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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
PSXPhillips 66
Recent Activity
Decreased -2.03%
0.21%
$301,564
2,647 shares@ $113.93 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.69%
0.2%
$290,379
568 shares@ $511.24 avg price
CPBThe Campbells Company
Recent Activity
Decreased -6.36%
0.2%
$285,915
6,827 shares@ $41.89 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Decreased -1.85%
0.19%
$283,772
4,706 shares@ $60.31 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -1.13%
0.19%
$279,557
955 shares@ $292.73 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -0.63%
0.18%
$262,146
2,178 shares@ $120.37 avg price
GLWCorning Inc
Recent Activity
Decreased -0.09%
0.18%
$258,034
5,430 shares@ $47.53 avg price
ENBEnbridge Inc
Recent Activity
Decreased -0.93%
0.18%
$257,292
6,064 shares@ $42.43 avg price
ETJEaton Vance Risk-managed Div
Recent Activity
Decreased -3.76%
0.17%
$246,492
26,476 shares@ $9.32 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -4.16%
0.17%
$243,105
6,079 shares@ $40.0 avg price