Successful Portfolios LLC New Holdings in Q4 2025

Successful Portfolios LLC

  • $192 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VLY
Valley National Bancorp

Financial Services
164K
New
$9.72 - $11.19 $1.59M - $1.83M
164K $1.77M
IBKR
Interactive Brokers Group, Inc.

Financial Services
20.3K
New
$64.77 - $73.08 $1.31M - $1.48M
20.3K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.73K
New
$475.68 - $513.11 $824K - $889K
1.73K $881K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
40.5K
New
$20.34 - $21.65 $823K - $876K
40.5K $839K
IBM
International Business Machines Corp

Technology
1.69K
New
$275.97 - $314.98 $466K - $532K
1.69K $501K
FITB
Fifth Third Bancorp

Financial Services
8.74K
New
$40.36 - $44.41 $353K - $388K
8.74K $372K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.83K
New
$61.09 - $64.21 $356K - $374K
5.83K $368K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.93K
New
$76.84 - $80.86 $302K - $318K
3.93K $310K
FNB
Fnb Corp

Financial Services
14.5K
New
$14.65 - $16.47 $212K - $238K
14.5K $229K
GM
General Motors CO

Consumer Cyclical
3.21K
New
$55.35 - $71.89 $178K - $231K
3.21K $226K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.72K
New
$119.13 - $120.38 $204K - $207K
1.72K $204K
MA
Mastercard Inc

Financial Services
381
New
$536.85 - $580.45 $205K - $221K
381 $204K
ATI
Allegheny Technologies Inc

Industrials
2K
New
$80.04 - $103.0 $160K - $206K
2K $198K
CIEN
Ciena Corp

Technology
1K
New
$151.45 - $209.52 $151K - $210K
1K $191K
BMY
Bristol Myers Squibb CO

Healthcare
4.07K
New
$42.6 - $49.08 $173K - $200K
4.07K $190K
BK
Bank Of New York Mellon Corp

Financial Services
1.68K
New
$104.54 - $112.64 $176K - $190K
1.68K $185K
WDC
Western Digital Corp

Technology
1.1K
New
$113.13 - $174.22 $124K - $192K
1.1K $173K
LUV
Southwest Airlines CO

Industrials
4.89K
New
$29.67 - $34.68 $145K - $169K
4.89K $160K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.06K
New
$29.81 - $42.36 $151K - $214K
5.06K $159K
HTZWW
Hertz Global Hldgs Inc New
15.1K
New
$2.76 - $3.73 $41.6K - $56.3K
15.1K $47K
LDI
Loan Depot, Inc.

Financial Services
10K
New
$2.55 - $3.58 $25.5K - $35.8K
10K $25K
POWW
Ammo, Inc.

Industrials
10.8K
New
$1.45 - $1.87 $15.7K - $20.2K
10.8K $19K
LENB
Lennar Corporation Cl B
4.1K
New
N/A
4.1K $0
VUSB
Vanguard Bd Index Fds
5.62K
New
N/A
5.62K $0
Activity Summary
Buys All Purchases 133 New Holdings 25 Increased Positions 108 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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