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