Chief Compliance Officer

0001085146-22-002503.txt : 20220722 0001085146-22-002503.hdr.sgml : 20220722 20220721203601 ACCESSION NUMBER: 0001085146-22-002503 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220722 DATE AS OF CHANGE: 20220721 EFFECTIVENESS DATE: 20220722 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: 221098259 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 06-30-2022 06-30-2022 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. Parker Evans Clearwater FL 07-19-2022 0 188 148619 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 453 3502 SH SOLE 3502 0 0 ABBOTT LABS COM 002824100 1040 9572 SH SOLE 9572 0 0 ABBVIE INC COM 00287Y109 1186 7743 SH SOLE 7743 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 130 16141 SH SOLE 16141 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 314 857 SH SOLE 857 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1135 14843 SH SOLE 14843 0 0 AIR PRODS & CHEMS INC COM 009158106 271 1125 SH SOLE 1125 0 0 ALBEMARLE CORP COM 012653101 517 2476 SH SOLE 2476 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 441 3878 SH SOLE 3878 0 0 ALPHABET INC CAP STK CL A 02079K305 1934 888 SH SOLE 888 0 0 ALPHABET INC CAP STK CL C 02079K107 1582 723 SH SOLE 723 0 0 ALTRIA GROUP INC COM 02209S103 401 9597 SH SOLE 9597 0 0 AMAZON COM INC COM 023135106 1813 17067 SH SOLE 17067 0 0 AMGEN INC COM 031162100 384 1578 SH SOLE 1578 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 154 26060 SH SOLE 26060 0 0 APPLE INC COM 037833100 4150 30353 SH SOLE 30353 0 0 APPLIED MATLS INC COM 038222105 911 10013 SH SOLE 10013 0 0 AT&T INC COM 00206R102 403 19226 SH SOLE 19226 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 237 1126 SH SOLE 1126 0 0 AUTOZONE INC COM 053332102 256 119 SH SOLE 119 0 0 B2GOLD CORP COM 11777Q209 38 11127 SH SOLE 11127 0 0 BHP GROUP LTD SPONSORED ADS 088606108 279 4975 SH SOLE 4975 0 0 BK OF AMERICA CORP COM 060505104 406 13029 SH SOLE 13029 0 0 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 167 32945 SH SOLE 32945 0 0 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 574 25907 SH SOLE 25907 0 0 BLACKROCK MUNIYILD QULT FD I COM 09254F100 159 12505 SH SOLE 12505 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 233 12150 SH SOLE 12150 0 0 BOEING CO COM 097023105 315 2304 SH SOLE 2304 0 0 BP PLC SPONSORED ADR 055622104 231 8139 SH SOLE 8139 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 544 7068 SH SOLE 7068 0 0 BROOKDALE SR LIVING INC COM 112463104 57 12469 SH SOLE 12469 0 0 CAMPBELL SOUP CO COM 134429109 489 10185 SH SOLE 10185 0 0 CANADIAN PAC RY LTD COM 13645T100 221 3163 SH SOLE 3163 0 0 CHEVRON CORP NEW COM 166764100 784 5415 SH SOLE 5415 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 608 465 SH SOLE 465 0 0 CISCO SYS INC COM 17275R102 381 8937 SH SOLE 8937 0 0 CITIGROUP INC COM NEW 172967424 218 4740 SH SOLE 4740 0 0 CLOROX CO DEL COM 189054109 215 1527 SH SOLE 1527 0 0 COCA COLA CO COM 191216100 1286 20444 SH SOLE 20444 0 0 COGNEX CORP COM 192422103 213 5000 SH SOLE 5000 0 0 COMCAST CORP NEW CL A 20030N101 216 5505 SH SOLE 5505 0 0 CONAGRA BRANDS INC COM 205887102 221 6441 SH SOLE 6441 0 0 CONOCOPHILLIPS COM 20825C104 527 5869 SH SOLE 5869 0 0 CONSTELLATION BRANDS INC CL A 21036P108 247 1059 SH SOLE 1059 0 0 COSTCO WHSL CORP NEW COM 22160K105 544 1136 SH SOLE 1136 0 0 CSX CORP COM 126408103 458 15762 SH SOLE 15762 0 0 CVS HEALTH CORP COM 126650100 455 4916 SH SOLE 4916 0 0 DANAHER CORPORATION COM 235851102 368 1452 SH SOLE 1452 0 0 DISNEY WALT CO COM 254687106 998 10571 SH SOLE 10571 0 0 DOLLAR GEN CORP NEW COM 256677105 315 1284 SH SOLE 1284 0 0 DOMINION ENERGY INC COM 25746U109 321 4025 SH SOLE 4025 0 0 DRIVE SHACK INC COM 262077100 86 62871 SH SOLE 62871 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 2123 19799 SH SOLE 19799 0 0 EATON VANCE RISK-MANAGED DIV COM 27829G106 267 31886 SH SOLE 31886 0 0 ELEVANCE HEALTH INC COM 036752103 216 448 SH SOLE 448 0 0 EMERSON ELEC CO COM 291011104 215 2706 SH SOLE 2706 0 0 ENBRIDGE INC COM 29250N105 294 6949 SH SOLE 6949 0 0 EOG RES INC COM 26875P101 273 2473 SH SOLE 2473 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 334 4630 SH SOLE 4630 0 0 EXELON CORP COM 30161N101 319 7047 SH SOLE 7047 0 0 