Chief Compliance Officer

0001085146-24-001865.txt : 20240418 0001085146-24-001865.hdr.sgml : 20240418 20240417181911 ACCESSION NUMBER: 0001085146-24-001865 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240417 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Successful Portfolios LLC CENTRAL INDEX KEY: 0001721780 ORGANIZATION NAME: IRS NUMBER: 271353570 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18301 FILM NUMBER: 24852267 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 X0202 13F-HR LIVE false false false 0001721780 XXXXXXXX 03-31-2024 03-31-2024 false 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. 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ETF 808524201 BBG001T5XQV6 1430049 23043 SH SOLE 23043 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 365839 3875 SH SOLE 3875 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1352163 32103 SH SOLE 32103 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1454979 11551 SH SOLE 11551 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 290585 1967 SH SOLE 1967 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 289910 4416 SH SOLE 4416 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3459754 16612 SH SOLE 16612 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 249416 3720 SH SOLE 3720 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 42959 11072 SH SOLE 11072 0 0 SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 2053902 23955 SH SOLE 23955 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 636156 8868 SH SOLE 8868 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 397760 1000 SH SOLE 1000 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 272990 1327 SH SOLE 1327 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 11538528 22059 SH SOLE 22059 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 458052 7140 SH SOLE 7140 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 497887 17216 SH SOLE 17216 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 388255 2506 SH SOLE 2506 0 0 SYSCO CORP COM 871829107 BBG001S5WJS8 209363 2579 SH SOLE 2579 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 258600 712 SH SOLE 712 0 0 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 382554 1520 SH SOLE 1520 0 0 TRI CONTL CORP COM 895436103 BBG001S5WZ75 470242 15268 SH SOLE 15268 0 0 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 402800 10334 SH SOLE 10334 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 533422 2169 SH SOLE 2169 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 450221 3029 SH SOLE 3029 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 582313 1177 SH SOLE 1177 0 0 VANECK ETF TRUST GOLD MINERS ETF 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BBG001SQX4T3 1011470 5539 SH SOLE 5539 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1266134 20997 SH SOLE 20997 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 268381 6396 SH SOLE 6396 0 0 WALMART INC COM 931142103 BBG001S5XH92 2558654 42524 SH SOLE 42524 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 717037 3364 SH SOLE 3364 0 0 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 275543 3355 SH SOLE 3355 0 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 363061 6264 SH SOLE 6264 0 0