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 $149,472,588
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 14,499 $8,497,731 5.68%
2.
Nvidia Corp
 NVDA 62,253 $8,359,959 5.59%
3.
Ishares Trust
 IEF 9,857 $5,802,371 3.88%
4.
Microsoft Corp
 MSFT 12,606 $5,313,266 3.55%
5.
Apple Inc.
 AAPL 20,659 $5,173,337 3.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)