0001085146-22-003349.txt : 20221012
0001085146-22-003349.hdr.sgml : 20221012
20221011200535
ACCESSION NUMBER: 0001085146-22-003349
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221012
DATE AS OF CHANGE: 20221011
EFFECTIVENESS DATE: 20221012
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: 221305235
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
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0001721780
XXXXXXXX
09-30-2022
09-30-2022
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
10-11-2022
0
178
137903
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
362
3272
SH
SOLE
3272
0
0
ABBOTT LABS
COM
002824100
926
9572
SH
SOLE
9572
0
0
ABBVIE INC
COM
00287Y109
1039
7743
SH
SOLE
7743
0
0
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
00326L100
101
14161
SH
SOLE
14161
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
236
856
SH
SOLE
856
0
0
ADVANCED MICRO DEVICES INC
COM
007903107
939
14823
SH
SOLE
14823
0
0
AIR PRODS & CHEMS INC
COM
009158106
262
1125
SH
SOLE
1125
0
0
ALBEMARLE CORP
COM
012653101
631
2387
SH
SOLE
2387
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
304
3806
SH
SOLE
3806
0
0
ALPHABET INC
CAP STK CL A
02079K305
1711
17890
SH
SOLE
17890
0
0
ALPHABET INC
CAP STK CL C
02079K107
1377
14324
SH
SOLE
14324
0
0
ALTRIA GROUP INC
COM
02209S103
387
9575
SH
SOLE
9575
0
0
AMAZON COM INC
COM
023135106
1942
17189
SH
SOLE
17189
0
0
AMGEN INC
COM
031162100
356
1578
SH
SOLE
1578
0
0
APPLE INC
COM
037833100
4143
29977
SH
SOLE
29977
0
0
APPLIED MATLS INC
COM
038222105
820
10005
SH
SOLE
10005
0
0
AT&T INC
COM
00206R102
290
18887
SH
SOLE
18887
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
252
1113
SH
SOLE
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0
0
AUTOZONE INC
COM
053332102
251
117
SH
SOLE
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0
0
B2GOLD CORP
COM
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52
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SH
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BHP GROUP LTD
SPONSORED ADS
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249
4975
SH
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0
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BK OF AMERICA CORP
COM
060505104
396
13129
SH
SOLE
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0
0
BLACKROCK ENHANCED INTL DIV
COM BENE INTER
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147
32926
SH
SOLE
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0
0
BLACKROCK MUN TARGET TERM TR
COM SHS BEN IN
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505
24607
SH
SOLE
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0
0
BLACKROCK MUNIYILD QULT FD I
COM
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138
12505
SH
SOLE
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0
0
BLACKROCK TAX MUNICPAL BD TR
SHS
09248X100
200
12150
SH
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12150
0
0
BOEING CO
COM
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300
2480
SH
SOLE
2480
0
0
BP PLC
SPONSORED ADR
055622104
232
8138
SH
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8138
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
494
6951
SH
SOLE
6951
0
0
CAMPBELL SOUP CO
COM
134429109
479
10160
SH
SOLE
10160
0
0
CANADIAN PAC RY LTD
COM
13645T100
211
3163
SH
SOLE
3163
0
0
CHEVRON CORP NEW
COM
166764100
774
5390
SH
SOLE
5390
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
687
457
SH
SOLE
457
0
0
CISCO SYS INC
COM
17275R102
358
8958
SH
SOLE
8958
0
0
CITIGROUP INC
COM NEW
172967424
280
6715
SH
SOLE
6715
0
0
COCA COLA CO
COM
191216100
1146
20449
SH
SOLE
20449
0
0
COGNEX CORP
COM
192422103
207
5000
SH
SOLE
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0
0
CONAGRA BRANDS INC
COM
205887102
210
6441
SH
SOLE
6441
0
0
CONOCOPHILLIPS
COM
20825C104
585
5719
SH
SOLE
5719
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
237
1031
SH
SOLE
1031
0
0
CONSTELLATION ENERGY CORP
COM
21037T109
206
2473
SH
SOLE
2473
0
0
COSTCO WHSL CORP NEW
COM
22160K105
534
1129
SH
SOLE
1129
0
0
CSX CORP
COM
126408103
420
15762
SH
SOLE
15762
0
0
CVS HEALTH CORP
COM
126650100
433
4545
SH
SOLE
4545
0
0
DANAHER CORPORATION
COM
235851102
371
1436
SH
SOLE
1436
0
0
DISNEY WALT CO
COM
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996
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SH
SOLE
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0
0
DOLLAR GEN CORP NEW
COM
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304
1269
SH
SOLE
1269
0
0
DOMINION ENERGY INC
COM
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278
4025
SH
SOLE
4025
0
0
DRIVE SHACK INC
COM
262077100
39
63682
SH
SOLE
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DUKE ENERGY CORP NEW
COM NEW
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19829
SH
SOLE
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EATON VANCE RISK-MANAGED DIV
COM
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263
31776
SH
SOLE
31776
0
0
ENBRIDGE INC
COM
29250N105
252
6799
SH
SOLE
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0
0
EOG RES INC
COM
26875P101
292
2614
SH
SOLE
2614
0
0
EQUITY RESIDENTIAL
SH BEN INT
29476L107
312
4646
SH
SOLE
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0
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EXELON CORP
COM
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7039
SH
SOLE
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EXXON MOBIL CORP
COM
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9847
SH
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FORD MTR CO DEL
COM
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202
18023
SH
SOLE
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GALLAGHER ARTHUR J & CO
COM
363576109
313
1826
SH
SOLE
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0
0
GENERAL MLS INC
COM
370334104
361
4708
SH
SOLE
4708
0
0
GOLDMAN SACHS ETF TR
ACCES TREASURY
381430529
1391
13930
SH
SOLE
13930
0
0
HOME DEPOT INC
COM
437076102
2185
7919
SH
SOLE
7919
0
0
HONEYWELL INTL INC
COM
438516106
1410
8442
SH
SOLE
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0
0
IMPERIAL PETE INC
COMMON SHARES
Y3894J104
10
30000
SH
SOLE
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0
0
INTEL CORP
COM
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427
16574
SH
SOLE
