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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 151 | $286,632 | 4,526 | 0.00 | 0.00 | 390 | 9.43 | 12-31-2023 |
| TOYOTA MOTOR CORP | ADS | 152 | $278,738 | 1,520 | 0.00 | 1,520 | +Inf | 12-31-2023 | |
| CONSTELLATION ENERGY CORP | COM | 153 | $277,497 | 2,374 | 0.00 | 0.00 | -5 | -0.21 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 154 | $276,873 | 999 | 0.00 | 999 | +Inf | 12-31-2023 |
