Chief Compliance Officer

0001085146-25-003992.txt : 20250721 0001085146-25-003992.hdr.sgml : 20250721 20250721144537 ACCESSION NUMBER: 0001085146-25-003992 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250721 DATE AS OF CHANGE: 20250721 EFFECTIVENESS DATE: 20250721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Successful Portfolios LLC CENTRAL INDEX KEY: 0001721780 ORGANIZATION NAME: EIN: 271353570 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18301 FILM NUMBER: 251136911 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 06-30-2025 06-30-2025 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 07-21-2025 0 169 162666389 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 384558 2526 SH SOLE 2526 0 0 ABBOTT LABS COM 002824100 BBG001S5N9M6 860943 6330 SH SOLE 6330 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1277114 6880 SH SOLE 6880 0 0 ABRDN JAPAN EQUITY FUND INC COM 00306J109 BBG001S73FJ4 667043 88467 SH SOLE 88467 0 0 ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 BBG001SS0YX4 216161 24397 SH SOLE 24397 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1317197 9283 SH SOLE 9283 0 0 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 258085 915 SH SOLE 915 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1794027 10180 SH SOLE 10180 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1651287 9309 SH SOLE 9309 0 0 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 449497 7667 SH SOLE 7667 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 2648556 12072 SH SOLE 12072 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 409601 1467 SH SOLE 1467 0 0 APPLE INC COM 037833100 BBG001S5N8V8 4181937 20383 SH SOLE 20383 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 1172014 6402 SH SOLE 6402 0 0 ARES CAPITAL CORP COM 04010L103 BBG001SL96Z9 237188 10801 SH SOLE 10801 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 540320 18670 SH SOLE 18670 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 293905 953 SH SOLE 953 0 0 AUTOZONE INC COM 053332102 BBG001S6Q5D9 311827 84 SH SOLE 84 0 0 B2GOLD CORP COM 11777Q209 BBG001T0CNW6 70825 19619 SH SOLE 19619 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 394666 8340 SH SOLE 8340 0 0 BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 229669 4776 SH SOLE 4776 0 0 BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 BBG001SSV2L3 159659 27575 SH SOLE 27575 0 0 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 BBG003BPM0W5 475166 21707 SH SOLE 21707 0 0 BLACKROCK TECH AND PRIVATE E SHS BEN INT 09260Q108 BBG00ZSNML46 99567 13565 SH SOLE 13565 0 0 BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 226033 39 SH SOLE 39 0 0 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 282345 9434 SH SOLE 9434 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 226199 4887 SH SOLE 4887 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 235725 855 SH SOLE 855 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 222637 2809 SH SOLE 2809 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 500647 3496 SH SOLE 3496 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 BBG001SP50B3 254640 4535 SH SOLE 4535 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 403028 5809 SH SOLE 5809 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 248873 2924 SH SOLE 2924 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 1204530 17025 SH SOLE 17025 0 0 COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 202822 5683 SH SOLE 5683 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 553902 6172 SH SOLE 6172 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 685219 2123 SH SOLE 2123 0 0 CORNING INC COM 219350105 BBG001S5RLH1 284144 5403 SH SOLE 5403 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 551433 557 SH SOLE 557 0 0 CSX CORP COM 126408103 BBG001S5Q7Q3 397303 12176 SH SOLE 12176 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 1093109 8815 SH SOLE 8815 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 2324711 19701 SH SOLE 19701 0 0 EATON VANCE RISK-MANAGED DIV COM 27829G106 BBG001SV50F6 239343 26476 SH SOLE 26476 0 0 EATON VANCE TAX-MANAGED GLOB COM 27829F108 BBG001SPXHX1 216948 24794 SH SOLE 24794 0 0 EBAY INC. 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COM 46625H100 BBG001S8CRC3 838440 2892 SH SOLE 2892 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG001S5S0N9 245071 977 SH SOLE 977 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 205387 2110 SH SOLE 2110 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 276525 2500 SH SOLE 2500 0 0 M & T BK CORP COM 55261F104 BBG001S7S2B4 252060 1299 SH SOLE 1299 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 1303857 4463 SH SOLE 4463 0 0 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 281388 384 SH SOLE 384 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 534726 6755 SH SOLE 6755 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 926539 1255 SH SOLE 1255 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 724957 5882 SH SOLE 5882 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 6210224 12485 SH SOLE 12485 0 0 MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 BBG001SFZ3S8 610285 44481 SH SOLE 44481 0 0 NEWMONT CORP COM 651639106 BBG001S5TKX3 361279 6201 SH SOLE 6201 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 781051 11251 SH SOLE 11251 0 0 NOMURA HLDGS INC SPONSORED ADR 65535H208 BBG001S6HZT6 98700 15000 SH SOLE 15000 0 0 NORFOLK SOUTHN CORP COM 655844108 