Second Half Financial Partners, LLC Top Holdings and 13F Report (2025)

About Second Half Financial Partners, LLC

Investment Activity

Second Half Financial Partners, LLC has $201.68 million in total holdings as of March 31, 2025.
Second Half Financial Partners, LLC owns shares of 82 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 27.18% of the portfolio was purchased this quarter.
About 25.45% of the portfolio was sold this quarter.
This quarter, Second Half Financial Partners, LLC has purchased 93 new stocks and bought additional shares in 23 stocks.
Second Half Financial Partners, LLC sold shares of 50 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

SPDR Bloomberg 1-3 Month T-Bill ETF: $44,012,859
NEOS S&P 500 High Income ETF: $19,511,123
Amplify CWP Enhanced Dividend Income ETF: $17,000,601
NEOS ETF TRUST: $15,838,327
JPMorgan Nasdaq Equity Premium Income ETF: $15,683,709

Largest New Holdings this Quarter

464287580 - iShares U.S. Consumer Discretionary ETF: $2,171,735 Holding
81369Y704 - Industrial Select Sector SPDR Fund: $467,133 Holding
G54950103 - LINDE PLC: $308,719 Holding
88160R101 - Tesla: $299,589 Holding
90353T100 - Uber Technologies: $273,881 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF: 362,783 shares (about $33.28M)
Amplify CWP Enhanced Dividend Income ETF: 319,173 shares (about $13.01M)
iShares U.S. Consumer Discretionary ETF: 24,588 shares (about $2.17M)
iShares U.S. Telecommunications ETF: 75,653 shares (about $2.07M)
SPDR S&P 500 ETF Trust: 2,694 shares (about $1.51M)

