Successful Portfolios LLC Portfolio Holdings
Successful Portfolios LLC
- $147 Million
- Q1 2025
Successful Portfolios LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Million distributed in 158 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 $8.1M, Nvidia Corp with a value of $6.75M, Ishares Core S&P 500 ETF with a value of $5.71M, Schwab Short Term Us Treasury with a value of $5M, and Vanguard Bd Index Fd Inc Short with a value of $4.72M.
Examining the 13F form we can see an decrease of $2.37M in the current position value, from $149M to 147M.
Below you can find more details about Successful Portfolios LLC portfolio as well as his latest detailed transactions.
Portfolio value
$147 Million
ETFs: $68.4 Million
Technology: $22.2 Million
Consumer Defensive: $9.72 Million
Consumer Cyclical: $7.72 Million
Industrials: $7.32 Million
Healthcare: $7.24 Million
Financial Services: $7.16 Million
Communication Services: $5.66 Million
Other: $11.2 Million