Chief Compliance Officer

0001085146-18-002324.txt : 20181015 0001085146-18-002324.hdr.sgml : 20181015 20181015151212 ACCESSION NUMBER: 0001085146-18-002324 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181015 DATE AS OF CHANGE: 20181015 EFFECTIVENESS DATE: 20181015 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: 181122101 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 09-30-2018 09-30-2018 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 10-12-2018 0 141 91835 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 733 3477 SH SOLE 3477 0 0 ABBOTT LABS COM 002824100 531 7237 SH SOLE 7237 0 0 ABBVIE INC COM 00287Y109 603 6380 SH SOLE 6380 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 252 28685 SH SOLE 28685 0 0 ADVANCED MICRO DEVICES INC COM 007903107 469 15190 SH SOLE 15190 0 0 ALPHABET INC CAP STK CL C 02079K107 993 832 SH SOLE 832 0 0 ALPHABET INC CAP STK CL A 02079K305 1039 861 SH SOLE 861 0 0 ALTRIA GROUP INC COM 02209S103 555 9202 SH SOLE 9202 0 0 AMAZON COM INC COM 023135106 1598 798 SH SOLE 798 0 0 AMGEN INC COM 031162100 352 1699 SH SOLE 1699 0 0 ANNALY CAP MGMT INC COM 035710409 192 18784 SH SOLE 18784 0 0 APPLE INC COM 037833100 1654 7327 SH SOLE 7327 0 0 APPLIED MATLS INC COM 038222105 379 9815 SH SOLE 9815 0 0 AT&T INC COM 00206R102 639 19019 SH SOLE 19019 0 0 B2GOLD CORP COM 11777Q209 26 11137 SH SOLE 11137 0 0 BAXTER INTL INC COM 071813109 216 2806 SH SOLE 2806 0 0 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 208 36318 SH SOLE 36318 0 0 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 553 26683 SH SOLE 26683 0 0 BLACKROCK MUNIYIELD INVST FD COM 09254R104 153 10712 SH SOLE 10712 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 262 12350 SH SOLE 12350 0 0 BOEING CO COM 097023105 266 716 SH SOLE 716 0 0 BP PLC SPONSORED ADR 055622104 379 8230 SH SOLE 8230 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 250 4023 SH SOLE 4023 0 0 CAMPBELL SOUP CO COM 134429109 407 11108 SH SOLE 11108 0 0 CENTURYLINK INC COM 156700106 212 10009 SH SOLE 10009 0 0 CHEVRON CORP NEW COM 166764100 487 3985 SH SOLE 3985 0 0 CISCO SYS INC COM 17275R102 488 10033 SH SOLE 10033 0 0 CITIGROUP INC COM NEW 172967424 407 5673 SH SOLE 5673 0 0 CLOROX CO DEL COM 189054109 206 1367 SH SOLE 1367 0 0 COCA COLA CO COM 191216100 822 17789 SH SOLE 17789 0 0 CONAGRA BRANDS INC COM 205887102 216 6371 SH SOLE 6371 0 0 CONOCOPHILLIPS COM 20825C104 496 6408 SH SOLE 6408 0 0 CORNING INC COM 219350105 225 6382 SH SOLE 6382 0 0 COSTCO WHSL CORP NEW COM 22160K105 265 1129 SH SOLE 1129 0 0 CSX CORP COM 126408103 329 4438 SH SOLE 4438 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 286 4947 SH SOLE 4947 0 0 DISNEY WALT CO COM DISNEY 254687106 887 7583 SH SOLE 7583 0 0 DOMINION ENERGY INC COM 25746U109 322 4577 SH SOLE 4577 0 0 DOWDUPONT INC COM 26078J100 317 4934 SH SOLE 4934 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1441 18008 SH SOLE 18008 0 0 EATON VANCE RISK MNGD DIV EQ COM 27829G106 311 31295 SH SOLE 31295 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 225 3390 SH SOLE 3390 0 0 EXELON CORP COM 30161N101 311 7124 SH SOLE 7124 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 228 2403 SH SOLE 2403 0 0 EXXON MOBIL CORP COM 30231G102 1449 17045 SH SOLE 17045 0 0 FACEBOOK INC CL A 30303M102 335 2035 SH SOLE 2035 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 221 23867 SH SOLE 23867 0 0 GENERAL ELECTRIC CO COM 369604103 312 27644 SH SOLE 27644 0 0 GILEAD SCIENCES INC COM 375558103 217 2816 SH SOLE 2816 0 0 GOLDCORP INC NEW COM 380956409 117 11457 SH SOLE 11457 0 0 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 213 3632 SH SOLE 3632 0 0 HOME DEPOT INC COM 437076102 1577 7611 SH SOLE 7611 0 0 HONEYWELL INTL INC COM 438516106 1486 8929 SH SOLE 8929 0 0 INTEL CORP COM 458140100 828 17499 SH SOLE 17499 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 241 4363 SH SOLE 4363 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 378 2497 SH SOLE 2497 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 200 1872 SH SOLE 1872 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 251 5071 SH SOLE 5071 0 0 INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 398 16050 SH SOLE 16050 0 0 INVESCO QUALITY MUNI INC TRS COM 46133G107 166 14332 SH SOLE 14332 0 0 ISHARES TR TIPS BD ETF 464287176 560 5058 SH SOLE 5058 0 0 ISHARES TR CORE S&P500 ETF 464287200 755 2578 SH SOLE 2578 0 0 ISHARES TR CORE US AGGBD ET 464287226 811 7689 SH SOLE 7689 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 424 5107 SH SOLE 5107 0 0 ISHARES TR MSCI EAFE ETF 464287465 484 7113 SH SOLE 7113 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 452 2684 SH SOLE 2684 0 0 ISHARES TR NATIONAL MUN ETF 464288414 738 6833 SH SOLE 6833 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 290 2437 SH SOLE 2437 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 233 1954 SH SOLE 