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
$73.7B
$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%
$25.7B
$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%
$102B
$302,000 0.21% of portfolio
4,959
Q1 2025 Reduced 1.55%
$197B
$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%
$41.5B
$299,000 0.2% of portfolio
6,211
Q1 2025 Reduced 0.16%
$134B
$291,000 0.2% of portfolio
955
Q4 2024 Reduced 1.14%
$27.9B
$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%
$10.7B
$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%
$247B
$283,000 0.19% of portfolio
3,356
Q1 2025 Reduced 1.12%
$61.1B
$272,000 0.19% of portfolio
925
Q2 2024 Reduced 17.78%
$103B
$258,000 0.18% of portfolio
384
Q4 2024 New
$44B
$269,000 0.18% of portfolio
5,855
Q4 2024 Reduced 2.63%
$237B
$270,000 0.18% of portfolio
3,721
Q1 2025 Reduced 0.03%
$255B
$268,000 0.18% of portfolio
1,520
Q4 2023 New
$137B
$269,000 0.18% of portfolio
2,403
Q1 2025 Added 0.71%
$92.4B
$269,000 0.18% of portfolio
6,092
Q1 2025 Added 0.46%
$40.6B
$247,000 0.17% of portfolio
5,410
Q1 2025 Reduced 0.37%
$17.2B
$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%
$126B
$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%
$26.9B
$231,000 0.16% of portfolio
3,228
Q1 2025 Added 0.47%
$54B
$234,000 0.16% of portfolio
784
Q3 2024 Reduced 2.49%
$207B
$242,000 0.16% of portfolio
443
Q3 2024 Reduced 2.21%
$1.43B
$228,000 0.16% of portfolio
4,555
Q1 2025 Reduced 3.21%
$69.8B
$229,000 0.16% of portfolio
2,096
Q1 2025 Reduced 8.71%
$32.1B
$233,000 0.16% of portfolio
1,304
Q1 2025 Reduced 0.38%
$39.9B
$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%
$432B
$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
$157B
$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%
$189B
$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%
$147B
$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
$44.2B
$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
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