H. Parker Evans

@Successful Portfolios Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$149.473M

Total holdings161

Assets growth rate1.12%

Assets growth rate (2-Q avg)2.19%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Successful Portfolios Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Successful Portfolios Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 149.473M in assets, with a quarterly growth rate of 1.12% and a 2-quarter average growth rate of 2.19%. The portfolio is managed by H. Parker Evans, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PLTRPalantir Technologies Inc Recent Activity New Position	0.18%	$256,688 3,394 shares@ $75.63 avg price	New Position
BILSpdr Ser Tr Recent Activity New Position	0.16%	$232,049 2,538 shares@ $91.43 avg price	New Position
ARCCAres Capital Corp Recent Activity New Position	0.15%	$221,330 10,111 shares@ $21.9 avg price	New Position
MCKMckesson Corp Recent Activity New Position	0.15%	$218,845 384 shares@ $569.91 avg price	New Position
ETREntergy Corp New Recent Activity New Position	0.15%	$216,722 2,858 shares@ $75.83 avg price	New Position
VGITVanguard Scottsdale Fds Recent Activity New Position	0.15%	$215,760 3,720 shares@ $58.0 avg price	New Position
CCitigroup Inc Recent Activity New Position	0.14%	$208,744 2,966 shares@ $70.38 avg price	New Position