13F History

Successful Portfolios LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 16, 2025
Value $: $149M
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 161 stock holdings with total value $149M as of Q4 2024. Top holdings included SPY, NVDA, IVV, MSFT, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	161	$149M	+$15.2M	-$3.22M	+$11.9M	SPY, NVDA, IVV, MSFT, AAPL	13F-HR	1/16/2025, 10:42 AM
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

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