Chief Compliance Officer

0001085146-20-001186.txt : 20200423 0001085146-20-001186.hdr.sgml : 20200423 20200423120807 ACCESSION NUMBER: 0001085146-20-001186 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200423 DATE AS OF CHANGE: 20200423 EFFECTIVENESS DATE: 20200423 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: 20810065 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 false false 0001721780 XXXXXXXX 03-31-2020 03-31-2020 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 04-22-2020 0 152 98883 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 490 3588 SH SOLE 3588 0 0 ABBOTT LABS COM 002824100 581 7360 SH SOLE 7360 0 0 ABBVIE INC COM 00287Y109 487 6393 SH SOLE 6393 0 0 ABERDEEN TOTAL DYNAMIC DIVD COM SH BEN INT 00326L100 118 17882 SH SOLE 17882 0 0 ADT INC COM 00090Q103 44 10128 SH SOLE 10128 0 0 ADVANCED MICRO DEVICES INC COM 007903107 612 13452 SH SOLE 13452 0 0 AIR PRODS & CHEMS INC COM 009158106 239 1197 SH SOLE 1197 0 0 ALBEMARLE CORP COM 012653101 202 3576 SH SOLE 3576 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 483 2484 SH SOLE 2484 0 0 ALPHABET INC CAP STK CL C 02079K107 921 792 SH SOLE 792 0 0 ALPHABET INC CAP STK CL A 02079K305 1213 1044 SH SOLE 1044 0 0 ALTRIA GROUP INC COM 02209S103 360 9308 SH SOLE 9308 0 0 AMAZON COM INC COM 023135106 1706 875 SH SOLE 875 0 0 AMGEN INC COM 031162100 356 1755 SH SOLE 1755 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 95 18648 SH SOLE 18648 0 0 APPLE INC COM 037833100 1944 7647 SH SOLE 7647 0 0 APPLIED MATLS INC COM 038222105 481 10501 SH SOLE 10501 0 0 AT&T INC COM 00206R102 539 18498 SH SOLE 18498 0 0 B2GOLD CORP COM 11777Q209 34 11117 SH SOLE 11117 0 0 BAXTER INTL INC COM 071813109 209 2571 SH SOLE 2571 0 0 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 152 33672 SH SOLE 33672 0 0 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 674 29733 SH SOLE 29733 0 0 BLACKROCK MUNIYIELD INVT FD COM 09254R104 142 10712 SH SOLE 10712 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 267 12250 SH SOLE 12250 0 0 BOEING CO COM 097023105 408 2735 SH SOLE 2735 0 0 BP PLC SPONSORED ADR 055622104 242 9914 SH SOLE 9914 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 252 4517 SH SOLE 4517 0 0 BROOKDALE SR LIVING INC COM 112463104 98 31551 SH SOLE 31551 0 0 CAMPBELL SOUP CO COM 134429109 477 10335 SH SOLE 10335 0 0 CHEVRON CORP NEW COM 166764100 227 3134 SH SOLE 3134 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 251 384 SH SOLE 384 0 0 CISCO SYS INC COM 17275R102 384 9773 SH SOLE 9773 0 0 CITIGROUP INC COM NEW 172967424 222 5273 SH SOLE 5273 0 0 CLOROX CO DEL COM 189054109 230 1329 SH SOLE 1329 0 0 COCA COLA CO COM 191216100 778 17583 SH SOLE 17583 0 0 CONOCOPHILLIPS COM 20825C104 201 6522 SH SOLE 6522 0 0 COSTCO WHSL CORP NEW COM 22160K105 266 932 SH SOLE 932 0 0 CSX CORP COM 126408103 276 4822 SH SOLE 4822 0 0 CVS HEALTH CORP COM 126650100 304 5123 SH SOLE 5123 0 0 DANAHER CORPORATION COM 235851102 206 1489 SH SOLE 1489 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 203 7100 SH SOLE 7100 0 0 DISNEY WALT CO COM DISNEY 254687106 933 9657 SH SOLE 9657 0 0 DOLLAR GEN CORP NEW COM 256677105 203 1347 SH SOLE 1347 0 0 DOMINION ENERGY INC COM 25746U109 297 4117 SH SOLE 4117 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1472 18202 SH SOLE 18202 0 0 EATON VANCE RISK MNGD DIV EQ COM 27829G106 187 22518 SH SOLE 22518 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 217 3514 SH SOLE 3514 0 0 EXELON CORP