Second Half Financial Partners

Second Half Financial Partners as of Dec. 31, 2024

Portfolio Holdings for Second Half Financial Partners

Second Half Financial Partners holds 93 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Neos Etf Trust Neos S&p 500 Hi (SPYI) 11.3 $23M 454k 50.82
Neos Etf Trust Nasdaq 100 High (QQQI) 9.4 $19M 368k 52.37
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 9.3 $19M 339k 56.38
First Tr Exchange-traded Ft Vest Ris (RDVI) 8.7 $18M 735k 24.24
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 5.2 $11M 117k 91.43
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 4.5 $9.3M 433k 21.52
Ishares Tr U.s. Finls Etf (IYF) 3.7 $7.5M 68k 110.58
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $7.3M 267k 27.32
Ishares Tr U.s. Utilits Etf (IDU) 3.4 $7.1M 73k 96.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $4.3M 7.4k 586.11
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.9 $4.0M 98k 40.48
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.8 $3.7M 49k 75.69
JPMorgan Chase & Co. (JPM) 1.6 $3.2M 13k 239.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $3.2M 6.2k 511.24
Etf Ser Solutions Aptus Collrd Inv (ACIO) 1.5 $3.1M 77k 40.24
Etf Ser Solutions Aptus Defined (DRSK) 1.5 $3.0M 108k 27.43
Apple (AAPL) 1.4 $3.0M 12k 250.42
Ishares Tr Russell 2000 Etf (IWM) 1.2 $2.5M 11k 220.96
Starwood Property Trust (STWD) 1.2 $2.4M 129k 18.95
Ishares Tr U.s. Tech Etf (IYW) 1.1 $2.4M 15k 159.52
Johnson & Johnson (JNJ) 1.1 $2.2M 15k 144.62
Lockheed Martin Corporation (LMT) 1.1 $2.2M 4.4k 485.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $2.1M 4.8k 425.47
Etf Ser Solutions Aptus Enhanced (JUCY) 1.0 $2.0M 87k 22.77
Intercontinental Exchange (ICE) 0.9 $1.9M 13k 149.01
Ishares Msci Gbl Etf New (PICK) 0.9 $1.8M 53k 34.99
Etf Ser Solutions Aptus Large Cap (DUBS) 0.8 $1.7M 53k 32.29
Lowe's Companies (LOW) 0.8 $1.7M 6.7k 246.80
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.7 $1.4M 69k 20.09
Amazon (AMZN) 0.7 $1.4M 6.2k 219.40
NVIDIA Corporation (NVDA) 0.6 $1.3M 9.9k 134.29
Microsoft Corporation (MSFT) 0.6 $1.3M 3.1k 421.56
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.2M 6.7k 175.22
Ea Series Trust Strive 500 Etf (STRV) 0.5 $1.1M 29k 37.80
Etf Ser Solutions Aptus Drawdown (ADME) 0.5 $1.1M 23k 46.71
Wal-Mart Stores (WMT) 0.5 $1.0M 11k 90.35
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $945k 32k 29.20
Netflix (NFLX) 0.5 $928k 1.0k 891.32
UnitedHealth (UNH) 0.4 $911k 1.8k 505.88
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.4 $816k 7.6k 107.60
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $730k 6.3k 115.22
Select Sector Spdr Tr Financial (XLF) 0.3 $693k 14k 48.33
Exxon Mobil Corporation (XOM) 0.3 $645k 6.0k 107.56
Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.3 $639k 16k 41.22
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 0.3 $636k 17k 36.99
Select Sector Spdr Tr Technology (XLK) 0.3 $599k 2.6k 232.52
Select Sector Spdr Tr Communication (XLC) 0.3 $594k 6.1k 96.81
Diamondback Energy (FANG) 0.3 $580k 3.5k 163.83
Visa Com Cl A (V) 0.3 $551k 1.7k 316.04
Nextera Energy (NEE) 0.2 $490k 6.8k 71.69
Alphabet Cap Stk Cl A (GOOGL) 0.2 $481k 2.5k 189.30
Progressive Corporation (PGR) 0.2 $481k 2.0k 239.61
American Tower Reit (AMT) 0.2 $480k 2.6k 183.41
Chemed Corp Com Stk (CHE) 0.2 $478k 903.00 529.80
Broadridge Financial Solutions (BR) 0.2 $464k 2.1k 226.09
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $453k 4.5k 100.32
Roper Industries (ROP) 0.2 $452k 870.00 519.85
Copart (CPRT) 0.2 $445k 7.7k 57.39
Abbvie (ABBV) 0.2 $439k 2.5k 177.70
Quanta Services (PWR) 0.2 $434k 1.4k 316.05
Broadcom (AVGO) 0.2 $420k 1.8k 231.80
Home Depot (HD) 0.2 $413k 1.1k 388.87
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $412k 8.5k 48.31
Royal Caribbean Cruises (RCL) 0.2 $403k 1.7k 230.69
Meta Platforms Cl A (META) 0.2 $398k 680.00 585.51
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $375k 4.3k 87.33
Walt Disney Company (DIS) 0.2 $369k 3.3k 111.36
Advanced Micro Devices (AMD) 0.2 $340k 2.8k 120.79
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $338k 3.7k 92.45
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $336k 9.4k 35.85
TJX Companies (TJX) 0.1 $290k 2.4k 120.81
American Express Company (AXP) 0.1 $279k 941.00 296.79
Celestica (CLS) 0.1 $270k 2.9k 92.30
Rumble Com Cl A (RUM) 0.1 $265k 20k 13.01
Motorola Solutions Com New (MSI) 0.1 $264k 571.00 462.41
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $261k 2.4k 108.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $259k 572.00 453.28
Nuveen Muni Value Fund (NUV) 0.1 $253k 30k 8.59
Dominion Resources (D) 0.1 $246k 4.6k 53.86
At&t (T) 0.1 $245k 11k 22.77
Servicenow (NOW) 0.1 $245k 231.00 1060.12
Raytheon Technologies Corp (RTX) 0.1 $245k 2.1k 115.70
Corning Incorporated (GLW) 0.1 $237k 5.0k 47.52
ResMed (RMD) 0.1 $235k 1.0k 228.69
Applovin Corp Com Cl A (APP) 0.1 $223k 688.00 323.83
Constellation Energy (CEG) 0.1 $217k 969.00 223.71
Duke Energy Corp Com New (DUK) 0.1 $213k 2.0k 107.75
Spdr Gold Tr Gold Shs (GLD) 0.1 $209k 863.00 242.13
D.R. Horton (DHI) 0.1 $209k 1.5k 139.83
Axon Enterprise (AXON) 0.1 $206k 346.00 594.32
Ishares Tr Us Telecom Etf (IYZ) 0.1 $203k 7.6k 26.83
Darden Restaurants (DRI) 0.1 $203k 1.1k 186.69
Verizon Communications (VZ) 0.1 $201k 5.0k 39.99