Reduced 0.37%
$16.7B
$244,000 0.17% of portfolio
2,862
Q1 2025 Added 0.14%
$0
$256,000 0.17% of portfolio
548
Q1 2025 Reduced 3.52%
$128B
$232,000 0.16% of portfolio
4,792
Q1 2025 Added 0.46%
$0
$236,000 0.16% of portfolio
5,111
Q1 2025 Added 1.39%
$25.3B
$231,000 0.16% of portfolio
3,228
Q1 2025 Added 0.47%
$52B
$234,000 0.16% of portfolio
784
Q3 2024 Reduced 2.49%
$247B
$242,000 0.16% of portfolio
443
Q3 2024 Reduced 2.21%
$1.58B
$228,000 0.16% of portfolio
4,555
Q1 2025 Reduced 3.21%
$82.6B
$229,000 0.16% of portfolio
2,096
Q1 2025 Reduced 8.71%
$35B
$233,000 0.16% of portfolio
1,304
Q1 2025 Reduced 0.38%
$41.9B
$219,000 0.15% of portfolio
3,245
Q1 2025 Added 0.06%
$0
$224,000 0.15% of portfolio
26,476
Q4 2024 Reduced 3.76%
$0
$226,000 0.15% of portfolio
3,824
Q1 2025 Added 2.8%
$640B
$226,000 0.15% of portfolio
1,622
Q1 2025 Added 0.93%
$0
$224,000 0.15% of portfolio
10,111
Q4 2024 New
$158B
$219,000 0.15% of portfolio
5,961
Q1 2025 Reduced 0.08%
$0
$221,000 0.15% of portfolio
2,110
Q4 2024 Reduced 9.64%
$220B
$215,000 0.15% of portfolio
351
Q1 2025 Reduced 1.96%
$0
$204,000 0.14% of portfolio
24,351
Q1 2025 Added 0.22%
$172B
$210,000 0.14% of portfolio
2,967
Q1 2025 Added 0.03%
$0
$202,000 0.14% of portfolio
24,794
Q4 2023 New
$48.9B
$206,000 0.14% of portfolio
987
Q1 2024 New
$0
$212,000 0.14% of portfolio
2,581
Q1 2025 New
$0
$198,000 0.13% of portfolio
1,819
Q1 2025 Reduced 2.41%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $147 Million
  • Prior Value $149 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
Track This Portfolio

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email