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
VIGVanguard Specialized Funds
Recent Activity
Increased 1.01%
0.61%
$904,063
4,617 shares@ $195.82 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.19%
0.54%
$806,392
11,248 shares@ $71.7 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 96.26%
0.5%
$746,805
40,368 shares@ $18.5 avg price
AGGIshares Tr
Recent Activity
Increased 0.11%
0.5%
$745,652
7,695 shares@ $96.91 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.16%
0.5%
$733,819
1,253 shares@ $585.65 avg price
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
SOSouthern Co
Recent Activity
Increased 0.02%
0.46%
$684,399
8,314 shares@ $82.32 avg price
MRKMerck & Co Inc
Recent Activity
0.46%
$677,558
6,811 shares@ $99.48 avg price