Chief Compliance Officer

0001085146-18-001744.txt : 20180724 0001085146-18-001744.hdr.sgml : 20180724 20180724165814 ACCESSION NUMBER: 0001085146-18-001744 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180724 DATE AS OF CHANGE: 20180724 EFFECTIVENESS DATE: 20180724 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: 18966974 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 06-30-2018 06-30-2018 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 07-24-2018 0 133 85624 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 684 3478 SH SOLE 3478 0 0 ABBOTT LABS COM 002824100 441 7237 SH SOLE 7237 0 0 ABBVIE INC COM 00287Y109 591 6380 SH SOLE 6380 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 233 26674 SH SOLE 26674 0 0 ADVANCED MICRO DEVICES INC COM 007903107 222 14840 SH SOLE 14840 0 0 ALPHABET INC CAP STK CL C 02079K107 929 833 SH SOLE 833 0 0 ALPHABET INC CAP STK CL A 02079K305 952 843 SH SOLE 843 0 0 ALTRIA GROUP INC COM 02209S103 534 9399 SH SOLE 9399 0 0 AMAZON COM INC COM 023135106 1338 787 SH SOLE 787 0 0 AMGEN INC COM 031162100 314 1699 SH SOLE 1699 0 0 ANNALY CAP MGMT INC COM 035710409 193 18744 SH SOLE 18744 0 0 APPLE INC COM 037833100 1344 7258 SH SOLE 7258 0 0 APPLIED MATLS INC COM 038222105 404 8740 SH SOLE 8740 0 0 AT&T INC COM 00206R102 592 18430 SH SOLE 18430 0 0 B2GOLD CORP COM 11777Q209 29 11137 SH SOLE 11137 0 0 BAXTER INTL INC COM 071813109 220 2975 SH SOLE 2975 0 0 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 206 35918 SH SOLE 35918 0 0 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 506 23483 SH SOLE 23483 0 0 BLACKROCK MUNIYIELD INVST FD COM 09254R104 147 10712 SH SOLE 10712 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 273 12350 SH SOLE 12350 0 0 BOEING CO COM 097023105 203 606 SH SOLE 606 0 0 BP PLC SPONSORED ADR 055622104 376 8230 SH SOLE 8230 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 223 4023 SH SOLE 4023 0 0 CAMPBELL SOUP CO COM 134429109 459 11323 SH SOLE 11323 0 0 CENTURYLINK INC COM 156700106 198 10648 SH SOLE 10648 0 0 CHEVRON CORP NEW COM 166764100 504 3987 SH SOLE 3987 0 0 CISCO SYS INC COM 17275R102 460 10696 SH SOLE 10696 0 0 CITIGROUP INC COM NEW 172967424 381 5693 SH SOLE 5693 0 0 COCA COLA CO COM 191216100 786 17928 SH SOLE 17928 0 0 CONAGRA BRANDS INC COM 205887102 228 6371 SH SOLE 6371 0 0 CONOCOPHILLIPS COM 20825C104 450 6465 SH SOLE 6465 0 0 COSTCO WHSL CORP NEW COM 22160K105 239 1144 SH SOLE 1144 0 0 CSX CORP COM 126408103 283 4444 SH SOLE 4444 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 239 4816 SH SOLE 4816 0 0 DISNEY WALT CO COM DISNEY 254687106 793 7569 SH SOLE 7569 0 0 DOMINION ENERGY INC COM 25746U109 333 4880 SH SOLE 4880 0 0 DOWDUPONT INC COM 26078J100 320 4856 SH SOLE 4856 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1427 18047 SH SOLE 18047 0 0 EATON VANCE RISK MNGD DIV EQ COM 27829G106 339 35965 SH SOLE 35965 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 216 3390 SH SOLE 3390 0 0 EXELON CORP COM 30161N101 299 7030 SH SOLE 7030 0 0 EXXON MOBIL CORP COM 30231G102 1426 17242 SH SOLE 17242 0 0 FACEBOOK INC CL A 30303M102 378 1945 SH SOLE 1945 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 266 23987 SH SOLE 23987 0 0 GENERAL ELECTRIC CO COM 369604103 377 27685 SH SOLE 27685 0 0 GILEAD SCIENCES INC COM 375558103 208 2939 SH SOLE 2939 0 0 GOLDCORP INC NEW COM 380956409 153 11157 SH SOLE 11157 0 0 HOME DEPOT INC COM 437076102 1497 7671 SH SOLE 7671 0 0 HONEYWELL INTL INC COM 438516106 1286 8929 SH SOLE 8929 0 0 INTEL CORP COM 458140100 878 17660 SH SOLE 17660 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 436 6770 SH SOLE 6770 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 350 2507 SH SOLE 2507 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 245 5171 SH SOLE 5171 0 0 INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 413 16450 SH SOLE 16450 0 0 INVESCO QUALITY MUNI INC TRS COM 46133G107 171 14332 SH SOLE 14332 0 0 ISHARES TR TIPS BD ETF 464287176 573 5073 SH SOLE 5073 0 0 ISHARES TR CORE S&P500 ETF 464287200 621 2276 SH SOLE 2276 0 0 ISHARES TR CORE US AGGBD ET 464287226 819 7705 SH SOLE 7705 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 429 5144 SH SOLE 5144 0 0 ISHARES TR MSCI EAFE ETF 464287465 488 7288 SH SOLE 7288 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 450 2750 SH SOLE 2750 0 0 ISHARES TR NATIONAL MUN ETF 464288414 734 6733 SH SOLE 6733 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 304 2537 SH SOLE 2537 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 223 2036 SH SOLE 2036 0 0 JOHNSON & JOHNSON COM 478160104 800 6591 SH SOLE 