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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
EQREquity Residential
Recent Activity
Decreased -0.86%
0.16%
$230,552
3,213 shares@ $71.76 avg price
MUBIshares Tr
Recent Activity
Decreased -9.63%
0.16%
$224,821
2,110 shares@ $106.56 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -0.83%
0.15%
$220,413
2,386 shares@ $92.38 avg price
EXCExelon Corp
Recent Activity
Decreased -2.62%
0.15%
$220,382
5,855 shares@ $37.64 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -4.01%
0.15%
$214,663
1,864 shares@ $115.17 avg price
INTCIntel Corp
Recent Activity
Decreased -0.82%
0.14%
$205,553
10,252 shares@ $20.06 avg price
EBAYEbay Inc.
Recent Activity
Decreased -0.67%
0.14%
$200,881
3,243 shares@ $61.95 avg price
XBGYXBlackrock Enhanced Intl Div
Recent Activity
Decreased -4.56%
0.1%
$146,535
27,596 shares@ $5.32 avg price
FFord Mtr Co
Recent Activity
Decreased -1.16%
0.08%
$112,454
11,359 shares@ $9.9 avg price
BIGZBlackrock Innovation And Grw
Recent Activity
Decreased -1.35%
0.08%
$108,550
14,590 shares@ $7.45 avg price