COM 30161N101 258 7012 SH SOLE 7012 0 0 EXXON MOBIL CORP COM 30231G102 580 15287 SH SOLE 15287 0 0 FACEBOOK INC CL A 30303M102 456 2732 SH SOLE 2732 0 0 FITBIT INC CL A 33812L102 86 12850 SH SOLE 12850 0 0 FORD MTR CO DEL COM 345370860 124 25608 SH SOLE 25608 0 0 FS KKR CAPITAL CORP COM 302635107 37 12207 SH SOLE 12207 0 0 GENERAL ELECTRIC CO COM 369604103 196 24746 SH SOLE 24746 0 0 GENERAL MLS INC COM 370334104 247 4682 SH SOLE 4682 0 0 GILEAD SCIENCES INC COM 375558103 215 2877 SH SOLE 2877 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 200 3827 SH SOLE 3827 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1337 13267 SH SOLE 13267 0 0 HOME DEPOT INC COM 437076102 1473 7891 SH SOLE 7891 0 0 HONEYWELL INTL INC COM 438516106 1124 8399 SH SOLE 8399 0 0 INTEL CORP COM 458140100 957 17690 SH SOLE 17690 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 266 2394 SH SOLE 2394 0 0 INVESCO EXCHANGE-TRADED FD T NATL AMT MUNI 46138E537 388 15050 SH SOLE 15050 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 943 4951 SH SOLE 4951 0 0 INVESCO QUALITY MUNI INC TRS COM 46133G107 164 14032 SH SOLE 14032 0 0 ISHARES INC ESG MSCI EM ETF 46434G863 322 11754 SH SOLE 11754 0 0 ISHARES TR TIPS BD ETF 464287176 463 3926 SH SOLE 3926 0 0 ISHARES TR CORE S&P500 ETF 464287200 2239 8664 SH SOLE 8664 0 0 ISHARES TR CORE US AGGBD ET 464287226 776 6723 SH SOLE 6723 0 0 ISHARES TR GLOBAL TECH ETF 464287291 255 1397 SH SOLE 1397 0 0 ISHARES TR 20 YR TR BD ETF 464287432 444 2689 SH SOLE 2689 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 431 4979 SH SOLE 4979 0 0 ISHARES TR MSCI EAFE ETF 464287465 254 4757 SH SOLE 4757 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 251 2194 SH SOLE 2194 0 0 ISHARES TR NATIONAL MUN ETF 464288414 819 7245 SH SOLE 7245 0 0 ISHARES TR MBS ETF 464288588 429 3883 SH SOLE 3883 0 0 ISHARES TR INTRM TR CRP ETF 464288638 585 10660 SH SOLE 10660 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 336 2520 SH SOLE 2520 0 0 ISHARES TR US TREAS BD ETF 46429B267 1626 58058 SH SOLE 58058 0 0 ISHARES TR MSCI MIN VOL ETF 46429B697 461 8531 SH SOLE 8531 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 556 5568 SH SOLE 5568 0 0 ISHARES TR USA QUALITY FCTR 46432F339 559 6894 SH SOLE 6894 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 357 8724 SH SOLE 8724 0 0 ISHARES TR ESG MSCI USA ETF 46435G425 549 9558 SH SOLE 9558 0 0 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 485 10000 SH SOLE 10000 0 0 JOHNSON & JOHNSON COM 478160104 876 6680 SH SOLE 6680 0 0 JPMORGAN CHASE & CO COM 46625H100 550 6113 SH SOLE 6113 0 0 MCDONALDS CORP COM 580135101 955 5775 SH SOLE 5775 0 0 MERCK & CO. INC COM 58933Y105 592 7696 SH SOLE 7696 0 0 MICRON TECHNOLOGY INC COM 595112103 224 5325 SH SOLE 5325 0 0 MICROSOFT CORP COM 594918104 2618 16598 SH SOLE 16598 0 0 NEWMONT CORP COM 651639106 345 7613 SH SOLE 7613 0 0 NEXTERA ENERGY INC COM 65339F101 853 3547 SH SOLE 3547 0 0 NORFOLK SOUTHERN CORP COM 655844108 390 2668 SH SOLE 2668 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 495 36579 SH SOLE 36579 0 0 NVIDIA CORP COM 67066G104 728 2761 SH SOLE 2761 0 0 PAYCHEX INC COM 704326107 238 3784 SH SOLE 3784 0 0 PAYPAL HLDGS INC COM 70450Y103 553 5771 SH SOLE 5771 0 0 PEOPLES UTD FINL INC COM 712704105 184 16633 SH SOLE 16633 0 0 PEPSICO INC COM 713448108 385 3203 SH SOLE 3203 0 0 PFIZER INC COM 717081103 365 11191 SH SOLE 11191 0 0 PHILIP MORRIS INTL INC COM 718172109 242 3313 SH SOLE 3313 0 0 PHILLIPS 