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Home > Institutional Investor > Successful Portfolios Llc > Profile

Instuitional Investor - Successful Portfolios Llc

Fund Profile
Filing Period:
Fund Name: Successful Portfolios Llc
Portfolio Value $162,666,389
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 61,749 $9,755,738 6%
2.
Spdr S & P 500 Etf Trust
 SPY 14,380 $8,884,871 5.46%
3.
Ishares Trust
 IEF 11,151 $6,923,905 4.26%
4.
Microsoft Corp
 MSFT 12,485 $6,210,224 3.82%
5.
Vanguard Index Fds
 17,737 $5,390,844 3.31%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)