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
$333,000 0.21% of portfolio
1,544
Q1 2025 Reduced 5.51%
$135B
$333,000 0.21% of portfolio
13,745
Q2 2025 Added 0.07%
$153B
$327,000 0.2% of portfolio
602
Q1 2025 Reduced 4.75%
$0
$317,000 0.2% of portfolio
29,059
Q2 2024 Reduced 3.33%
$63.1B
$316,000 0.2% of portfolio
2,650
Q2 2025 Added 0.08%
$0
$329,000 0.2% of portfolio
1,372
Q2 2024 Reduced 2.97%
$0
$304,000 0.19% of portfolio
2,766
Q2 2025 Reduced 0.72%
$80.4B
$311,000 0.19% of portfolio
84
Q1 2025 Reduced 2.33%
$0
$311,000 0.19% of portfolio
3,321
Q2 2025 Reduced 0.9%
$35B
$311,000 0.19% of portfolio
2,985
Q1 2025 Added 0.03%
$269B
$312,000 0.19% of portfolio
441
Q2 2025 Reduced 0.45%
$61.3B
$291,000 0.18% of portfolio
2,891
Q2 2025 Reduced 1.4%
$121B
$293,000 0.18% of portfolio
953
Q2 2025 Reduced 0.21%
$0
$288,000 0.18% of portfolio
4,824
Q2 2025 Added 26.15%
$66B
$284,000 0.18% of portfolio
5,403
Q2 2025 Reduced 0.13%
$0
$298,000 0.18% of portfolio
3,520
Q1 2025 Reduced 5.38%
$29.1B
$279,000 0.17% of portfolio
1,282
Q2 2025 New
$34.1B
$276,000 0.17% of portfolio
2,500
Q2 2025 Reduced 0.91%
$105B
$282,000 0.17% of portfolio
9,434
Q2 2025 Added 0.53%
$101B
$281,000 0.17% of portfolio
384
Q4 2024 New
$80.2B
$278,000 0.17% of portfolio
2,091
Q2 2025 Reduced 0.24%
$99.3B
$277,000 0.17% of portfolio
6,118
Q2 2025 Added 0.43%
$0
$279,000 0.17% of portfolio
6,051
Q2 2025 Reduced 0.16%
$258B
$255,000 0.16% of portfolio
3,624
Q2 2025 Reduced 2.61%
$0
$265,000 0.16% of portfolio
1,972
Q2 2025 Reduced 4.36%
$270B
$261,000 0.16% of portfolio
1,520
Q4 2023 New
$184B
$252,000 0.16% of portfolio
5,839
Q2 2025 Reduced 4.17%
$34B
$251,000 0.16% of portfolio
1,299
Q2 2025 Reduced 0.38%
$43.1B
$253,000 0.16% of portfolio
5,841
Q2 2025 Reduced 0.24%
$64.2B
$258,000 0.16% of portfolio
915
Q2 2025 Reduced 1.08%
$26.5B
$260,000 0.16% of portfolio
7,695
Q2 2025 Reduced 8.23%
$1.07B
$254,000 0.16% of portfolio
4,535
Q2 2025 Reduced 0.44%
$141B
$265,000 0.16% of portfolio
2,398
Q2 2025 Reduced 0.21%
$147B
$235,000 0.15% of portfolio
855
Q2 2025 New
$18.3B
$238,000 0.15% of portfolio
2,866
Q2 2025 Added 0.14%
$49.6B
$241,000 0.15% of portfolio
3,245
Q1 2025 Added 0.06%
$0
$239,000 0.15% of portfolio
26,476
Q4 2024 Reduced 3.76%
$0
$250,000 0.15% of portfolio
3,733
Q2 2025 New
$141B
$237,000 0.15% of portfolio
3,234
Q2 2025 New
$0
$237,000 0.15% of portfolio
10,801
Q2 2025 Added 6.82%
$193B
$248,000 0.15% of portfolio
2,924
Q2 2025 Reduced 1.45%
$53.9B
$245,000 0.15% of portfolio
977
Q2 2025 Reduced 1.01%
$9.85B
$229,000 0.14% of portfolio
7,489
Q2 2025 Added 9.7%
$50.3B
$230,000 0.14% of portfolio
784
Q3 2024 Reduced 2.49%
$139B
$229,000 0.14% of portfolio
4,776
Q2 2025 Reduced 0.33%
$221B
$225,000 0.14% of portfolio
39
Q2 2025 New
$0
$230,000 0.14% of portfolio
2,581
Q1 2025 New
$0
$233,000 0.14% of portfolio
5,045
Q2 2025 Reduced 1.29%
$98.5B
$226,000 0.14% of portfolio
4,887
Q2 2025 Reduced 1.45%

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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