Second Half Financial Partners

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

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Positions held by Second Half Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Second Half Financial Partners

Second Half Financial Partners holds 53 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 31.4 $64M -36% 695k 91.39
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Schwab Strategic Tr Us Dividend Eq (SCHD) 6.1 $13M +58% 164k 76.13
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.9 $12M -12% 125k 96.39
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 5.5 $11M 221k 49.93
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Vanguard Bd Index Fds Long Term Bond (BLV) 3.8 $7.7M -12% 104k 74.58
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BlackRock (BLK) 3.6 $7.4M 9.1k 811.80
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Starwood Property Trust (STWD) 3.2 $6.5M +5% 311k 21.02
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National Retail Properties (NNN) 3.2 $6.5M +34% 150k 43.10
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Ishares Msci Gbl Etf New (PICK) 3.0 $6.2M +14% 143k 43.07
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Johnson & Johnson (JNJ) 2.8 $5.7M +4% 37k 156.74
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L3harris Technologies (LHX) 2.6 $5.4M -2% 25k 210.62
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $4.1M 8.7k 475.33
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Lockheed Martin Corporation (LMT) 1.9 $3.8M -2% 8.3k 453.24
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JPMorgan Chase & Co. (JPM) 1.8 $3.6M 21k 170.10
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Select Sector Spdr Tr Sbi Int-utils (XLU) 1.7 $3.5M +441% 55k 63.33
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $3.5M 8.5k 409.52
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Nextera Energy (NEE) 1.6 $3.3M +786% 54k 60.74
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Intercontinental Exchange (ICE) 1.6 $3.1M NEW 25k 128.43
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McDonald's Corporation (MCD) 1.5 $3.1M NEW 11k 296.51
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Equity Lifestyle Properties (ELS) 1.5 $3.0M 42k 70.54
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Automatic Data Processing (ADP) 1.5 $3.0M NEW 13k 232.97
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Wec Energy Group (WEC) 1.4 $2.8M NEW 34k 84.17
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Anthem (ELV) 1.4 $2.8M NEW 6.0k 471.56
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Cme (CME) 1.4 $2.7M NEW 13k 210.60
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Public Storage (PSA) 1.3 $2.6M -2% 8.6k 305.00
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Apple (AAPL) 1.1 $2.1M 11k 192.52
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $1.9M 5.1k 376.90
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $716k 4.5k 157.79
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $707k -7% 6.2k 114.04
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $636k -4% 8.5k 75.10
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Exxon Mobil Corporation (XOM) 0.3 $575k 5.7k 99.97
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Ishares Tr U.s. Real Es Etf (IYR) 0.3 $566k -5% 6.2k 91.41
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Netflix (NFLX) 0.2 $498k 1.0k 486.88
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Amazon (AMZN) 0.2 $457k 3.0k 151.95
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Walt Disney Company (DIS) 0.2 $399k 4.4k 90.29
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Microsoft Corporation (MSFT) 0.2 $369k -3% 982.00 375.85
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Abbvie (ABBV) 0.2 $353k 2.3k 154.97
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $349k 8.2k 42.41
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.2 $348k 4.1k 85.48
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Wal-Mart Stores (WMT) 0.2 $327k 2.1k 157.67
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $293k NEW 1.7k 170.38
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Home Depot (HD) 0.1 $280k -3% 808.00 346.40
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Southern Company (SO) 0.1 $262k 3.7k 70.12
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NVIDIA Corporation (NVDA) 0.1 $257k 518.00 495.22
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Nuveen Muni Value Fund (NUV) 0.1 $253k 30k 8.60
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D.R. Horton (DHI) 0.1 $227k NEW 1.5k 151.99
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UnitedHealth (UNH) 0.1 $212k 402.00 526.46
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Crown Castle Intl (CCI) 0.1 $206k NEW 1.8k 115.19
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Darden Restaurants (DRI) 0.1 $204k NEW 1.2k 164.30
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Royal Caribbean Cruises (RCL) 0.1 $204k NEW 1.6k 129.49
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Union Pacific Corporation (UNP) 0.1 $201k NEW 817.00 245.72
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At&t (T) 0.1 $195k +2% 12k 16.78
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Rumble Com Cl A (RUM) 0.0 $91k 20k 4.49
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Past Filings by Second Half Financial Partners

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