Successful Portfolios LLC

Successful Portfolios LLC is a Florida-based limited liability company that provides financial advisory services to its 3 clients. With a team of 4 employees, all serving as advisors, Successful Portfolios LLC has been approved by the US Securities and Exchange Commission since its registration on January 2, 2015.

• DAVID LLOYD BENNETT

  VICE PRESIDENT owns more than 25% but less than 50%

• HARLEY PARKER EVANS

  MANAGING MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER owns 75% or more

• JOSEPH CHARLES BAER

  MANAGING MEMBER, CHIEF OPERATING OFFICER owns more than 5% but less than 10%

• INTERACTIVE BROKERS LLC
  United States

• Mutual Trust Asset MGMT Inc
• Seminole Advisory Services LLC
• Client 1st Advisory Group LLC
• Provise Management Group LLC
• Csenge Advisory Group LLC
• Flaharty Asset Management LLC
• Fiduciary Partners Investment Consulting LLC

• The Success Story of Successful Portfolios LLC: A Look at Q3 2022 vs. Q4 2022 Holdings

• SPDR S&P 500 ETF TR TR UNIT $7,429k
• SCHWAB STRATEGIC TR $6,444k
• SCHWAB STRATEGIC T $4,258k
• SCHWAB STRATEGIC TR $2,234k
• MICROSOFT CORP $2,224k
• WALMART INC COM $1,706k
• DUKE ENERGY CORP $1,588k
• HOME DEPOT INC $1,540k
• SELECT SECTOR SPDR $1,538k
• Schwab Aggregate Bond ETF (SCH $1,524k