Notify me when Successful Portfolios LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 192 | $196,257,707 | +$24,416,205 | -$4,055,055 | +$20,361,150 | IVV, SPY, BSV, VTI, WMT | 13F-HR | 22 Jan 2026, 18:10 |
| Q3 2025 | 175 | $171,353,985 | +$8,385,286 | -$11,565,153 | -$3,179,867 | SPY, IVV, MSFT, BSV, VTI | 13F-HR | 15 Oct 2025, 08:51 |
| Q2 2025 | 169 | $162,666,389 | +$4,867,386 | -$1,205,532 | +$3,661,854 | NVDA, SPY, IVV, MSFT, VTI | 13F-HR | 21 Jul 2025, 14:45 |
| Q1 2025 | 158 | $147,039,095 | +$2,239,864 | -$1,653,573 | +$586,291 | SPY, NVDA, IVV, SCHO, BSV | 13F-HR | 11 Apr 2025, 13:44 |
| Q4 2024 | 161 | $149,472,588 | +$15,153,565 | -$3,218,875 | +$11,934,690 | SPY, NVDA, IVV, MSFT, AAPL | 13F-HR | 16 Jan 2025, 10:42 |
| Q3 2024 | 163 | $147,821,016 | +$4,470,633 | -$6,351,533 | -$1,880,900 | SPY, NVDA, MSFT, IVV, SCHO | 13F-HR | 09 Oct 2024, 17:07 |
| Q2 2024 | 158 | $143,153,264 | +$9,904,267 | -$9,098,735 | +$805,532 | SPY, NVDA, MSFT, SCHO, IVV | 13F-HR | 12 Jul 2024, 14:36 |
| Q1 2024 | 171 | $146,588,800 | +$7,333,607 | -$5,233,725 | +$2,099,882 | SPY, NVDA, MSFT, SCHO, IVV | 13F-HR | 17 Apr 2024, 18:19 |
| Q4 2023 | 170 | $133,822,970 | +$14,081,782 | -$3,012,224 | +$11,069,558 | SPY, MSFT, SCHO, AAPL, NVDA | 13F-HR | 18 Jan 2024, 09:36 |
| Q3 2023 | 145 | $112,843,474 | +$5,008,059 | -$4,579,290 | +$428,769 | SPY, SCHO, MSFT, AAPL, NVDA | 13F-HR | 10 Oct 2023, 21:26 |
| Q2 2023 | 154 | $116,154,471 | +$1,563,991 | -$52,904,219 | -$51,340,228 | SPY, SCHO, MSFT, AAPL, NVDA | 13F-HR | 20 Jul 2023, 10:09 |
| Q1 2023 | 188 | $159,278,096 | +$7,718,931 | -$9,743,782 | -$2,024,851 | SPY, SCHO, SCHB, AAPL, MSFT | 13F-HR | 21 Apr 2023, 17:39 |
| Q4 2022 | 190 | $153,325,000 | +$12,853,775 | -$5,607,112 | +$7,246,663 | SPY, SCHO, SCHB, MSFT, AAPL | 13F-HR | 27 Jan 2023, 07:30 |
| Q3 2022 | 178 | $137,903,000 | +$6,747,136 | -$6,355,424 | +$391,712 | SPY, SCHO, SCHB, AAPL, MSFT | 13F-HR | 11 Oct 2022, 20:05 |
| Q2 2022 | 188 | $148,619,000 | +$7,839,928 | -$10,920,915 | -$3,080,987 | SCHO, SPY, SCHB, MSFT, AAPL | 13F-HR | 21 Jul 2022, 20:36 |
| Q1 2022 | 206 | $175,654,000 | +$12,878,001 | -$7,977,927 | +$4,900,074 | SPY, SCHO, SCHB, AAPL, MSFT | 13F-HR | 20 Apr 2022, 20:45 |
