Second Half Financial Partners

Latest statistics and disclosures from Second Half Financial Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DGS, UNH, UGI, SPY, ABBV, and represent 17.07% of Second Half Financial Partners's stock portfolio.
  • Second Half Financial Partners has $130M in assets under management (AUM), dropping by 0.00%.
  • Central Index Key (CIK): 0001946654

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Portfolio Holdings for Second Half Financial Partners

Second Half Financial Partners holds 60 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.8 $4.9M 96k 51.29
UnitedHealth (UNH) 3.4 $4.5M 12k 372.07
UGI Corporation (UGI) 3.3 $4.3M 104k 41.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $4.3M 11k 396.36
Abbvie (ABBV) 3.3 $4.3M 39k 108.22
Texas Instruments Incorporated (TXN) 3.2 $4.2M 22k 189.00
Lowe's Companies (LOW) 3.2 $4.2M 22k 190.19
Johnson & Johnson (JNJ) 3.2 $4.2M 26k 164.34
Ishares Msci Gbl Etf New (PICK) 3.2 $4.2M 99k 42.13
Lockheed Martin Corporation (LMT) 3.2 $4.1M 11k 369.49
Automatic Data Processing (ADP) 3.1 $4.0M 21k 188.49
Qualcomm (QCOM) 3.0 $4.0M 30k 132.61
Amgen (AMGN) 3.0 $3.9M 16k 248.81
At&t (T) 3.0 $3.9M 129k 30.27

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Bristol Myers Squibb (BMY) 3.0 $3.9M 61k 63.13
Wec Energy Group (WEC) 2.9 $3.8M 41k 93.60
L3harris Technologies (LHX) 2.9 $3.8M 19k 202.68
Merck & Co (MRK) 2.9 $3.7M 48k 77.09
Verizon Communications (VZ) 2.8 $3.6M 63k 58.15
Apple (AAPL) 2.8 $3.6M 30k 122.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $3.6M 11k 319.11
Duke Energy Corp Com New (DUK) 2.7 $3.6M 37k 96.52
Nasdaq Omx (NDAQ) 2.7 $3.6M 24k 147.45
Microsoft Corporation (MSFT) 2.4 $3.2M 14k 235.76
First American Financial (FAF) 2.4 $3.2M 56k 56.65
Southern Copper Corporation (SCCO) 2.3 $3.0M 44k 67.87
Duff & Phelps Global (DPG) 2.1 $2.7M 205k 13.28
Ishares Tr MRGSTR MD CP GRW (IMCG) 2.0 $2.6M 7.0k 378.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $2.1M 29k 72.92
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.6 $2.1M 6.2k 330.23
Ishares Tr MRGSTR SM CP GR (ISCG) 1.5 $1.9M 6.5k 300.46
Patterson Companies (PDCO) 1.5 $1.9M 59k 31.95
Westrock (WRK) 1.4 $1.8M 35k 52.06
Walt Disney Company (DIS) 0.7 $957k 5.2k 184.54
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.7 $867k 15k 56.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $806k 5.7k 141.73
Netflix (NFLX) 0.6 $804k 1.5k 521.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $801k 1.7k 476.22
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $782k 6.9k 113.80
Ishares Tr Russell 2000 Etf (IWM) 0.6 $735k 3.3k 221.05
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $723k 7.2k 100.71
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.5 $700k 6.9k 101.86
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $659k 10k 64.08
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $654k 5.1k 128.24
Nextera Energy (NEE) 0.4 $457k 6.0k 75.69
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.3 $453k 5.3k 85.13
JPMorgan Chase & Co. (JPM) 0.3 $445k 2.9k 152.08
Amazon (AMZN) 0.3 $381k 123.00 3097.56
Exxon Mobil Corporation (XOM) 0.3 $380k 6.8k 55.90
Ishares Tr Select Divid Etf (DVY) 0.3 $343k 3.0k 114.03
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $338k 2.2k 151.71
Nuveen Muni Value Fund (NUV) 0.3 $328k 30k 11.13
Home Depot (HD) 0.2 $305k 1.0k 305.00
Wal-Mart Stores (WMT) 0.2 $281k 2.1k 135.68
Truist Financial Corp equities (TFC) 0.2 $270k 4.6k 58.21
Invesco Exch Traded Fd Tr Ii Dwa Emerg Mkts (PIE) 0.2 $251k 10k 24.04
Royal Caribbean Cruises (RCL) 0.2 $240k 2.8k 85.71
Bank of America Corporation (BAC) 0.2 $218k 5.6k 38.65
Darden Restaurants (DRI) 0.2 $205k 1.4k 141.67
Theratechnologies (THTX) 0.0 $40k 10k 3.88

Past Filings by Second Half Financial Partners

SEC 13F filings are viewable for Second Half Financial Partners going back to 2022