1954 0 0 JOHNSON & JOHNSON COM 478160104 958 6932 SH SOLE 6932 0 0 JPMORGAN CHASE & CO COM 46625H100 560 4962 SH SOLE 4962 0 0 MCDONALDS CORP COM 580135101 925 5529 SH SOLE 5529 0 0 MERCK & CO INC COM 58933Y105 506 7135 SH SOLE 7135 0 0 MICROSOFT CORP COM 594918104 1702 14883 SH SOLE 14883 0 0 NEXTERA ENERGY INC COM 65339F101 544 3246 SH SOLE 3246 0 0 NORFOLK SOUTHERN CORP COM 655844108 477 2642 SH SOLE 2642 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 430 33979 SH SOLE 33979 0 0 NUVEEN SELECT TAX FREE INCM SH BEN INT 67062F100 225 16200 SH SOLE 16200 0 0 NVIDIA CORP COM 67066G104 840 2989 SH SOLE 2989 0 0 PAYCHEX INC COM 704326107 274 3717 SH SOLE 3717 0 0 PAYPAL HLDGS INC COM 70450Y103 416 4737 SH SOLE 4737 0 0 PEOPLES UNITED FINANCIAL INC COM 712704105 293 17139 SH SOLE 17139 0 0 PEPSICO INC COM 713448108 354 3168 SH SOLE 3168 0 0 PFIZER INC COM 717081103 434 9849 SH SOLE 9849 0 0 PHILIP MORRIS INTL INC COM 718172109 264 3242 SH SOLE 3242 0 0 PHILLIPS 66 COM 718546104 334 2967 SH SOLE 2967 0 0 PPG INDS INC COM 693506107 479 4389 SH SOLE 4389 0 0 PROCTER AND GAMBLE CO COM 742718109 878 10550 SH SOLE 10550 0 0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 165 14478 SH SOLE 14478 0 0 RAYTHEON CO COM NEW 755111507 294 1421 SH SOLE 1421 0 0 REPUBLIC SVCS INC COM 760759100 209 2879 SH SOLE 2879 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 562 8253 SH SOLE 8253 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5084 72233 SH SOLE 72233 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1156 16615 SH SOLE 16615 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 336 4413 SH SOLE 4413 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 835 32463 SH SOLE 32463 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 392 7394 SH SOLE 7394 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1913 57052 SH SOLE 57052 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1280 25471 SH SOLE 25471 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 1195 23082 SH SOLE 23082 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2660 53670 SH SOLE 53670 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 866 16053 SH SOLE 16053 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 212 2227 SH SOLE 2227 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1328 48164 SH SOLE 48164 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1244 15867 SH SOLE 15867 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1785 23696 SH SOLE 23696 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 272 5164 SH SOLE 5164 0 0 SOUTHERN CO COM 842587107 381 8732 SH SOLE 8732 0 0 SOUTHWEST AIRLS CO COM 844741108 466 7467 SH SOLE 7467 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 290 1095 SH SOLE 1095 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7807 26853 SH SOLE 26853 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 220 600 SH SOLE 600 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 422 14320 SH SOLE 14320 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 369 11983 SH SOLE 11983 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 252 5314 SH SOLE 5314 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 434 9105 SH SOLE 9105 0 0 SPLUNK INC COM 848637104 339 2802 SH SOLE 2802 0 0 SUNTRUST BKS INC COM 867914103 311 4662 SH SOLE 4662 0 0 SYSCO CORP COM 871829107 210 2870 SH SOLE 2870 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 214 3514 SH SOLE 3514 0 0 TRI CONTL CORP COM 895436103 1192 42780 SH SOLE 42780 0 0 UNION PAC CORP COM 907818108 317 1944 SH SOLE 1944 0 0 UNITED PARCEL SERVICE INC CL B 911312106 363 3106 SH SOLE 3106 0 0 UNITEDHEALTH GROUP INC COM 91324P102 395 1484 SH SOLE 1484 0 0 UNIVERSAL INS HLDGS INC COM 91359V107 294 6063 SH SOLE 6063 0 0 VALLEY NATL BANCORP COM 919794107 806 71675 SH SOLE 71675 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 356 4423 SH SOLE 4423 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 499 6335 SH SOLE 6335 0 0 VANGUARD GROUP DIV APP ETF 921908844 518 4683 SH SOLE 4683 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 221 1343 SH SOLE 1343 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1753 11712 SH SOLE 11712 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 926 12214 SH SOLE 12214 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 714 14757 SH SOLE 14757 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 641 12685 SH SOLE 12685 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 812 15031 SH SOLE 15031 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 711 13312 SH SOLE 13312 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 331 4546 SH SOLE 4546 0 0 WALMART INC COM 931142103 1399 14901 SH SOLE 14901 0 0 WASTE MGMT INC DEL COM 94106L109 348 3856 SH SOLE 3856 0 0 WEC ENERGY GROUP INC COM 92939U106 279 4178 SH SOLE 4178 0 0 WELLS FARGO CO NEW COM 949746101 238 4528 SH SOLE 4528 0 0