Chief Compliance Officer

0001085146-24-004741.txt : 20241009 0001085146-24-004741.hdr.sgml : 20241009 20241009170708 ACCESSION NUMBER: 0001085146-24-004741 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241009 DATE AS OF CHANGE: 20241009 EFFECTIVENESS DATE: 20241009 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: 241363263 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 09-30-2024 09-30-2024 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. Parker Evans Clearwater FL 10-09-2024 0 163 147821016 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 345441 2527 SH SOLE 2527 0 0 ABBOTT LABS COM 002824100 BBG001S5N9M6 739697 6488 SH SOLE 6488 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1399575 7087 SH SOLE 7087 0 0 ABRDN JAPAN EQUITY FUND INC COM 00306J109 BBG001S73FJ4 535460 85674 SH SOLE 85674 0 0 ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 BBG001SS0YX4 220746 24258 SH SOLE 24258 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1592933 9708 SH SOLE 9708 0 0 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 275410 925 SH SOLE 925 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1832745 11051 SH SOLE 11051 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1667472 9974 SH SOLE 9974 0 0 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 394268 7725 SH SOLE 7725 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 2235283 11996 SH SOLE 11996 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 472682 1467 SH SOLE 1467 0 0 APPLE INC COM 037833100 BBG001S5N8V8 5105312 21911 SH SOLE 21911 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1317366 6520 SH SOLE 6520 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 418641 19029 SH SOLE 19029 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 267321 966 SH SOLE 966 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 269328 86 SH SOLE 86 0 0 B2GOLD CORP COM 11777Q209 BBG001T0CNW6 60607 19678 SH SOLE 19678 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 329136 8295 SH SOLE 8295 0 0 BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 292483 4709 SH SOLE 4709 0 0 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 BBG001SSV2L3 167713 28916 SH SOLE 28916 0 0 BLACKROCK INNOVATION AND GRW SHS BEN INT 09260Q108 BBG00ZSNML46 111665 14790 SH SOLE 14790 0 0 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 BBG003BPM0W5 469305 21707 SH SOLE 21707 0 0 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 262291 8356 SH SOLE 8356 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 260475 5034 SH SOLE 5034 0 0 CAMPBELL SOUP CO COM 134429109 BBG001S5Q2B0 356676 7291 SH SOLE 7291 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 240247 2809 SH SOLE 2809 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 214725 549 SH SOLE 549 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 491490 3337 SH SOLE 3337 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 276288 4795 SH SOLE 4795 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 320331 6019 SH SOLE 6019 0 0 CLOROX CO DEL COM 189054109 BBG001S5PX50 210643 1293 SH SOLE 1293 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 1223211 17022 SH SOLE 17022 0 0 COGNEX CORP COM 192422103 BBG001S5TC16 202500 5000 SH SOLE 5000 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 225798 5406 SH SOLE 5406 0 0 CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 205113 6307 SH SOLE 6307 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 490606 4660 SH SOLE 4660 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 555143 2135 SH SOLE 2135 0 0 CORNING INC COM 219350105 BBG001S5RLH1 245390 5435 SH SOLE 5435 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 491110 554 SH SOLE 554 0 0 CSX CORP COM 126408103 BBG001S5Q7Q3 417675 12096 SH SOLE 12096 0 0 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 265134 954 SH SOLE 954 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 873182 9078 SH SOLE 9078 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 2272160 19707 SH SOLE 19707 0 0 EATON VANCE RISK-MANAGED DIV COM 27829G106 BBG001SV50F6 253376 27511 SH SOLE 27511 0 0 EATON VANCE TAX-MANAGED GLOB COM 27829F108 BBG001SPXHX1 216204 24794 SH SOLE 24794 0 0 EBAY INC. COM 278642103 BBG001S9B9J5 212585 3265 SH SOLE 3265 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 1104767 1247 SH SOLE 1247 0 0 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 251114 2296 SH SOLE 2296 0 0 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 248590 6121 SH SOLE 6121 0 0 EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG001S723L9 241344 3241 SH SOLE 3241 0 0 EXELON CORP COM 30161N101 BBG001SBJMT2 243827 6013 SH SOLE 6013 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 1024543 8740 SH SOLE 8740 0 0 FORD MTR CO COM 345370860 BBG001S5TZ33 121364 11493 SH SOLE 11493 0 0 FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 451676 9048 SH SOLE 9048 0 0 GALLAGHER ARTHUR J & CO COM 363576109 BBG001S5NKC2 349548 1242 SH SOLE 1242 0 0 GE AEROSPACE COM NEW 369604301 BBG001S5PVD5 399325 2118 SH SOLE 2118 0 0 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 201732 2406 SH SOLE 2406 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 1685098 16802 SH SOLE 16802 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 BBG00B0SKXY1 219314 1942 SH SOLE 1942 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 219334 443 SH SOLE 443 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 2872514 7089 SH SOLE 7089 0 0 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 1627741 7875 SH SOLE 7875 0 0 INTEL CORP COM 458140100 BBG001S5SF65 242506 10337 SH SOLE 10337 0 0 INTUIT COM 461202103 BBG001S6TWR2 222351 358 SH SOLE 358 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 310483 632 SH SOLE 632 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 279176 572 SH SOLE 572 0 0 INVESCO QUALITY MUN INCOME T COM 46133G107 BBG001S746Q5 138925 13307 SH SOLE 13307 0 0 ISHARES TR 0-3 MNTH TREASRY 46436E718 BBG00TZR7YF0 2139580 21243 SH SOLE 21243 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 1557607 15373 SH SOLE 15373 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 337837 5421 SH SOLE 5421 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 5374633 9318 SH SOLE 9318 0 0 ISHARES TR CORE TOTAL USD 46434V613 BBG006MJCSW0 285029 6049 SH SOLE 6049 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 778498 7687 SH SOLE 7687 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 BBG001SSD858 463092 8794 SH SOLE 8794 0 0 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 498308 5201 SH SOLE 5201 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 227641 2722 SH SOLE 2722 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 297671 3260 SH SOLE 