Successful Portfolios LLC Sells in Q4 2025

Successful Portfolios LLC

  • $192 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-4.25K
- 21.62%
$121.57 - $129.03 $517K - $549K
15.4K $1.93M
NVDA
Nvidia Corp

Technology
-1.68K
- 5.46%
$179.83 - $207.04 $302K - $347K
29K $5.42M
COP
Conocophillips

Energy
-1.54K
- 24.54%
$85.66 - $95.46 $132K - $147K
4.73K $419K
DIS
Walt Disney CO

Communication Services
-246
- 2.76%
$105.69 - $116.65 $26K - $28.7K
8.67K $916K
T
At&T Inc.

Communication Services
-283
- 1.58%
$24.44 - $27.55 $6.92K - $7.8K
17.6K $448K
XLF
Financial Sector Spdr

ETFs
-131
- 0.41%
$51.76 - $53.77 $6.78K - $7.04K
31.6K $1.66M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-512
- 15.04%
$92.34 - $95.43 $47.3K - $48.9K
2.89K $272K
PAYX
Paychex Inc

Industrials
-74
- 2.65%
$111.08 - $128.59 $8.22K - $9.52K
2.72K $304K
JBL
Jabil Inc

Technology
-110
- 9.89%
$193.99 - $222.32 $21.3K - $24.5K
1K $202K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-1.68K
- 7.72%
$22.42 - $22.7 $37.6K - $38K
20K $449K
ADP
Automatic Data Processing Inc

Industrials
-15
- 1.9%
$250.9 - $292.94 $3.76K - $4.39K
775 $194K
APD
Air Products & Chemicals, Inc.

Basic Materials
-87
- 9.35%
$237.56 - $271.47 $20.7K - $23.6K
843 $218K
XLI
Industrial Sector Spdr

ETFs
-59
- 0.52%
$149.9 - $155.79 $8.84K - $9.19K
11.3K $1.72M
NSC
Norfolk Southern Corp

Industrials
-7
- 0.38%
$279.53 - $300.15 $1.96K - $2.1K
1.85K $524K
PLTR
Palantir Technologies Inc.

Technology
-29
- 0.85%
$172.14 - $207.18 $4.99K - $6.01K
3.39K $590K
FCX
Freeport Mcmoran Inc

Basic Materials
-869
- 9.44%
$38.65 - $43.31 $33.6K - $37.6K
8.34K $334K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-324
- 4.22%
$74.09 - $75.1 $24K - $24.3K
7.36K $545K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-379
- 6.46%
$46.57 - $47.16 $17.7K - $17.9K
5.49K $255K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-77
- 0.48%
$102.72 - $103.6 $7.91K - $7.98K
15.9K $1.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-103
- 4.73%
$114.27 - $121.15 $11.8K - $12.5K
2.07K $242K
MUB
Ishares National Muni Bond ETF

ETFs
-145
- 6.95%
$106.36 - $107.61 $15.4K - $15.6K
1.94K $207K
MTB
M&T Bank Corp

Financial Services
-5
- 0.41%
$178.63 - $195.63 $893 - $978
1.23K $229K
TFC
Truist Financial Corp

Financial Services
-93
- 0.9%
$41.09 - $45.64 $3.82K - $4.24K
10.3K $460K
WEC
Wec Energy Group, Inc.

Utilities
-15
- 0.55%
$110.61 - $117.5 $1.66K - $1.76K
2.73K $303K
EMR
Emerson Electric CO

Industrials
-21
- 1.13%
$126.01 - $140.03 $2.65K - $2.94K
1.83K $233K
IWM
Ishares Russell 2000 ETF

ETFs
-5
- 0.33%
$236.79 - $250.33 $1.18K - $1.25K
1.51K $359K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-115
- 2.3%
$46.85 - $47.44 $5.39K - $5.46K
4.9K $229K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-49
- 2.86%
$127.15 - $133.03 $6.23K - $6.52K
1.66K $216K
TIP
Ishares Tr Tips Bd ETF

ETFs
-35
- 0.98%
$110.58 - $112.2 $3.87K - $3.93K
3.53K $391K
MCD
Mcdonalds Corp

Consumer Cyclical
-28
- 0.63%
$293.81 - $310.11 $8.23K - $8.68K
4.43K $1.35M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-8
- 0.09%
$52.76 - $53.18 $422 - $425
8.48K $447K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8
- 1.08%
$589.5 - $635.77 $4.72K - $5.09K
730 $440K
MBB
Ishares Tr

ETFs
-12
- 0.22%
$94.9 - $96.23 $1.14K - $1.15K
5.32K $505K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-166
- 0.64%
$5.71 - $5.92 $948 - $983
25.7K $147K
Canadian Pacific Kansas City
-1
- 0.04%
N/A
2.81K $0
SONY
Sony Group Corp

Technology
-900
- 0.96%
$27.71 - $30.26 $24.9K - $27.2K
92.5K $2.69M
VTI
Vanguard Total Stock Market Et

ETFs
-69
- 0.37%
$321.8 - $337.95 $22.2K - $23.3K
18.4K $6.06M
WELL
Welltower Inc.

Real Estate
-12
- 1.07%
$165.94 - $193.82 $1.99K - $2.33K
1.11K $215K
MCK
Mckesson Corp

Healthcare
-7
- 1.82%
$738.06 - $859.37 $5.17K - $6.02K
377 $317K
GILD
Gilead Sciences, Inc.

Healthcare
-79
- 3.33%
$110.56 - $125.2 $8.73K - $9.89K
2.29K $284K
CSCO
Cisco Systems, Inc.

Technology
-239
- 4.89%
$67.46 - $78.0 $16.1K - $18.6K
4.65K $361K
PEP
Pepsico Inc

Consumer Defensive
-17
- 0.4%
$138.84 - $153.71 $2.36K - $2.61K
4.2K $621K
RTX
Raytheon Technologies Corp

Industrials
-30
- 0.41%
$157.0 - $179.44 $4.71K - $5.38K
7.23K $1.27M
MRK
Merck & Co., Inc.

Healthcare
-1
- 0.02%
$82.49 - $92.93 $82.5 - $92.9
6.6K $612K
LLY
Eli Lilly & CO

Healthcare
-36
- 2.65%
$799.57 - $1025.28 $28.8K - $36.9K
1.32K $1.35M
MU
Micron Technology Inc

Technology
-41
- 0.83%
$181.6 - $253.3 $7.45K - $10.4K
4.93K $1.22M
AMD
Advanced Micro Devices Inc

Technology
-155
- 1.81%
$164.01 - $264.33 $25.4K - $41K
8.39K $2.02M
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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