Sponsored

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

Currently, Second Half Financial Partners, LLC holds 109 types of securities in its portfolio with a total value $243.9M. In the most recent quarter, they have increased their positions in QDPL (+26.3K shares, valued at $1.2M), LAMR (+5.1K shares, valued at $795.8K), XLF (+13.0K shares, valued at $696.2K); decreased their positions in N/A (-1.5K shares, valued at $1.1M), IWM (-586 shares, valued at $176.1K), ACIO (-3.1K shares, valued at $141.5K); initiated new positions in QDPL (+26.3K shares, valued at $1.2M), LAMR (+5.1K shares, valued at $795.8K), XLF (+13.0K shares, valued at $696.2K).

1M P&L

-577.6K-0.26%

3M P&L

+4.5M+2.08%

HY P&L

+12.8M+6.15%

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/A193.3M

86.5%

2Consumer Electronics3.7M

1.7%

3Semiconductors3.3M

1.5%

Top Industries by Stock Count

1N/A42 stocks

43.8%

2Semiconductors5 stocks

5.2%

3Telecom Services3 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST469.3K shares0.00%2026-06-302026-07-17

QQQI NEOS ETF TRUST499.5K shares0.00%2026-06-302026-07-17

SPYI NEOS ETF TRUST404.8K shares0.00%2026-06-302026-07-17

DIVO AMPLIFY ETF TR412.7K shares0.00%2026-06-302026-07-17

RDVI FIRST TR EXCHANGE-TRADED FD628.1K shares0.00%2026-06-302026-07-17

OMAH TIDAL TRUST III865.7K shares0.00%2026-06-302026-07-17

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T16.5K shares-8.18%2026-06-302026-07-17

QQQ INVESCO QQQ TR7.4K shares7.03%2026-06-302026-07-17

Sponsored

IYW ISHARES TR15.0K shares0.67%2026-06-302026-07-17

AAPL APPLE INC12.8K shares0.14%2026-06-302026-07-17

ACIO ETF SER SOLUTIONS79.3K shares-3.72%2026-06-302026-07-17

DRSK ETF SER SOLUTIONS117.0K shares-1.17%2026-06-302026-07-17

IWM ISHARES TR9.1K shares-6.07%2026-06-302026-07-17

SCHD SCHWAB STRATEGIC TR82.3K shares2.01%2026-06-302026-07-17

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR55.9K shares22.93%2026-06-302026-07-17

DIA STATE STR SPDR DOW JONES IND4.6K shares-0.70%2026-06-302026-07-17

Sponsored

RSP INVESCO EXCHANGE TRADED FD T9.9K shares5.07%2026-06-302026-07-17

NVDA NVIDIA CORPORATION10.3K shares-1.38%2026-06-302026-07-17

DUBS ETF SER SOLUTIONS49.2K shares-5.55%2026-06-302026-07-17

IDUB ETF SER SOLUTIONS69.6K shares-3.87%2026-06-302026-07-17

JUCY ETF SER SOLUTIONS72.2K shares-3.64%2026-06-302026-07-17

STRV EA SERIES TRUST29.7K shares-0.67%2026-06-302026-07-17

DFAI DIMENSIONAL ETF TRUST32.5K shares-1.97%2026-06-302026-07-17

ADME ETF SER SOLUTIONS23.8K shares-3.94%2026-06-302026-07-17

Sponsored

DEFR ETF SER SOLUTIONS47.5K shares-1.68%2026-06-302026-07-17

TLT ISHARES TR14.4K shares77.96%2026-06-302026-07-17

PDP INVESCO EXCHANGE TRADED FD T8.0K shares7.83%2026-06-302026-07-17

QDPL PACER FDS TR26.3K sharesnew addition2026-06-302026-07-17

AMZN AMAZON COM INC4.5K shares13.26%2026-06-302026-07-17

GD GENERAL DYNAMICS CORP2.9K shares0.00%2026-06-302026-07-17

OSCV ETF SER SOLUTIONS20.4K shares1.17%2026-06-302026-07-17

LHX L3HARRIS TECHNOLOGIES INC2.9K shares0.00%2026-06-302026-07-17

Sponsored

RKT ROCKET COS INC53.1K shares-9.67%2026-06-302026-07-17

EXPE EXPEDIA GROUP INC3.3K shares12.44%2026-06-302026-07-17

MSFT MICROSOFT CORP2.2K shares-5.53%2026-06-302026-07-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.5K shares-5.17%2026-06-302026-07-17

