Chief Compliance Officer

0001085146-19-001221.txt : 20190422 0001085146-19-001221.hdr.sgml : 20190422 20190422164846 ACCESSION NUMBER: 0001085146-19-001221 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190422 DATE AS OF CHANGE: 20190422 EFFECTIVENESS DATE: 20190422 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: 19759857 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 03-31-2019 03-31-2019 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 04-18-2019 0 139 91467 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 722 3477 SH SOLE 3477 0 0 ABBOTT LABS COM 002824100 581 7266 SH SOLE 7266 0 0 ABBVIE INC COM 00287Y109 518 6428 SH SOLE 6428 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 180 21848 SH SOLE 21848 0 0 ADVANCED MICRO DEVICES INC COM 007903107 374 14640 SH SOLE 14640 0 0 AIR PRODS & CHEMS INC COM 009158106 210 1100 SH SOLE 1100 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 277 1520 SH SOLE 1520 0 0 ALPHABET INC CAP STK CL C 02079K107 951 811 SH SOLE 811 0 0 ALPHABET INC CAP STK CL A 02079K305 1045 888 SH SOLE 888 0 0 ALTRIA GROUP INC COM 02209S103 536 9327 SH SOLE 9327 0 0 AMAZON COM INC COM 023135106 1417 796 SH SOLE 796 0 0 AMGEN INC COM 031162100 323 1699 SH SOLE 1699 0 0 ANNALY CAP MGMT INC COM 035710409 179 17944 SH SOLE 17944 0 0 APPLE INC COM 037833100 1357 7145 SH SOLE 7145 0 0 APPLIED MATLS INC COM 038222105 475 11975 SH SOLE 11975 0 0 AT&T INC COM 00206R102 559 17823 SH SOLE 17823 0 0 B2GOLD CORP COM 11777Q209 31 11137 SH SOLE 11137 0 0 BAXTER INTL INC COM 071813109 217 2670 SH SOLE 2670 0 0 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 191 34318 SH SOLE 34318 0 0 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 651 29283 SH SOLE 29283 0 0 BLACKROCK MUNIYIELD INVST FD COM 09254R104 154 10712 SH SOLE 10712 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 277 12350 SH SOLE 12350 0 0 BOEING CO COM 097023105 340 891 SH SOLE 891 0 0 BP PLC SPONSORED ADR 055622104 356 8147 SH SOLE 8147 0 0 CAMPBELL SOUP CO COM 134429109 421 11049 SH SOLE 11049 0 0 CENTURYLINK INC COM 156700106 127 10563 SH SOLE 10563 0 0 CHEVRON CORP NEW COM 166764100 479 3886 SH SOLE 3886 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 215 303 SH SOLE 303 0 0 CISCO SYS INC COM 17275R102 502 9305 SH SOLE 9305 0 0 CITIGROUP INC COM NEW 172967424 335 5378 SH SOLE 5378 0 0 CLOROX CO DEL COM 189054109 219 1367 SH SOLE 1367 0 0 COCA COLA CO COM 191216100 823 17554 SH SOLE 17554 0 0 COMCAST CORP NEW CL A 20030N101 208 5214 SH SOLE 5214 0 0 CONOCOPHILLIPS COM 20825C104 427 6400 SH SOLE 6400 0 0 CONSTELLATION BRANDS INC CL A 21036P108 201 1147 SH SOLE 1147 0 0 CORNING INC COM 219350105 211 6373 SH SOLE 6373 0 0 COSTCO WHSL CORP NEW COM 22160K105 233 961 SH SOLE 961 0 0 CSX CORP COM 126408103 332 4438 SH SOLE 4438 0 0 DANAHER CORPORATION COM 235851102 214 1618 SH SOLE 1618 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 227 4397 SH SOLE 4397 0 0 DISNEY WALT CO COM DISNEY 254687106 987 8890 SH SOLE 8890 0 0 DOMINION ENERGY INC COM 25746U109 376 4903 SH SOLE 4903 0 0 DOWDUPONT INC COM 26078J100 270 5068 SH SOLE 5068 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1621 18007 SH SOLE 18007 0 0 EATON VANCE RISK MNGD DIV EQ COM 27829G106 285 30995 SH SOLE 30995 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 255 3390 SH SOLE 3390 0 0 EXELON CORP COM 30161N101 356 7094 SH SOLE 7094 0 0 EXXON MOBIL CORP COM 30231G102 1278 15813 SH SOLE 15813 0 0 FACEBOOK INC CL A 30303M102 384 2301 SH SOLE 2301 0 0 FORD MTR CO DEL COM 345370860 189 21531 SH SOLE 21531 0 0 GENERAL ELECTRIC CO COM 369604103 265 26517 SH SOLE 26517 0 0 GENERAL MLS INC COM 370334104 237 4581 SH SOLE 4581 0 0 GOLDCORP INC NEW COM 380956409 119 10407 SH SOLE 10407 0 0 GOLDMAN SACHS ETF TR EQUITY ETF 381430503 207 3634 SH SOLE 3634 0 0 HOME DEPOT INC COM 437076102 1441 7512 SH SOLE 7512 0 0 HONEYWELL INTL INC COM 438516106 1369 8615 SH SOLE 8615 0 0 INTEL CORP COM 458140100 875 16290 SH SOLE 16290 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 300 2124 SH SOLE 2124 0 0 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 242 4596 SH SOLE 4596 0 0 INVESCO EXCHNG TRADED FD TR NATL AMT MUNI 46138E537 386 15050 SH SOLE 15050 0 0 INVESCO QUALITY MUNI INC TRS COM 46133G107 174 14332 SH SOLE 14332 0 0 ISHARES TR TIPS BD ETF 464287176 440 3891 SH SOLE 3891 0 0 ISHARES TR CORE S&P500 ETF 464287200 850 2986 SH SOLE 2986 0 0 ISHARES TR CORE US AGGBD ET 464287226 641 5878 SH SOLE 5878 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 419 4979 SH SOLE 4979 0 0 ISHARES TR MSCI EAFE ETF 464287465 392 6051 SH SOLE 6051 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 360 2350 SH SOLE 2350 0 0 ISHARES TR NATIONAL MUN ETF 464288414 646 5810 SH SOLE 5810 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 