Successful Portfolios LLC Portfolio Holdings

Successful Portfolios LLC

  • $170 Million
  • Q3 2025

Successful Portfolios LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $8.4M, Ishares Core S&P 500 ETF with a value of $7.95M, Microsoft Corp with a value of $6.28M, Vanguard Bd Index Fd Inc Short with a value of $6.15M, and Vanguard Total Stock Market Et with a value of $6.05M.

Examining the 13F form we can see an increase of $8.36M in the current position value, from $162M to 170M.

Below you can find more details about Successful Portfolios LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
ETFs: $82.6 Million
Technology: $26.2 Million
Consumer Defensive: $10.2 Million
Consumer Cyclical: $8.62 Million
Financial Services: $8.24 Million
Industrials: $7.99 Million
Healthcare: $6.71 Million
Communication Services: $6.68 Million
Other: $12.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$6.28 Million 3.7% of portfolio
12,133
Q3 2025 Reduced 2.82%
$465B
$5.73 Million 3.37% of portfolio
30,721
Q3 2025 Reduced 50.25%
$279B
$5.38 Million 3.17% of portfolio
52,183
Q3 2025 Added 0.28%
$4.3T
$4.92 Million 2.9% of portfolio
19,326
Q3 2025 Reduced 5.19%
$2.39T
$2.86 Million 1.68% of portfolio
13,003
Q3 2025 Added 7.71%
$367B
$2.84 Million 1.67% of portfolio
7,019
Q3 2025 Reduced 0.88%
$36B
$2.69 Million 1.58% of portfolio
93,401
Q3 2025 Reduced 1.86%
$96.4B
$2.43 Million 1.43% of portfolio
19,676
Q3 2025 Reduced 0.13%
$1.65T
$2.13 Million 1.25% of portfolio
8,770
Q3 2025 Reduced 13.85%
$1.74T
$2 Million 1.17% of portfolio
8,193
Q3 2025 Reduced 11.99%
$132B
$1.87 Million 1.1% of portfolio
8,891
Q3 2025 Added 11.57%
$346B
$1.51 Million 0.89% of portfolio
9,858
Q3 2025 Added 1.72%
$414B
$1.51 Million 0.89% of portfolio
6,511
Q3 2025 Reduced 5.36%
$388B
$1.38 Million 0.81% of portfolio
8,549
Q3 2025 Reduced 7.91%
$224B
$1.35 Million 0.8% of portfolio
4,458
Q3 2025 Reduced 0.11%
$197B
$1.28 Million 0.75% of portfolio
6,252
Q3 2025 Reduced 2.34%
$306B
$1.12 Million 0.66% of portfolio
16,913
Q3 2025 Reduced 0.66%
$971B
$1.04 Million 0.61% of portfolio
1,359
Q3 2025 Added 4.46%
$193B
$1.02 Million 0.6% of portfolio
8,916
Q3 2025 Added 1.15%
$490B
$994,000 0.59% of portfolio
8,820
Q3 2025 Added 1.78%
$881B
$934,000 0.55% of portfolio
2,964
Q3 2025 Added 2.49%
$168B
$895,000 0.53% of portfolio
11,858
Q3 2025 Added 5.4%
$522B
$846,000 0.5% of portfolio
4,565
Q3 2025 Reduced 4.66%
$228B
$850,000 0.5% of portfolio
6,353
Q3 2025 Added 0.36%
$268B
$831,000 0.49% of portfolio
4,967
Q3 2025 Reduced 15.56%
$1.37T
$779,000 0.46% of portfolio
1,062
Q3 2025 Reduced 15.38%
$98.6B
$778,000 0.46% of portfolio
8,219
Q3 2025 Reduced 1.15%
$303B
$723,000 0.43% of portfolio
4,658
Q3 2025 Added 33.24%
$190B
$701,000 0.41% of portfolio
44,025
Q3 2025 Reduced 1.03%
$0
$697,000 0.41% of portfolio
88,467
Q1 2025 Added 3.74%
$342B
$623,000 0.37% of portfolio
3,420
Q3 2025 Added 2.09%
$111B
$613,000 0.36% of portfolio
1,863
Q3 2025 Reduced 12.25%
$328B
$613,000 0.36% of portfolio
2,038
Q3 2025 Reduced 1.59%
$204B
$592,000 0.35% of portfolio
4,218
Q3 2025 Reduced 2.09%
$113B
$592,000 0.35% of portfolio
6,263
Q3 2025 Added 1.47%
$404B
$578,000 0.34% of portfolio
625
Q3 2025 Added 12.21%
$65.7B
$557,000 0.33% of portfolio
1,855
Q3 2025 Reduced 8.53%
$85.9B
$565,000 0.33% of portfolio
2,562
Q3 2025 Reduced 10.36%
$235B
$553,000 0.33% of portfolio
6,600
Q3 2025 Reduced 2.29%
$22.8B
$548,000 0.32% of portfolio
5,219
Q3 2025 Added 6.53%
$181B
$504,000 0.3% of portfolio
17,880
Q3 2025 Reduced 4.23%
$69.1B
$514,000 0.3% of portfolio
6,103
Q3 2025 Reduced 1.58%
$0
$502,000 0.3% of portfolio
14,791
Q3 2025 Reduced 4.95%
$0
$487,000 0.29% of portfolio
21,707
Q2 2024 Reduced 3.98%
$104B
$488,000 0.29% of portfolio
7,402
Q3 2025 Reduced 3.46%
$59.5B
$473,000 0.28% of portfolio
10,357
Q3 2025 Added 0.61%
$413B
$436,000 0.26% of portfolio
8,460
Q3 2025 Added 1.44%
$136B
$430,000 0.25% of portfolio
1,822
Q3 2025 Reduced 2.15%
$73.4B
$418,000 0.25% of portfolio
11,777
Q3 2025 Reduced 3.28%

Summary

  • Portfolio
  • No. of Stocks 175
  • Current Value $170 Million
  • Prior Value $162 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
Track This Portfolio

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email