3260 0 0 ISHARES TR MSCI USA MMENTM 46432F396 BBG004FPV022 278201 1372 SH SOLE 1372 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 253651 2335 SH SOLE 2335 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 361376 1636 SH SOLE 1636 0 0 ISHARES TR TIPS BD ETF 464287176 BBG001SD9RM5 307769 2786 SH SOLE 2786 0 0 JAPAN SMALLER CAPITALIZATION COM 47109U104 BBG001S6JF54 124050 15000 SH SOLE 15000 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 791529 4884 SH SOLE 4884 0 0 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 617594 2929 SH SOLE 2929 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 234778 987 SH SOLE 987 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 474887 2533 SH SOLE 2533 0 0 LOWES COS INC COM 548661107 BBG001S5SVL3 227514 840 SH SOLE 840 0 0 M & T BK CORP COM 55261F104 BBG001S7S2B4 233208 1309 SH SOLE 1309 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 1380751 4534 SH SOLE 4534 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 773457 6811 SH SOLE 6811 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 716259 1251 SH SOLE 1251 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 607990 5862 SH SOLE 5862 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 5445157 12654 SH SOLE 12654 0 0 MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG001SFZ3S8 452757 44475 SH SOLE 44475 0 0 NEWMONT CORP COM 651639106 BBG001S5TKX3 315826 5909 SH SOLE 5909 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 952660 11270 SH SOLE 11270 0 0 NOMURA HLDGS INC SPONSORED ADR 65535H208 BBG001S6HZT6 78300 15000 SH SOLE 15000 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 507686 2043 SH SOLE 2043 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 347836 29059 SH SOLE 29059 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 7697703 63387 SH SOLE 63387 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 273833 1607 SH SOLE 1607 0 0 PAYCHEX INC COM 704326107 BBG001S5V135 382825 2853 SH SOLE 2853 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 387497 4966 SH SOLE 4966 0 0 PEPSICO INC COM 713448108 BBG001S695T1 700266 4118 SH SOLE 4118 0 0 PFIZER INC COM 717081103 BBG001S5V466 409299 14143 SH SOLE 14143 0 0 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 266125 2192 SH SOLE 2192 0 0 PHILLIPS 66 COM 718546104 BBG00286S4P7 355127 2702 SH SOLE 2702 0 0 PPG INDS INC COM 693506107 BBG001S5VC13 648922 4899 SH SOLE 4899 0 0 PPL CORP COM 69351T106 BBG001S5VC31 274167 8288 SH SOLE 8288 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1687335 9742 SH SOLE 9742 0 0 PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 285274 784 SH SOLE 784 0 0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 BBG001S7C0P0 135465 12428 SH SOLE 12428 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 207291 1219 SH SOLE 1219 0 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 331234 1649 SH SOLE 1649 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 966801 7980 SH SOLE 7980 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 211830 7259 SH SOLE 7259 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 845799 20569 SH SOLE 20569 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 1429887 28259 SH SOLE 28259 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 5181214 105782 SH SOLE 105782 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 4806663 72259 SH SOLE 72259 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 426721 5048 SH SOLE 5048 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 1744084 25705 SH SOLE 25705 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 328372 3740 SH SOLE 3740 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1439099 31754 SH SOLE 31754 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1553138 11467 SH SOLE 11467 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 302957 1967 SH SOLE 1967 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 335722 4156 SH SOLE 4156 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 3734468 16542 SH SOLE 16542 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 245413 3721 SH SOLE 3721 0 0 SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 1930925 19995 SH SOLE 19995 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 749705 8313 SH SOLE 8313 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 423120 1000 SH SOLE 1000 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 349277 1437 SH SOLE 1437 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 8367118 14583 SH SOLE 14583 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 441098 6296 SH SOLE 6296 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 497251 16908 SH SOLE 16908 0 0 THE CIGNA GROUP COM 125523100 BBG00KXRCDQ9 203385 587 SH SOLE 587 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 208581 3297 SH SOLE 3297 0 0 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 271426 1520 SH SOLE 1520 0 0 TRI CONTL CORP COM 895436103 BBG001S5WZ75 496007 15012 SH SOLE 15012 0 0 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 442581 10348 SH SOLE 10348 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 458973 1862 SH SOLE 1862 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 393871 2889 SH SOLE 2889 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 623995 1067 SH SOLE 1067 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 249990 6278 SH SOLE 6278 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 375236 4788 SH SOLE 4788 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 3430601 43596 SH SOLE 43596 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 568958 7575 SH SOLE 7575 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 875853 4813 SH SOLE 4813 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 313438 594 SH SOLE 594 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 4279543 15114 SH SOLE 15114 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 1060512 8860 SH SOLE 8860 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 1165258 23631 SH SOLE 23631 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 213767 4528 SH SOLE 4528 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 2587464 43840 SH SOLE 43840 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 905252 4571 SH SOLE 4571 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1464276 22618 SH SOLE 22618 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 284855 6343 SH SOLE 6343 0 0 WALMART INC COM 931142103 BBG001S5XH92 4232166 52411 SH SOLE 52411 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 595906 2870 SH SOLE 2870 0 0 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 287008 2984 SH SOLE 2984 0 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 277743 4917 SH SOLE 4917 0 0