Sponsored

The Analysis of Second Half Financial Partners, LLC's Holdings & P&L

Currently, Second Half Financial Partners, LLC holds 96 types of securities in its portfolio with a total value $222.1M. In the most recent quarter, they have increased their positions in IWM (+3.6K shares, valued at $891.0K), RKT (+58.8K shares, valued at $838.2K), EXPE (+2.9K shares, valued at $670.3K); decreased their positions in WMT (-4.4K shares, valued at $550.8K), JPM (-1.7K shares, valued at $501.5K), V (-1.3K shares, valued at $391.7K); initiated new positions in RKT (+58.8K shares, valued at $838.2K), EXPE (+2.9K shares, valued at $670.3K), QCOM (+4.8K shares, valued at $619.6K).

1M P&L

+5.7M+2.57%

3M P&L

+7.0M+3.21%

HY P&L

+11.5M+5.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A187.2M

86.7%

2Consumer Electronics3.0M

1.4%

3Software - Infrastructure2.0M

0.9%

Top Industries by Stock Count

1N/A37 stocks

40.2%

2Utilities - Regulated Electric4 stocks

4.3%

3Drug Manufacturers - General3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST469.3K shares0.00%2026-03-312026-05-12

QQQI NEOS ETF TRUST499.5K shares0.00%2026-03-312026-05-12

SPYI NEOS ETF TRUST404.8K shares0.00%2026-03-312026-05-12

DIVO AMPLIFY ETF TR412.6K shares0.00%2026-03-312026-05-12

RDVI FIRST TR EXCHANGE-TRADED FD628.1K shares0.00%2026-03-312026-05-12

OMAH TIDAL TRUST III865.7K shares0.00%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T18.0K shares1.63%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR6.9K shares0.60%2026-03-312026-05-12

Sponsored

ACIO ETF SER SOLUTIONS82.4K shares8.47%2026-03-312026-05-12

AAPL APPLE INC12.8K shares14.66%2026-03-312026-05-12

DRSK ETF SER SOLUTIONS118.3K shares8.60%2026-03-312026-05-12

IYW ISHARES TR14.9K shares0.00%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR80.7K shares-0.54%2026-03-312026-05-12

IWM ISHARES TR9.6K shares59.34%2026-03-312026-05-12

DIA STATE STR SPDR DOW JONES IND4.6K shares-1.27%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR45.4K shares10.81%2026-03-312026-05-12

Sponsored

DUBS ETF SER SOLUTIONS52.1K shares7.24%2026-03-312026-05-12

NVDA NVIDIA CORPORATION10.4K shares2.80%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.4K shares14.91%2026-03-312026-05-12

IDUB ETF SER SOLUTIONS72.4K shares7.80%2026-03-312026-05-12

JUCY ETF SER SOLUTIONS74.9K shares6.07%2026-03-312026-05-12

DFAI DIMENSIONAL ETF TRUST33.2K shares8.26%2026-03-312026-05-12

DEFR ETF SER SOLUTIONS48.3K shares11.78%2026-03-312026-05-12

STRV EA SERIES TRUST29.9K shares9.11%2026-03-312026-05-12

Sponsored

ADME ETF SER SOLUTIONS24.7K shares9.20%2026-03-312026-05-12

XOM EXXON MOBIL CORP6.9K shares-1.54%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC2.9K shares-3.49%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.9K shares-1.08%2026-03-312026-05-12

NFLX NETFLIX INC.9.9K shares0.81%2026-03-312026-05-12

PDP INVESCO EXCHANGE TRADED FD T7.5K shares-0.45%2026-03-312026-05-12

MSFT MICROSOFT CORP2.4K shares-19.26%2026-03-312026-05-12

RKT ROCKET COS INC58.8K sharesnew addition2026-03-312026-05-12

Sponsored

WMT WALMART INC6.7K shares-39.85%2026-03-312026-05-12

AMZN AMAZON COM INC3.9K shares-29.34%2026-03-312026-05-12

OSCV ETF SER SOLUTIONS20.2K shares11.40%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO2.7K shares-38.99%2026-03-312026-05-12

RCL ROYAL CARIBBEAN GROUP2.6K shares-1.58%2026-03-312026-05-12

TLT ISHARES TR8.1K shares54.28%2026-03-312026-05-12

EXPE EXPEDIA GROUP INC2.9K sharesnew addition2026-03-312026-05-12

ALPHABET INC ALPHABET INC2.3K shares20.27%2026-03-312026-05-12

Sponsored

TSLA TESLA INC1.7K shares-4.65%2026-03-312026-05-12

QCOM QUALCOMM INC4.8K sharesnew addition2026-03-312026-05-12

CRM SALESFORCE INC3.3K sharesnew addition2026-03-312026-05-12

NEE NEXTERA ENERGY INC6.6K shares-2.43%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO9.8K sharesnew addition2026-03-312026-05-12

MO ALTRIA GROUP INC8.9K sharesnew addition2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC4.6K sharesnew addition2026-03-312026-05-12

