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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | 151 | $274,297 | 3,267 | 0.00 | 0.00 | -68 | -2.04 | 06-30-2024 |
| BHP GROUP LTD | SPONSORED ADS | 152 | $274,267 | 4,804 | 0.00 | 0.00 | -42 | -0.87 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 153 | $273,650 | 4,016 | 0.00 | 0.00 | -510 | -11.27 | 06-30-2024 |
| LAM RESEARCH CORP | COM | 154 | $270,472 | 254 | 0.00 | 254 | +Inf | 06-30-2024 |
