Second Half Financial Partners, LLC Top Holdings and 13F Report (2025) About Second Half Financial Partners, LLCInvestment ActivitySecond Half Financial Partners, LLC has $212.23 million in total holdings as of June 30, 2025.Second Half Financial Partners, LLC owns shares of 90 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 18.26% of the portfolio was purchased this quarter.About 17.53% of the portfolio was sold this quarter.This quarter, Second Half Financial Partners, LLC has purchased 82 new stocks and bought additional shares in 23 stocks.Second Half Financial Partners, LLC sold shares of 43 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $38,095,940NEOS ETF TRUST $26,169,456NEOS S&P 500 High Income ETF $20,621,425Amplify CWP Enhanced Dividend Income ETF $17,709,849TIDAL TRUST III $16,676,570 Largest New Holdings this Quarter 45259A514 - TIDAL TRUST III $16,676,570 Holding26922B451 - ETF SER SOLUTIONS $1,125,901 Holding369550108 - General Dynamics $856,314 Holding502431109 - L3Harris Technologies $755,279 Holding842587107 - Southern $345,349 Holding Largest Purchases this Quarter TIDAL TRUST III 864,071 shares (about $16.68M)NEOS ETF TRUST 169,231 shares (about $8.80M)SPDR S&P 500 ETF Trust 8,495 shares (about $5.25M)ETF SER SOLUTIONS 43,903 shares (about $1.13M)General Dynamics 2,936 shares (about $856.31K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 64,504 shares (about $5.92M)Schwab US Dividend Equity ETF 149,114 shares (about $3.95M)Aptus Enhanced Yield ETF 13,139 shares (about $292.08K)NVIDIA 1,448 shares (about $228.77K)Alphabet 1,134 shares (about $199.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecond Half Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg 1-3 Month T-Bill ETF$38,095,940$5,916,954 ▼-13.4%415,30517.9%ETFNEOS ETF TRUST$26,169,456$8,801,704 ▲50.7%503,16212.3%NASDAQ 100 HIGHSPYINEOS S&P 500 High Income ETF$20,621,425$120,315 ▲0.6%409,8069.7%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$17,709,849$32,976 ▼-0.2%416,2138.3%ETFTIDAL TRUST III$16,676,570$16,676,570 ▲New Holding864,0717.9%VISTASHARES TRGTRDVIFT Vest Rising Dividend Achievers Target Income ETF$15,670,828$339,985 ▲2.2%634,1907.4%ETFSPYSPDR S&P 500 ETF Trust$11,485,194$5,248,627 ▲84.2%18,5895.4%FinanceQQQInvesco QQQ$3,707,683$316,099 ▲9.3%6,7211.7%FinanceACIOAptus Collared Investment Opportunity ETF$3,259,629$84,290 ▲2.7%78,7351.5%ETFDRSKAptus Defined Risk ETF$3,171,057$57,911 ▲1.9%110,3361.5%ETFIWMiShares Russell 2000 ETF$3,026,062$342,247 ▲12.8%14,0231.4%FinanceIYWiShares U.S. Technology ETF$2,740,612$234,261 ▲9.3%15,8171.3%ManufacturingAAPLApple$2,291,308$1,847 ▲0.1%11,1681.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,102,782$3,951,534 ▼-65.3%79,3501.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,071,766$18,946 ▼-0.9%4,7021.0%FinanceDUBSAptus Large Cap Enhanced Yield ETF$1,722,989$62,057 ▼-3.5%50,9760.8%ETFJUCYAptus Enhanced Yield ETF$1,616,543$292,080 ▼-15.3%72,7190.8%ETFNVDANVIDIA$1,610,902$228,775 ▼-12.4%10,1960.8%Computer and TechnologyIDUBAptus International Enhanced Yield ETF$1,554,794$27,602 ▲1.8%69,8470.7%ETFMSFTMicrosoft$1,465,339$119,376 ▼-7.5%2,9460.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,444,601$229,893 ▲18.9%7,9490.7%ETFXLUUtilities Select Sector SPDR Fund$1,337,754$43,361 ▲3.3%16,3820.6%ETFNFLXNetflix$1,288,2430.0%9620.6%Consumer DiscretionaryAMZNAmazon.com$1,249,027$38,614 ▼-3.0%5,6930.6%Retail/WholesaleJPMJPMorgan Chase & Co.$1,236,441$97,988 ▼-7.3%4,2650.6%FinanceSTRVStrive 500 ETF$1,162,742$29,044 ▼-2.4%29,0250.5%ETFADMEAptus Drawdown Managed Equity ETF$1,132,989$20,340 ▲1.8%23,5060.5%ETFETF SER SOLUTIONS$1,125,901$1,125,901 ▲New Holding43,9030.5%APTUS DEFERRED IDFAIDimensional International Core Equity Market ETF$1,106,586$19,463 ▼-1.7%32,0100.5%ETFWMTWalmart$1,088,961$25,129 ▼-2.3%11,1370.5%Retail/WholesaleGDGeneral Dynamics$856,314$856,314 ▲New Holding2,9360.4%AerospaceRCLRoyal Caribbean Cruises$836,084$191,015 ▲29.6%2,6700.4%Consumer DiscretionaryPDPInvesco Dorsey Wright Momentum ETF$807,314$9,447 ▲1.2%7,4350.4%ETFLHXL3Harris Technologies$755,279$755,279 ▲New