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 |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORP | COM | 201 | $224,271 | 384 | 0.00 | 384 | +Inf | 06-30-2024 | |
| EXPEDITORS INTL WASH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CANADIAN PACIFIC KANSAS CITY | COM | 203 | $224,092 | 2,846 | 0.00 | 0.00 | -317 | -10.02 | 06-30-2024 |
| PHILIP MORRIS INTL INC | COM | 204 | $223,541 | 2,206 | 0.00 | 0.00 | -1,193 | -35.10 | 06-30-2024 |
