Second Half Financial Partners

Second Half Financial Partners as of March 31, 2025

Portfolio Holdings for Second Half Financial Partners

Second Half Financial Partners holds 82 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 21.8 $44M 480k 91.73
Neos Etf Trust Neos S&p 500 Hi (SPYI) 9.7 $20M 407k 47.89
Amplify Etf Tr Cwp Enhanced Div (DIVO) 8.4 $17M 417k 40.77
Neos Etf Trust Nasdaq 100 High (QQQI) 7.9 $16M 334k 47.43
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 7.8 $16M 303k 51.78
First Tr Exchange-traded Ft Vest Ris (RDVI) 7.3 $15M 620k 23.72
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $6.4M 229k 27.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $5.6M 10k 559.37
Etf Ser Solutions Aptus Collrd Inv (ACIO) 1.5 $3.0M 77k 38.69
Etf Ser Solutions Aptus Defined (DRSK) 1.5 $3.0M 108k 27.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $2.9M 6.1k 468.93
Ishares Tr Russell 2000 Etf (IWM) 1.2 $2.5M 12k 199.49
Apple (AAPL) 1.2 $2.5M 11k 222.14
Ishares Tr Us Telecom Etf (IYZ) 1.1 $2.3M 83k 27.39
Ishares Tr Us Consum Discre (IYC) 1.1 $2.2M 25k 88.33
Starwood Property Trust (STWD) 1.0 $2.1M 106k 19.77
Ishares Tr U.s. Tech Etf (IYW) 1.0 $2.0M 15k 140.44
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $2.0M 4.7k 419.85
Etf Ser Solutions Aptus Enhanced (JUCY) 1.0 $2.0M 86k 22.83
Etf Ser Solutions Aptus Large Cap (DUBS) 0.8 $1.6M 53k 30.88
Lockheed Martin Corporation (LMT) 0.8 $1.5M 3.4k 446.71
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.7 $1.4M 69k 20.86
NVIDIA Corporation (NVDA) 0.6 $1.3M 12k 108.38
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $1.2M 16k 78.85
Microsoft Corporation (MSFT) 0.6 $1.2M 3.2k 375.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.2M 6.7k 173.22
JPMorgan Chase & Co. (JPM) 0.6 $1.1M 4.6k 245.30
Amazon (AMZN) 0.6 $1.1M 5.9k 190.27
Ea Series Trust Strive 500 Etf (STRV) 0.5 $1.1M 30k 36.06
Etf Ser Solutions Aptus Drawdown (ADME) 0.5 $1.0M 23k 44.41
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.0M 33k 31.23
Wal-Mart Stores (WMT) 0.5 $1.0M 11k 87.79
Netflix (NFLX) 0.4 $897k 962.00 932.53
UnitedHealth (UNH) 0.4 $878k 1.7k 523.78
Exxon Mobil Corporation (XOM) 0.4 $869k 7.3k 118.92
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.4 $735k 7.3k 99.97
Visa Com Cl A (V) 0.4 $721k 2.1k 350.46
Select Sector Spdr Tr Financial (XLF) 0.4 $711k 14k 49.81
Bny Mellon Etf Trust Core Bond Etf (BKAG) 0.3 $653k 16k 42.13
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 0.3 $604k 17k 34.85
American Tower Reit (AMT) 0.3 $566k 2.6k 217.60
Copart (CPRT) 0.3 $560k 9.9k 56.59
Select Sector Spdr Tr Communication (XLC) 0.3 $554k 5.7k 96.45
Progressive Corporation (PGR) 0.3 $548k 1.9k 283.01
Chemed Corp Com Stk (CHE) 0.3 $534k 868.00 615.32
Diamondback Energy (FANG) 0.2 $503k 3.1k 159.88
Abbvie (ABBV) 0.2 $499k 2.4k 209.52
Roper Industries (ROP) 0.2 $499k 846.00 589.58
Broadridge Financial Solutions (BR) 0.2 $497k 2.1k 242.46
Nextera Energy (NEE) 0.2 $480k 6.8k 70.89
Select Sector Spdr Tr Indl (XLI) 0.2 $467k 3.6k 131.07
Quanta Services (PWR) 0.2 $452k 1.8k 254.18
Royal Caribbean Cruises (RCL) 0.2 $423k 2.1k 205.44
Alphabet Cap Stk Cl A (GOOGL) 0.2 $414k 2.7k 154.64
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $408k 8.1k 50.23
Motorola Solutions Com New (MSI) 0.2 $406k 927.00 437.91
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $393k 4.3k 91.03
Home Depot (HD) 0.2 $378k 1.0k 366.37
Meta Platforms Cl A (META) 0.2 $314k 545.00 576.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $314k 589.00 532.58
Linde SHS (LIN) 0.2 $309k 663.00 465.64
At&t (T) 0.2 $308k 11k 28.28
Tesla Motors (TSLA) 0.1 $300k 1.2k 259.16
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $299k 3.1k 95.37
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $297k 8.9k 33.50
TJX Companies (TJX) 0.1 $289k 2.4k 121.80
Broadcom (AVGO) 0.1 $281k 1.7k 167.42
Uber Technologies (UBER) 0.1 $274k 3.8k 72.86
American Express Company (AXP) 0.1 $259k 963.00 269.05
Nuveen Muni Value Fund (NUV) 0.1 $258k 30k 8.77
Dominion Resources (D) 0.1 $253k 4.5k 56.07
Lowe's Companies (LOW) 0.1 $242k 1.0k 233.23
Duke Energy Corp Com New (DUK) 0.1 $237k 1.9k 121.98
Spdr Gold Tr Gold Shs (GLD) 0.1 $231k 801.00 288.14
Walt Disney Company (DIS) 0.1 $230k 2.3k 98.70
Darden Restaurants (DRI) 0.1 $225k 1.1k 207.76
Johnson & Johnson (JNJ) 0.1 $221k 1.3k 165.87
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $213k 2.4k 88.88
Verizon Communications (VZ) 0.1 $213k 4.7k 45.36
McDonald's Corporation (MCD) 0.1 $212k 677.00 312.37
Advanced Micro Devices (AMD) 0.1 $201k 2.0k 102.74
Rumble Com Cl A (RUM) 0.1 $144k 20k 7.07