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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUIT | COM | 201 | $223,775 | 358 | 0.00 | 358 | +Inf | 12-31-2023 | |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 0.06 | 12-31-2023 |
| ISHARES TR | MSCI USA MMENTM | 203 | $221,835 | 1,413 | 0.00 | 1,413 | +Inf | 12-31-2023 | |
| GILEAD SCIENCES INC | COM | 204 | $220,428 | 2,721 | 0.00 | 2,721 | +Inf | 12-31-2023 |
