Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUCCESSFUL PORTFOLIOS LLC | 01-18-2024 | 12-31-2023 | 170 | 133,822,970 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $10,899,785 | 22,931 | 0.01 | 0.01 | 9 | 0.04 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $5,310,286 | 14,121 | 0.00 | 0.00 | 105 | 0.75 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 3 | $5,107,784 | 105,423 | 0.00 | 0.01 | -19,737 | -15.77 | 12-31-2023 |
| APPLE INC | COM | 4 | $4,613,176 | 23,960 | 0.00 | 0.00 | 619 | 2.65 | 12-31-2023 |