Largest Sales this Quarter

FT Vest Rising Dividend Achievers Target Income ETF: 114,230 shares (about $2.71M)
Utilities Select Sector SPDR Fund: 32,672 shares (about $2.58M)
Johnson & Johnson: 13,997 shares (about $2.32M)
NEOS S&P 500 High Income ETF: 46,585 shares (about $2.23M)
JPMorgan Chase & Co.: 8,643 shares (about $2.12M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$44,012,859	$33,278,069 ▲	310.0%	479,809	21.8%	ETF
SPYI NEOS S&P 500 High Income ETF	$19,511,123	$2,230,958 ▼	-10.3%	407,415	9.7%	ETF
DIVO Amplify CWP Enhanced Dividend Income ETF	$17,000,601	$13,012,683 ▲	326.3%	416,988	8.4%	ETF
NEOS ETF TRUST	$15,838,327	$1,616,317 ▼	-9.3%	333,931	7.9%	NASDAQ 100 HIGH
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$15,683,709	$1,879,357 ▼	-10.7%	302,891	7.8%	ETF
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$14,716,612	$2,709,534 ▼	-15.5%	620,431	7.3%	ETF
SCHD Schwab US Dividend Equity ETF	$6,387,864	$1,068,409 ▼	-14.3%	228,464	3.2%	ETF
SPY SPDR S&P 500 ETF Trust	$5,646,317	$1,506,952 ▲	36.4%	10,094	2.8%	Finance
ACIO Aptus Collared Investment Opportunity ETF	$2,967,484	$14,277 ▼	-0.5%	76,699	1.5%	ETF
DRSK Aptus Defined Risk ETF	$2,953,914	$1,254 ▲	0.0%	108,321	1.5%	ETF
QQQ Invesco QQQ	$2,882,977	$20,164 ▼	-0.7%	6,148	1.4%	Finance
IWM iShares Russell 2000 ETF	$2,481,084	$227,222 ▲	10.1%	12,437	1.2%	Finance
AAPL Apple	$2,478,834	$138,614 ▼	-5.3%	11,159	1.2%	Computer and Technology
IYZ iShares U.S. Telecommunications ETF	$2,279,204	$2,072,136 ▲	1,000.7%	83,213	1.1%	ETF
IYC iShares U.S. Consumer Discretionary ETF	$2,171,735	$2,171,735 ▲	New Holding	24,588	1.1%	ETF
STWD Starwood Property Trust	$2,096,035	$450,598 ▼	-17.7%	106,021	1.0%	Finance
IYW iShares U.S. Technology ETF	$2,031,465	$40,447 ▼	-2.0%	14,465	1.0%	Manufacturing
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,992,169	$35,687 ▼	-1.8%	4,745	1.0%	Finance
JUCY Aptus Enhanced Yield ETF	$1,960,138	$13,515 ▼	-0.7%	85,858	1.0%	ETF
DUBS Aptus Large Cap Enhanced Yield ETF	$1,630,951	$13,897 ▼	-0.8%	52,812	0.8%	ETF
LMT Lockheed Martin	$1,526,408	$453,857 ▼	-22.9%	3,417	0.8%	Aerospace
IDUB Aptus International Enhanced Yield ETF	$1,431,293	$13,373 ▼	-0.9%	68,607	0.7%	ETF
NVDA NVIDIA	$1,261,997	$192,594 ▲	18.0%	11,644	0.6%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$1,249,816	$2,576,114 ▼	-67.3%	15,851	0.6%	ETF
MSFT Microsoft	$1,195,883	$19,143 ▲	1.6%	3,186	0.6%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$1,157,816	$2,079 ▲	0.2%	6,684	0.6%	ETF
JPM JPMorgan Chase & Co.	$1,129,094	$2,120,087 ▼	-65.2%	4,603	0.6%	Finance
AMZN Amazon.com	$1,116,670	$63,168 ▼	-5.4%	5,869	0.6%	Retail/Wholesale
STRV Strive 500 ETF	$1,072,785	$16,588 ▲	1.6%	29,750	0.5%	ETF
ADME Aptus Drawdown Managed Equity ETF	$1,025,045	$3,552 ▼	-0.3%	23,084	0.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$1,017,255	$6,152 ▲	0.6%	32,573	0.5%	ETF
WMT Walmart	$1,000,266	$615 ▼	-0.1%	11,394	0.5%	Retail/Wholesale
NFLX Netflix	$897,094	$73,670 ▼	-7.6%	962	0.4%	Consumer Discretionary
UNH UnitedHealth Group	$878,383	$64,425 ▼	-6.8%	1,677	0.4%	Medical
XOM Exxon Mobil	$869,211	$156,622 ▲	22.0%	7,309	0.4%	Energy
PDP Invesco Dorsey Wright Momentum ETF	$734,604	$23,294 ▼	-3.1%	7,348	0.4%	ETF
V Visa	$720,546	$109,694 ▲	18.0%	2,056	0.4%	Business Services
XLF Financial Select Sector SPDR Fund	$711,088	$3,437 ▼	-0.5%	14,276	0.4%	ETF
BKAG BNY Mellon Core Bond ETF	$652,509	$506 ▼	-0.1%	15,488	0.3%	ETF
OSCV Opus Small Cap Value Plus ETF	$603,532	$4,844 ▲	0.8%	17,318	0.3%	ETF
AMT American Tower	$565,978	$3,046 ▼	-0.5%	2,601	0.3%	Finance
CPRT Copart	$560,354	$121,895 ▲	27.8%	9,902	0.3%	Business Services
XLC Communication Services Select Sector SPDR Fund	$554,298	$37,615 ▼	-6.4%	5,747	0.3%	ETF
PGR Progressive	$548,190	$20,094 ▼	-3.5%	1,937	0.3%	Finance
CHE Chemed	$534,098	$21,536 ▼	-3.9%	868	0.3%	Medical
FANG Diamondback Energy	$502,823	$62,673 ▼	-11.1%	3,145	0.2%	Energy
ABBV AbbVie	$499,277	$18,647 ▼	-3.6%	2,383	0.2%	Medical
ROP Roper Technologies	$498,785	$14,150 ▼	-2.8%	846	0.2%	Computer and Technology