CAT CATERPILLAR INC771 shares-2.53%2026-06-302026-07-17

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP2.5K shares-3.18%2026-06-302026-07-17

LAMR LAMAR ADVERTISING CO5.1K sharesnew addition2026-06-302026-07-17

ANET ARISTA NETWORKS INC4.6K shares-0.30%2026-06-302026-07-17

Sponsored

WMT WALMART INC6.6K shares-1.00%2026-06-302026-07-17

MO ALTRIA GROUP INC10.3K shares15.31%2026-06-302026-07-17

GOOGL ALPHABET INC2.0K shares-12.00%2026-06-302026-07-17

STRL STERLING INFRASTRUCTURE INC856 shares0.00%2026-06-302026-07-17

XLF SELECT SECTOR SPDR TR13.0K sharesnew addition2026-06-302026-07-17

TSLA TESLA INC1.6K shares-3.47%2026-06-302026-07-17

XLV SELECT SECTOR SPDR TR4.3K sharesnew addition2026-06-302026-07-17

NETFLIX INC. NETFLIX INC.9.5K shares-3.69%2026-06-302026-07-17

Sponsored

BMY BRISTOL-MYERS SQUIBB CO11.5K shares17.79%2026-06-302026-07-17

SHOP SHOPIFY INC5.8K sharesnew addition2026-06-302026-07-17

BROADCOM INC BROADCOM INC1.7K shares-4.06%2026-06-302026-07-17

FTI TECHNIPFMC PLC9.6K sharesnew addition2026-06-302026-07-17

BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares22.56%2026-06-302026-07-17

