0001085146-22-000336.txt : 20220126
0001085146-22-000336.hdr.sgml : 20220126
20220125185411
ACCESSION NUMBER: 0001085146-22-000336
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220126
DATE AS OF CHANGE: 20220125
EFFECTIVENESS DATE: 20220126
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Successful Portfolios LLC
CENTRAL INDEX KEY: 0001721780
IRS NUMBER: 271353570
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18301
FILM NUMBER: 22555332
BUSINESS ADDRESS:
STREET 1: 611 DRUID ROAD EAST
STREET 2: SUITE 407
CITY: CLEARWATER
STATE: FL
ZIP: 33756
BUSINESS PHONE: 7277443614
MAIL ADDRESS:
STREET 1: 611 DRUID ROAD EAST
STREET 2: SUITE 407
CITY: CLEARWATER
STATE: FL
ZIP: 33756
13F-HR
1
primary_doc.xml
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0001721780
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12-31-2021
12-31-2021
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Successful Portfolios LLC
611 DRUID ROAD EAST
SUITE 407
CLEARWATER
FL
33756
13F HOLDINGS REPORT
028-18301
N
H. Parker Evans
Chief Compliance Officer
727-744-3614
/s/ H. Parker Evans
Clearwater
FL
01-24-2022
0
214
183990
false
INFORMATION TABLE
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infotable.xml
INFORMATION TABLE
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COM
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ABBOTT LABS
COM
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9652
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SOLE
9652
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0
ABBVIE INC
COM
00287Y109
1047
7730
SH
SOLE
7730
0
0
ABERDEEN TOTAL DYNAMIC DIVD
COM SH BEN INT
00326L100
165
16105
SH
SOLE
16105
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
459
810
SH
SOLE
810
0
0
ADT INC DEL
COM
00090Q103
89
10594
SH
SOLE
10594
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
1945
13515
SH
SOLE
13515
0
0
AIR PRODS & CHEMS INC
COM
009158106
342
1125
SH
SOLE
1125
0
0
ALBEMARLE CORP
COM
012653101
640
2738
SH
SOLE
2738
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
443
3726
SH
SOLE
3726
0
0
ALPHABET INC
CAP STK CL A
02079K305
2642
912
SH
SOLE
912
0
0
ALPHABET INC
CAP STK CL C
02079K107
2170
750
SH
SOLE
750
0
0
ALTRIA GROUP INC
COM
02209S103
446
9419
SH
SOLE
9419
0
0
AMAZON COM INC
COM
023135106
2820
846
SH
SOLE
846
0
0
AMGEN INC
COM
031162100
373
1660
SH
SOLE
1660
0
0
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
129
16553
SH
SOLE
16553
0
0
ANTHEM INC
COM
036752103
247
532
SH
SOLE
532
0
0
APPLE INC
COM
037833100
5580
31423
SH
SOLE
31423
0
0
APPLIED MATLS INC
COM
038222105
1583
10062
SH
SOLE
10062
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0
AT&T INC
COM
00206R102
510
20734
SH
SOLE
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AUTOMATIC DATA PROCESSING IN
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1132
SH
SOLE
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AUTOZONE INC
COM
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254
121
SH
SOLE
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0
0
B2GOLD CORP
COM
11777Q209
44
11124
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SOLE
11124
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BAXTER INTL INC
COM
071813109
212
2468
SH
SOLE
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BHP GROUP LTD
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295
4895
SH
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BK OF AMERICA CORP
COM
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615
13815
SH
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207
32967
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COM SHS BEN IN
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682
26307
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COM
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202
12505
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09248X100
318
12150
SH
SOLE
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BOEING CO
COM
097023105
416
2065
SH
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2065
0
0
BOOKING HOLDINGS INC
COM
09857L108
223
93
SH
SOLE
93
0
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BP PLC
SPONSORED ADR
055622104
212
7960
SH
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COM
110122108
456
7312
SH
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7312
0
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BROOKDALE SR LIVING INC
COM
112463104
90
17415
SH
SOLE
17415
0
0
CAMPBELL SOUP CO
COM
134429109
447
10291
SH
SOLE
10291
0
0
CANADIAN PAC RY LTD
COM
13645T100
236
3279
SH
SOLE
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0
0
CHEVRON CORP NEW
COM
166764100
617
5254
SH
SOLE
5254
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
830
475
SH
SOLE
475
0
0
CISCO SYS INC
COM
17275R102
562
8872
SH
SOLE
8872
0
0
CITIGROUP INC
COM NEW
172967424
306
5060
SH
SOLE
5060
0
0
CLOROX CO DEL
COM
189054109
265
1517
SH
SOLE
1517
0
0
COCA COLA CO
COM
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1083
18290
SH
SOLE
18290
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0
COGNEX CORP
COM
192422103
389
5000
SH
SOLE
5000
0
0
COMCAST CORP NEW
CL A
20030N101
285
5669
SH
SOLE
5669
0
0
CONAGRA BRANDS INC
COM
205887102
220
6441
SH
SOLE
6441
0
0
CONOCOPHILLIPS
COM
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395
5472
SH
SOLE
5472
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0
CORNING INC
COM
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235
6325
SH
SOLE
6325
0
0
COSTCO WHSL CORP NEW
COM
22160K105
618
1089
SH
SOLE
1089
0
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CSX CORP
COM
126408103
593
15762
SH
SOLE
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CVS HEALTH CORP
COM
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542
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SH
SOLE
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0
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DANAHER CORPORATION
COM
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508
1544
SH
SOLE
1544
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
234
5999
SH
SOLE
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0
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DISNEY WALT CO
COM
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10644
SH
SOLE
10644
0
0
DOLLAR GEN CORP NEW
COM
256677105
305
1292
SH
SOLE
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0
DOMINION ENERGY INC
COM
25746U109
320
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SH
SOLE
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DRIVE SHACK INC
COM
262077100
92
64521
SH
SOLE
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DUKE ENERGY CORP NEW
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19777
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EATON VANCE RISK-MANAGED DIV
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EBAY INC.
