0001085146-23-002764.txt : 20230720
0001085146-23-002764.hdr.sgml : 20230720
20230720100938
ACCESSION NUMBER: 0001085146-23-002764
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230720
DATE AS OF CHANGE: 20230720
EFFECTIVENESS DATE: 20230720
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: 231098375
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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06-30-2023
06-30-2023
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Successful Portfolios LLC
611 DRUID ROAD EAST
SUITE 407
CLEARWATER
FL
33756
13F HOLDINGS REPORT
028-18301
000152429
801-80702
N
H. Parker Evans
Chief Compliance Officer
727-744-3614
/s/ H. Parker Evans
Clearwater
FL
07-20-2023
0
154
116154471
false
INFORMATION TABLE
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infotable.xml
INFORMATION TABLE
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BBG001S5N9M6
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ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
970342
7202
SH
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0
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COM SH BEN INT
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BBG001SS0YX4
111851
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13541
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0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
BBG001S5NCQ5
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ADVANCED MICRO DEVICES INC
COM
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BBG001S5NN36
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9787
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AIR PRODS & CHEMS INC
COM
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BBG001S5NSB6
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ALPHABET INC
CAP STK CL A
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ALPHABET INC
CAP STK CL C
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ALTRIA GROUP INC
COM
02209S103
BBG001S5T8T5
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AMAZON COM INC
COM
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BBG001S5PQL7
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AMGEN INC
COM
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APPLE INC
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APPLIED MATLS INC
COM
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AT&T INC
COM
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COM
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COM
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COM
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CANADIAN PACIFIC KANSAS CITY
COM
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CHEVRON CORP NEW
COM
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COM
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BBG001SP50B3
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CISCO SYS INC
COM
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BBG001S6HC62
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CITIGROUP INC
COM NEW
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BBG001S72ZG4
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CLOROX CO DEL
COM
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COCA COLA CO
COM
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COGNEX CORP
COM
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BBG001S5TC16
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SH
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CONAGRA BRANDS INC
COM
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CONOCOPHILLIPS
COM
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CONSTELLATION ENERGY CORP
COM
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CORNING INC
COM
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BBG001S5RLH1
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CSX CORP
COM
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DANAHER CORPORATION
COM
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DISNEY WALT CO
COM
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DOLLAR GEN CORP NEW
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COM
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ENBRIDGE INC
COM
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EQUITY RESIDENTIAL
SH BEN INT
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COM
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BBG001S5RTW7
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HONEYWELL INTL INC
COM
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BBG001S5X1N1
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COM
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BBG001S8CRC3
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COM
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BBG003CVMLR1
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COM
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BBG001S5STL8
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MCDONALDS CORP
COM
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BBG001S5T110
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MERCK & CO INC
COM
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BBG001S5TC52
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META PLATFORMS INC
CL A
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BBG001SQCQC5
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MICRON TECHNOLOGY INC
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MICROSOFT CORP
COM
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NEWMONT CORP
COM
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COM
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BBG001S5TQJ6
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COM
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COM
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COM
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COM
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COM
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COM
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PHILLIPS 66
COM
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COM
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PROCTER AND GAMBLE CO
COM
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COM
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SH BEN INT
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COM
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COM
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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SCHWAB STRATEGIC TR
US LRG CAP ETF
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SBI INT-UTILS
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COM
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COM
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COM
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TR UNIT
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COM
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TRI CONTL CORP
COM
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BBG001S5WZ75
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TRUIST FINL CORP
COM
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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
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SH
SOLE
8350
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
BBG001TC6MC1
212623
522
SH
SOLE
522
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
1667960
7572
SH
SOLE
7572
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
BBG001T2YZG9
685891
7072
SH
SOLE
7072
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
BBG003H12XS7
1644130
34671
SH
SOLE
34671
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
BBG009THVRX1
230108
4582
SH
SOLE
4582
0
0
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
BBG001T62MF5
233905
5086
SH
SOLE
5086
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
BBG001T62M74
2085074
36117
SH
SOLE
36117
0
0
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
850181
5234
SH
SOLE
5234
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
BBG001TJR1D8
825983
14728
SH
SOLE
14728
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
267318
7187
SH
SOLE
7187
0
0
WALMART INC
COM
931142103
BBG001S5XH92
2029579
12912
SH
SOLE
12912
0
0
WASTE MGMT INC DEL
COM
94106L109
BBG001S5XH47
593443
3422
SH
SOLE
3422
0
0
WEC ENERGY GROUP INC
COM
92939U106
BBG001S5XDC7
297457
3371
SH
SOLE
3371
0
0
WELLS FARGO CO NEW
COM
949746101
BBG001S5XF23
233588
5473
SH
SOLE
5473
0
0