Successful Portfolios LLC Reduced Holdings in Q3 2025

Successful Portfolios LLC

  • $170 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-31K
- 50.25%
$153.3 - $186.58 $4.76M - $5.79M
30.7K $5.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.77K
- 12.32%
$617.65 - $666.84 $1.09M - $1.18M
12.6K $8.4M
META
Meta Platforms, Inc.

Communication Services
-193
- 15.38%
$695.21 - $791.73 $134K - $153K
1.06K $779K
ISRG
Intuitive Surgical Inc

Healthcare
-72
- 11.96%
$433.66 - $544.47 $31.2K - $39.2K
530 $237K
WM
Waste Management Inc

Industrials
-296
- 10.36%
$213.88 - $237.1 $63.3K - $70.2K
2.56K $565K
KO
Coca Cola CO

Consumer Defensive
-112
- 0.66%
$65.67 - $71.67 $7.36K - $8.03K
16.9K $1.12M
CEG
Constellation Energy Corp

Utilities
-260
- 12.25%
$298.82 - $354.89 $77.7K - $92.3K
1.86K $613K
CSCO
Cisco Systems, Inc.

Technology
-925
- 15.92%
$66.2 - $71.79 $61.2K - $66.4K
4.88K $334K
RSG
Republic Services, Inc.

Industrials
-154
- 9.42%
$225.33 - $246.01 $34.7K - $37.9K
1.48K $339K
ADP
Automatic Data Processing Inc

Industrials
-163
- 17.1%
$288.69 - $310.94 $47.1K - $50.7K
790 $231K
AJG
Arthur J. Gallagher & Co.

Financial Services
-112
- 9.21%
$284.17 - $319.49 $31.8K - $35.8K
1.1K $341K
JBL
Jabil Inc

Technology
-170
- 13.26%
$202.08 - $234.45 $34.4K - $39.9K
1.11K $241K
T
At&T Inc.

Communication Services
-790
- 4.23%
$26.94 - $29.62 $21.3K - $23.4K
17.9K $504K
EMR
Emerson Electric CO

Industrials
-238
- 11.38%
$128.6 - $149.63 $30.6K - $35.6K
1.85K $243K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-4.95K
- 20.3%
$8.8 - $9.5 $43.6K - $47K
19.4K $183K
GS
Goldman Sachs Group Inc

Financial Services
-85
- 19.27%
$696.56 - $806.32 $59.2K - $68.5K
356 $283K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-264
- 1.06%
$100.37 - $100.74 $26.5K - $26.6K
24.7K $2.49M
GBIL
Goldman Sachs Access Treasury

ETFs
-231
- 1.08%
$99.82 - $100.23 $23.1K - $23.2K
21.2K $2.12M
AMGN
Amgen Inc

Healthcare
-90
- 6.13%
$271.18 - $309.22 $24.4K - $27.8K
1.38K $388K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-249
- 3.35%
$97.75 - $100.75 $24.3K - $25.1K
7.19K $721K
PSA
Public Storage

Real Estate
-35
- 4.46%
$271.94 - $298.09 $9.52K - $10.4K
749 $216K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-1.37K
- 5.19%
$8.88 - $9.09 $12.2K - $12.5K
25.1K $225K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-1.71K
- 6.19%
$5.61 - $5.84 $9.57K - $9.96K
25.9K $148K
MTB
M&T Bank Corp

Financial Services
-68
- 5.23%
$183.74 - $204.05 $12.5K - $13.9K
1.23K $243K
CPB
Campbell Soup CO

Consumer Defensive
-461
- 6.16%
$30.41 - $34.03 $14K - $15.7K
7.03K $221K
UNH
Unitedhealth Group Inc

Healthcare
-147
- 11.21%
$237.77 - $353.61 $35K - $52K
1.16K $401K
EXC
Exelon Corp

Utilities
-363
- 6.21%
$42.73 - $45.54 $15.5K - $16.5K
5.48K $246K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-181
- 2.99%
$45.6 - $46.92 $8.25K - $8.49K
5.87K $274K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-105
- 1.35%
$72.57 - $74.72 $7.62K - $7.85K
7.68K $571K
GILD
Gilead Sciences, Inc.

Healthcare
-28
- 1.17%
$108.22 - $120.47 $3.03K - $3.37K
2.37K $263K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-181
- 0.8%
$49.78 - $50.75 $9.01K - $9.19K
22.5K $1.14M
Ge Vernova Inc
-7
- 1.41%
N/A
491 $0
MMM
3 M CO

Industrials
-44
- 1.74%
$144.41 - $160.2 $6.35K - $7.05K
2.48K $385K
VZ
Verizon Communications Inc

Communication Services
-59
- 1.01%
$40.84 - $45.06 $2.41K - $2.66K
5.78K $254K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-35
- 0.69%
$45.72 - $47.27 $1.6K - $1.65K
5.01K $235K
UNP
Union Pacific Corp

Industrials
-40
- 2.15%
$214.91 - $237.16 $8.6K - $9.49K
1.82K $430K
XLU
Utilities Sector Spdr

ETFs
-232
- 5.58%
$81.14 - $87.32 $18.8K - $20.3K
3.92K $342K
WEC
Wec Energy Group, Inc.

Utilities
-238
- 7.97%
$103.66 - $114.59 $24.7K - $27.3K
2.75K $314K
PFE
Pfizer Inc

Healthcare
-505
- 3.67%
$23.29 - $25.88 $11.8K - $13.1K
13.2K $337K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-39
- 6.11%
$567.77 - $614.76 $22.1K - $24K
599 $366K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-79
- 4.41%
$121.46 - $130.92 $9.6K - $10.3K
1.71K $222K
WFC
Wells Fargo & Company

Financial Services
-127
- 2.62%
$77.05 - $85.16 $9.79K - $10.8K
4.72K $395K
TY
Tri Continental Corp

Financial Services
-771
- 4.95%
$31.7 - $34.11 $24.4K - $26.3K
14.8K $502K
ENB
Enbridge Inc

Energy
-426
- 6.96%
$43.79 - $50.46 $18.7K - $21.5K
5.69K $287K
AZO
Autozone Inc

Consumer Cyclical
-8
- 9.52%
$3649.42 - $4354.54 $29.2K - $34.8K
76 $326K
SO
Southern CO

Utilities
-96
- 1.15%
$90.83 - $96.0 $8.72K - $9.22K
8.22K $778K
MRK
Merck & Co., Inc.

Healthcare
-155
- 2.29%
$77.6 - $87.37 $12K - $13.5K
6.6K $553K
BTG
B2 Gold Corp

Basic Materials
-1.48K
- 7.53%
$3.32 - $4.96 $4.91K - $7.33K
18.1K $89K
CSX
Csx Corp

Industrials
-399
- 3.28%
$32.05 - $36.52 $12.8K - $14.6K
11.8K $418K
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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