VOD VODAFONE GROUP PLC44.9K sharesnew addition2026-06-302026-07-17

NEXTERA ENERGY INC NEXTERA ENERGY INC6.8K shares2.43%2026-06-302026-07-17

ABBVIE INC ABBVIE INC2.3K shares0.00%2026-06-302026-07-17

Sponsored

LLY ELI LILLY & CO477 shares48.14%2026-06-302026-07-17

IGF ISHARES TR7.9K shares35.56%2026-06-302026-07-17

DAL DELTA AIR LINES INC5.5K shares15.15%2026-06-302026-07-17

AGX ARGAN INC565 shares0.00%2026-06-302026-07-17

KO COCA COLA CO5.3K shares-1.76%2026-06-302026-07-17

SPHD INVESCO EXCH TRADED FD TR II8.3K shares0.00%2026-06-302026-07-17

MU MICRON TECHNOLOGY INC350 sharesnew addition2026-06-302026-07-17

SDVY FIRST TR EXCHANGE TRADED FD8.7K shares0.46%2026-06-302026-07-17

Sponsored

CLS CELESTICA INC1.0K shares0.00%2026-06-302026-07-17

MSI MOTOROLA SOLUTIONS INC868 shares-5.34%2026-06-302026-07-17

TWLO TWILIO INC1.7K shares-2.25%2026-06-302026-07-17

SOUTHERN CO SOUTHERN CO3.7K shares-0.69%2026-06-302026-07-17

HD HOME DEPOT INC1.0K shares1.62%2026-06-302026-07-17

TJX TJX COS INC NEW2.2K shares1.20%2026-06-302026-07-17

META PLATFORMS INC META PLATFORMS INC571 shares28.03%2026-06-302026-07-17

CRDO CREDO TECHNOLOGY GROUP HOLDI1.2K sharesnew addition2026-06-302026-07-17

Sponsored

ETR ENTERGY CORP NEW2.7K shares0.00%2026-06-302026-07-17

ILF ISHARES TR9.1K shares34.10%2026-06-302026-07-17

IEF ISHARES TR3.2K shares-26.37%2026-06-302026-07-17

DOMINION ENERGY INC DOMINION ENERGY INC4.3K shares0.00%2026-06-302026-07-17

XME SPDR SERIES TRUST2.7K shares30.82%2026-06-302026-07-17

PH PARKER-HANNIFIN CORP289 shares0.00%2026-06-302026-07-17

JNJ JOHNSON & JOHNSON1.1K shares0.37%2026-06-302026-07-17

T AT&T INC13.3K shares17.74%2026-06-302026-07-17

Sponsored

POWL POWELL INDS INC949 shares0.00%2026-06-302026-07-17

NUV NUVEEN MUN VALUE FD INC29.5K shares0.00%2026-06-302026-07-17

LIN LINDE PLC523 shares0.00%2026-06-302026-07-17

RTX CORPORATION RTX CORPORATION1.4K shares-1.34%2026-06-302026-07-17

CSX CSX CORP5.5K sharesnew addition2026-06-302026-07-17

TXN TEXAS INSTRS INC873 sharesnew addition2026-06-302026-07-17

VZ VERIZON COMMUNICATIONS INC6.1K shares22.56%2026-06-302026-07-17

UGA UNITED STS GASOLINE FD LP2.4K shares16.03%2026-06-302026-07-17

Sponsored

AMD ADVANCED MICRO DEVICES INC427 sharesnew addition2026-06-302026-07-17

GBTC GRAYSCALE BITCOIN TRUST ETF5.4K shares21.86%2026-06-302026-07-17

NUE NUCOR CORP1.1K sharesnew addition2026-06-302026-07-17