66 COM 718546104 222 4145 SH SOLE 4145 0 0 PPG INDS INC COM 693506107 344 4119 SH SOLE 4119 0 0 PROCTER & GAMBLE CO COM 742718109 1166 10603 SH SOLE 10603 0 0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 173 14478 SH SOLE 14478 0 0 RAYTHEON CO COM NEW 755111507 224 1710 SH SOLE 1710 0 0 REALOGY HLDGS CORP COM 75605Y106 30 10000 SH SOLE 10000 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 226 6489 SH SOLE 6489 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4431 73317 SH SOLE 73317 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1548 25276 SH SOLE 25276 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 766 37020 SH SOLE 37020 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 266 5918 SH SOLE 5918 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2096 81113 SH SOLE 81113 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 715 13168 SH SOLE 13168 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 1351 22982 SH SOLE 22982 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 6253 120876 SH SOLE 120876 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 605 10521 SH SOLE 10521 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 819 39314 SH SOLE 39314 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 824 13955 SH SOLE 13955 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1569 19517 SH SOLE 19517 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 333 6015 SH SOLE 6015 0 0 SIRIUS XM HLDGS INC COM 82968B103 90 18314 SH SOLE 18314 0 0 SNAP INC CL A 83304A106 124 10434 SH SOLE 10434 0 0 SOUTHERN CO COM 842587107 513 9482 SH SOLE 9482 0 0 SOUTHWEST AIRLS CO COM 844741108 275 7710 SH SOLE 7710 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 228 1039 SH SOLE 1039 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7518 29168 SH SOLE 29168 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 834 27136 SH SOLE 27136 0 0 SPDR SER TR BLOMBERG BRC INV 78468R200 282 9590 SH SOLE 9590 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 221 4421 SH SOLE 4421 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 306 6265 SH SOLE 6265 0 0 SPLUNK INC COM 848637104 324 2570 SH SOLE 2570 0 0 TRI CONTL CORP COM 895436103 763 36508 SH SOLE 36508 0 0 TRUIST FINL CORP COM 89832Q109 227 7350 SH SOLE 7350 0 0 UNION PAC CORP COM 907818108 316 2239 SH SOLE 2239 0 0 UNITED PARCEL SERVICE INC CL B 911312106 300 3206 SH SOLE 3206 0 0 UNITEDHEALTH GROUP INC COM 91324P102 380 1524 SH SOLE 1524 0 0 VALLEY NATL BANCORP COM 919794107 102 13894 SH SOLE 13894 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 625 7324 SH SOLE 7324 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1438 11155 SH SOLE 11155 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 695 11062 SH SOLE 11062 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1243 25516 SH SOLE 25516 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 522 9870 SH SOLE 9870 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 514 9436 SH SOLE 9436 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 435 4212 SH SOLE 4212 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 727 17329 SH SOLE 17329 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 810 15069 SH SOLE 15069 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 213 4651 SH SOLE 4651 0 0 WALMART INC COM 931142103 1706 15013 SH SOLE 15013 0 0 WASTE MGMT INC DEL COM 94106L109 336 3632 SH SOLE 3632 0 0 WEC ENERGY GROUP INC COM 92939U106 331 3757 SH SOLE 3757 0 0