6591 0 0 JPMORGAN CHASE & CO COM 46625H100 496 4761 SH SOLE 4761 0 0 MCDONALDS CORP COM 580135101 879 5610 SH SOLE 5610 0 0 MERCK & CO INC COM 58933Y105 433 7139 SH SOLE 7139 0 0 MICROSOFT CORP COM 594918104 1451 14714 SH SOLE 14714 0 0 NEXTERA ENERGY INC COM 65339F101 543 3248 SH SOLE 3248 0 0 NORFOLK SOUTHERN CORP COM 655844108 399 2644 SH SOLE 2644 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 387 29729 SH SOLE 29729 0 0 NUVEEN SELECT TAX FREE INCM SH BEN INT 67062F100 225 15700 SH SOLE 15700 0 0 NVIDIA CORP COM 67066G104 720 3039 SH SOLE 3039 0 0 PAYCHEX INC COM 704326107 264 3857 SH SOLE 3857 0 0 PAYPAL HLDGS INC COM 70450Y103 397 4764 SH SOLE 4764 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 311 17214 SH SOLE 17214 0 0 PEPSICO INC COM 713448108 345 3168 SH SOLE 3168 0 0 PFIZER INC COM 717081103 364 10032 SH SOLE 10032 0 0 PHILIP MORRIS INTL INC COM 718172109 261 3232 SH SOLE 3232 0 0 PHILLIPS 66 COM 718546104 335 2981 SH SOLE 2981 0 0 PPG INDS INC COM 693506107 455 4389 SH SOLE 4389 0 0 PROCTER AND GAMBLE CO COM 742718109 828 10612 SH SOLE 10612 0 0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 169 14478 SH SOLE 14478 0 0 RAYTHEON CO COM NEW 755111507 287 1485 SH SOLE 1485 0 0 REPUBLIC SVCS INC COM 760759100 208 3047 SH SOLE 3047 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 558 8053 SH SOLE 8053 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4731 71698 SH SOLE 71698 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1129 17373 SH SOLE 17373 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 249 3387 SH SOLE 3387 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 856 33046 SH SOLE 33046 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2000 60517 SH SOLE 60517 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1361 26875 SH SOLE 26875 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 1145 21874 SH SOLE 21874 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2768 55644 SH SOLE 55644 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 911 16595 SH SOLE 16595 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1279 48102 SH SOLE 48102 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1151 16066 SH SOLE 16066 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1673 24082 SH SOLE 24082 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 268 5164 SH SOLE 5164 0 0 SOUTHERN CO COM 842587107 435 9395 SH SOLE 9395 0 0 SOUTHWEST AIRLS CO COM 844741108 370 7270 SH SOLE 7270 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 266 1095 SH SOLE 1095 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7437 27416 SH SOLE 27416 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 213 600 SH SOLE 600 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 474 16020 SH SOLE 16020 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 255 5314 SH SOLE 5314 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 491 10240 SH SOLE 10240 0 0 SPLUNK INC COM 848637104 279 2817 SH SOLE 2817 0 0 SUNTRUST BKS INC COM 867914103 308 4662 SH SOLE 4662 0 0 SYSCO CORP COM 871829107 207 3037 SH SOLE 3037 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 203 3514 SH SOLE 3514 0 0 TRI CONTL CORP COM 895436103 1142 43078 SH SOLE 43078 0 0 UNION PAC CORP COM 907818108 276 1945 SH SOLE 1945 0 0 UNITED PARCEL SERVICE INC CL B 911312106 332 3127 SH SOLE 3127 0 0 UNITEDHEALTH GROUP INC COM 91324P102 359 1465 SH SOLE 1465 0 0 UNIVERSAL INS HLDGS INC COM 91359V107 213 6063 SH SOLE 6063 0 0 VALLEY NATL BANCORP COM 919794107 872 71675 SH SOLE 71675 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 381 4710 SH SOLE 4710 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 502 6335 SH SOLE 6335 0 0 VANGUARD GROUP DIV APP ETF 921908844 377 3713 SH SOLE 3713 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 208 1317 SH SOLE 1317 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1662 11837 SH SOLE 11837 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 869 11839 SH SOLE 11839 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 600 12291 SH SOLE 12291 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 672 13185 SH SOLE 13185 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 803 14837 SH SOLE 14837 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 657 13053 SH SOLE 13053 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 276 4606 SH SOLE 4606 0 0 WALMART INC COM 931142103 1330 15529 SH SOLE 15529 0 0 WASTE MGMT INC DEL COM 94106L109 331 4072 SH SOLE 4072 0 0 WEC ENERGY GROUP INC COM 92939U106 281 4353 SH SOLE 4353 0 0 WELLS FARGO CO NEW COM 949746101 274 4951 SH SOLE 4951 0 0