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 DOW JONES INDL AVERAGE | UT SER 1 | 101 | $391,130 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AT&T INC | COM | 102 | $390,598 | 20,439 | 0.00 | 0.00 | -287 | -1.38 | 06-30-2024 |
| PHILLIPS 66 | COM | 103 | $387,412 | 2,744 | 0.00 | 0.00 | -404 | -12.83 | 06-30-2024 |
| UNITED PARCEL SERVICE INC | CL B | 104 | $383,667 | 2,804 | 0.00 | 0.00 | -332 | -10.59 | 06-30-2024 |
