Second Half Financial Partners

Second Half Financial Partners as of June 30, 2025

Portfolio Holdings for Second Half Financial Partners

Second Half Financial Partners holds 90 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 17.9 $38M 415k 91.73
Neos Etf Trust Nasdaq 100 High (QQQI) 12.3 $26M 503k 52.01
Neos Etf Trust Neos S&p 500 Hi (SPYI) 9.7 $21M 410k 50.32
Amplify Etf Tr Cwp Enhanced Div (DIVO) 8.3 $18M 416k 42.55
Tidal Trust Iii Vistashares Trgt (OMAH) 7.9 $17M 864k 19.30
First Tr Exchange-traded Ft Vest Ris (RDVI) 7.4 $16M 634k 24.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.4 $12M 19k 617.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $3.7M 6.7k 551.66
Etf Ser Solutions Aptus Collrd Inv (ACIO) 1.5 $3.3M 79k 41.40
Etf Ser Solutions Aptus Defined (DRSK) 1.5 $3.2M 110k 28.74
Ishares Tr Russell 2000 Etf (IWM) 1.4 $3.0M 14k 215.79
Ishares Tr U.s. Tech Etf (IYW) 1.3 $2.7M 16k 173.27
Apple (AAPL) 1.1 $2.3M 11k 205.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $2.1M 79k 26.50
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $2.1M 4.7k 440.61
Etf Ser Solutions Aptus Large Cap (DUBS) 0.8 $1.7M 51k 33.80
Etf Ser Solutions Aptus Enhanced (JUCY) 0.8 $1.6M 73k 22.23
NVIDIA Corporation (NVDA) 0.8 $1.6M 10k 157.99
Etf Ser Solutions Aptus Int Enh Yl (IDUB) 0.7 $1.6M 70k 22.26
Microsoft Corporation (MSFT) 0.7 $1.5M 2.9k 497.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $1.4M 7.9k 181.73
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $1.3M 16k 81.66
Netflix (NFLX) 0.6 $1.3M 962.00 1339.13
Amazon (AMZN) 0.6 $1.2M 5.7k 219.40
JPMorgan Chase & Co. (JPM) 0.6 $1.2M 4.3k 289.90
Ea Series Trust Strive 500 Etf (STRV) 0.5 $1.2M 29k 40.06
Etf Ser Solutions Aptus Drawdown (ADME) 0.5 $1.1M 24k 48.20
Etf Ser Solutions Aptus Deferred I (DEFR) 0.5 $1.1M 44k 25.65
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $1.1M 32k 34.57
Wal-Mart Stores (WMT) 0.5 $1.1M 11k 97.78
General Dynamics Corporation (GD) 0.4 $856k 2.9k 291.66
Royal Caribbean Cruises (RCL) 0.4 $836k 2.7k 313.14
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.4 $807k 7.4k 108.58
L3harris Technologies (LHX) 0.4 $755k 3.0k 250.84
Exxon Mobil Corporation (XOM) 0.4 $753k 7.0k 107.79
Select Sector Spdr Tr Financial (XLF) 0.3 $742k 14k 52.37
Visa Com Cl A (V) 0.3 $700k 2.0k 355.05
Etf Ser Solutions Opus Sml Cp Vl (OSCV) 0.3 $683k 19k 36.11
Quanta Services (PWR) 0.3 $617k 1.6k 378.08
American Tower Reit (AMT) 0.3 $536k 2.4k 221.02
Select Sector Spdr Tr Indl (XLI) 0.2 $520k 3.5k 147.52
Progressive Corporation (PGR) 0.2 $503k 1.9k 266.86
Broadridge Financial Solutions (BR) 0.2 $487k 2.0k 243.03
Select Sector Spdr Tr Communication (XLC) 0.2 $482k 4.4k 108.53
Copart (CPRT) 0.2 $474k 9.7k 49.07
Roper Industries (ROP) 0.2 $468k 826.00 566.84
Nextera Energy (NEE) 0.2 $459k 6.6k 69.42
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $449k 5.1k 88.25
Abbvie (ABBV) 0.2 $444k 2.4k 185.62
Tesla Motors (TSLA) 0.2 $441k 1.4k 317.66
Diamondback Energy (FANG) 0.2 $420k 3.1k 137.40
Broadcom (AVGO) 0.2 $418k 1.5k 275.65
Chemed Corp Com Stk (CHE) 0.2 $415k 852.00 486.93
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $386k 8.1k 47.56
Home Depot (HD) 0.2 $378k 1.0k 366.52
Motorola Solutions Com New (MSI) 0.2 $359k 854.00 420.57
Southern Company (SO) 0.2 $345k 3.8k 91.82
Meta Platforms Cl A (META) 0.2 $337k 456.00 738.09
American Express Company (AXP) 0.2 $334k 1.0k 318.98
Coca-Cola Company (KO) 0.2 $320k 4.5k 70.75
Caterpillar (CAT) 0.1 $316k 813.00 388.21
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $313k 8.9k 35.28
At&t (T) 0.1 $309k 11k 28.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $298k 613.00 485.77
Linde SHS (LIN) 0.1 $297k 633.00 469.18
Constellation Energy (CEG) 0.1 $292k 903.00 322.76
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $291k 3.0k 95.77
Axon Enterprise (AXON) 0.1 $287k 346.00 827.94
TJX Companies (TJX) 0.1 $286k 2.3k 123.49
Uber Technologies (UBER) 0.1 $283k 3.0k 93.30
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $283k 2.4k 117.71
Walt Disney Company (DIS) 0.1 $283k 2.3k 124.01
Alphabet Cap Stk Cl A (GOOGL) 0.1 $272k 1.5k 176.23
Advanced Micro Devices (AMD) 0.1 $269k 1.9k 141.90
Nuveen Muni Value Fund (NUV) 0.1 $256k 30k 8.69
Dominion Resources (D) 0.1 $253k 4.5k 56.52
Spdr Gold Tr Gold Shs (GLD) 0.1 $242k 793.00 304.83
Darden Restaurants (DRI) 0.1 $237k 1.1k 217.97
Palantir Technologies Cl A (PLTR) 0.1 $229k 1.7k 136.32
Duke Energy Corp Com New (DUK) 0.1 $228k 1.9k 118.01
Entergy Corporation (ETR) 0.1 $227k 2.7k 83.12
Lowe's Companies (LOW) 0.1 $219k 986.00 221.87
McDonald's Corporation (MCD) 0.1 $206k 704.00 292.17
Twilio Cl A (TWLO) 0.1 $204k 1.6k 124.36
Verizon Communications (VZ) 0.1 $203k 4.7k 43.27
Parker-Hannifin Corporation (PH) 0.1 $202k 289.00 698.47
Powell Industries (POWL) 0.1 $202k 959.00 210.45
Delta Air Lines Inc Del Com New (DAL) 0.1 $202k 4.1k 49.19
Automatic Data Processing (ADP) 0.1 $201k 651.00 308.40
Rumble Com Cl A (RUM) 0.1 $183k 20k 8.98