BBG001S5TQJ6 519107 2028 SH SOLE 2028 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 BBG001SKQWJ3 317324 29059 SH SOLE 29059 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 9755738 61749 SH SOLE 61749 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 354399 1621 SH SOLE 1621 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG001T53796 456672 3350 SH SOLE 3350 0 0 PAYCHEX INC COM 704326107 BBG001S5V135 406380 2794 SH SOLE 2794 0 0 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 360601 4852 SH SOLE 4852 0 0 PEPSICO INC COM 713448108 BBG001S695T1 568828 4308 SH SOLE 4308 0 0 PFIZER INC COM 717081103 BBG001S5V466 333184 13745 SH SOLE 13745 0 0 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 396734 2178 SH SOLE 2178 0 0 PHILLIPS 66 COM 718546104 BBG00286S4P7 316160 2650 SH SOLE 2650 0 0 PPG INDS INC COM 693506107 BBG001S5VC13 557261 4899 SH SOLE 4899 0 0 PPL CORP COM 69351T106 BBG001S5VC31 260785 7695 SH SOLE 7695 0 0 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1544019 9691 SH SOLE 9691 0 0 PUBLIC STORAGE OPER CO COM 74460D109 BBG001S5TH79 230041 784 SH SOLE 784 0 0 PUTNAM MUN OPPORTUNITIES TR SH BEN INT 746922103 BBG001S7C0P0 122913 12428 SH SOLE 12428 0 0 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 402861 1634 SH SOLE 1634 0 0 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 1170245 8014 SH SOLE 8014 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 894440 40472 SH SOLE 40472 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 1530613 61151 SH SOLE 61151 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 4910691 201423 SH SOLE 201423 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 BBG001T5XQT9 5021541 210724 SH SOLE 210724 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 380845 14372 SH SOLE 14372 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 2042475 83571 SH SOLE 83571 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 298531 3520 SH SOLE 3520 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 1662511 31745 SH SOLE 31745 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 1682279 11404 SH SOLE 11404 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 265806 1972 SH SOLE 1972 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 339379 4156 SH SOLE 4156 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 4121421 16275 SH SOLE 16275 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 255166 3624 SH SOLE 3624 0 0 SONY GROUP CORP SPONSORED ADR 835699307 BBG001S5W6H8 2477432 95176 SH SOLE 95176 0 0 SOUTHERN CO COM 842587107 BBG001S5W777 763546 8315 SH SOLE 8315 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 BBG001S8LH99 440650 1000 SH SOLE 1000 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 513334 1684 SH SOLE 1684 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 8884871 14380 SH SOLE 14380 0 0 SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 BBG001SG6843 488982 6529 SH SOLE 6529 0 0 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 444402 15172 SH SOLE 15172 0 0 THE CAMPBELLS COMPANY COM 134429109 BBG001S5Q2B0 229538 7489 SH SOLE 7489 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 BBG001S60L15 237511 3234 SH SOLE 3234 0 0 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 261835 1520 SH SOLE 1520 0 0 TRI CONTL CORP COM 895436103 BBG001S5WZ75 492685 15562 SH SOLE 15562 0 0 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 442521 10294 SH SOLE 10294 0 0 UNION PAC CORP COM 907818108 BBG001S5X2M0 428474 1862 SH SOLE 1862 0 0 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 291819 2891 SH SOLE 2891 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 408873 1311 SH SOLE 1311 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG001SR42Z0 359418 6904 SH SOLE 6904 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 707429 9147 SH SOLE 9147 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 5188181 65924 SH SOLE 65924 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 573465 7788 SH SOLE 7788 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 BBG001SK3J43 1169442 6068 SH SOLE 6068 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 200566 703 SH SOLE 703 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 362530 638 SH SOLE 638 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 5390844 17737 SH SOLE 17737 0 0 VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL 922040845 BBG01S6YYQV7 255737 3385 SH SOLE 3385 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 250913 3733 SH SOLE 3733 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 BBG001T2YZG9 1064603 8284 SH SOLE 8284 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 1137635 22631 SH SOLE 22631 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 288523 4824 SH SOLE 4824 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 233785 5045 SH SOLE 5045 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 2968573 50503 SH SOLE 50503 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 1112218 5434 SH SOLE 5434 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 1720125 24897 SH SOLE 24897 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 252670 5839 SH SOLE 5839 0 0 WALMART INC COM 931142103 BBG001S5XH92 5088187 52037 SH SOLE 52037 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 653948 2858 SH SOLE 2858 0 0 WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 311037 2985 SH SOLE 2985 0 0 WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 388188 4845 SH SOLE 4845 0 0