CAT CATERPILLAR INC791 shares2.59%2026-03-312026-05-12

Sponsored

BROADCOM INC BROADCOM INC1.8K shares0.06%2026-03-312026-05-12

EXEL EXELIXIS INC12.7K sharesnew addition2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR3.3K shares59.95%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP2.4K sharesnew addition2026-03-312026-05-12

POWL POWELL INDS INC949 shares0.00%2026-03-312026-05-12

ABBV ABBVIE INC2.3K shares-4.62%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL975 shares58.79%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR3.4K shares70.15%2026-03-312026-05-12

Sponsored

SPHD INVESCO EXCH TRADED FD TR II8.3K shares-0.50%2026-03-312026-05-12

IEF ISHARES TR4.3K shares41.36%2026-03-312026-05-12

KO COCA COLA CO5.3K shares20.38%2026-03-312026-05-12

MSI MOTOROLA SOLUTIONS INC917 shares-2.34%2026-03-312026-05-12

IGF ISHARES TR5.8K shares-0.09%2026-03-312026-05-12

SO SOUTHERN CO3.7K shares0.00%2026-03-312026-05-12

STRL STERLING INFRASTRUCTURE INC856 shares0.00%2026-03-312026-05-12

TJX TJX COS INC NEW2.2K shares1.41%2026-03-312026-05-12

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD8.7K shares-1.06%2026-03-312026-05-12

T AT&T INC11.3K shares6.62%2026-03-312026-05-12

HD HOME DEPOT INC989 shares-2.27%2026-03-312026-05-12

DAL DELTA AIR LINES INC4.8K shares16.15%2026-03-312026-05-12

AGX ARGAN INC565 sharesnew addition2026-03-312026-05-12

ETR ENTERGY CORP NEW2.7K shares0.00%2026-03-312026-05-12

LLY ELI LILLY & CO322 shares-3.01%2026-03-312026-05-12

CELESTICA INC CELESTICA INC1.0K shares0.00%2026-03-312026-05-12

Sponsored

RTX RTX CORPORATION1.4K sharesnew addition2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.1K shares-9.67%2026-03-312026-05-12

D DOMINION ENERGY INC4.3K shares-3.57%2026-03-312026-05-12

NUV NUVEEN MUN VALUE FD INC29.5K shares0.00%2026-03-312026-05-12

LINDE PLC LINDE PLC523 shares-20.76%2026-03-312026-05-12

PH PARKER-HANNIFIN CORP289 shares0.00%2026-03-312026-05-12

META META PLATFORMS INC446 shares0.68%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP418 sharesnew addition2026-03-312026-05-12

Sponsored

CEG CONSTELLATION ENERGY CORP903 shares0.00%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC5.0K shares0.00%2026-03-312026-05-12

ILF ISHARES TR6.8K shares-5.63%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC1.6K shares-8.64%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares-5.76%2026-03-312026-05-12

GBTC GRAYSCALE BITCOIN TRUST ETF4.4K sharesnew addition2026-03-312026-05-12

TWLO TWILIO INC1.8K shares8.53%2026-03-312026-05-12

XME SPDR SERIES TRUST2.1K sharesnew addition2026-03-312026-05-12

Sponsored

MCD MCDONALDS CORP711 shares-3.27%2026-03-312026-05-12

UGA UNITED STS GASOLINE FD LP2.1K sharesnew addition2026-03-312026-05-12

V VISA INC707 shares-64.70%2026-03-312026-05-12

ITA ISHARES TR941 sharesnew addition2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC2.8K shares-14.74%2026-03-312026-05-12

UNP UNION PAC CORP827 sharesnew addition2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST5.9K sharesnew addition2026-03-312026-05-12

