The Analysis of Second Half Financial Partners, LLC's Holdings
Currently, Second Half Financial Partners, LLC holds 102 types of securities in its portfolio with a total value $225.2M. In the most recent quarter, they have increased their positions in XLU (+22.8K shares, valued at $972.0K), NFLX (+8.8K shares, valued at $824.5K), RDVY (+10.8K shares, valued at $749.4K); decreased their positions in IWM (-7.9K shares, valued at $2.0M), XLF (-8.2K shares, valued at $451.4K), XLI (-1.4K shares, valued at $221.7K); initiated new positions in RDVY (+10.8K shares, valued at $749.4K), IGF (+5.8K shares, valued at $356.8K), XLK (+2.0K shares, valued at $286.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST469.3K shares0.00%2025-12-312026-01-26
QQQI NEOS ETF TRUST499.5K shares0.00%2025-12-312026-01-26 SPYI NEOS ETF TRUST404.8K shares0.00%2025-12-312026-01-26 DIVO AMPLIFY ETF TR412.6K shares0.00%2025-12-312026-01-26 RDVI FIRST TR EXCHANGE-TRADED FD628.1K shares0.00%2025-12-312026-01-26 OMAH TIDAL TRUST III865.7K shares0.00%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR17.7K shares-1.54%2025-12-312026-01-26 ACIO ETF SER SOLUTIONS75.9K shares0.97%2025-12-312026-01-26 DRSK ETF SER SOLUTIONS109.0K shares1.75%2025-12-312026-01-26 AAPL APPLE INC11.1K shares0.14%2025-12-312026-01-26 IYW ISHARES TR14.9K shares0.00%2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE4.6K shares-0.87%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR81.1K shares-0.20%2025-12-312026-01-26 NVDA NVIDIA CORPORATION10.1K shares-2.01%2025-12-312026-01-26 DUBS ETF SER SOLUTIONS48.6K shares-0.16%2025-12-312026-01-26 XLU SELECT SECTOR SPDR TR41.0K shares124.81%2025-12-312026-01-26 IDUB ETF SER SOLUTIONS67.2K shares0.21%2025-12-312026-01-26 JUCY ETF SER SOLUTIONS70.6K shares2.45%2025-12-312026-01-26 IWM ISHARES TR6.1K shares-56.75%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.4.4K shares-1.26%2025-12-312026-01-26 MSFT MICROSOFT CORP2.9K shares0.90%2025-12-312026-01-26 AMZN AMAZON COM INC5.6K shares-0.76%2025-12-312026-01-26 WMT WALMART INC11.1K shares-2.66%2025-12-312026-01-26 STRV EA SERIES TRUST27.4K shares-1.55%2025-12-312026-01-26 DFAI DIMENSIONAL ETF TRUST30.6K shares-0.15%2025-12-312026-01-26 ADME ETF SER SOLUTIONS22.7K shares0.82%2025-12-312026-01-26 DEFR ETF SER SOLUTIONS43.2K shares3.76%2025-12-312026-01-26 NFLX NETFLIX INC9.8K shares847.21%2025-12-312026-01-26 LHX L3HARRIS TECHNOLOGIES INC3.0K shares1.20%2025-12-312026-01-26 PDP INVESCO EXCHANGE TRADED FD T7.5K shares0.09%2025-12-312026-01-26 XOM EXXON MOBIL CORP7.0K shares0.00%2025-12-312026-01-26 TSLA TESLA INC1.8K shares15.31%2025-12-312026-01-26 RDVY FIRST TR EXCHANGE TRADED FD10.8K sharesnew addition2025-12-312026-01-26 RCL ROYAL CARIBBEAN GROUP2.7K shares-0.11%2025-12-312026-01-26 V VISA INC2.0K shares-6.45%2025-12-312026-01-26 OSCV ETF SER