Successful Portfolios LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$148M
Signature - Title
H. Parker Evans - Chief Compliance Officer
Location
Clearwater, FL
Summary
This page shows a list of all the recent 13F filings made by Successful Portfolios LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Successful Portfolios LLC reported 163 stock holdings with total value $148M as of Q3 2024. Top holdings included SPY, NVDA, MSFT, IVV, and SCHO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 163 $148M +$4.47M -$6.35M -$1.88M SPY, NVDA, MSFT, IVV, SCHO 13F-HR 10/9/2024, 05:07 PM
Q2 2024 158 $143M +$9.9M -$9.1M +$806K SPY, NVDA, MSFT, SCHO, IVV 13F-HR 7/12/2024, 02:36 PM
Q1 2024 171 $147M +$7.33M -$5.23M +$2.1M SPY, NVDA, MSFT, SCHO, IVV 13F-HR 4/17/2024, 06:19 PM
Q4 2023 170 $134M +$14.1M -$3.01M +$11.1M SPY, MSFT, SCHO, AAPL, NVDA 13F-HR 1/18/2024, 09:36 AM
Q3 2023 145 $113M +$5.01M -$4.58M +$429K SPY, SCHO, MSFT, AAPL, NVDA 13F-HR 10/10/2023, 09:26 PM
Q2 2023 154 $116M +$1.56M -$52.9M -$51.3M SPY, SCHO, MSFT, AAPL, NVDA 13F-HR 7/20/2023, 10:09 AM
Q1 2023 188 $159M +$7.72M -$9.74M -$2.02M SPY, SCHO, SCHB, AAPL, MSFT 13F-HR 4/21/2023, 05:39 PM
Q4 2022 190 $153M +$12.9M -$5.61M +$7.25M SPY, SCHO, SCHB, MSFT, AAPL 13F-HR 1/27/2023, 07:30 AM
Q3 2022 178 $138M +$6.75M -$6.36M +$392K SPY, SCHO, SCHB, AAPL, MSFT 13F-HR 10/11/2022, 08:05 PM
Q2 2022 188 $149M +$7.84M -$10.9M -$3.08M SCHO, SPY, SCHB, MSFT, AAPL 13F-HR 7/21/2022, 08:36 PM
Q1 2022 206 $176M +$12.9M -$7.98M +$4.9M SPY, SCHO, SCHB, AAPL, MSFT 13F-HR 4/20/2022, 08:45 PM
Q4 2021 214 $184M +$8.56M -$4.03M +$4.54M SPY, SCHO, SCHB, MSFT, AAPL 13F-HR 1/25/2022, 06:54 PM
Q3 2021 205 $167M +$8.73M -$3.15M +$5.58M SPY, SCHO, SCHB, MSFT, AAPL 13F-HR 10/14/2021, 05:12 PM
Q2 2021 204 $165M +$9.83M -$4.96M +$4.87M SPY, SCHO, SCHB, MSFT, AAPL 13F-HR 7/23/2021, 01:06 PM
Q1 2021 196 $152M +$10.1M -$3.6M +$6.46M SPY, SCHO, SCHB, MSFT, AAPL 13F-HR 4/20/2021, 03:16 PM
Q4 2020 182 $139M +$6.69M -$2.9M +$3.8M SPY, SCHO, SCHB, AAPL, MSFT 13F-HR 2/1/2021, 06:34 PM
Q3 2020 175 $125M +$9.34M -$2.75M +$6.58M SPY, SCHO, SCHB, AAPL, MSFT 13F-HR 10/13/2020, 12:07 PM
Q2 2020 164 $114M +$9.65M -$8.88M +$779K SPY, SCHO, SCHB, MSFT, AAPL 13F-HR 7/13/2020, 12:59 PM
Q1 2020 152 $98.9M +$12.1M -$9.66M +$2.46M SPY, SCHO, SCHB, MSFT, IVV 13F-HR 4/23/2020, 12:08 PM
Q4 2019 162 $112M +$6.11M -$6.57M -$459K SPY, SCHB, SCHO, SCHF, MSFT 13F-HR 1/23/2020, 04:49 PM
Q3 2019 154 $106M +$12.9M -$1.15M +$11.8M SPY, SCHB, SCHO, MSFT, SCHF 13F-HR 10/11/2019, 02:47 PM
Q2 2019 138 $93.2M +$1.64M -$2.63M -$989K SPY, SCHB, SCHO, SCHF, MSFT 13F-HR 7/11/2019, 09:03 AM
Q1 2019 139 $91.5M +$6.59M -$1.6M +$4.99M SPY, SCHB, SCHO, SCHF, MSFT 13F-HR 4/22/2019, 04:48 PM
Q4 2018 126 $78.3M +$2.22M -$6.3M -$4.09M SPY, SCHB, SCHO, SCHF, DUK 13F-HR 1/14/2019, 05:19 PM
Q3 2018 141 $91.8M +$3.08M -$1.43M +$1.65M SPY, SCHB, SCHO, SCHF, XLK 13F-HR 10/15/2018, 03:12 PM
Q2 2018 133 $85.6M +$5.16M -$3.09M +$2.07M SPY, SCHB, SCHO, SCHF, XLK 13F-HR 7/24/2018, 04:58 PM
Q1 2018 130 $82.4M +$6.48M -$2.8M +$3.68M SPY, SCHB, SCHO, SCHF, VTI 13F-HR 5/8/2018, 02:00 PM
Q4 2017 133 $80.5M $0 $0 SPY, SCHB, SCHO, SCHF, SCHZ 13F-HR 2/8/2018, 08:09 PM