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271
4070
SH
SOLE
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EMERSON ELEC CO
COM
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252
2706
SH
SOLE
2706
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ENBRIDGE INC
COM
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248
6334
SH
SOLE
6334
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EOG RES INC
COM
26875P101
279
3136
SH
SOLE
3136
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EQUITY RESIDENTIAL
SH BEN INT
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SH
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EXELON CORP
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SOLE
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EXPEDITORS INTL WASH INC
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302130109
250
1862
SH
SOLE
1862
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0
EXXON MOBIL CORP
COM
30231G102
698
11407
SH
SOLE
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FEDEX CORP
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31428X106
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SH
SOLE
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FORD MTR CO DEL
COM
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SH
SOLE
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FREEPORT-MCMORAN INC
CL B
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SH
SOLE
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GALLAGHER ARTHUR J & CO
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363576109
315
1859
SH
SOLE
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COM NEW
369604301
253
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SH
SOLE
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GENERAL MLS INC
COM
370334104
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SH
SOLE
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GENERAL MTRS CO
COM
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SH
SOLE
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SH
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ACCES TREASURY
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ACTIVEBETA US LG
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HOME DEPOT INC
COM
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SOLE
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0
HONEYWELL INTL INC
COM
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8476
SH
SOLE
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HP INC
COM
40434L105
251
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INTEL CORP
COM
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891
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INTUIT
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INTUITIVE SURGICAL INC
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NATL AMT MUNI
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406
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INVESCO QQQ TR
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ISHARES INC
ESG AWR MSCI EM
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449
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SH
SOLE
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ISHARES TR
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CORE S&P500 ETF
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ISHARES TR
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ISHARES TR
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392
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266
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SH
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ISHARES TR
ISHS 5-10YR INVT
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452
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SH
SOLE
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ISHARES TR
MBS ETF
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563
5237
SH
SOLE
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ISHARES TR
MSCI EAFE ETF
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363
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ISHARES TR
MSCI USA MIN VOL
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313
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ISHARES TR
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NATIONAL MUN ETF
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692
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SH
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ISHARES TR
RUSSELL 2000 ETF
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481
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SH
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U.S. ENERGY ETF
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272
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SH
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ISHARES TR
US TREAS BD ETF
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2112
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GSCI CMDTY STGY
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478160104
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SH
SOLE
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COM
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1099
6939
SH
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6939
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KIMBERLY-CLARK CORP
COM
494368103
222
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1556
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LILLY ELI & CO
COM
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294
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LOWES COS INC
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223
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57636Q104
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MCDONALDS CORP
COM
580135101
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SH
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0
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SHS
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252
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SH
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0
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MERCK & CO INC
COM
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SH
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META PLATFORMS INC
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0
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MICRON TECHNOLOGY INC
COM
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756
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SH
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MICROSOFT CORP
COM
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SH
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NEUBERGER BERMAN MLP & ENERG
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67
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SH
SOLE
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NEWMONT CORP
COM
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445
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SH
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0
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NEXPOINT RESIDENTIAL TR INC
COM
65341D102
368
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SH
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0
0
NEXTERA ENERGY INC
COM
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1351
14471
