Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Successful Portfolios Llc > Profile

Instuitional Investor - Successful Portfolios Llc

Fund Profile
Filing Period:
Fund Name: Successful Portfolios Llc
Portfolio Value $133,822,970
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 22,931 $10,899,785 8.14%
2.
Microsoft Corp
 MSFT 14,121 $5,310,286 3.96%
3.
Schwab Strategic Trust
 FNDF 105,423 $5,107,784 3.81%
4.
Apple Inc.
 AAPL 23,960 $4,613,176 3.44%
5.
Nvidia Corp
 NVDA 8,788 $4,352,184 3.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)