Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUCCESSFUL PORTFOLIOS LLC | 01-18-2024 | 12-31-2023 | 170 | 133,822,970 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 101 | $403,036 | 3,383 | 0.00 | 0.00 | -10 | -0.29 | 12-31-2023 |
| REPUBLIC SVCS INC | COM | 102 | $396,773 | 2,406 | 0.00 | 0.00 | -38 | -1.55 | 12-31-2023 |
| GALLAGHER ARTHUR J & CO | COM | 103 | $386,794 | 1,720 | 0.00 | 0.00 | -3 | -0.17 | 12-31-2023 |
| CISCO SYS INC | COM | 104 | $384,801 | 7,616 | 0.00 | 0.00 | -61 | -0.79 | 12-31-2023 |
