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CIK: 0001721780
Total reported value
$214.1M
$214.1M
175 檔
16.3%
According to the latest 13F quarterly dataset, Successful Portfolios LLC managed an equity portfolio of $214.1M at the end of Q3 2025, spanning 175 distinct U.S. exchange-listed positions.
In Q3 2025, Successful Portfolios LLC displayed an active expansion posture, initiating 17 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.90% | -0.06% | -12.32% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.64% | +0.08% | +6.55% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | -0.26% | -2.82% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.59% | -0.35% | +18.15% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.53% | +0.10% | +3.91% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.07% | -50.25% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.18% | -0.04% | +0.58% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 3.14% | -0.80% | +0.28% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.89% | -0.39% | +0.66% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.17% | -5.19% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.68% | +0.53% | +0.02% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.74% | -0.24% | +0.11% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.01% | +7.71% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | -0.18% | -0.88% | |
| 15 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.57% | -0.13% | -1.86% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.45% | -0.10% | -1.06% | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 1.42% | -0.21% | -0.13% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.34% | -0.06% | +4.68% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.09% | -13.85% | |
| 20 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.24% | -0.04% | -1.08% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | +0.11% | -11.99% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.12% | -0.09% | +5.27% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.09% | -0.78% | EXIT | |
| 24 | XLI | Ss Industrial Select Sector | ETF-Other | 1.02% | -0.03% | -0.14% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 1.00% | -0.03% | -0.12% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.97% | -0.02% | +41.85% | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.96% | -0.10% | +4.54% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.94% | -0.14% | +5.24% | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.90% | +0.04% | +35.55% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.10% | +1.72% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | -0.02% | -5.36% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.81% | +1.20% | -7.91% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.80% | +0.01% | +7.93% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.15% | -0.11% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.75% | +0.58% | -2.34% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.08% | -9.41% | |
| 37 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.71% | -0.10% | +172.91% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.66% | -0.10% | -0.80% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | -0.04% | -0.66% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.07% | +4.46% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.08% | +1.15% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.21% | +1.78% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.55% | +0.01% | +0.02% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.03% | +2.49% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | -0.11% | +5.40% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.06% | +0.36% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.06% | -4.66% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.49% | +1.40% | -15.56% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.01% | -15.38% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.45% | -0.06% | -1.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.7% | +6.55% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | -2.82% | Trim |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | +0.4% | +172.91% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.4% | +18.15% | Add |
| 5 | XLK | Ss Technology Select Sector | +0.4% | +0.02% | Trim |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +41.85% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +3.91% | Add |
| 8 | VT | Vanguard Tot World Stk ETF | +0.3% | +35.55% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -11.99% | Trim |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +2.09% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -13.85% | Trim |
| 12 | AMD | Advanced Micro Devices | +0.2% | -7.91% | Trim |
| 13 | VXF | Vanguard Extended Market ETF | +0.1% | +7.93% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | -15.56% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | +7.71% | Add |
| 16 | VXUS | Vanguard Total Intl Stock | +0.1% | +5.27% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | -2.34% | Trim |
| 18 | SCHX | Schwab US Large-cap ETF | +0.1% | +4.68% | Add |
| 19 | GLD | Spdr Gold Shares | +0.1% | +20.19% | Add |
| 20 | NEM | Newmont CORP | +0.1% | -1.58% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +2.49% | Add |
| 22 | WMT | Walmart Inc | 0% | +0.28% | Add |
| 23 | XLI | Ss Industrial Select Sector | — | -0.14% | Trim |
| 24 | SCHB | Schwab US Broad Market ETF | 0% | +0.58% | Trim |
| 25 | HD | Home Depot Inc | -0.1% | -0.88% | Trim |
| 26 | AAPL | Apple Inc | -0.2% | -5.19% | Trim |
| 27 | SGOV | Ishares 0-3 Month Treasury B | -0.5% | -1.06% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -12.32% | Trim |
| 29 | NVDA | Nvidia CORP | -1.2% | -50.25% | Trim |
| 30 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 31 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 32 | AVGO | Broadcom Inc | — | NEW | New buy |
| 33 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
| 34 | GEV | GE Vernova Inc | — | NEW | New buy |
| 35 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 36 | INTC | Intel CORP | — | NEW | New buy |
| 37 | TD | Toronto-dominion Bank | — | NEW | New buy |
| 38 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 39 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 40 | JBL | Jabil Inc | — | NEW | New buy |
| 41 | B | Barrick Mining CORP | — | NEW | New buy |
| 42 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 43 | CGNX | Cognex CORP | — | NEW | New buy |
| 44 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 45 | AIQ | Global X Art Intel & Tech | — | NEW | New buy |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
| 47 | INTU | Intuit Inc | — | EXIT | Sold out |
| 48 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 49 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 50 | LOW | Lowe's Cos Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Successful Portfolios LLC reported a total U.S. public equity portfolio value of $214.1M across 175 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, MSFT) accounted for 16.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
ITOT
市值: $582.7K
Top Position Liquidated / Trimmed
BMY
前期市值: $302.4K
During Q3 2025, Successful Portfolios LLC's top holdings by market value included SPY (4.9%)、IVV (4.6%)、MSFT (3.7%). The largest single position, SPY, represented 4.9% of total portfolio value.
In Q3 2025, Successful Portfolios LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 14 positions, trimming 15 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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