Chief Compliance Officer

0001085146-24-000278.txt : 20240118 0001085146-24-000278.hdr.sgml : 20240118 20240118093650 ACCESSION NUMBER: 0001085146-24-000278 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 EFFECTIVENESS DATE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Successful Portfolios LLC CENTRAL INDEX KEY: 0001721780 ORGANIZATION NAME: IRS NUMBER: 271353570 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18301 FILM NUMBER: 24540296 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 X0202 13F-HR LIVE false false false 0001721780 XXXXXXXX 12-31-2023 12-31-2023 false Successful Portfolios LLC

611 DRUID ROAD EAST SUITE 407 CLEARWATER FL 33756

13F HOLDINGS REPORT 028-18301 000152429 801-80702 N H. Parker Evans Chief Compliance Officer 727-744-3614 /s/ H. 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BBG003CVMLR1 217585 2013 SH SOLE 2013 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 377518 2533 SH SOLE 2533 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 1466835 4947 SH SOLE 4947 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 798886 7327 SH SOLE 7327 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 469720 1327 SH SOLE 1327 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 540367 6331 SH SOLE 6331 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 5310286 14121 SH SOLE 14121 0 0 MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG001SFZ3S8 382887 44470 SH SOLE 44470 0 0 NEWMONT CORP COM 651639106 BBG001S5TKX3 273744 6613 SH SOLE 6613 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 754863 12427 SH SOLE 12427 0 0 NOMURA HLDGS INC SPONSORED ADR 65535H208 BBG001S6HZT6 67650 15000 SH SOLE 15000 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 632789 2677 SH SOLE 2677 0 0 NUCOR CORP COM 670346105 BBG001S5TRV0 254098 1460 SH SOLE 1460 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 308649 28059 SH SOLE 28059 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4352184 8788 SH SOLE 8788 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 204112 1936 SH SOLE 1936 0 0 PAYCHEX INC COM 704326107 BBG001S5V135 403036 3383 SH SOLE 3383 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 334009 5439 SH SOLE 5439 0 0 PEPSICO INC COM 713448108 BBG001S695T1 733539 4319 SH SOLE 4319 0 0 PFIZER INC COM 717081103 BBG001S5V466 447972 15560 SH SOLE 15560 0 0 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 319778 3399 SH SOLE 3399 0 0 PHILLIPS 66 COM 718546104 BBG00286S4P7 419125 3148 SH SOLE 3148 0 0 PPG INDS INC COM 693506107 BBG001S5VC13 732645 4899 SH SOLE 4899 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1566512 10690 SH SOLE 10690 0 0 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 245220 804 SH SOLE 804 0 0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 BBG001S7C0P0 127138 12428 SH SOLE 12428 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 202193 1398 SH SOLE 1398 0 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 396773 2406 SH SOLE 2406 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 762178 9058 SH SOLE 9058 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 274899 11089 SH SOLE 11089 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 811909 21967 SH SOLE 21967 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 1192259 23979 SH SOLE 23979 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 5107784 105423 SH SOLE 105423 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 3951621 70982 SH SOLE 70982 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 310030 4072 SH SOLE 4072 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1329799 23578 SH SOLE 23578 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 326976 3900 SH SOLE 3900 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1218991 32419 SH SOLE 32419 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1331177 11678 SH SOLE 11678 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 268259 1967 SH SOLE 1967 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 286632 4526 SH SOLE 4526 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3236255 16813 SH SOLE 16813 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 213455 3244 SH SOLE 3244 0 0 SIRIUS XM HOLDINGS INC COM 82968B103 BBG001S70ZY6 61483 11240 SH SOLE 11240 0 0 SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 2501236 26415 SH SOLE 26415 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 665579 9492 SH SOLE 9492 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 376870 1000 SH SOLE 1000 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 276623 1447 SH SOLE 1447 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 10899785 22931 SH SOLE 22931 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 215129 424 SH SOLE 424 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 417625 7145 SH SOLE 7145 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 511106 17594 SH SOLE 17594 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 344466 2516 SH SOLE 2516 0 0 SPLUNK INC COM 848637104 BBG001TWMNG3 342788 2250 SH SOLE 2250 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 288734 1162 SH SOLE 1162 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 217700 727 SH SOLE 727 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 207559 3212 SH SOLE 3212 0 0 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 278738 1520 SH SOLE 1520 0 0 TRI CONTL CORP COM 895436103 BBG001S5WZ75 450686 15632 SH SOLE 15632 0 0 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 381347 10329 SH SOLE 10329 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 547733 2230 SH SOLE 2230 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 493137 3136 SH SOLE 3136 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 639247 1214 SH SOLE 1214 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 240110 7743 SH SOLE 7743 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 308652 4041 SH SOLE 4041 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 1553444 20169 SH SOLE 20169 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 596491 8110 SH SOLE 8110 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 412515 2508 SH SOLE 2508 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 257324 589 SH SOLE 589 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 2827861 11920 SH SOLE 11920 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 820108 7971 SH SOLE 7971 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 1454855 30634 SH SOLE 30634 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 218341 4277 SH SOLE 4277 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 2627048 45037 SH SOLE 45037 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 895753 5256 SH SOLE 5256 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1147517 19798 SH SOLE 19798 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 310685 8240 SH SOLE 8240 0 0 WALMART INC COM 931142103 BBG001S5XH92 1987397 12606 SH SOLE 12606 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 610015 3406 SH SOLE 3406 0 0 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 334660 3976 SH SOLE 3976 0 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 355270 7218 SH SOLE 7218 0 0