SH
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NIKE INC
CL B
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273
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NORFOLK SOUTHN CORP
COM
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790
2655
SH
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NUVEEN AMT FREE QLTY MUN INC
COM
670657105
561
35981
SH
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NUVEEN SELECT TAX-FREE INCOM
SH BEN INT
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NVIDIA CORPORATION
COM
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PARKER-HANNIFIN CORP
COM
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370
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PAYCHEX INC
COM
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552
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PAYPAL HLDGS INC
COM
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PEOPLES UNITED FINANCIAL INC
COM
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266
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PEPSICO INC
COM
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PFIZER INC
COM
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PHILIP MORRIS INTL INC
COM
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333
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PHILLIPS 66
COM
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347
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SH
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PPG INDS INC
COM
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PROCTER AND GAMBLE CO
COM
742718109
1755
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SH
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PUBLIC STORAGE
COM
74460D109
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PUTNAM MUN OPPORTUNITIES TR
SH BEN INT
746922103
208
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SH
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14428
0
0
QUALCOMM INC
COM
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1328
0
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RAYTHEON TECHNOLOGIES CORP
COM
75513E101
428
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0
0
REALTY INCOME CORP
COM
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273
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SH
SOLE
3807
0
0
REPUBLIC SVCS INC
COM
760759100
354
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SH
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2542
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
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225
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SH
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SALESFORCE COM INC
COM
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240
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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725
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SH
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
INTRM TRM TRES
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SCHWAB STRATEGIC TR
SHT TM US TRES
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SCHWAB STRATEGIC TR
US AGGREGATE B
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SH
SOLE
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SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
312
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SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
3702
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SH
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0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
597
9488
SH
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9488
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0
SELECT SECTOR SPDR TR
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SELECT SECTOR SPDR TR
SBI HEALTHCARE
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SELECT SECTOR SPDR TR
SBI INT-INDS
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SELECT SECTOR SPDR TR
SBI INT-UTILS
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6130
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0
SELECT SECTOR SPDR TR
TECHNOLOGY
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SH
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SHOPIFY INC
CL A
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212
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SH
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0
SIRIUS XM HOLDINGS INC
COM
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125
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SH
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0
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SKYWORKS SOLUTIONS INC
COM
83088M102
305
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SH
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0
SNAP INC
CL A
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346
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SOUTHERN CO
COM
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0
SPDR SER TR
NUVEEN BLMBRG MU
78468R721
229
4421
SH
SOLE
4421
0
0
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
221
4490
SH
SOLE
4490
0
0
SPDR SER TR
PORTFOLI S&P1500
78464A805
379
6490
SH
SOLE
6490
0
0
SPDR SER TR
PORTFOLIO SH TSR
78468R101
905
29751
SH
SOLE
29751
0
0
SPDR SER TR
S&P OILGAS EXP
78468R556
242
2521
SH
SOLE
2521
0
0
SPLUNK INC
COM
848637104
606
5236
SH
SOLE
5236
0
0
STARBUCKS CORP
COM
855244109
465
3980
SH
SOLE
3980
0
0
SYSCO CORP
COM
871829107
211
2686
SH
SOLE
2686
0
0
TARGET CORP
COM
87612E106
311
1342
SH
SOLE
1342
0
0
TESLA INC
COM
88160R101
468
443
SH
SOLE
443
0
0
TORONTO DOMINION BK ONT
COM NEW
891160509
254
3312
SH
SOLE
3312
0
0
TRI CONTL CORP
COM
895436103
1149
34609
SH
SOLE
34609
0
0
TRUIST FINL CORP
COM
89832Q109
725
12380
SH
SOLE
12380
0
0
TWILIO INC
CL A
90138F102
236
897
SH
SOLE
897
0
0
TWITTER INC
COM
90184L102
205
4747
SH
SOLE
4747
0
0
UBER TECHNOLOGIES INC
COM
90353T100
271
6452
SH
SOLE
6452
0
0
UNION PAC CORP
COM
907818108
593
2355
SH
SOLE
2355
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
715
3336
SH
SOLE
3336
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
733
1460
SH
SOLE
1460
0
0
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
253
7884
SH
SOLE
7884
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
607
7159
SH
SOLE
7159
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
231
528
SH
SOLE
528
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2655
10995
SH
SOLE
10995
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
1175
10935
SH
SOLE
10935
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
4196
81633
SH
SOLE
81633
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
411
7485
SH
SOLE
7485
0
0
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
489
9254
SH
SOLE
9254
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
461
7580
SH
SOLE
7580
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1095
6375
SH
SOLE
6375
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1421
22360
SH
SOLE
22360
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
900
17323
SH
SOLE
17323
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
319
6108
SH
SOLE
6108
0
0
WALMART INC
COM
931142103
2300
15894
SH
SOLE
15894
0
0
WASTE MGMT INC DEL
COM
94106L109
591
3541
SH
SOLE
3541
0
0
WEC ENERGY GROUP INC
COM
92939U106
340
3502
SH
SOLE
3502
0
0
WELLS FARGO CO NEW
COM
949746101
395
8224
SH
SOLE
8224
0
0
WESTROCK CO
COM
96145D105
203
4585
SH
SOLE
4585
0
0