EXXON MOBIL CORP COM 30231G102 841 9822 SH SOLE 9822 0 0 FEDEX CORP COM 31428X106 211 932 SH SOLE 932 0 0 FORD MTR CO DEL COM 345370860 201 18062 SH SOLE 18062 0 0 GALLAGHER ARTHUR J & CO COM 363576109 301 1848 SH SOLE 1848 0 0 GENERAL MLS INC COM 370334104 355 4708 SH SOLE 4708 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1583 15859 SH SOLE 15859 0 0 HOME DEPOT INC COM 437076102 2177 7938 SH SOLE 7938 0 0 HONEYWELL INTL INC COM 438516106 1467 8442 SH SOLE 8442 0 0 HP INC COM 40434L105 216 6585 SH SOLE 6585 0 0 IMPERIAL PETE INC COMMON SHARES Y3894J104 4 10000 SH SOLE 10000 0 0 INTEL CORP COM 458140100 639 17082 SH SOLE 17082 0 0 INTUIT COM 461202103 308 799 SH SOLE 799 0 0 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 350 14940 SH SOLE 14940 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 257 916 SH SOLE 916 0 0 INVESCO QUALITY MUN INCOME T COM 46133G107 142 13912 SH SOLE 13912 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 225 6953 SH SOLE 6953 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 576 5682 SH SOLE 5682 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 518 12771 SH SOLE 12771 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 367 3057 SH SOLE 3057 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 297 2486 SH SOLE 2486 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 510 5079 SH SOLE 5079 0 0 ISHARES TR CORE S&P SCP ETF 464287804 309 3346 SH SOLE 3346 0 0 ISHARES TR CORE S&P500 ETF 464287200 2391 6305 SH SOLE 6305 0 0 ISHARES TR CORE TOTAL USD 46434V613 1485 31723 SH SOLE 31723 0 0 ISHARES TR CORE US AGGBD ET 464287226 586 5763 SH SOLE 5763 0 0 ISHARES TR EAFE GRWTH ETF 464288885 459 5702 SH SOLE 5702 0 0 ISHARES TR EAFE VALUE ETF 464288877 959 22099 SH SOLE 22099 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 1196 14259 SH SOLE 14259 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 959 18980 SH SOLE 18980 0 0 ISHARES TR MBS ETF 464288588 497 5102 SH SOLE 5102 0 0 ISHARES TR MSCI EAFE ETF 464287465 256 4097 SH SOLE 4097 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 693 9876 SH SOLE 9876 0 0 ISHARES TR NATIONAL MUN ETF 464288414 653 6135 SH SOLE 6135 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 365 2153 SH SOLE 2153 0 0 ISHARES TR TIPS BD ETF 464287176 1024 8988 SH SOLE 8988 0 0 ISHARES TR US TREAS BD ETF 46429B267 1923 80478 SH SOLE 80478 0 0 ISHARES U S ETF TR GSCI CMDTY STGY 46431W853 531 12963 SH SOLE 12963 0 0 JOHNSON & JOHNSON COM 478160104 1391 7837 SH SOLE 7837 0 0 JPMORGAN CHASE & CO COM 46625H100 756 6718 SH SOLE 6718 0 0 LILLY ELI & CO COM 532457108 338 1044 SH SOLE 1044 0 0 M & T BK CORP COM 55261F104 268 1680 SH SOLE 1680 0 0 MARATHON PETE CORP COM 56585A102 250 3037 SH SOLE 3037 0 0 MASTERCARD INCORPORATED CL A 57636Q104 296 937 SH SOLE 937 0 0 MCDONALDS CORP COM 580135101 1409 5708 SH SOLE 5708 0 0 MEDTRONIC PLC SHS G5960L103 288 3206 SH SOLE 3206 0 0 MERCK & CO INC COM 58933Y105 649 7122 SH SOLE 7122 0 0 META PLATFORMS INC CL A 30303M102 410 2544 SH SOLE 2544 0 0 MICRON TECHNOLOGY INC COM 595112103 349 6311 SH SOLE 6311 0 0 MICROSOFT CORP COM 594918104 4271 16629 SH SOLE 16629 0 0 NEUBERGER BERMAN MLP & ENERG COM 64129H104 76 12700 SH SOLE 12700 0 0 NEWMONT CORP COM 651639106 423 7092 SH SOLE 7092 0 0 NEXPOINT RESIDENTIAL TR INC COM 65341D102 275 4395 SH SOLE 4395 0 0 NEXTERA ENERGY INC COM 65339F101 1211 15637 SH SOLE 15637 0 0 NORFOLK SOUTHN CORP COM 655844108 600 2641 SH SOLE 2641 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 368 31321 SH SOLE 31321 0 0 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 145 10560 SH SOLE 10560 0 0 NVIDIA CORPORATION COM 67066G104 1561 10298 SH SOLE 10298 0 0 PARKER-HANNIFIN CORP COM 701094104 281 1142 SH SOLE 1142 0 0 PAYCHEX INC COM 704326107 453 3977 SH SOLE 3977 0 0 PAYPAL HLDGS INC COM 70450Y103 367 5252 SH SOLE 5252 0 0 PEPSICO INC COM 713448108 978 5870 SH SOLE 5870 0 0 PFIZER INC COM 717081103 756 14410 SH SOLE 14410 0 0 PHILIP MORRIS INTL INC COM 718172109 345 3497 SH SOLE 3497 0 0 PHILLIPS 66 COM 718546104 385 4690 SH SOLE 4690 0 0 PPG INDS INC COM 693506107 472 4124 SH SOLE 4124 0 0 PROCTER AND GAMBLE CO COM 742718109 1556 10819 SH SOLE 10819 0 0 PUBLIC STORAGE COM 74460D109 480 1534 SH SOLE 1534 0 