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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
XLISelect Sector Spdr Tr
Recent Activity
Decreased -0.15%
1.01%
$1.508M
11,449 shares@ $131.76 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.61%
0.88%
$1.306M
4,506 shares@ $289.92 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.77%
0.82%
$1.224M
6,890 shares@ $177.69 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -0.91%
0.78%
$1.162M
9,619 shares@ $120.8 avg price
VTIPVanguard Malvern Fds
Recent Activity
Decreased -2.2%
0.75%
$1.119M
23,109 shares@ $48.43 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -0.27%
0.71%
$1.057M
6,502 shares@ $162.63 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.68%
0.68%
$1.004M
9,016 shares@ $111.35 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -6.1%
0.66%
$977,304
8,319 shares@ $117.48 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.04%
0.63%
$939,681
8,736 shares@ $107.57 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.19%
0.54%
$806,392
11,248 shares@ $71.7 avg price