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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 217.67%
1.27%
$1.893M
81,655 shares@ $23.19 avg price
STIPIshares Tr
Recent Activity
Increased 2.69%
1.07%
$1.588M
15,786 shares@ $100.61 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 0.16%
1.03%
$1.537M
31,802 shares@ $48.34 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 110.35%
0.97%
$1.444M
59,441 shares@ $24.3 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 4.46%
0.94%
$1.392M
23,626 shares@ $58.94 avg price
KOCoca Cola Co
Recent Activity
Increased 0.02%
0.71%
$1.06M
17,024 shares@ $62.27 avg price
VXFVanguard Index Fds
Recent Activity
Increased 12.47%
0.69%
$1.028M
5,413 shares@ $189.99 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.37%
0.66%
$975,808
1,264 shares@ $772.0 avg price
RTXRtx Corporation
Recent Activity
Increased 0.02%
0.62%
$923,512
7,981 shares@ $115.72 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 1.01%
0.61%
$904,063
4,617 shares@ $195.82 avg price