Holding3,0110.4%AerospaceXOMExxon Mobil$753,155$34,710 ▼-4.4%6,9870.4%EnergyXLFFinancial Select Sector SPDR Fund$741,507$6,127 ▼-0.8%14,1590.3%ETFVVisa$700,159$29,824 ▼-4.1%1,9720.3%Business ServicesOSCVOpus Small Cap Value Plus ETF$682,732$57,379 ▲9.2%18,9070.3%ETFPWRQuanta Services$617,405$55,200 ▼-8.2%1,6330.3%ConstructionAMTAmerican Tower$536,195$38,679 ▼-6.7%2,4260.3%FinanceXLIIndustrial Select Sector SPDR Fund$519,713$6,048 ▼-1.2%3,5230.2%ETFPGRProgressive$503,031$13,877 ▼-2.7%1,8850.2%FinanceBRBroadridge Financial Solutions$486,546$11,665 ▼-2.3%2,0020.2%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$481,656$142,066 ▼-22.8%4,4380.2%ETFCPRTCopart$474,065$11,826 ▼-2.4%9,6610.2%Business ServicesROPRoper Technologies$468,210$11,337 ▼-2.4%8260.2%Computer and TechnologyNEENextEra Energy$458,530$11,941 ▼-2.5%6,6050.2%UtilitiesTLTiShares 20+ Year Treasury Bond ETF$448,928$67,688 ▲17.8%5,0870.2%ETFABBVAbbVie$444,180$1,856 ▲0.4%2,3930.2%MedicalTSLATesla$441,230$74,015 ▲20.2%1,3890.2%Auto/Tires/TrucksFANGDiamondback Energy$419,620$12,503 ▼-2.9%3,0540.2%EnergyAVGOBroadcom$417,607$44,655 ▼-9.7%1,5150.2%Computer and TechnologyCHEChemed$414,864$7,791 ▼-1.8%8520.2%MedicalSPHDInvesco S&P 500 High Dividend Low Volatility ETF$385,9700.0%8,1150.2%ETFHDHome Depot$377,8820.0%1,0310.2%Retail/WholesaleMSIMotorola Solutions$359,167$30,702 ▼-7.9%8540.2%Computer and TechnologySOSouthern$345,349$345,349 ▲New Holding3,7610.2%UtilitiesMETAMeta Platforms$336,569$65,690 ▼-16.3%4560.2%Computer and TechnologyAXPAmerican Express$333,653$26,475 ▲8.6%1,0460.2%FinanceKOCocaCola$319,487$319,487 ▲New Holding4,5160.2%Consumer StaplesCATCaterpillar$315,615$315,615 ▲New Holding8130.1%IndustrialsSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$312,9340.0%8,8700.1%ETFTAT&T$308,513$6,280 ▼-2.0%10,6600.1%Computer and TechnologyBRK.BBerkshire Hathaway$297,777$11,658 ▲4.1%6130.1%FinanceLINDE PLC$296,991$14,075 ▼-4.5%6330.1%SHSCEGConstellation Energy$291,452$291,452 ▲New Holding9030.1%EnergyIEFiShares 7-10 Year Treasury Bond ETF$291,045$9,577 ▼-3.2%3,0390.1%ETFAXONAxon Enterprise$286,467$286,467 ▲New Holding3460.1%AerospaceTJXTJX Companies$285,879$6,792 ▼-2.3%2,3150.1%Retail/WholesaleUBERUber Technologies$282,699$68,016 ▼-19.4%3,0300.1%Computer and TechnologyQLDProShares Ultra QQQ$282,5040.0%2,4000.1%ETFDISWalt Disney$282,500$6,821 ▼-2.4%2,2780.1%Consumer DiscretionaryGOOGLAlphabet$272,275$199,845 ▼-42.3%1,5450.1%Computer and TechnologyAMDAdvanced Micro Devices$269,184$8,372 ▼-3.0%1,8970.1%Computer and TechnologyNUVNuveen Municipal Value Fund$256,0440.0%29,4640.1%FinanceDDominion Energy$253,323$1,356 ▼-0.5%4,4820.1%UtilitiesGLDSPDR Gold Shares$241,730$2,439 ▼-1.0%7930.1%FinanceDRIDarden Restaurants$236,4970.0%1,0850.1%Retail/WholesalePALANTIR TECHNOLOGIES INC$228,881$228,881 ▲New Holding1,6790.1%CL ADUKDuke Energy$228,002$1,180 ▼-0.5%1,9320.1%UtilitiesETREntergy$227,250$227,250 ▲New Holding2,7340.1%UtilitiesLOWLowe's Companies$218,764$11,315 ▼-4.9%9860.1%Retail/WholesaleMCDMcDonald's$205,688$7,889 ▲4.0%7040.1%Retail/WholesaleTWLOTwilio$204,075$204,075 ▲New Holding1,6410.1%Computer and TechnologyVZVerizon Communications$202,459$433 ▼-0.2%4,6790.1%Computer and TechnologyPHParker-Hannifin$201,858$201,858 ▲New Holding2890.1%IndustrialsPOWLPowell Industries$201,822$201,822 ▲New Holding9590.1%IndustrialsDALDelta Air Lines$201,807$201,807 ▲New Holding4,1030.1%TransportationADPAutomatic Data Processing$200,768$200,768 ▲New Holding6510.1%Computer and TechnologyRUMRumble$182,9500.0%20,3730.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$0$15,683,709 ▼-100.0%00.0%ETFIYZiShares U.S. Telecommunications ETF$0$2,279,204 ▼-100.0%00.0%ETFIYCiShares U.S. Consumer Discretionary ETF$0$2,171,735 ▼-100.0%00.0%ETFSTWDSTARWOOD PROPERTY TRUST$0$2,096,035 ▼-100.0%00.0%FinanceLMTLockheed Martin$0$1,526,408 ▼-100.0%00.0%AerospaceUNHUnitedHealth Group$0$878,383 ▼-100.0%00.0%MedicalBKAGBNY Mellon Core Bond ETF$0$652,509 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$221,271 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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