DFAE DIMENSIONAL ETF TRUST6.0K shares1.42%2026-06-302026-07-17

DUK DUKE ENERGY CORP NEW1.9K shares5.67%2026-06-302026-07-17

APPLIED MATLS INC APPLIED MATLS INC330 sharesnew addition2026-06-302026-07-17

MFC MANULIFE FINL CORP5.8K sharesnew addition2026-06-302026-07-17

QLD PROSHARES TR2.4K sharesnew addition2026-06-302026-07-17

Sponsored

UNP UNION PAC CORP827 shares0.00%2026-06-302026-07-17

CEG CONSTELLATION ENERGY CORP903 shares0.00%2026-06-302026-07-17

TRFK PACER FDS TR2.1K sharesnew addition2026-06-302026-07-17

DHI D R HORTON INC1.4K sharesnew addition2026-06-302026-07-17

USO UNITED STS OIL FD LP2.1K sharesnew addition2026-06-302026-07-17

AXP AMERICAN EXPRESS CO646 sharesnew addition2026-06-302026-07-17

URI UNITED RENTALS INC188 sharesnew addition2026-06-302026-07-17

TFC TRUIST FINL CORP4.2K sharesnew addition2026-06-302026-07-17

Sponsored

SRVR PACER FDS TR6.5K sharesnew addition2026-06-302026-07-17

UPSD ETF SER SOLUTIONS7.3K sharesnew addition2026-06-302026-07-17

EZPW EZCORP INC5.9K sharesnew addition2026-06-302026-07-17

PNC PNC FINL SVCS GROUP INC822 sharesnew addition2026-06-302026-07-17

RUM RUM GROUP INC20.4K shares0.00%2026-06-302026-07-17

BIL

SPDR SERIES TRUST

0.00%

Shares469.3K

Event2026-06-30

Filed2026-07-17

QQQI

NEOS ETF TRUST

0.00%

Shares499.5K

Event2026-06-30

Filed2026-07-17

SPYI

NEOS ETF TRUST

0.00%

Shares404.8K

Event2026-06-30

Filed2026-07-17

DIVO

AMPLIFY ETF TR

0.00%

Shares412.7K

Event2026-06-30

Filed2026-07-17

RDVI

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares628.1K

Event2026-06-30

Filed2026-07-17

OMAH

TIDAL TRUST III

0.00%

Shares865.7K

Event2026-06-30

Filed2026-07-17

STATE STR SPDR S&P 500 ETF T

-8.18%

Shares16.5K

Event2026-06-30

Filed2026-07-17

QQQ

INVESCO QQQ TR

7.03%

Shares7.4K

Event2026-06-30

Filed2026-07-17

IYW

ISHARES TR

0.67%

Shares15.0K

Event2026-06-30

Filed2026-07-17

AAPL

APPLE INC

0.14%

Shares12.8K

Event2026-06-30

Filed2026-07-17

ACIO

ETF SER SOLUTIONS

-3.72%

Shares79.3K

Event2026-06-30

Filed2026-07-17

DRSK

ETF SER SOLUTIONS

-1.17%

Shares117.0K

Event2026-06-30

Filed2026-07-17

IWM

ISHARES TR

-6.07%

Shares9.1K

Event2026-06-30

Filed2026-07-17

SCHD

SCHWAB STRATEGIC TR

2.01%

Shares82.3K

Event2026-06-30

Filed2026-07-17

SELECT SECTOR SPDR TR

22.93%

Shares55.9K

Event2026-06-30

Filed2026-07-17

DIA

STATE STR SPDR DOW JONES IND

-0.70%

Shares4.6K

Event2026-06-30

