Chief Compliance Officer

0001085146-22-001485.txt : 20220421 0001085146-22-001485.hdr.sgml : 20220421 20220420204533 ACCESSION NUMBER: 0001085146-22-001485 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220421 DATE AS OF CHANGE: 20220420 EFFECTIVENESS DATE: 20220421 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: 22839476 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 13F-HR LIVE false false false 0001721780 XXXXXXXX 03-31-2022 03-31-2022 false 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. 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COM 278642103 233 4070 SH SOLE 4070 0 0 EMERSON ELEC CO COM 291011104 265 2706 SH SOLE 2706 0 0 ENBRIDGE INC COM 29250N105 290 6284 SH SOLE 6284 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 420 4672 SH SOLE 4672 0 0 EXELON CORP COM 30161N101 336 7056 SH SOLE 7056 0 0 EXXON MOBIL CORP COM 30231G102 942 11407 SH SOLE 11407 0 0 FEDEX CORP COM 31428X106 202 872 SH SOLE 872 0 0 FORD MTR CO DEL COM 345370860 320 18950 SH SOLE 18950 0 0 FREEPORT-MCMORAN INC CL B 35671D857 315 6339 SH SOLE 6339 0 0 GALLAGHER ARTHUR J & CO COM 363576109 323 1850 SH SOLE 1850 0 0 GENERAL ELECTRIC CO COM NEW 369604301 247 2703 SH SOLE 2703 0 0 GENERAL MLS INC COM 370334104 319 4717 SH SOLE 4717 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1346 13469 SH SOLE 13469 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 226 2537 SH SOLE 2537 0 0 HOME DEPOT INC COM 437076102 2355 7869 SH SOLE 7869 0 0 HONEYWELL INTL INC COM 438516106 1640 8430 SH SOLE 8430 0 0 HP INC COM 40434L105 242 6669 SH SOLE 6669 0 0 INTEL 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0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 168 14428 SH SOLE 14428 0 0 QUALCOMM INC COM 747525103 211 1383 SH SOLE 1383 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 503 5075 SH SOLE 5075 0 0 REALTY INCOME CORP COM 756109104 263 3791 SH SOLE 3791 0 0 REPUBLIC SVCS INC COM 760759100 336 2533 SH SOLE 2533 0 0 SALESFORCE COM INC COM 79466L302 230 1085 SH SOLE 1085 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 658 23711 SH SOLE 23711 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1559 42444 SH SOLE 42444 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 1068 20057 SH SOLE 20057 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 8922 180102 SH SOLE 180102 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 519 10255 SH SOLE 10255 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 7152 133957 SH SOLE 133957 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 355 4499 SH SOLE 4499 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4175 77521 SH SOLE 77521 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 565 9311 SH SOLE 9311 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1406 36685 SH SOLE 36685 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 289 2107 SH SOLE 2107 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1280 12425 SH SOLE 12425 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 455 6115 SH SOLE 6115 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3015 18970 SH SOLE 18970 0 0 SHELL PLC SPON ADS 780259305 580 10561 SH SOLE 10561 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 127 19170 SH SOLE 19170 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 276 2068 SH SOLE 2068 0 0 SNAP INC CL A 83304A106 315 8745 SH SOLE 8745 0 0 SOUTHERN CO COM 842587107 756 10424 SH SOLE 10424 0 0 SOUTHWEST AIRLS CO COM 844741108 520 11347 SH SOLE 11347 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 360 1039 SH SOLE 1039 0 0 SPDR GOLD TR GOLD SHS 78463V107 210 1163 SH SOLE 1163 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 12178 26964 SH SOLE 26964 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 574 18831 SH SOLE 18831 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 212 4421 SH SOLE 4421 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 230 4870 SH SOLE 4870 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 333 5985 SH SOLE 5985 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 852 28741 SH SOLE 28741 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 337 2506 SH SOLE 2506 0 0 SPLUNK INC COM 848637104 749 5037 SH SOLE 5037 0 0 STARBUCKS CORP COM 855244109 369 4051 SH SOLE 4051 0 0 SYSCO CORP COM 871829107 219 2686 SH SOLE 2686 0 0 TARGET CORP COM 87612E106 264 1242 SH SOLE 1242 0 0 TESLA INC COM 88160R101 478 444 SH SOLE 444 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 263 3312 SH SOLE 3312 0 0 TRI CONTL CORP COM 895436103 1073 34798 SH SOLE 34798 0 0 TRUIST FINL CORP COM 89832Q109 702 12380 SH SOLE 12380 0 0 UBER TECHNOLOGIES INC COM 90353T100 235 6592 SH SOLE 6592 0 0 UNION PAC CORP COM 907818108 641 2346 SH SOLE 2346 0 0 UNITED PARCEL SERVICE INC CL B 911312106 715 3336 SH SOLE 3336 0 0 UNITEDHEALTH GROUP INC COM 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INC COM 931142103 2362 15858 SH SOLE 15858 0 0 WASTE MGMT INC DEL COM 94106L109 561 3541 SH SOLE 3541 0 0 WEC ENERGY GROUP INC COM 92939U106 350 3502 SH SOLE 3502 0 0 WELLS FARGO CO NEW COM 949746101 387 7981 SH SOLE 7981 0 0