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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
PAYXPaychex Inc
Recent Activity
Decreased -2.13%
0.27%
$391,562
2,792 shares@ $140.25 avg price
PFEPfizer Inc
Recent Activity
Decreased -2.56%
0.25%
$365,594
13,780 shares@ $26.54 avg price
IWMIshares Tr
Recent Activity
Decreased -0.12%
0.25%
$361,049
1,634 shares@ $220.97 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -2.42%
0.24%
$355,503
2,819 shares@ $126.11 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -0.4%
0.24%
$351,237
1,237 shares@ $283.95 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -1.66%
0.24%
$350,405
5,919 shares@ $59.21 avg price
GEGe Aerospace
Recent Activity
Decreased -1.6%
0.24%
$347,663
2,084 shares@ $166.83 avg price
LENLennar Corp
Recent Activity
Decreased -0.39%
0.24%
$344,062
2,523 shares@ $136.38 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.99%
0.23%
$341,914
4,868 shares@ $70.24 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -0.53%
0.22%
$318,655
3,720 shares@ $85.66 avg price