Filed2026-07-17

RSP

INVESCO EXCHANGE TRADED FD T

5.07%

Shares9.9K

Event2026-06-30

Filed2026-07-17

NVDA

NVIDIA CORPORATION

-1.38%

Shares10.3K

Event2026-06-30

Filed2026-07-17

DUBS

ETF SER SOLUTIONS

-5.55%

Shares49.2K

Event2026-06-30

Filed2026-07-17

IDUB

ETF SER SOLUTIONS

-3.87%

Shares69.6K

Event2026-06-30

Filed2026-07-17

JUCY

ETF SER SOLUTIONS

-3.64%

Shares72.2K

Event2026-06-30

Filed2026-07-17

STRV

EA SERIES TRUST

-0.67%

Shares29.7K

Event2026-06-30

Filed2026-07-17

DFAI

DIMENSIONAL ETF TRUST

-1.97%

Shares32.5K

Event2026-06-30

Filed2026-07-17

ADME

ETF SER SOLUTIONS

-3.94%

Shares23.8K

Event2026-06-30

Filed2026-07-17

DEFR

ETF SER SOLUTIONS

-1.68%

Shares47.5K

Event2026-06-30

Filed2026-07-17

TLT

ISHARES TR

77.96%

Shares14.4K

Event2026-06-30

Filed2026-07-17

PDP

INVESCO EXCHANGE TRADED FD T

7.83%

Shares8.0K

Event2026-06-30

Filed2026-07-17

QDPL

PACER FDS TR

New

Shares26.3K

Event2026-06-30

Filed2026-07-17

AMZN

AMAZON COM INC

13.26%

Shares4.5K

Event2026-06-30

Filed2026-07-17

GENERAL DYNAMICS CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-17

OSCV

ETF SER SOLUTIONS

1.17%

Shares20.4K

Event2026-06-30

Filed2026-07-17

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-17

RKT

ROCKET COS INC

-9.67%

Shares53.1K

Event2026-06-30

Filed2026-07-17

EXPE

EXPEDIA GROUP INC

12.44%

Shares3.3K

Event2026-06-30

Filed2026-07-17

MSFT

MICROSOFT CORP

-5.53%

Shares2.2K

Event2026-06-30

Filed2026-07-17

JPMORGAN CHASE & CO

-5.17%

Shares2.5K

Event2026-06-30

Filed2026-07-17

CAT

CATERPILLAR INC

-2.53%

Shares771

Event2026-06-30

Filed2026-07-17

ROYAL CARIBBEAN GROUP

-3.18%

Shares2.5K

Event2026-06-30

Filed2026-07-17

LAMR

LAMAR ADVERTISING CO

New

Shares5.1K

Event2026-06-30

Filed2026-07-17

ANET

ARISTA NETWORKS INC

-0.30%

Shares4.6K

Event2026-06-30

Filed2026-07-17

WMT

WALMART INC

-1.00%

Shares6.6K

Event2026-06-30

Filed2026-07-17

ALTRIA GROUP INC

15.31%

Shares10.3K

Event2026-06-30

Filed2026-07-17

GOOGL

ALPHABET INC

-12.00%

Shares2.0K

Event2026-06-30

Filed2026-07-17

STRL

STERLING INFRASTRUCTURE INC

0.00%

Shares856

Event2026-06-30

Filed2026-07-17

XLF

SELECT SECTOR SPDR TR

New

Shares13.0K

Event2026-06-30

Filed2026-07-17

TSLA

TESLA INC

-3.47%

Shares1.6K

Event2026-06-30

Filed2026-07-17

XLV

SELECT SECTOR SPDR TR

New

Shares4.3K

Event2026-06-30

Filed2026-07-17

NETFLIX INC.