BR Broadridge Financial Solutions	$497,043	$485 ▼	-0.1%	2,050	0.2%	Computer and Technology
NEE NextEra Energy	$480,432	$4,112 ▼	-0.8%	6,777	0.2%	Utilities
XLI Industrial Select Sector SPDR Fund	$467,133	$467,133 ▲	New Holding	3,564	0.2%	ETF
PWR Quanta Services	$452,186	$102,943 ▲	29.5%	1,779	0.2%	Construction
RCL Royal Caribbean Cruises	$423,206	$64,097 ▲	17.8%	2,060	0.2%	Consumer Discretionary
GOOGL Alphabet	$414,281	$21,186 ▲	5.4%	2,679	0.2%	Computer and Technology
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$407,638	$20,696 ▼	-4.8%	8,115	0.2%	ETF
MSI Motorola Solutions	$405,947	$155,898 ▲	62.3%	927	0.2%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$393,250	$2,913 ▲	0.7%	4,320	0.2%	ETF
HD Home Depot	$377,727	$10,991 ▼	-2.8%	1,031	0.2%	Retail/Wholesale
META Meta Platforms	$314,116	$77,809 ▼	-19.9%	545	0.2%	Computer and Technology
BRK.B Berkshire Hathaway	$313,690	$9,054 ▲	3.0%	589	0.2%	Finance
LINDE PLC	$308,719	$308,719 ▲	New Holding	663	0.2%	SHS
T AT&T	$307,606	$3,252 ▲	1.1%	10,877	0.2%	Computer and Technology
TSLA Tesla	$299,589	$299,589 ▲	New Holding	1,156	0.1%	Auto/Tires/Trucks
IEF iShares 7-10 Year Treasury Bond ETF	$299,366	$49,306 ▼	-14.1%	3,139	0.1%	ETF
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$297,145	$17,152 ▼	-5.5%	8,870	0.1%	ETF
TJX TJX Companies	$288,666	$3,654 ▼	-1.3%	2,370	0.1%	Retail/Wholesale
AVGO Broadcom	$280,760	$22,601 ▼	-7.5%	1,677	0.1%	Computer and Technology
UBER Uber Technologies	$273,881	$273,881 ▲	New Holding	3,759	0.1%	Computer and Technology
AXP American Express	$259,095	$5,919 ▲	2.3%	963	0.1%	Finance
NUV Nuveen Municipal Value Fund	$258,402		0.0%	29,464	0.1%	Finance
D Dominion Energy	$252,651	$3,588 ▼	-1.4%	4,506	0.1%	Utilities
LOW Lowe's Companies	$241,860	$1,321,251 ▼	-84.5%	1,037	0.1%	Retail/Wholesale
DUK Duke Energy	$236,892	$3,660 ▼	-1.5%	1,942	0.1%	Utilities
GLD SPDR Gold Shares	$230,800	$17,865 ▼	-7.2%	801	0.1%	Finance
DIS Walt Disney	$230,271	$96,333 ▼	-29.5%	2,333	0.1%	Consumer Discretionary
DRI Darden Restaurants	$225,420		0.0%	1,085	0.1%	Retail/Wholesale
JNJ Johnson & Johnson	$221,271	$2,321,687 ▼	-91.3%	1,334	0.1%	Medical
QLD ProShares Ultra QQQ	$213,312	$889 ▼	-0.4%	2,400	0.1%	ETF
VZ Verizon Communications	$212,692	$15,785 ▼	-6.9%	4,689	0.1%	Computer and Technology
MCD McDonald's	$211,474	$211,474 ▲	New Holding	677	0.1%	Retail/Wholesale
AMD Advanced Micro Devices	$200,959	$88,048 ▼	-30.5%	1,956	0.1%	Computer and Technology
RUM Rumble	$144,037		0.0%	20,373	0.1%	Computer and Technology
FIRST TR EXCH TRADED FD III	$0	$9,307,885 ▼	-100.0%	0	0.0%	FT VEST SMID
IYF iShares U.S. Financials ETF	$0	$7,488,699 ▼	-100.0%	0	0.0%	ETF
IDU iShares U.S. Utilities ETF	$0	$7,050,269 ▼	-100.0%	0	0.0%	ETF
ICE Intercontinental Exchange	$0	$1,897,046 ▼	-100.0%	0	0.0%	Finance
PICK iShares MSCI Global Metals & Mining Producers ETF	$0	$1,838,620 ▼	-100.0%	0	0.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$0	$730,034 ▼	-100.0%	0	0.0%	ETF
XLK Technology Select Sector SPDR Fund	$0	$598,506 ▼	-100.0%	0	0.0%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$0	$452,744 ▼	-100.0%	0	0.0%	ETF
CELESTICA INC	$0	$270,439 ▼	-100.0%	0	0.0%	COM
NOW ServiceNow	$0	$244,888 ▼	-100.0%	0	0.0%	Computer and Technology
RTX RTX	$0	$244,710 ▼	-100.0%	0	0.0%	Aerospace
GLW Corning	$0	$237,362 ▼	-100.0%	0	0.0%	Computer and Technology
RMD ResMed	$0	$235,322 ▼	-100.0%	0	0.0%	Medical
APPLOVIN CORP	$0	$222,795 ▼	-100.0%	0	0.0%	COM CL A
CEG Constellation Energy	$0	$216,775 ▼	-100.0%	0	0.0%	Energy
DHI D.R. Horton	$0	$208,911 ▼	-100.0%	0	0.0%	Construction
AXON Axon Enterprise	$0	$205,635 ▼	-100.0%	0	0.0%	Aerospace

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Second Half Financial Partners, LLC Top Holdings and 13F Report (2025)

About Second Half Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Second Half Financial Partners, LLC Top Holdings and 13F Report (2025)

About Second Half Financial Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSecond Half Financial Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools