Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUCCESSFUL PORTFOLIOS LLC | 07-12-2024 | 06-30-2024 | 158 | 143,153,264 |
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 | $10,458,517 | 19,217 | 0.01 | 0.01 | -3,714 | -16.20 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $7,868,495 | 63,692 | 0.01 | 0.00 | 54,904 | 624.76 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $5,791,149 | 12,957 | 0.00 | 0.00 | -1,164 | -8.24 | 06-30-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 4 | $5,028,140 | 104,470 | 0.00 | 0.00 | -953 | -0.90 | 06-30-2024 |
