0001085146-18-000441.txt : 20180209 0001085146-18-000441.hdr.sgml : 20180209 20180208200938 ACCESSION NUMBER: 0001085146-18-000441 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180209 DATE AS OF CHANGE: 20180208 EFFECTIVENESS DATE: 20180209 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: 18587280 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 true false 0001721780 XXXXXXXX 12-31-2017 12-31-2017 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 02-08-2018 0 133 80486 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1018133453SHSOLE 345300ABBOTT LABSCOM0028241004217376SHSOLE 737600ABBVIE INCCOM00287Y1096296506SHSOLE 650600ADVANCED MICRO DEVICES INCCOM00790310714313936SHSOLE 1393600ALPHABET INCCAP STK CL C02079K107871832SHSOLE 83200ALPHABET INCCAP STK CL A02079K305812771SHSOLE 77100ALPINE TOTAL DYNAMIC DIVID FCOM SH BEN INT N02106020730732403SHSOLE 3240300ALTRIA GROUP INCCOM02209S1037099931SHSOLE 993100AMAZON COM INCCOM023135106872746SHSOLE 74600AMGEN INCCOM0311621002991719SHSOLE 171900ANNALY CAP MGMT INCCOM03571040922619044SHSOLE 1904400APPLE INCCOM03783310012357297SHSOLE 729700APPLIED MATLS INCCOM0382221054478740SHSOLE 874000AT&T INCCOM00206R10269717916SHSOLE 1791600B2GOLD CORPCOM11777Q2093611699SHSOLE 1169900BAXTER INTL INCCOM0718131092193388SHSOLE 338800BLACKROCK ENHANCED INTL DIVCOM BENE INTER09252410724137029SHSOLE 3702900BLACKROCK MUN 2030 TAR TERMCOM SHS BEN IN09257P10550922783SHSOLE 2278300BLACKROCK MUNIYIELD INVST FDCOM09254R10415910712SHSOLE 1071200BLACKROCK TAX MUNICPAL BD TRSHS09248X10030313050SHSOLE 1305000BP PLCSPONSORED ADR0556221043478260SHSOLE 826000BRISTOL MYERS SQUIBB COCOM1101221082453996SHSOLE 399600CAMPBELL SOUP COCOM13442910958112075SHSOLE 1207500CENTURYLINK INCCOM15670010618110841SHSOLE 1084100CHEVRON CORP NEWCOM1667641004943947SHSOLE 394700CISCO SYS INCCOM17275R10242211021SHSOLE 1102100CITIGROUP INCCOM NEW1729674244225673SHSOLE 567300COCA COLA COCOM19121610084018304SHSOLE 1830400CONAGRA BRANDS INCCOM2058871022456494SHSOLE 649400CONOCOPHILLIPSCOM20825C1043676691SHSOLE 669100CORNING INCCOM2193501052106553SHSOLE 655300CSX CORPCOM1264081032634780SHSOLE 478000DELTA AIR LINES INC DELCOM NEW2473617022584614SHSOLE 461400DISNEY WALT COCOM DISNEY2546871067837286SHSOLE 728600DOMINION ENERGY INCCOM25746U1092152650SHSOLE 265000DOWDUPONT INCCOM26078J1003174456SHSOLE 445600DUKE ENERGY CORP NEWCOM NEW26441C204155818518SHSOLE 1851800EATON VANCE RISK MNGD DIV EQCOM27829G10639641095SHSOLE 4109500EQUITY RESIDENTIALSH BEN INT29476L1072263548SHSOLE 354800EXELON CORPCOM30161N1012827146SHSOLE 714600EXPRESS SCRIPTS HLDG COCOM30219G1082112829SHSOLE 282900EXXON MOBIL CORPCOM30231G102145317371SHSOLE 1737100FACEBOOK INCCL A30303M1022201249SHSOLE 124900FORD MTR CO DELCOM PAR $0.0134537086029823866SHSOLE 2386600GENERAL ELECTRIC COCOM36960410349228200SHSOLE 2820000GENERAL MLS INCCOM3703341042133589SHSOLE 358900GOLDCORP INC NEWCOM38095640913810823SHSOLE 1082300HOME DEPOT INCCOM43707610214347565SHSOLE 756500HONEYWELL INTL INCCOM43851610613378719SHSOLE 871900INTEL CORPCOM45814010080317396SHSOLE 1739600INTERACTIVE BROKERS GROUP INCOM45841N1074167032SHSOLE 703200INTERNATIONAL BUSINESS MACHSCOM4592001013772461SHSOLE 246100INVESCO QUALITY MUNI INC TRSCOM46133G10717914332SHSOLE 1433200ISHARES TRTIPS BD ETF4642871765444770SHSOLE 477000ISHARES TRCORE S&P500 ETF4642872003511306SHSOLE 130600ISHARES TRCORE US AGGBD ET4642872268677933SHSOLE 793300ISHARES TR1 3 YR TREAS BD4642874574365196SHSOLE 519600ISHARES TRMSCI EAFE ETF4642874655117273SHSOLE 727300ISHARES TRRUSSELL 2000 ETF4642876554322831SHSOLE 283100ISHARES TRNATIONAL MUN ETF4642884145394863SHSOLE 486300ISHARES TR3 7 YR TREAS BD4642886613222637SHSOLE 263700ISHARES TRMIN VOL USA ETF46429B6972184121SHSOLE 412100JOHNSON & JOHNSONCOM4781601049106516SHSOLE 651600JPMORGAN CHASE & COCOM46625H1004754445SHSOLE 444500MCDONALDS CORPCOM58013510110155898SHSOLE 589800MERCK & CO