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 |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 51 | $754,863 | 12,427 | 0.00 | 0.00 | -66 | -0.53 | 12-31-2023 |
| PEPSICO INC | COM | 52 | $733,539 | 4,319 | 0.00 | 0.00 | -88 | -2.00 | 12-31-2023 |
| PPG INDS INC | COM | 53 | $732,645 | 4,899 | 0.00 | 0.00 | 850 | 20.99 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 54 | $730,480 | 4,897 | 0.00 | 0.00 | 671 | 15.88 | 12-31-2023 |
