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 | CORE US AGGBD ET | 51 | $749,559 | 7,722 | 0.00 | 0.00 | 998 | 14.84 | 06-30-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 52 | $741,721 | 4,394 | 0.00 | 0.00 | 1,886 | 75.20 | 06-30-2024 |
| JOHNSON & JOHNSON | COM | 53 | $717,910 | 4,912 | 0.00 | 0.00 | -702 | -12.50 | 06-30-2024 |
| PEPSICO INC | COM | 54 | $696,829 | 4,225 | 0.00 | 0.00 | -94 | -2.18 | 06-30-2024 |
