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Successful Portfolios LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Ava Hoppe | 20 January, 2024

In the fast-paced world of investing, it is crucial for fund managers to stay on top of their holdings and make strategic decisions to maximize returns. One way they do this is by filing a Form 13F with the Securities and Exchange Commission (SEC). This quarterly report provides a snapshot of a fund's holdings, including the names of the securities, the number of shares, and the total value.

Successful Portfolios LLC recently filed their 13F for Q3 2023 and Q4 2023, and the results are in. Let's take a closer look at the changes in their holdings and the potential implications for investors.


Q3 2023 Holdings: 22,922 shares, $9.799 million

Q4 2023 Holdings: 22,931 shares, $10.899 million

Change: 11.2%

The SPDR S&P 500 ETF TR, commonly known as SPY, is an exchange-traded fund that aims to track the performance of the S&P 500 Index. Successful Portfolios LLC increased their holdings in SPY by 11.2% during the Q3 to Q4 period. This suggests that they have confidence in the long-term prospects of the S&P 500 and believe that it will continue to generate positive returns.


Q3 2023 Holdings: 14,016 shares, $4.425 million

Q4 2023 Holdings: 14,121 shares, $5.310 million

Change: 20%

Microsoft Corp, one of the world's largest technology companies, has been a favorite among investors for its stable growth and innovative products. Successful Portfolios LLC increased their holdings in Microsoft by a significant 20% during the Q3 to Q4 period. This indicates their bullish outlook on Microsoft's future prospects and the potential for continued growth in the technology sector.


Q3 2023 Holdings: 125,160 shares, $5.993 million

Q4 2023 Holdings: 105,423 shares, $5.107 million

Change: -14.8%

SCHWAB STRATEGIC TR, a provider of low-cost index funds, experienced a decrease in holdings by Successful Portfolios LLC during the Q3 to Q4 period. The 14.8% reduction in shares suggests that the fund manager may have reevaluated their position in SCHO and decided to reallocate their investments elsewhere. This could be due to changing market conditions or a shift in investment strategy.


Q3 2023 Holdings: 23,341 shares, $3.996 million

Q4 2023 Holdings: 23,960 shares, $4.613 million

Change: 15.4%

Apple Inc, the world's most valuable company, continues to attract investors with its innovative products and strong financial performance. Successful Portfolios LLC increased their holdings in Apple by 15.4% during the Q3 to Q4 period, indicating their confidence in the company's ability to generate returns. This aligns with the general bullish sentiment around Apple and its position as a leader in the tech industry.


Q3 2023 Holdings: 9,144 shares, $3.977 million

Q4 2023 Holdings: 8,788 shares, $4.352 million

Change: 9.4%

NVIDIA Corporation, a leading manufacturer of graphics processing units (GPUs), is known for its strong presence in the gaming and artificial intelligence industries. Successful Portfolios LLC slightly decreased their holdings in NVIDIA by 9.4% during the Q3 to Q4 period. This could be a reflection of short-term market dynamics or a deliberate decision to rebalance their portfolio.

These are just a few examples of the changes in holdings reported by Successful Portfolios LLC in their Q3 to Q4 13F filing. It is important to note that these holdings are subject to market fluctuations and may change in the future as fund managers continue to assess their investment strategies.

Investors should consider these filings and changes in holdings as part of their overall research and due diligence. It is always recommended to consult with a qualified financial advisor or conduct your own analysis before making investment decisions.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice.

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