0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 170 14428 SH SOLE 14428 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 480 4991 SH SOLE 4991 0 0 REALTY INCOME CORP COM 756109104 259 3787 SH SOLE 3787 0 0 REPUBLIC SVCS INC COM 760759100 331 2530 SH SOLE 2530 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 580 22864 SH SOLE 22864 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1301 41377 SH SOLE 41377 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 942 18259 SH SOLE 18259 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 10481 213081 SH SOLE 213081 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 431 9012 SH SOLE 9012 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6532 147814 SH SOLE 147814 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 358 4995 SH SOLE 4995 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3517 78742 SH SOLE 78742 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 514 9213 SH SOLE 9213 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 486 6796 SH SOLE 6796 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1148 36503 SH SOLE 36503 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 270 2107 SH SOLE 2107 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1083 12399 SH SOLE 12399 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 434 6190 SH SOLE 6190 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2370 18640 SH SOLE 18640 0 0 SHELL PLC SPON ADS 780259305 386 7386 SH SOLE 7386 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 117 19138 SH SOLE 19138 0 0 SNAP INC CL A 83304A106 188 14355 SH SOLE 14355 0 0 SOUTHERN CO COM 842587107 743 10419 SH SOLE 10419 0 0 SOUTHWEST AIRLS CO COM 844741108 404 11174 SH SOLE 11174 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 320 1039 SH SOLE 1039 0 0 SPDR GOLD TR GOLD SHS 78463V107 240 1423 SH SOLE 1423 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 10175 26972 SH SOLE 26972 0 0 SPDR SER TR BLOOMBERG INVT 78468R200 577 19162 SH SOLE 19162 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 203 4421 SH SOLE 4421 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 210 4435 SH SOLE 4435 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 291 6250 SH SOLE 6250 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 871 29566 SH SOLE 29566 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 299 2506 SH SOLE 2506 0 0 SPLUNK INC COM 848637104 434 4909 SH SOLE 4909 0 0 STARBUCKS CORP COM 855244109 305 3999 SH SOLE 3999 0 0 SYSCO CORP COM 871829107 227 2683 SH SOLE 2683 0 0 TESLA INC COM 88160R101 300 445 SH SOLE 445 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 217 3312 SH SOLE 3312 0 0 TRI CONTL CORP COM 895436103 904 34525 SH SOLE 34525 0 0 TRUIST FINL CORP COM 89832Q109 587 12380 SH SOLE 12380 0 0 TWITTER INC COM 90184L102 259 6926 SH SOLE 6926 0 0 TWO HBRS INVT CORP COM NEW 90187B408 57 11490 SH SOLE 11490 0 0 UNION PAC CORP COM 907818108 500 2346 SH SOLE 2346 0 0 UNITED PARCEL SERVICE INC CL B 911312106 608 3331 SH SOLE 3331 0 0 UNITEDHEALTH GROUP INC COM 91324P102 732 1424 SH SOLE 1424 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 213 7784 SH SOLE 7784 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 611 8125 SH SOLE 8125 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2061 10928 SH SOLE 10928 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 866 10144 SH SOLE 10144 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3877 77362 SH SOLE 77362 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 369 7382 SH SOLE 7382 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 295 6176 SH SOLE 6176 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1175 19962 SH SOLE 19962 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1033 7200 SH SOLE 7200 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1130 21887 SH SOLE 21887 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 687 13546 SH SOLE 13546 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 231 6098 SH SOLE 6098 0 0 WALMART INC COM 931142103 1906 15677 SH SOLE 15677 0 0 WASTE MGMT INC DEL COM 94106L109 541 3538 SH SOLE 3538 0 0 WEC ENERGY GROUP INC COM 92939U106 348 3454 SH SOLE 3454 0 0 WELLS FARGO CO NEW COM 949746101 270 6890 SH SOLE 6890 0 0