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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$746,000 0.44% of portfolio
9,564
Q3 2025 Added 4.56%
$303B
$723,000 0.43% of portfolio
4,658
Q3 2025 Added 33.24%
$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%
$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%
$0
$571,000 0.34% of portfolio
7,683
Q3 2025 Reduced 1.35%
$404B
$578,000 0.34% of portfolio
625
Q3 2025 Added 12.21%
$0
$582,000 0.34% of portfolio
4,000
Q3 2025 Added 29.87%
$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%
$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%
$0
$507,000 0.3% of portfolio
5,334
Q3 2025 Added 1.31%
$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
$518,000 0.3% of portfolio
6,431
Q3 2025 Reduced 1.5%
$0
$487,000 0.29% of portfolio
21,707
Q2 2024 Reduced 3.98%
$0
$489,000 0.29% of portfolio
6,404
Q3 2025 Reduced 7.24%
$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%
$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%
$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%
$0
$430,000 0.25% of portfolio
15,775
Q3 2025 Added 9.76%
$593B
$419,000 0.25% of portfolio
1,493
Q3 2025 Reduced 7.9%
$69.4B
$413,000 0.24% of portfolio
5,043
Q3 2025 Reduced 6.66%
$300B
$401,000 0.24% of portfolio
1,164
Q3 2025 Reduced 11.21%
$0
$406,000 0.24% of portfolio
6,225
Q3 2025 Added 10.08%
$183B
$388,000 0.23% of portfolio
1,377
Q3 2025 Reduced 6.13%
$0
$396,000 0.23% of portfolio
3,566
Q3 2025 Added 28.92%
$317B
$395,000 0.23% of portfolio
4,718
Q3 2025 Reduced 2.62%
$91.4B
$385,000 0.23% of portfolio
2,482
Q3 2025 Reduced 1.74%
$0
$366,000 0.22% of portfolio
599
Q3 2025 Reduced 6.11%
$139B
$367,000 0.22% of portfolio
1,114
Q3 2025 Added 30.29%
$0
$367,000 0.22% of portfolio
1,519
Q3 2025 Reduced 1.62%
$237B
$353,000 0.21% of portfolio
2,178
Q4 2024 Reduced 0.64%
$40.4B
$353,000 0.21% of portfolio
2,790
Q3 2025 Reduced 0.14%
$57.4B
$361,000 0.21% of portfolio
9,206
Q1 2025 Reduced 0.45%
$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%

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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