The Analysis of Second Half Financial Partners, LLC's Holdings
Currently, Second Half Financial Partners, LLC holds 96 types of securities in its portfolio with a total value $227.0M. In the most recent quarter, they have increased their positions in BIL (+54.0K shares, valued at $5.0M), NOW (+604 shares, valued at $555.8K), STRL (+856 shares, valued at $290.8K); decreased their positions in SPY (-635 shares, valued at $423.0K), SPYI (-5.0K shares, valued at $261.7K), QQQI (-3.7K shares, valued at $198.3K); initiated new positions in NOW (+604 shares, valued at $555.8K), STRL (+856 shares, valued at $290.8K), APP (+388 shares, valued at $278.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST469.3K shares13.00%2025-09-302025-11-12
QQQI NEOS ETF TRUST499.5K shares-0.73%2025-09-302025-11-12 SPYI NEOS ETF TRUST404.8K shares-1.22%2025-09-302025-11-12 DIVO AMPLIFY ETF TR412.6K shares-0.86%2025-09-302025-11-12 OMAH TIDAL TRUST III865.7K shares0.19%2025-09-302025-11-12 RDVI FIRST TR EXCHANGE-TRADED FD628.1K shares-0.96%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR18.0K shares-3.42%2025-09-302025-11-12 QQQ INVESCO QQQ TR6.9K shares1.96%2025-09-302025-11-12 IWM ISHARES TR14.0K shares-0.16%2025-09-302025-11-12 ACIO ETF SER SOLUTIONS75.2K shares-4.49%2025-09-302025-11-12 DRSK ETF SER SOLUTIONS107.1K shares-2.93%2025-09-302025-11-12 IYW ISHARES TR14.9K shares-6.08%2025-09-302025-11-12 AAPL APPLE INC11.1K shares-0.41%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR81.3K shares2.42%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE4.7K shares-0.28%2025-09-302025-11-12 NVDA NVIDIA CORPORATION10.3K shares1.27%2025-09-302025-11-12 DUBS ETF SER SOLUTIONS48.6K shares-4.57%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T9.1K shares15.02%2025-09-302025-11-12 XLU SELECT SECTOR SPDR TR18.2K shares11.36%2025-09-302025-11-12 IDUB ETF SER SOLUTIONS67.0K shares-4.06%2025-09-302025-11-12 JUCY ETF SER SOLUTIONS68.9K shares-5.23%2025-09-302025-11-12 MSFT MICROSOFT CORP2.9K shares-2.00%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.4.4K shares3.85%2025-09-302025-11-12 NFLX NETFLIX INC1.0K shares7.90%2025-09-302025-11-12 AMZN AMAZON COM INC5.6K shares-1.18%2025-09-302025-11-12 STRV EA SERIES TRUST27.8K shares-4.23%2025-09-302025-11-12 WMT WALMART INC11.4K shares2.59%2025-09-302025-11-12 ADME ETF SER SOLUTIONS22.5K shares-4.37%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST30.7K shares-4.13%2025-09-302025-11-12 DEFR ETF SER SOLUTIONS41.7K shares-5.13%2025-09-302025-11-12 GD GENERAL DYNAMICS CORP2.9K shares0.00%2025-09-302025-11-12 LHX L3HARRIS TECHNOLOGIES INC3.0K shares-0.23%2025-09-302025-11-12 PDP INVESCO EXCHANGE TRADED FD T7.5K shares0.70%2025-09-302025-11-12 RCL ROYAL CARIBBEAN GROUP2.7K shares-0.56%2025-09-302025-11-12 XOM EXXON MOBIL CORP7.0K shares0.64%2025-09-302025-11-12 XLF SELECT SECTOR SPDR TR14.1K shares-0.37%2025-09-302025-11-12 V VISA INC2.1K shares8.57%2025-09-302025-11-12 PWR QUANTA SVCS INC1.7K shares5.82%2025-09-302025-11-12 OSCV ETF SER SOLUTIONS18.2K shares-3.89%2025-09-302025-11-12 TSLA TESLA INC1.5K shares11.45%2025-09-302025-11-12 TLT ISHARES TR7.3K shares42.87%2025-09-302025-11-12 AVGO BROADCOM INC1.7K shares13.27%2025-09-302025-11-12 NOW SERVICENOW INC604 