| Q4 2021 | 214 | $183,990,000 | +$8,564,428 | -$4,026,625 | +$4,537,803 | SPY, SCHO, SCHB, MSFT, AAPL | 13F-HR | 25 Jan 2022, 18:54 |
| Q3 2021 | 205 | $167,470,000 | +$8,727,828 | -$3,145,183 | +$5,582,645 | SPY, SCHO, SCHB, MSFT, AAPL | 13F-HR | 14 Oct 2021, 17:12 |
| Q2 2021 | 204 | $164,990,000 | +$9,829,063 | -$4,956,817 | +$4,872,246 | SPY, SCHO, SCHB, MSFT, AAPL | 13F-HR | 23 Jul 2021, 13:06 |
| Q1 2021 | 196 | $151,714,000 | +$10,060,025 | -$3,599,956 | +$6,460,069 | SPY, SCHO, SCHB, MSFT, AAPL | 13F-HR | 20 Apr 2021, 15:16 |
| Q4 2020 | 182 | $139,396,000 | +$6,694,260 | -$2,898,539 | +$3,795,721 | SPY, SCHO, SCHB, AAPL, MSFT | 13F-HR | 01 Feb 2021, 18:34 |
| Q3 2020 | 175 | $125,320,000 | +$9,336,539 | -$2,754,135 | +$6,582,404 | SPY, SCHO, SCHB, AAPL, MSFT | 13F-HR | 13 Oct 2020, 12:07 |
| Q2 2020 | 164 | $113,691,000 | +$9,654,196 | -$8,875,620 | +$778,576 | SPY, SCHO, SCHB, MSFT, IVV | 13F-HR | 13 Jul 2020, 12:59 |
| Q1 2020 | 152 | $98,883,000 | +$12,120,425 | -$9,663,930 | +$2,456,495 | SPY, SCHO, SCHB, MSFT, IVV | 13F-HR | 23 Apr 2020, 12:08 |
| Q4 2019 | 162 | $112,361,000 | +$6,113,503 | -$6,572,909 | -$459,406 | SPY, SCHB, SCHO, SCHF, MSFT | 13F-HR | 23 Jan 2020, 16:49 |
| Q3 2019 | 154 | $106,421,000 | +$12,939,033 | -$1,150,944 | +$11,788,089 | SPY, SCHB, SCHO, MSFT, SCHF | 13F-HR | 11 Oct 2019, 14:47 |
| Q2 2019 | 138 | $93,197,000 | +$1,640,858 | -$2,629,478 | -$988,620 | SPY, SCHB, SCHO, SCHF, MSFT | 13F-HR | 11 Jul 2019, 09:03 |
| Q1 2019 | 139 | $91,467,000 | +$6,592,359 | -$1,598,367 | +$4,993,992 | SPY, SCHB, SCHO, SCHF, MSFT | 13F-HR | 22 Apr 2019, 16:48 |
| Q4 2018 | 126 | $78,253,000 | +$2,215,400 | -$6,304,897 | -$4,089,497 | SPY, SCHB, SCHO, SCHF, DUK | 13F-HR | 14 Jan 2019, 17:19 |
| Q3 2018 | 141 | $91,835,000 | +$3,084,738 | -$1,430,193 | +$1,654,545 | SPY, SCHB, SCHO, SCHF, XLK | 13F-HR | 15 Oct 2018, 15:12 |
| Q2 2018 | 133 | $85,624,000 | +$5,157,661 | -$3,085,025 | +$2,072,636 | SPY, SCHB, SCHO, SCHF, XLK | 13F-HR | 24 Jul 2018, 16:58 |
| Q1 2018 | 130 | $82,365,000 | +$6,478,070 | -$2,798,360 | +$3,679,710 | SPY, SCHB, SCHO, SCHF, VTI | 13F-HR | 08 May 2018, 14:00 |
| Q4 2017 | 133 | $80,486,000 | $0 | $0 | $0 | SPY, SCHB, SCHO, SCHF, SCHZ | 13F-HR | 08 Feb 2018, 20:09 |