RUM RUMBLE INC20.4K shares0.00%2026-03-312026-05-12

Sponsored

BIL

SPDR SERIES TRUST

0.00%

Shares469.3K

Event2026-03-31

Filed2026-05-12

QQQI

NEOS ETF TRUST

0.00%

Shares499.5K

Event2026-03-31

Filed2026-05-12

SPYI

NEOS ETF TRUST

0.00%

Shares404.8K

Event2026-03-31

Filed2026-05-12

DIVO

AMPLIFY ETF TR

0.00%

Shares412.6K

Event2026-03-31

Filed2026-05-12

RDVI

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares628.1K

Event2026-03-31

Filed2026-05-12

OMAH

TIDAL TRUST III

0.00%

Shares865.7K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

1.63%

Shares18.0K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

0.60%

Shares6.9K

Event2026-03-31

Filed2026-05-12

ACIO

ETF SER SOLUTIONS

8.47%

Shares82.4K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

14.66%

Shares12.8K

Event2026-03-31

Filed2026-05-12

DRSK

ETF SER SOLUTIONS

8.60%

Shares118.3K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

-0.54%

Shares80.7K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

59.34%

Shares9.6K

Event2026-03-31

Filed2026-05-12

DIA

STATE STR SPDR DOW JONES IND

-1.27%

Shares4.6K

Event2026-03-31

Filed2026-05-12

XLU

SELECT SECTOR SPDR TR

10.81%

Shares45.4K

Event2026-03-31

Filed2026-05-12

DUBS

ETF SER SOLUTIONS

7.24%

Shares52.1K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

2.80%

Shares10.4K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

14.91%

Shares9.4K

Event2026-03-31

Filed2026-05-12

IDUB

ETF SER SOLUTIONS

7.80%

Shares72.4K

Event2026-03-31

Filed2026-05-12

JUCY

ETF SER SOLUTIONS

6.07%

Shares74.9K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

8.26%

Shares33.2K

Event2026-03-31

Filed2026-05-12

DEFR

ETF SER SOLUTIONS

11.78%

Shares48.3K

Event2026-03-31

Filed2026-05-12

STRV

EA SERIES TRUST

9.11%

Shares29.9K

Event2026-03-31

Filed2026-05-12

ADME

ETF SER SOLUTIONS

9.20%

Shares24.7K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-1.54%

Shares6.9K

Event2026-03-31

Filed2026-05-12

LHX

L3HARRIS TECHNOLOGIES INC

-3.49%

Shares2.9K

Event2026-03-31

Filed2026-05-12

GENERAL DYNAMICS CORP

-1.08%

Shares2.9K

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC.

0.81%

Shares9.9K

Event2026-03-31

Filed2026-05-12

PDP

INVESCO EXCHANGE TRADED FD T

-0.45%

Shares7.5K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-19.26%

Shares2.4K

Event2026-03-31

Filed2026-05-12

RKT

ROCKET COS INC

New

Shares58.8K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-39.85%

Shares6.7K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-29.34%

Shares3.9K

Event2026-03-31

Filed2026-05-12

OSCV

ETF SER SOLUTIONS

11.40%

Shares20.2K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-38.99%

Shares2.7K

Event2026-03-31

Filed2026-05-12

RCL

ROYAL CARIBBEAN GROUP

-1.58%

Shares2.6K

Event2026-03-31

Filed2026-05-12

TLT

ISHARES TR

54.28%

Shares8.1K

Event2026-03-31

Filed2026-05-12

EXPE

EXPEDIA GROUP INC

New

Shares2.9K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

20.27%

Shares2.3K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

-4.65%

Shares1.7K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC

New

Shares4.8K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC

New

Shares3.3K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

-2.43%

Shares6.6K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares9.8K

Event2026-03-31

Filed2026-05-12

ALTRIA GROUP INC

New

Shares8.9K

Event2026-03-31

Filed2026-05-12

ARISTA NETWORKS INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

2.59%

Shares791

Event2026-03-31

Filed2026-05-12

BROADCOM INC

0.06%

Shares1.8K

Event2026-03-31

Filed2026-05-12

EXEL

EXELIXIS INC

New

Shares12.7K

Event2026-03-31

Filed2026-05-12

XLI

SELECT SECTOR SPDR TR

59.95%

Shares3.3K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

New

Shares2.4K

Event2026-03-31

Filed2026-05-12

POWL

POWELL INDS INC

0.00%

Shares949

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-4.62%

Shares2.3K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

58.79%

Shares975

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

70.15%

Shares3.4K

Event2026-03-31

Filed2026-05-12

SPHD

INVESCO EXCH TRADED FD TR II

-0.50%

Shares8.3K

Event2026-03-31

Filed2026-05-12

IEF

ISHARES TR

41.36%

Shares4.3K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

20.38%

Shares5.3K

Event2026-03-31

Filed2026-05-12

MSI

MOTOROLA SOLUTIONS INC

-2.34%

Shares917

Event2026-03-31

Filed2026-05-12

IGF

ISHARES TR

-0.09%

Shares5.8K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12

STRL

STERLING INFRASTRUCTURE INC

0.00%

Shares856

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW

1.41%

Shares2.2K

Event2026-03-31

Filed2026-05-12

SDVY

FIRST TR EXCHANGE TRADED FD

-1.06%

Shares8.7K

Event2026-03-31

Filed2026-05-12

AT&T INC

6.62%

Shares11.3K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-2.27%

Shares989

Event2026-03-31

Filed2026-05-12

DAL

DELTA AIR LINES INC

16.15%

Shares4.8K

Event2026-03-31

Filed2026-05-12

AGX

ARGAN INC

New

Shares565

Event2026-03-31

Filed2026-05-12

ETR

ENTERGY CORP NEW

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-3.01%

Shares322

Event2026-03-31

Filed2026-05-12

CELESTICA INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-9.67%

Shares1.1K

Event2026-03-31

Filed2026-05-12

DOMINION ENERGY INC

-3.57%

Shares4.3K

Event2026-03-31

Filed2026-05-12

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares29.5K

Event2026-03-31

Filed2026-05-12

LINDE PLC

-20.76%

Shares523

Event2026-03-31

Filed2026-05-12

PARKER-HANNIFIN CORP

0.00%

Shares289

Event2026-03-31

Filed2026-05-12