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
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.57%
2.56%
$3.824M
16,447 shares@ $232.53 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 9.34%
1.87%
$2.789M
47,931 shares@ $58.19 avg price
HDHome Depot Inc
Recent Activity
1.85%
$2.758M
7,089 shares@ $389.0 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
DUKDuke Energy Corp New
Recent Activity
1.43%
$2.123M
19,707 shares@ $107.75 avg price
SONYSony Group Corp
Recent Activity
Increased 400.51%
1.42%
$2.118M
100,076 shares@ $21.16 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -6.95%
1.31%
$1.946M
10,282 shares@ $189.3 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Increased 14.27%
1.29%
$1.918M
19,199 shares@ $99.93 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 217.67%
1.27%
$1.893M
81,655 shares@ $23.19 avg price