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INTUIT
COM
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303
782
SH
SOLE
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0
0
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
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SH
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INVESCO QQQ TR
UNIT SER 1
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245
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COM
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SH
SOLE
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ISHARES INC
ESG AWR MSCI EM
46434G863
204
7381
SH
SOLE
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ISHARES INC
MSCI EMERG MRKT
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310
6109
SH
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0
ISHARES TR
0-5 YR TIPS ETF
46429B747
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6050
SH
SOLE
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0
ISHARES TR
0-5YR HI YL CP
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468
11709
SH
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0
ISHARES TR
10-20 YR TRS ETF
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338
3104
SH
SOLE
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ISHARES TR
3 7 YR TREAS BD
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CORE HIGH DV ETF
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CORE S&P SCP ETF
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ISHARES TR
CORE S&P500 ETF
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CORE TOTAL USD
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CORE US AGGBD ET
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ISHARES TR
EAFE GRWTH ETF
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643
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ISHARES TR
EAFE VALUE ETF
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782
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SH
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ISHARES TR
ESG AWR MSCI USA
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1081
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SH
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ISHARES TR
IBOXX INV CP ETF
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344
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SH
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0
0
ISHARES TR
ISHS 1-5YR INVS
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878
17824
SH
SOLE
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ISHARES TR
MBS ETF
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456
4981
SH
SOLE
4981
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0
ISHARES TR
MSCI EAFE ETF
464287465
230
4099
SH
SOLE
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0
ISHARES TR
MSCI USA MIN VOL
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ISHARES TR
NATIONAL MUN ETF
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599
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SH
SOLE
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ISHARES TR
RUSSELL 2000 ETF
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344
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SH
SOLE
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ISHARES TR
TIPS BD ETF
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ISHARES TR
US TREAS BD ETF
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SH
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ISHARES U S ETF TR
GSCI CMDTY STGY
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JOHNSON & JOHNSON
COM
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SH
SOLE
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JPMORGAN CHASE & CO
COM
46625H100
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SH
SOLE
7533
0
0
LILLY ELI & CO
COM
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364
1126
SH
SOLE
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0
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M & T BK CORP
COM
55261F104
279
1583
SH
SOLE
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0
0
MARATHON PETE CORP
COM
56585A102
313
3152
SH
SOLE
3152
0
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MASTERCARD INCORPORATED
CL A
57636Q104
261
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SH
SOLE
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0
0
MCDONALDS CORP
COM
580135101
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SH
SOLE
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MEDTRONIC PLC
SHS
G5960L103
256
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SH
SOLE
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0
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MERCK & CO INC
COM
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613
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SH
SOLE
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0
META PLATFORMS INC
CL A
30303M102
347
2559
SH
SOLE
2559
0
0
MICRON TECHNOLOGY INC
COM
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318
6356
SH
SOLE
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MICROSOFT CORP
COM
594918104
3837
16476
SH
SOLE
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NEUBERGER BERMAN MLP & ENERG
COM
64129H104
78
12700
SH
SOLE
12700
0
0
NEWMONT CORP
COM
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297
7067
SH
SOLE
7067
0
0
NEXPOINT RESIDENTIAL TR INC
COM
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203
4395
SH
SOLE
4395
0
0
NEXTERA ENERGY INC
COM
65339F101
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SH
SOLE
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NORFOLK SOUTHN CORP
COM
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551
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SH
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NUVEEN AMT FREE QLTY MUN INC
COM
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329
31021
SH
SOLE
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NVIDIA CORPORATION
COM
67066G104
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10285
SH
SOLE
10285
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PARKER-HANNIFIN CORP
COM
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269
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SH
