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
DHRDanaher Corporation Recent Activity Exited	0%	$265,134 954 shares@ $277.92 avg price	Exited
EFAIshares Tr Recent Activity Exited	0%	$227,641 2,722 shares@ $83.64 avg price	Exited
CATCaterpillar Inc Recent Activity Exited	0%	$214,725 549 shares@ $391.13 avg price	Exited
SCHESchwab Strategic Tr Recent Activity Exited	0%	$211,830 7,259 shares@ $29.19 avg price	Exited
TDToronto Dominion Bk Ont Recent Activity Exited	0%	$208,581 3,297 shares@ $63.27 avg price	Exited
QCOMQualcomm Inc Recent Activity Exited	0%	$207,291 1,219 shares@ $170.06 avg price	Exited
CAGConagra Brands Inc Recent Activity Exited	0%	$205,113 6,307 shares@ $32.53 avg price	Exited
CIThe Cigna Group Recent Activity Exited	0%	$203,385 587 shares@ $346.49 avg price	Exited
CGNXCognex Corp Recent Activity Exited	0%	$202,500 5,000 shares@ $40.5 avg price	Exited