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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
PEPPepsico Inc
Recent Activity
Increased 6.68%
0.45%
$668,000
4,393 shares@ $152.07 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 82.09%
0.44%
$651,496
8,718 shares@ $74.73 avg price
COPConocophillips
Recent Activity
Increased 32.43%
0.41%
$612,016
6,171 shares@ $99.18 avg price
PPGPpg Inds Inc
Recent Activity
0.4%
$585,186
4,899 shares@ $119.46 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -0.1%
0.39%
$578,453
2,867 shares@ $201.77 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.05%
0.38%
$561,300
7,806 shares@ $71.91 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 1.69%
0.37%
$549,014
1,085 shares@ $506.01 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 3.07%
0.36%
$523,187
571 shares@ $916.27 avg price
MUFGMitsubishi Ufj Finl Group In
Recent Activity
Increased 0.02%
0.35%
$521,322
44,481 shares@ $11.73 avg price
MUMicron Technology Inc
Recent Activity
Increased 0.62%
0.34%
$496,344
5,898 shares@ $84.16 avg price