Successful Portfolios LLC Incresed Positions in Q3 2025

Successful Portfolios LLC

  • $170 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
730
+ 6.55%
$620.67 - $670.08 $453K - $489K
11.9K $7.95M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12K
+ 18.15%
$78.11 - $79.07 $934K - $946K
77.9K $6.15M
SPTS
Spdr Portfolio Short Term Trea

ETFs
26.2K
+ 172.91%
$29.12 - $29.34 $764K - $770K
41.4K $1.21M
VTI
Vanguard Total Stock Market Et

ETFs
693
+ 3.91%
$303.93 - $329.86 $211K - $229K
18.4K $6.05M
VT
Vanguard Total World Stk Index

ETFs
2.95K
+ 35.55%
$128.41 - $138.03 $378K - $406K
11.2K $1.55M
XLK
Technology Sector Spdr

ETFs
3
+ 0.02%
$250.97 - $282.66 $753 - $848
16.3K $4.59M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.22K
+ 0.58%
$23.82 - $25.84 $29K - $31.5K
212K $5.45M
VIG
Vanguard Dividend Appreciation

ETFs
2.27K
+ 41.85%
N/A
7.71K $1.4M
WMT
Walmart Inc.

Consumer Defensive
146
+ 0.28%
$94.4 - $104.27 $13.8K - $15.2K
52.2K $5.38M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.91K
+ 4.68%
$24.46 - $26.5 $95.6K - $104K
87.5K $2.3M
AMZN
Amazon Com Inc

Consumer Cyclical
931
+ 7.71%
$211.65 - $238.24 $197K - $222K
13K $2.86M
GLD
Spdr Gold Trust

ETFs
340
+ 20.19%
$300.96 - $355.47 $102K - $121K
2.02K $719K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.31K
+ 5.27%
$68.24 - $73.73 $89.6K - $96.8K
26.2K $1.93M
VXF
Vanguard Extended Market ETF

ETFs
481
+ 7.93%
$193.58 - $213.07 $93.1K - $102K
6.55K $1.37M
PLTR
Palantir Technologies Inc.

Technology
70
+ 2.09%
$130.68 - $186.97 $9.15K - $13.1K
3.42K $623K
ITOT
Ishares Core S&P Total U.S. St

ETFs
920
+ 29.87%
$135.0 - $146.02 $124K - $134K
4K $582K
AVGO
Broadcom Inc.

Technology
259
+ 30.29%
$264.74 - $369.57 $68.6K - $95.7K
1.11K $367K
NEE
Nextera Energy Inc

Utilities
607
+ 5.4%
$69.77 - $77.54 $42.4K - $47.1K
11.9K $895K
JPM
Jpmorgan Chase & CO

Financial Services
72
+ 2.49%
$282.78 - $316.06 $20.4K - $22.8K
2.96K $934K
TIP
Ishares Tr Tips Bd ETF

ETFs
800
+ 28.92%
$109.11 - $111.88 $87.3K - $89.5K
3.57K $396K
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.21K
+ 5.24%
$24.69 - $25.26 $79.2K - $81K
64.4K $1.62M
LHX
L3 Harris Technologies, Inc.

Industrials
98
+ 10.03%
$252.18 - $305.41 $24.7K - $29.9K
1.08K $328K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
692
+ 4.54%
$102.4 - $103.88 $70.9K - $71.9K
15.9K $1.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
70
+ 10.48%
$546.99 - $602.2 $38.3K - $42.2K
738 $443K
BHP
Bhp Group LTD

Basic Materials
423
+ 8.86%
$48.67 - $56.22 $20.6K - $23.8K
5.2K $289K
XOM
Exxon Mobil Corp

Energy
154
+ 1.78%
$105.83 - $117.22 $16.3K - $18.1K
8.82K $994K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
570
+ 10.08%
$62.09 - $66.51 $35.4K - $37.9K
6.23K $406K
VV
Vanguard Large Cap ETF

ETFs
114
+ 16.22%
$285.05 - $309.14 $32.5K - $35.2K
817 $251K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.4K
+ 9.76%
$26.38 - $27.95 $37K - $39.2K
15.8K $430K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8
+ 0.02%
$21.69 - $23.34 $174 - $187
40.5K $942K
BAC
Bank Of America Corp

Financial Services
120
+ 1.44%
$44.92 - $52.42 $5.39K - $6.29K
8.46K $436K
XLE
Energy Sector Spdr

ETFs
270
+ 7.67%
$84.25 - $91.99 $22.7K - $24.8K
3.79K $338K
COP
Conocophillips

Energy
91
+ 1.47%
$91.0 - $98.99 $8.28K - $9.01K
6.26K $592K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
417
+ 4.56%
$76.16 - $78.59 $31.8K - $32.8K
9.56K $746K
SCHO
Schwab Short Term Us Treasury

ETFs
1.34K
+ 0.66%
$24.23 - $24.42 $32.4K - $32.7K
203K $4.95M
VEU
Vanguard Ftse All World Ex Us

ETFs
301
+ 8.06%
$66.38 - $71.68 $20K - $21.6K
4.03K $287K
IQI
Invesco Quality Municipal Income Trust

Financial Services
3K
+ 27.7%
$9.06 - $10.0 $27.2K - $30K
13.8K $136K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
40
+ 2.92%
$236.25 - $257.69 $9.45K - $10.3K
1.41K $362K
TFC
Truist Financial Corp

Financial Services
63
+ 0.61%
$42.83 - $47.07 $2.7K - $2.97K
10.4K $473K
ETR
Entergy Corp

Utilities
4
+ 0.14%
$80.93 - $93.55 $324 - $374
2.87K $267K
EFA
Ishares Tr Msci Eafe ETF

ETFs
200
+ 7.75%
$87.29 - $93.61 $17.5K - $18.7K
2.78K $259K
COST
Costco Wholesale Corp

Consumer Defensive
68
+ 12.21%
$915.95 - $994.57 $62.3K - $67.6K
625 $578K
TD
Toronto Dominion Bank

Financial Services
24
+ 0.74%
$72.55 - $79.95 $1.74K - $1.92K
3.26K $260K
LLY
Eli Lilly & CO

Healthcare
58
+ 4.46%
$625.65 - $812.69 $36.3K - $47.1K
1.36K $1.04M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
500
+ 1.72%
$10.62 - $11.43 $5.31K - $5.72K
29.6K $336K
SHEL
Shell PLC

Energy
180
+ 4.97%
$69.82 - $73.93 $12.6K - $13.3K
3.8K $272K
PMO
Putnam Municipal Opportunities Trust

Financial Services
1K
+ 8.05%
$9.72 - $10.47 $9.72K - $10.5K
13.4K $138K
AOR
Ishares Tr Core Growth Allocat

ETFs
8
+ 0.14%
$60.99 - $64.39 $488 - $515
5.67K $364K
HON
Honeywell International Inc

Industrials
922
+ 11.57%
$207.7 - $240.4 $191K - $222K
8.89K $1.87M
Activity Summary
Buys All Purchases 77 New Holdings 12 Increased Positions 65 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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