Successful Portfolios LLC Purchases and Sells in Q3 2025

Successful Portfolios LLC

$170 Million
Q3 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	730 + 6.55%	$620.67 - $670.08 $453K - $489K	11.9K $7.95M
BSV	12K + 18.15%	$78.11 - $79.07 $934K - $946K	77.9K $6.15M
SPTS	26.2K + 172.91%	$29.12 - $29.34 $764K - $770K	41.4K $1.21M
VTI	693 + 3.91%	$303.93 - $329.86 $211K - $229K	18.4K $6.05M
VT	2.95K + 35.55%	$128.41 - $138.03 $378K - $406K	11.2K $1.55M
XLK	3 + 0.02%	$250.97 - $282.66 $753 - $848	16.3K $4.59M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTC	8.49K New	$19.31 - $35.5 $164K - $301K	8.49K $284K
IJR	2.18K New	$108.46 - $120.63 $236K - $262K	2.18K $258K
CGNX	5K New	$31.85 - $46.54 $159K - $233K	5K $226K
AIQ	4.41K New	$43.2 - $49.66 $191K - $219K	4.41K $218K
SCHE	6.49K New	$30.13 - $33.37 $196K - $217K	6.49K $216K
MPC	1.12K New	$158.59 - $198.69 $177K - $222K	1.12K $215K

Top Sells

Reduced Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-31K - 50.25%	$153.3 - $186.58 $4.76M - $5.79M	30.7K $5.73M
SPY	-1.77K - 12.32%	$617.65 - $666.84 $1.09M - $1.18M	12.6K $8.4M
META	-193 - 15.38%	$695.21 - $791.73 $134K - $153K	1.06K $779K
ISRG	-72 - 11.96%	$433.66 - $544.47 $31.2K - $39.2K	530 $237K
WM	-296 - 10.36%	$213.88 - $237.1 $63.3K - $70.2K	2.56K $565K
KO	-112 - 0.66%	$65.67 - $71.67 $7.36K - $8.03K	16.9K $1.12M

Activity Summary All Purchases 77 New Holdings 12 Increased Positions 65 All Sells 82 Reductions 82 Sold out 0 Calls 0 Puts 0

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