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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.4 Million 4.94% of portfolio
12,608
Q3 2025 Reduced 12.32%
$0
$7.95 Million 4.68% of portfolio
11,881
Q3 2025 Added 6.55%
$0
$6.15 Million 3.62% of portfolio
77,887
Q3 2025 Added 18.15%
$0
$6.05 Million 3.56% of portfolio
18,430
Q3 2025 Added 3.91%
$0
$5.45 Million 3.21% of portfolio
211,942
Q3 2025 Added 0.58%
$0
$4.95 Million 2.91% of portfolio
202,762
Q3 2025 Added 0.66%
$0
$4.59 Million 2.7% of portfolio
16,278
Q3 2025 Added 0.02%
$0
$2.98 Million 1.75% of portfolio
50,557
Q3 2025 Added 0.11%
$0
$2.49 Million 1.47% of portfolio
24,719
Q3 2025 Reduced 1.06%
$0
$2.3 Million 1.36% of portfolio
87,481
Q3 2025 Added 4.68%
$0
$2.12 Million 1.25% of portfolio
21,200
Q3 2025 Reduced 1.08%
$0
$1.93 Million 1.13% of portfolio
26,210
Q3 2025 Added 5.27%
$0
$1.76 Million 1.03% of portfolio
11,388
Q3 2025 Reduced 0.14%
$0
$1.71 Million 1.01% of portfolio
31,707
Q3 2025 Reduced 0.12%
$0
$1.65 Million 0.97% of portfolio
15,936
Q3 2025 Added 4.54%
$0
$1.62 Million 0.95% of portfolio
64,358
Q3 2025 Added 5.24%
$0
$1.4 Million 0.83% of portfolio
7,708
Q3 2025 Added 41.85%
$0
$1.37 Million 0.81% of portfolio
6,549
Q3 2025 Added 7.93%
$0
$1.21 Million 0.71% of portfolio
41,406
Q3 2025 Added 172.91%
$0
$1.14 Million 0.67% of portfolio
22,450
Q3 2025 Reduced 0.8%
$0
$942,000 0.55% of portfolio
40,480
Q3 2025 Added 0.02%
$0
$746,000 0.44% of portfolio
9,564
Q3 2025 Added 4.56%
$0
$721,000 0.42% of portfolio
7,193
Q3 2025 Reduced 3.35%
$130B
$719,000 0.42% of portfolio
2,024
Q3 2025 Added 20.19%
$0
$571,000 0.34% of portfolio
7,683
Q3 2025 Reduced 1.35%
$0
$582,000 0.34% of portfolio
4,000
Q3 2025 Added 29.87%
$0
$507,000 0.3% of portfolio
5,334
Q3 2025 Added 1.31%
$0
$518,000 0.3% of portfolio
6,431
Q3 2025 Reduced 1.5%
$0
$489,000 0.29% of portfolio
6,404
Q3 2025 Reduced 7.24%
$0
$463,000 0.27% of portfolio
1,000
Q2 2023 Reduced 0.89%
$0
$443,000 0.26% of portfolio
738
Q3 2025 Added 10.48%
$0
$450,000 0.26% of portfolio
8,486
Q1 2025 Reduced 0.07%
$0
$430,000 0.25% of portfolio
15,775
Q3 2025 Added 9.76%
$0
$406,000 0.24% of portfolio
6,225
Q3 2025 Added 10.08%
$0
$396,000 0.23% of portfolio
3,566
Q3 2025 Added 28.92%
$0
$366,000 0.22% of portfolio
599
Q3 2025 Reduced 6.11%
$0
$367,000 0.22% of portfolio
1,519
Q3 2025 Reduced 1.62%
$0
$364,000 0.21% of portfolio
5,668
Q3 2025 Added 0.14%
$0
$362,000 0.21% of portfolio
1,412
Q3 2025 Added 2.92%
$0
$338,000 0.2% of portfolio
3,790
Q3 2025 Added 7.67%
$0
$342,000 0.2% of portfolio
3,924
Q3 2025 Reduced 5.58%
$0
$323,000 0.19% of portfolio
3,404
Q3 2025 Added 2.5%
$0
$289,000 0.17% of portfolio
4,824
Q2 2025 Added 26.15%
$0
$287,000 0.17% of portfolio
4,034
Q3 2025 Added 8.06%
$0
$274,000 0.16% of portfolio
1,972
Q2 2025 Reduced 4.36%
$0
$274,000 0.16% of portfolio
5,870
Q3 2025 Reduced 2.99%
$0
$251,000 0.15% of portfolio
817
Q3 2025 Added 16.22%
$0
$258,000 0.15% of portfolio
2,176
Q3 2025 New
$0
$259,000 0.15% of portfolio
2,781
Q3 2025 Added 7.75%

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
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