Second Half Financial Partners

Second Half Financial Partners as of March 31, 2024

Portfolio Holdings for Second Half Financial Partners

Second Half Financial Partners holds 65 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 14.4 $32M 353k 91.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.0 $14M 167k 80.63
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 5.3 $12M 218k 54.24
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.0 $11M 120k 94.66
BlackRock (BLK) 3.3 $7.5M 9.0k 833.70
Vanguard Bd Index Fds Long Term Bond (BLV) 3.2 $7.2M 100k 72.33
First Tr Exchange-traded Ft Vest Ris (RDVI) 2.9 $6.5M 268k 24.48
National Retail Properties (NNN) 2.8 $6.4M 149k 42.74
Starwood Property Trust (STWD) 2.8 $6.3M 309k 20.33
Select Sector Spdr Tr Energy (XLE) 2.8 $6.2M 66k 94.41
Anthem (ELV) 2.7 $6.2M 12k 518.54
Pepsi (PEP) 2.6 $5.9M 34k 175.01
Ishares Msci Gbl Etf New (PICK) 2.6 $5.9M 141k 41.70
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 2.6 $5.9M 266k 22.01
L3harris Technologies (LHX) 2.6 $5.8M 27k 213.10
Johnson & Johnson (JNJ) 2.6 $5.8M 37k 158.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $5.7M 11k 523.05
Hershey Company (HSY) 2.5 $5.6M 29k 194.50
Amgen (AMGN) 2.4 $5.4M 19k 284.32
JPMorgan Chase & Co. (JPM) 1.9 $4.2M 21k 200.30
Lockheed Martin Corporation (LMT) 1.8 $4.1M 9.0k 454.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.8 $4.0M 61k 65.65
Nextera Energy (NEE) 1.5 $3.5M 54k 63.91
Lowe's Companies (LOW) 1.5 $3.3M 13k 254.73
Intercontinental Exchange (ICE) 1.5 $3.3M 24k 137.43
Automatic Data Processing (ADP) 1.4 $3.2M 13k 249.74
McDonald's Corporation (MCD) 1.4 $3.1M 11k 281.95
Chubb (CB) 1.3 $2.9M 11k 259.13
UnitedHealth (UNH) 1.3 $2.9M 5.8k 494.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $2.9M 6.5k 444.01
Abbott Laboratories (ABT) 1.3 $2.9M 25k 113.66
Cme (CME) 1.3 $2.8M 13k 215.29
Wec Energy Group (WEC) 1.2 $2.8M 34k 82.12
Equity Lifestyle Properties (ELS) 1.2 $2.7M 42k 64.40
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $2.0M 5.0k 397.75
Apple (AAPL) 0.9 $1.9M 11k 171.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $769k 4.5k 169.35
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.3 $732k 7.4k 98.77
Exxon Mobil Corporation (XOM) 0.3 $693k 6.0k 116.23
Netflix (NFLX) 0.3 $601k 989.00 607.33
Select Sector Spdr Tr Financial (XLF) 0.2 $559k 13k 42.12
Amazon (AMZN) 0.2 $544k 3.0k 180.39
Walt Disney Company (DIS) 0.2 $540k 4.4k 122.36
NVIDIA Corporation (NVDA) 0.2 $521k 576.00 903.58
Microsoft Corporation (MSFT) 0.2 $473k 1.1k 420.62
Abbvie (ABBV) 0.2 $434k 2.4k 182.10
Wal-Mart Stores (WMT) 0.2 $429k 7.1k 60.17
Home Depot (HD) 0.2 $390k 1.0k 383.47
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $384k 8.6k 44.40
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $376k 2.5k 147.73
Select Sector Spdr Tr Communication (XLC) 0.2 $349k 4.3k 81.66
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $315k 1.7k 182.59
Super Micro Computer (SMCI) 0.1 $311k 308.00 1010.03
Southern Company (SO) 0.1 $273k 3.8k 71.74
Royal Caribbean Cruises (RCL) 0.1 $270k 1.9k 139.01
Nuveen Muni Value Fund (NUV) 0.1 $257k 30k 8.71
D.R. Horton (DHI) 0.1 $256k 1.6k 164.56
Broadcom (AVGO) 0.1 $219k 165.00 1325.87
Marathon Petroleum Corp (MPC) 0.1 $212k 1.1k 201.50
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $210k 2.4k 87.48
Alps Etf Tr Sectr Div Dogs (SDOG) 0.1 $209k 3.9k 53.94
Darden Restaurants (DRI) 0.1 $207k 1.2k 167.15
At&t (T) 0.1 $204k 12k 17.60
Union Pacific Corporation (UNP) 0.1 $201k 817.00 246.03
Rumble Com Cl A (RUM) 0.1 $164k 20k 8.08