-3.69%

Shares9.5K

Event2026-06-30

Filed2026-07-17

BMY

BRISTOL-MYERS SQUIBB CO

17.79%

Shares11.5K

Event2026-06-30

Filed2026-07-17

SHOP

SHOPIFY INC

New

Shares5.8K

Event2026-06-30

Filed2026-07-17

BROADCOM INC

-4.06%

Shares1.7K

Event2026-06-30

Filed2026-07-17

FTI

TECHNIPFMC PLC

New

Shares9.6K

Event2026-06-30

Filed2026-07-17

BRK.B

BERKSHIRE HATHAWAY INC DEL

22.56%

Shares1.2K

Event2026-06-30

Filed2026-07-17

VOD

VODAFONE GROUP PLC

New

Shares44.9K

Event2026-06-30

Filed2026-07-17

NEXTERA ENERGY INC

2.43%

Shares6.8K

Event2026-06-30

Filed2026-07-17

ABBVIE INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-17

LLY

ELI LILLY & CO

48.14%

Shares477

Event2026-06-30

Filed2026-07-17

IGF

ISHARES TR

35.56%

Shares7.9K

Event2026-06-30

Filed2026-07-17

DAL

DELTA AIR LINES INC

15.15%

Shares5.5K

Event2026-06-30

Filed2026-07-17

AGX

ARGAN INC

0.00%

Shares565

Event2026-06-30

Filed2026-07-17

COCA COLA CO

-1.76%

Shares5.3K

Event2026-06-30

Filed2026-07-17

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-17

MICRON TECHNOLOGY INC

New

Shares350

Event2026-06-30

Filed2026-07-17

SDVY

FIRST TR EXCHANGE TRADED FD

0.46%

Shares8.7K

Event2026-06-30

Filed2026-07-17

CLS

CELESTICA INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-17

MSI

MOTOROLA SOLUTIONS INC

-5.34%

Shares868

Event2026-06-30

Filed2026-07-17

TWLO

TWILIO INC

-2.25%

Shares1.7K

Event2026-06-30

Filed2026-07-17

SOUTHERN CO

-0.69%

Shares3.7K

Event2026-06-30

Filed2026-07-17

HOME DEPOT INC

1.62%

Shares1.0K

Event2026-06-30

Filed2026-07-17

TJX

TJX COS INC NEW

1.20%

Shares2.2K

Event2026-06-30

Filed2026-07-17

META PLATFORMS INC

28.03%

Shares571

Event2026-06-30

Filed2026-07-17

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares1.2K

Event2026-06-30

Filed2026-07-17

ETR

ENTERGY CORP NEW

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-17

ILF

ISHARES TR

34.10%

Shares9.1K

Event2026-06-30

Filed2026-07-17

IEF

ISHARES TR

-26.37%

Shares3.2K

Event2026-06-30

Filed2026-07-17

DOMINION ENERGY INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-17

XME

SPDR SERIES TRUST

30.82%

Shares2.7K

Event2026-06-30

Filed2026-07-17

PARKER-HANNIFIN CORP

0.00%

Shares289

Event2026-06-30

Filed2026-07-17

JNJ

JOHNSON & JOHNSON

0.37%

Shares1.1K

Event2026-06-30

Filed2026-07-17

AT&T INC

17.74%

Shares13.3K

Event2026-06-30

Filed2026-07-17

POWL

POWELL INDS INC

0.00%

Shares949

Event2026-06-30

Filed2026-07-17

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares29.5K

Event2026-06-30

Filed2026-07-17

LIN

LINDE PLC

0.00%

Shares523

Event2026-06-30

Filed2026-07-17

RTX CORPORATION

-1.34%

Shares1.4K

Event2026-06-30

Filed2026-07-17

CSX

CSX CORP

New

Shares5.5K

Event2026-06-30

Filed2026-07-17

TXN

TEXAS INSTRS INC

New

Shares873

Event2026-06-30

Filed2026-07-17

VERIZON COMMUNICATIONS INC

22.56%

Shares6.1K

Event2026-06-30

Filed2026-07-17

UGA

UNITED STS GASOLINE FD LP

16.03%

Shares2.4K

Event2026-06-30

Filed2026-07-17

AMD

ADVANCED MICRO DEVICES INC

New

Shares427

Event2026-06-30

Filed2026-07-17

GBTC

GRAYSCALE BITCOIN TRUST ETF

21.86%

Shares5.4K

Event2026-06-30

Filed2026-07-17

NUE

NUCOR CORP

New

Shares1.1K

Event2026-06-30

Filed2026-07-17

DFAE

DIMENSIONAL ETF TRUST

1.42%

Shares6.0K

Event2026-06-30

Filed2026-07-17

DUK

DUKE ENERGY CORP NEW

5.67%

Shares1.9K

Event2026-06-30

Filed2026-07-17

APPLIED MATLS INC

New

Shares330

Event2026-06-30

Filed2026-07-17

MFC

MANULIFE FINL CORP

New

Shares5.8K

Event2026-06-30

Filed2026-07-17

QLD

PROSHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-17

UNP

UNION PAC CORP

0.00%

Shares827

Event2026-06-30

Filed2026-07-17

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares903

Event2026-06-30

Filed2026-07-17

TRFK

PACER FDS TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

DHI

D R HORTON INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-17

USO

UNITED STS OIL FD LP

New

Shares2.1K

Event2026-06-30

Filed2026-07-17

AXP

AMERICAN EXPRESS CO

New

Shares646

Event2026-06-30

Filed2026-07-17

URI

UNITED RENTALS INC

New

Shares188

Event2026-06-30

Filed2026-07-17

TFC

TRUIST FINL CORP

New

Shares4.2K

Event2026-06-30

Filed2026-07-17

SRVR

PACER FDS TR

New

Shares6.5K

Event2026-06-30

Filed2026-07-17

UPSD

ETF SER SOLUTIONS

New

Shares7.3K

Event2026-06-30

Filed2026-07-17

EZPW

EZCORP INC

New

Shares5.9K

Event2026-06-30

Filed2026-07-17

PNC

PNC FINL SVCS GROUP INC

New

Shares822

Event2026-06-30

Filed2026-07-17

RUM

RUM GROUP INC

0.00%

Shares20.4K

Event2026-06-30

Filed2026-07-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available