sharesnew addition2025-09-302025-11-12 ABBV ABBVIE INC2.4K shares-0.42%2025-09-302025-11-12 XLI SELECT SECTOR SPDR TR3.5K shares-0.54%2025-09-302025-11-12 XLC SELECT SECTOR SPDR TR4.4K shares-0.59%2025-09-302025-11-12 PGR PROGRESSIVE CORP2.1K shares11.46%2025-09-302025-11-12 CPRT COPART INC11.4K shares18.02%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW2.6K shares8.08%2025-09-302025-11-12 BR BROADRIDGE FINL SOLUTIONS IN2.1K shares5.09%2025-09-302025-11-12 NEE NEXTERA ENERGY INC6.6K shares0.39%2025-09-302025-11-12 FANG DIAMONDBACK ENERGY INC3.4K shares10.67%2025-09-302025-11-12 CHE CHEMED CORP NEW1.1K shares23.36%2025-09-302025-11-12 GOOGL ALPHABET INC1.9K shares25.18%2025-09-302025-11-12 ROP ROPER TECHNOLOGIES INC908 shares9.93%2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC939 shares9.95%2025-09-302025-11-12 SPHD INVESCO EXCH TRADED FD TR II8.1K shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC979 shares-5.04%2025-09-302025-11-12 CAT CATERPILLAR INC771 shares-5.17%2025-09-302025-11-12 SO SOUTHERN CO3.7K shares-0.32%2025-09-302025-11-12 SDVY FIRST TR EXCHANGE-TRADED FD8.8K shares-1.25%2025-09-302025-11-12 QLD PROSHARES TR2.4K shares0.00%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL614 shares0.16%2025-09-302025-11-12 TJX TJX COS INC NEW2.1K shares-7.99%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC1.7K shares0.00%2025-09-302025-11-12 LIN LINDE PLC633 shares0.00%2025-09-302025-11-12 T AT&T INC10.6K shares-0.82%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC3.0K shares0.13%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP903 shares0.00%2025-09-302025-11-12 KO COCA COLA CO4.4K shares-1.66%2025-09-302025-11-12 IEF ISHARES TR3.0K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC397 shares-12.94%2025-09-302025-11-12 STRL STERLING INFRASTRUCTURE INC856 sharesnew addition2025-09-302025-11-12 POWL POWELL INDS INC949 shares-1.04%2025-09-302025-11-12 APP APPLOVIN CORP388 sharesnew addition2025-09-302025-11-12 D DOMINION ENERGY INC4.5K shares-0.04%2025-09-302025-11-12 NUV NUVEEN MUN VALUE FD INC29.5K shares0.00%2025-09-302025-11-12 LLY ELI LILLY & CO344 sharesnew addition2025-09-302025-11-12 DIS DISNEY WALT CO2.3K shares0.00%2025-09-302025-11-12 ETR ENTERGY CORP NEW2.7K shares0.00%2025-09-302025-11-12 DHI D R HORTON INC1.5K sharesnew addition2025-09-302025-11-12 AXON AXON ENTERPRISE INC346 shares0.00%2025-09-302025-11-12 CLS CELESTICA INC1.0K sharesnew addition2025-09-302025-11-12 LOW LOWES COS INC980 shares-0.61%2025-09-302025-11-12 SLV ISHARES SILVER TR5.6K sharesnew addition2025-09-302025-11-12 DUK DUKE ENERGY CORP NEW1.9K shares-0.93%2025-09-302025-11-12 DAL DELTA AIR LINES INC DEL4.1K shares0.02%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC5.2K shares10.69%2025-09-302025-11-12 PH PARKER-HANNIFIN CORP289 shares0.00%2025-09-302025-11-12 MCD MCDONALDS CORP711 shares0.99%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO646 shares-38.24%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC617 sharesnew addition2025-09-302025-11-12 BLK BLACKROCK INC179 sharesnew addition2025-09-302025-11-12 DRI DARDEN RESTAURANTS INC1.1K shares-1.20%2025-09-302025-11-12 RUM RUMBLE INC20.4K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available