0001085146-18-001266.txt : 20180508 0001085146-18-001266.hdr.sgml : 20180508 20180508140008 ACCESSION NUMBER: 0001085146-18-001266 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180508 DATE AS OF CHANGE: 20180508 EFFECTIVENESS DATE: 20180508 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: 18813936 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 03-31-2018 03-31-2018 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 05-07-2018 0 130 82365 false
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1017633478SHSOLE 347800ABBOTT LABSCOM0028241004427371SHSOLE 737100ABBVIE INCCOM00287Y1096156501SHSOLE 650100ADVANCED MICRO DEVICES INCCOM00790310713413326SHSOLE 1332600ALPHABET INCCAP STK CL C02079K107868841SHSOLE 84100ALPHABET INCCAP STK CL A02079K305866835SHSOLE 83500ALPINE TOTAL DYNAMIC DIVID FCOM SH BEN INT N02106020724126913SHSOLE 2691300ALTRIA GROUP INCCOM02209S1036009625SHSOLE 962500AMAZON COM INCCOM0231351061117772SHSOLE 77200AMGEN INCCOM0311621002931719SHSOLE 171900ANNALY CAP MGMT INCCOM03571040919818944SHSOLE 1894400APPLE INCCOM03783310012197264SHSOLE 726400APPLIED MATLS INCCOM0382221054868740SHSOLE 874000AT&T INCCOM00206R10265318305SHSOLE 1830500B2GOLD CORPCOM11777Q2093111473SHSOLE 1147300BLACKROCK ENHANCED INTL DIVCOM BENE INTER09252410722436854SHSOLE 3685400BLACKROCK MUN 2030 TAR TERMCOM SHS BEN IN09257P10549623283SHSOLE 2328300BLACKROCK MUNIYIELD INVST FDCOM09254R10414910712SHSOLE 1071200BLACKROCK TAX MUNICPAL BD TRSHS09248X10028312550SHSOLE 1255000BP PLCSPONSORED ADR0556221043358260SHSOLE 826000BRISTOL MYERS SQUIBB COCOM1101221082523991SHSOLE 399100CAMPBELL SOUP COCOM13442910950411644SHSOLE 1164400CENTURYLINK INCCOM15670010617710745SHSOLE 1074500CHEVRON CORP NEWCOM1667641004584019SHSOLE 401900CISCO SYS INCCOM17275R10248211238SHSOLE 1123800CITIGROUP INCCOM NEW1729674243845693SHSOLE 569300COCA COLA COCOM19121610078518082SHSOLE 1808200CONAGRA BRANDS INCCOM2058871022396489SHSOLE 648900CONOCOPHILLIPSCOM20825C1043936621SHSOLE 662100COSTCO WHSL CORP NEWCOM22160K1052131129SHSOLE 112900CSX CORPCOM1264081032604665SHSOLE 466500DELTA AIR LINES INC DELCOM NEW2473617022755016SHSOLE 501600DISNEY WALT COCOM DISNEY2546871067587549SHSOLE 754900DOWDUPONT INCCOM26078J1003034756SHSOLE 475600DUKE ENERGY CORP NEWCOM NEW26441C204141418247SHSOLE 1824700EATON VANCE RISK MNGD DIV EQCOM27829G10636941095SHSOLE 4109500EQUITY RESIDENTIALSH BEN INT29476L1072153483SHSOLE 348300EXELON CORPCOM30161N1012797141SHSOLE 714100EXXON MOBIL CORPCOM30231G102129317331SHSOLE 1733100FORD MTR CO DELCOM PAR $0.0134537086026624025SHSOLE 2402500GENERAL ELECTRIC COCOM36960410338228375SHSOLE 2837500GILEAD SCIENCES INCCOM3755581032212926SHSOLE 292600GOLDCORP INC NEWCOM38095640916111668SHSOLE 1166800HOME DEPOT INCCOM43707610213717692SHSOLE 769200HONEYWELL INTL INCCOM43851610612858889SHSOLE 888900INTEL CORPCOM45814010091417540SHSOLE 1754000INTERACTIVE BROKERS GROUP INCOM45841N1074606847SHSOLE 684700INTERNATIONAL BUSINESS MACHSCOM4592001013852507SHSOLE 250700INVESCO QUALITY MUNI INC TRSCOM46133G10717114332SHSOLE 1433200ISHARES TRTIPS BD ETF4642871765755084SHSOLE 508400ISHARES TRCORE S&P500 ETF4642872005322006SHSOLE 200600ISHARES TRCORE US AGGBD ET4642872268557970SHSOLE 797000ISHARES TR1 3 YR TREAS BD4642874574555442SHSOLE 544200ISHARES TRMSCI EAFE ETF4642874655137356SHSOLE 735600ISHARES TRRUSSELL 2000 ETF4642876554252796SHSOLE 279600ISHARES TRNATIONAL MUN ETF4642884147727083SHSOLE 708300ISHARES TR3 7 YR TREAS BD4642886613182637SHSOLE 263700JOHNSON & JOHNSONCOM4781601048256438SHSOLE 643800JPMORGAN CHASE & COCOM46625H1005234755SHSOLE 475500MCDONALDS CORPCOM5801351019045781SHSOLE 578100MERCK & CO INCCOM58933Y1053746864SHSOLE 686400MICROSOFT CORPCOM594918104130714321SHSOLE 1432100MONSANTO CO NEWCOM61166W1012952529SHSOLE 252900NEXTERA ENERGY INCCOM65339F1015303248SHSOLE 324800NORFOLK SOUTHERN CORPCOM6558441083592644SHSOLE 264400NUVEEN AMT FREE QLTY MUN INCCOM67065710538629729SHSOLE 2972900NUVEEN SELECT TAX FREE INCMSH BEN INT67062F10018513200SHSOLE 1320000NVIDIA CORPCOM67066G1047283145SHSOLE 314500PAYCHEX INCCOM7043261072423926SHSOLE 392600PAYPAL HLDGS INCCOM70450Y1033684851SHSOLE 485100PEOPLES UNITED FINANCIAL INCCOM71270410532217269SHSOLE 1726900PEPSICO INCCOM7134481083633328SHSOLE 332800PFIZER INCCOM71708110335910126SHSOLE 1012600PHILIP MORRIS INTL INCCOM7181721093153167SHSOLE 316700PHILLIPS 66COM7185461042893010SHSOLE 301000POWERSHARES ETF TR IIINSUR NATL MUN73936T47444117550SHSOLE 1755000POWERSHARES ETF TR IIS&P500 LOW VOL73937B7792565446SHSOLE 544600PPG INDS INCCOM6935061074904389SHSOLE 438900PROCTER AND GAMBLE COCOM74271810985210747SHSOLE 1074700PUTNAM MUN OPPORTUNITIES TRSH BEN INT74692210316914478SHSOLE 1447800RAYTHEON COCOM NEW7551115073191478SHSOLE 147800REPUBLIC SVCS INCCOM7607591002073128SHSOLE 312800ROYAL DUTCH SHELL PLCSPONS ADR A7802592065128028SHSOLE 802800SCHWAB STRATEGIC TRUS BRD MKT ETF808524102427166958SHSOLE 6695800SCHWAB STRATEGIC TRUS LRG CAP ETF80852420199415754SHSOLE 1575400SCHWAB STRATEGIC TREMRG MKTEQ ETF80852470694632971SHSOLE 3297100SCHWAB STRATEGIC TRINTL EQTY ETF808524805184254650SHSOLE 5465000SCHWAB STRATEGIC TRUS AGGREGATE B808524839158431052SHSOLE 3105200SCHWAB STRATEGIC TRINTRM TRM TRES80852485497018437SHSOLE 1843700SCHWAB STRATEGIC TRSHT TM US TRES808524862239248002SHSOLE 4800200SCHWAB STRATEGIC TRUS TIPS ETF80852487084515390SHSOLE 1539000SELECT SECTOR SPDR TRSBI INT-FINL81369Y605136949643SHSOLE 4964300SELECT SECTOR SPDR TRSBI INT-INDS81369Y704121416342SHSOLE 1634200SELECT SECTOR SPDR TRTECHNOLOGY81369Y803160024450SHSOLE 2445000SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8862595117SHSOLE 511700SOUTHERN COCOM8425871074229454SHSOLE 945400SOUTHWEST AIRLS COCOM8447411084087129SHSOLE 712900SPDR DOW JONES INDL AVRG ETFUT SER 178467X1092721125SHSOLE 112500SPDR S&P 500 ETF TRTR UNIT78462F103746328359SHSOLE 2835900SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107205600SHSOLE 60000SPDR SER TRNUVEEN BRC MUNIC78468R7212555314SHSOLE 531400SPDR SER TRNUVEEN BLMBRG SR78468R73952811033SHSOLE 1103300SPLUNK INCCOM8486371042802847SHSOLE 284700SUNTRUST BKS INCCOM8679141033174662SHSOLE 466200TORONTO DOMINION BK ONTCOM NEW8911605092003514SHSOLE 351400TRI CONTL CORPCOM895436103119245301SHSOLE 4530100UBS AG LONDON BRHETRAC 2X LEV LNG90267B76514710000SHSOLE 1000000UNION PAC CORPCOM9078181082712013SHSOLE 201300UNITED PARCEL SERVICE INCCL B9113121063373218SHSOLE 321800UNITEDHEALTH GROUP INCCOM91324P1023161475SHSOLE 147500UNIVERSAL INS HLDGS INCCOM91359V1072066463SHSOLE 646300VALLEY NATL BANCORPCOM91979410789371675SHSOLE 7167500VANGUARD BD INDEX FD INCINTERMED TERM9219378193434200SHSOLE 420000VANGUARD BD INDEX FD INCTOTAL BND MRKT9219378355346676SHSOLE 667600VANGUARD GROUPDIV APP ETF9219088443753713SHSOLE 371300VANGUARD INDEX FDSMID CAP ETF9229086292031317SHSOLE 131700VANGUARD INDEX FDSTOTAL STK MKT922908769160911857SHSOLE 1185700VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF92204274286411739SHSOLE 1173900VANGUARD MALVERN FDSSTRM INFPROIDX9220208053376890SHSOLE 689000VANGUARD MUN BD FD INCTAX EXEMPT BD92290774666513085SHSOLE 1308500VANGUARD STAR FDVG TL INTL STK F92190976880214181SHSOLE 1418100VERIZON COMMUNICATIONS INCCOM92343V10458412217SHSOLE 1221700VIRTU FINL INCCL A9282541012066233SHSOLE 623300VODAFONE GROUP PLC NEWSPONSORED ADR92857W3082027271SHSOLE 727100VOYA PRIME RATE TRSH BEN INT92913A1005210000SHSOLE 1000000WALGREENS BOOTS ALLIANCE INCCOM9314271083114747SHSOLE 474700WALMART INCCOM931142103132914935SHSOLE 1493500WASTE MGMT INC DELCOM94106L1093514167SHSOLE 416700WEC ENERGY GROUP INCCOM92939U1062774417SHSOLE 441700WELLS FARGO CO NEWCOM9497461012765274SHSOLE 527400