Successful Portfolios LLC

Q3 2025 13F-HR Holdings

Location
Clearwater, FL
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
175
Total value ($000)
$171,354
Net value change ($000)
+8,688 (5.3%)
New positions
12
Sold out positions
6
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 1,028 14.8%
SPTS 770 173.4%
AAPL 739 17.7%
VTI 657 12.2%
VIG 551 49.6%
VT 482 45.3%
XLK 467 11.3%
SCHB 427 8.5%
GOOGL 344 20.8%
GOOGL 338 18.8%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -4,024 -41.2%
SPY -486 -5.5%
INTU -276 -100.0%
CMG -255 -100.0%
BMY -226 -100.0%
BKNG -226 -100.0%
LRCX -205 -100.0%
CMCSA -203 -100.0%
META -147 -15.9%
ISRG -90 -27.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type