Successful Portfolios LLC Portfolio Holdings
Successful Portfolios LLC
- $192 Million
- Q4 2025
Successful Portfolios LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $192 Million distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $9.31M, Ishares Core S&P 500 ETF with a value of $9.02M, Spdr S&P 500 ETF Trust with a value of $8.61M, Vanguard Bd Index Fd Inc Short with a value of $7.82M, and Microsoft Corp with a value of $6.22M.
Examining the 13F form we can see an increase of $22.6M in the current position value, from $170M to 192M.
Below you can find more details about Successful Portfolios LLC portfolio as well as his latest detailed transactions.
Portfolio value
$192 Million
ETFs: $95.6 Million
Technology: $28.5 Million
Financial Services: $12.8 Million
Consumer Defensive: $10.4 Million
Consumer Cyclical: $8.88 Million
Industrials: $8.84 Million
Healthcare: $7.71 Million
Communication Services: $7.19 Million
Other: $11.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 192
- Current Value $192 Million
- Prior Value $170 Million
- Filing
- Period Q4 2025
- Filing Date January 22, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 25 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 48 stocks