INCCOM58933Y1053856834SHSOLE 683400MICROSOFT CORPCOM594918104123814471SHSOLE 1447100MONSANTO CO NEWCOM61166W1012992563SHSOLE 256300NEXTERA ENERGY INCCOM65339F1018205248SHSOLE 524800NORFOLK SOUTHERN CORPCOM6558441083962736SHSOLE 273600NUVEEN AMT FREE QLTY MUN INCCOM67065710541830429SHSOLE 3042900NUVEEN SELECT TAX FREE INCMSH BEN INT67062F10018312500SHSOLE 1250000NVIDIA CORPCOM67066G1046423317SHSOLE 331700PAYCHEX INCCOM7043261072864196SHSOLE 419600PAYPAL HLDGS INCCOM70450Y1033604894SHSOLE 489400PEOPLES UNITED FINANCIAL INCCOM71270410532917575SHSOLE 1757500PEPSICO INCCOM7134481083983323SHSOLE 332300PFIZER INCCOM7170811033469564SHSOLE 956400PHILIP MORRIS INTL INCCOM7181721093413225SHSOLE 322500PHILLIPS 66COM7185461043173130SHSOLE 313000POWERSHARES ETF TR IIINSUR NATL MUN73936T47445617650SHSOLE 1765000POWERSHARES ETF TR IIS&P500 LOW VOL73937B7792465151SHSOLE 515100PPG INDS INCCOM6935061074934219SHSOLE 421900PROCTER AND GAMBLE COCOM74271810995310369SHSOLE 1036900PUTNAM MUN OPPORTUNITIES TRSH BEN INT74692210317914478SHSOLE 1447800RAYTHEON COCOM NEW7551115073061631SHSOLE 163100REPUBLIC SVCS INCCOM7607591002333451SHSOLE 345100ROYAL DUTCH SHELL PLCSPONS ADR A7802592065187769SHSOLE 776900SCHWAB STRATEGIC TRUS BRD MKT ETF808524102408863367SHSOLE 6336700SCHWAB STRATEGIC TRUS LRG CAP ETF8085242014947740SHSOLE 774000SCHWAB STRATEGIC TREMRG MKTEQ ETF80852470662022189SHSOLE 2218900SCHWAB STRATEGIC TRINTL EQTY ETF808524805167749212SHSOLE 4921200SCHWAB STRATEGIC TRUS AGGREGATE B808524839159530643SHSOLE 3064300SCHWAB STRATEGIC TRINTRM TRM TRES80852485490817031SHSOLE 1703100SCHWAB STRATEGIC TRSHT TM US TRES808524862197939549SHSOLE 3954900SCHWAB STRATEGIC TRUS TIPS ETF80852487065411790SHSOLE 1179000SELECT SECTOR SPDR TRSBI INT-FINL81369Y605138149476SHSOLE 4947600SELECT SECTOR SPDR TRSBI INT-INDS81369Y704123416313SHSOLE 1631300SELECT SECTOR SPDR TRTECHNOLOGY81369Y803156524473SHSOLE 2447300SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8862604927SHSOLE 492700SOUTHERN COCOM8425871074669688SHSOLE 968800SOUTHWEST AIRLS COCOM8447411084576984SHSOLE 698400SPDR DOW JONES INDL AVRG ETFUT SER 178467X1092781125SHSOLE 112500SPDR S&P 500 ETF TRTR UNIT78462F103619323208SHSOLE 2320800SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107207600SHSOLE 60000SPDR SER TRNUVEEN BRC MUNIC78468R7212605314SHSOLE 531400SPDR SER TRNUVEEN BLMBRG SR78468R73955711633SHSOLE 1163300SPLUNK INCCOM8486371042282757SHSOLE 275700SUNTRUST BKS INCCOM8679141032914511SHSOLE 451100SYSCO CORPCOM8718291072053383SHSOLE 338300TORONTO DOMINION BK ONTCOM NEW8911605092123625SHSOLE 362500TRI CONTL CORPCOM895436103133049370SHSOLE 4937000UBS AG LONDON BRHETRAC 2X LEV LNG90267B76517310500SHSOLE 1050000UNION PAC CORPCOM9078181082591932SHSOLE 193200UNITED PARCEL SERVICE INCCL B9113121063613030SHSOLE 303000UNITEDHEALTH GROUP INCCOM91324P1023151427SHSOLE 142700VANGUARD BD INDEX FD INCINTERMED TERM9219378194134928SHSOLE 492800VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378356257668SHSOLE 766800VANGUARD INDEX FDSMID CAP ETF9229086292091352SHSOLE 135200VANGUARD INDEX FDSTOTAL STK MKT922908769158111519SHSOLE 1151900VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF92204274280010770SHSOLE 1077000VANGUARD MALVERN FDSSTRM INFPROIDX9220208052424950SHSOLE 495000VANGUARD MUN BD FD INCTAX EXEMPT BD92290774666612885SHSOLE 1288500VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088443563493SHSOLE 349300VANGUARD STAR FDVG TL INTL STK F92190976877413629SHSOLE 1362900VERIZON COMMUNICATIONS INCCOM92343V10453210056SHSOLE 1005600VODAFONE GROUP PLC NEWSPONSORED ADR92857W3082537937SHSOLE 793700VOYA PRIME RATE TRSH BEN INT92913A1005310500SHSOLE 1050000WALGREENS BOOTS ALLIANCE INCCOM9314271083444740SHSOLE 474000WAL-MART STORES INCCOM931142103145314718SHSOLE 1471800WASTE MGMT INC DELCOM94106L1093904517SHSOLE 451700WEC ENERGY GROUP INCCOM92939U1063104674SHSOLE 467400WELLS FARGO CO NEWCOM9497461013055026SHSOLE 502600