Successful Portfolios LLC
CIK: 0001721780SEC EDGAR →
Portfolio Value
$196.3B
Holdings
192
As of
Q4 2025
New Positions
12
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 13,361 | $9.3B | 4.75% |
| 2 | SPDR S&P 500 ETF TR | 12,937 | $9.0B | 4.58% |
| 3 | VANGUARD BD INDEX FDS | 99,253 | $7.8B | 3.98% |
| 4 | VANGUARD INDEX FDS | 18,361 | $6.3B | 3.20% |
| 5 | WALMART INC | 54,211 | $6.2B | 3.16% |
| 6 | SCHWAB STRATEGIC TR | 222,874 | $6.0B | 3.04% |
| 7 | MICROSOFT CORP | 12,265 | $5.9B | 3.00% |
| 8 | NVIDIA CORPORATION | 29,044 | $5.4B | 2.74% |
| 9 | SCHWAB STRATEGIC TR | 216,637 | $5.3B | 2.69% |
| 10 | APPLE INC | 20,252 | $5.3B | 2.68% |
Quarterly Changes
New Positions (25)
$2.0B · 164K shares
$1.4B · 20K shares
$870.0M · 40K shares
$864.0M · 2K shares
$513.0M · 2K shares
$443.0M · 4K shares
$430.0M · 9K shares
$387.0M · 6K shares
$321.0M · 4K shares
$280.0M · 6K shares
$266.0M · 3K shares
$253.0M · 14K shares
$244.0M · 2K shares
$230.0M · 1K shares
$227.0M · 4K shares
$220.0M · 1K shares
$219.0M · 381 shares
$217.0M · 5K shares
$207.0M · 4K shares
$204.0M · 2K shares
$202.0M · 5K shares
$200.0M · 2K shares
$43.0M · 15K shares
$29.0M · 10K shares
$19.0M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $103.6B | 52.8% |
| Technology | 26 | $30.6B | 15.6% |
| Consumer Defensive | 6 | $10.5B | 5.4% |
| Consumer Cyclical | 10 | $9.5B | 4.8% |
| Industrials | 18 | $9.4B | 4.8% |
| Communication Services | 5 | $7.9B | 4.0% |
| Healthcare | 12 | $7.8B | 4.0% |
| Utilities | 8 | $5.4B | 2.8% |
| Unknown | 11 | $4.6B | 2.4% |
| Energy | 7 | $3.6B | 1.9% |
| Basic Materials | 6 | $2.8B | 1.4% |
| Real Estate | 2 | $428.0M | 0.2% |