310 2513 SH SOLE 2513 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 216 2170 SH SOLE 2170 0 0 JOHNSON & JOHNSON COM 478160104 914 6542 SH SOLE 6542 0 0 JPMORGAN CHASE & CO COM 46625H100 513 5067 SH SOLE 5067 0 0 MCDONALDS CORP COM 580135101 1029 5419 SH SOLE 5419 0 0 MERCK & CO INC COM 58933Y105 587 7055 SH SOLE 7055 0 0 MICROSOFT CORP COM 594918104 1962 16634 SH SOLE 16634 0 0 NEXTERA ENERGY INC COM 65339F101 628 3251 SH SOLE 3251 0 0 NORFOLK SOUTHERN CORP COM 655844108 494 2642 SH SOLE 2642 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 486 36379 SH SOLE 36379 0 0 NUVEEN SELECT TAX FREE INCM SH BEN INT 67062F100 230 15700 SH SOLE 15700 0 0 NVIDIA CORP COM 67066G104 537 2991 SH SOLE 2991 0 0 PAYCHEX INC COM 704326107 289 3607 SH SOLE 3607 0 0 PAYPAL HLDGS INC COM 70450Y103 493 4743 SH SOLE 4743 0 0 PEOPLES UTD FINL INC COM 712704105 281 17115 SH SOLE 17115 0 0 PEPSICO INC COM 713448108 388 3165 SH SOLE 3165 0 0 PFIZER INC COM 717081103 399 9400 SH SOLE 9400 0 0 PHILIP MORRIS INTL INC COM 718172109 279 3152 SH SOLE 3152 0 0 PHILLIPS 66 COM 718546104 282 2964 SH SOLE 2964 0 0 PPG INDS INC COM 693506107 479 4244 SH SOLE 4244 0 0 PROCTER AND GAMBLE CO COM 742718109 1082 10399 SH SOLE 10399 0 0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 178 14478 SH SOLE 14478 0 0 RAYTHEON CO COM NEW 755111507 255 1402 SH SOLE 1402 0 0 REPUBLIC SVCS INC COM 760759100 221 2748 SH SOLE 2748 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 525 8384 SH SOLE 8384 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6056 88991 SH SOLE 88991 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 949 14037 SH SOLE 14037 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 313 4469 SH SOLE 4469 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 944 36295 SH SOLE 36295 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 424 8104 SH SOLE 8104 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2199 70219 SH SOLE 70219 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1483 28582 SH SOLE 28582 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 1074 19962 SH SOLE 19962 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4064 80971 SH SOLE 80971 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 935 16999 SH SOLE 16999 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 209 2277 SH SOLE 2277 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1022 39740 SH SOLE 39740 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1036 13803 SH SOLE 13803 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1473 19899 SH SOLE 19899 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 301 5174 SH SOLE 5174 0 0 SIRIUS XM HLDGS INC COM 82968B103 76 13420 SH SOLE 13420 0 0 SOUTHERN CO COM 842587107 436 8437 SH SOLE 8437 0 0 SOUTHWEST AIRLS CO COM 844741108 407 7838 SH SOLE 7838 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 267 1030 SH SOLE 1030 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7224 25574 SH SOLE 25574 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 207 600 SH SOLE 600 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 755 25380 SH SOLE 25380 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 708 23067 SH SOLE 23067 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 227 4614 SH SOLE 4614 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 292 6030 SH SOLE 6030 0 0 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 204 5790 SH SOLE 5790 0 0 SPLUNK INC COM 848637104 345 2772 SH SOLE 2772 0 0 SUNTRUST BKS INC COM 867914103 278 4691 SH SOLE 4691 0 0 TRI CONTL CORP COM 895436103 1019 38753 SH SOLE 38753 0 0 UNION PACIFIC CORP COM 907818108 326 1948 SH SOLE 1948 0 0 UNITED PARCEL SERVICE INC CL B 911312106 350 3132 SH SOLE 3132 0 0 UNITEDHEALTH GROUP INC COM 91324P102 358 1447 SH SOLE 1447 0 0 VALLEY NATL BANCORP COM 919794107 684 71370 SH SOLE 71370 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 226 2693 SH SOLE 2693 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 495 6092 SH SOLE 6092 0 0 VANGUARD GROUP DIV APP ETF 921908844 463 4223 SH SOLE 4223 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1676 11584 SH SOLE 11584 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 848 11585 SH SOLE 11585 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 709 14559 SH SOLE 14559 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 629 12065 SH SOLE 12065 0 0 VANGUARD STAR FD VG TL INTL STK F 921909768 773 14900 SH SOLE 14900 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 863 14601 SH SOLE 14601 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 389 6147 SH SOLE 6147 0 0 WALMART INC COM 931142103 1515 15533 SH SOLE 15533 0 0 WASTE MGMT INC DEL COM 94106L109 395 3797 SH SOLE 3797 0 0 WEC ENERGY GROUP INC COM 92939U106 325 4113 SH SOLE 4113 0 0