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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
ABTAbbott Labs
Recent Activity
Decreased -1.97%
0.49%
$719,380
6,360 shares@ $113.12 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.94%
0.47%
$699,612
4,838 shares@ $144.61 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.22%
0.47%
$693,500
2,893 shares@ $239.72 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -0.1%
0.39%
$578,453
2,867 shares@ $201.77 avg price
JEQAbrdn Japan Equity Fund Inc
Recent Activity
Decreased -0.46%
0.33%
$490,347
85,278 shares@ $5.75 avg price
NSCNorfolk Southn Corp
Recent Activity
Decreased -0.34%
0.32%
$477,849
2,036 shares@ $234.7 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -2.84%
0.32%
$476,549
16,427 shares@ $29.02 avg price
CEGConstellation Energy Corp
Recent Activity
Decreased -0.32%
0.32%
$476,055
2,128 shares@ $223.72 avg price
IGSBIshares Tr
Recent Activity
Decreased -3.43%
0.3%
$439,036
8,492 shares@ $51.7 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -1.34%
0.28%
$418,130
4,899 shares@ $85.36 avg price