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PAYCHEX INC
COM
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442
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SH
SOLE
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PAYPAL HLDGS INC
COM
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SH
SOLE
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PEPSICO INC
COM
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5815
SH
SOLE
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PFIZER INC
COM
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PHILIP MORRIS INTL INC
COM
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290
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SH
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PHILLIPS 66
COM
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379
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SH
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PPG INDS INC
COM
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PROCTER AND GAMBLE CO
COM
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SH
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PUBLIC STORAGE
COM
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PUTNAM MUN OPPORTUNITIES TR
SH BEN INT
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RAYTHEON TECHNOLOGIES CORP
COM
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SOLE
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REALTY INCOME CORP
COM
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REPUBLIC SVCS INC
COM
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SOLE
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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SH
SOLE
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SCHWAB STRATEGIC TR
INTL EQTY ETF
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SH
SOLE
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SCHWAB STRATEGIC TR
INT-TRM U.S TRES
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SOLE
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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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SOLE
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SCHWAB STRATEGIC TR
US BRD MKT ETF
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SH
SOLE
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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4814
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SOLE
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SCHWAB STRATEGIC TR
US LRG CAP ETF
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SCHWAB STRATEGIC TR
US TIPS ETF
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SELECT SECTOR SPDR TR
ENERGY
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FINANCIAL
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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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406
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SELECT SECTOR SPDR TR
TECHNOLOGY
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SPON ADS
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SOLE
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0
0
SIRIUS XM HOLDINGS INC
COM
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109
19110
SH
SOLE
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0
0
SNAP INC
CL A
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115
11671
SH
SOLE
11671
0
0
SOUTHERN CO
COM
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10402
SH
SOLE
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0
SOUTHWEST AIRLS CO
COM
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SH
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SPDR DOW JONES INDL AVERAGE
UT SER 1
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SPDR GOLD TR
GOLD SHS
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SOLE
1403
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SPDR S&P 500 ETF TR
TR UNIT
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SOLE
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SPDR SER TR
BLOOMBERG INVT
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SPDR SER TR
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PORTFOLIO SH TSR
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SPDR SER TR
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COM
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SOLE
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0
0
STARBUCKS CORP
COM
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337
4005
SH
SOLE
4005
0
0
TARGET CORP
COM
87612E106
277
1868
SH
SOLE
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0
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TESLA INC
COM
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353
1332
SH
SOLE
1332
0
0
TORONTO DOMINION BK ONT
COM NEW
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203
3312
SH
SOLE
3312
0
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TRI CONTL CORP
COM
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SH
SOLE
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0
TRUIST FINL CORP
COM
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SH
SOLE
12380
0
0
TWITTER INC
COM
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216
4922
SH
SOLE
4922
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0
TWO HBRS INVT CORP
COM NEW
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SH
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UNION PAC CORP
COM
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UNITED PARCEL SERVICE INC
CL B
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UNITEDHEALTH GROUP INC
COM
91324P102
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VANGUARD BD INDEX FDS
TOTAL BND MRKT
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VANGUARD INDEX FDS
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VERIZON COMMUNICATIONS INC
COM
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SH
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WALMART INC
COM
931142103
1911
14737
SH
SOLE
14737
0
0
WASTE MGMT INC DEL
COM
94106L109
564
3518
SH
SOLE
3518
0
0
WEC ENERGY GROUP INC
COM
92939U106
307
3429
SH
SOLE
3429
0
0
WELLS FARGO CO NEW
COM
949746101
283
7037
SH
SOLE
7037
0
0