test

H. Parker Evans

@Successful Portfolios Llc

Latest period2024 - Q4ReportedManaged Assets$149.473MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 5.79%
3.89%
$5.802M
9,857 shares@ $588.66 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 202.82%
3.33%
$4.967M
218,809 shares@ $22.71 avg price
VTIVanguard Index Fds
Recent Activity
Increased 12.89%
3.31%
$4.945M
17,062 shares@ $289.81 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 92.21%
3.28%
$4.892M
203,314 shares@ $24.06 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 22.4%
2.76%
$4.123M
53,360 shares@ $77.28 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 9.34%
1.87%
$2.789M
47,931 shares@ $58.19 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.17%
1.77%
$2.636M
12,016 shares@ $219.4 avg price
SGOVIshares Tr
Recent Activity
Increased 19.8%
1.71%
$2.553M
25,449 shares@ $100.32 avg price
SONYSony Group Corp
Recent Activity
Increased 400.51%
1.42%
$2.118M
100,076 shares@ $21.16 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Increased 14.27%
1.29%
$1.918M
19,199 shares@ $99.93 avg price