SOLUTIONS18.1K shares-0.25%2025-12-312026-01-26 PWR QUANTA SVCS INC1.6K shares-8.33%2025-12-312026-01-26 BROADCOM INC BROADCOM INC1.8K shares3.32%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.9K shares-0.78%2025-12-312026-01-26 ABBV ABBVIE INC2.4K shares0.00%2025-12-312026-01-26 NEE NEXTERA ENERGY INC6.8K shares1.96%2025-12-312026-01-26 FANG DIAMONDBACK ENERGY INC3.2K shares-6.63%2025-12-312026-01-26 TLT ISHARES TR5.2K shares-27.99%2025-12-312026-01-26 CAT CATERPILLAR INC771 shares0.00%2025-12-312026-01-26 PGR PROGRESSIVE CORP1.9K shares-9.09%2025-12-312026-01-26 NOW SERVICENOW INC2.8K shares366.06%2025-12-312026-01-26 AMT AMERICAN TOWER CORP NEW2.4K shares-7.93%2025-12-312026-01-26 BR BROADRIDGE FINL SOLUTIONS IN1.9K shares-9.89%2025-12-312026-01-26 CPRT COPART INC10.6K shares-7.41%2025-12-312026-01-26 CHE CHEMED CORP NEW954 shares-9.23%2025-12-312026-01-26 SPHD INVESCO EXCH TRADED FD TR II8.4K shares3.38%2025-12-312026-01-26 MSI MOTOROLA SOLUTIONS INC939 shares0.00%2025-12-312026-01-26 IGF ISHARES TR5.8K sharesnew addition2025-12-312026-01-26 LLY ELI LILLY & CO332 shares-3.49%2025-12-312026-01-26 HD HOME DEPOT INC1.0K shares3.37%2025-12-312026-01-26 SDVY FIRST TR EXCHANGE-TRADED FD8.8K shares0.00%2025-12-312026-01-26 TJX TJX COS INC NEW2.1K shares0.00%2025-12-312026-01-26 SO SOUTHERN CO3.7K shares0.00%2025-12-312026-01-26 XLI SELECT SECTOR SPDR TR2.1K shares-40.78%2025-12-312026-01-26 XLF SELECT SECTOR SPDR TR5.9K shares-58.42%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC1.8K shares6.91%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP903 shares0.00%2025-12-312026-01-26 KO COCA COLA CO4.4K shares0.00%2025-12-312026-01-26 POWL POWELL INDS INC949 shares0.00%2025-12-312026-01-26 META META PLATFORMS INC443 shares11.59%2025-12-312026-01-26 IEF ISHARES TR3.0K shares0.00%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR2.0K sharesnew addition2025-12-312026-01-26 DAL DELTA AIR LINES INC DEL4.1K shares0.00%2025-12-312026-01-26 LINDE PLC LINDE PLC660 shares4.27%2025-12-312026-01-26 UBER UBER TECHNOLOGIES INC3.3K shares9.79%2025-12-312026-01-26 NUV NUVEEN MUN VALUE FD INC29.5K shares0.00%2025-12-312026-01-26 T AT&T INC10.6K shares0.00%2025-12-312026-01-26 D DOMINION ENERGY INC4.5K shares0.00%2025-12-312026-01-26 STRL STERLING INFRASTRUCTURE INC856 shares0.00%2025-12-312026-01-26 APP APPLOVIN CORP388 shares0.00%2025-12-312026-01-26 LOW LOWES COS INC1.1K shares7.76%2025-12-312026-01-26 PH PARKER-HANNIFIN CORP289 shares0.00%2025-12-312026-01-26 ETR ENTERGY CORP NEW2.7K shares0.00%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON1.2K shares4.94%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO646 shares0.00%2025-12-312026-01-26 TWLO TWILIO INC1.6K sharesnew addition2025-12-312026-01-26 CIBR FIRST TR EXCHANGE TRADED FD3.2K sharesnew addition2025-12-312026-01-26 MCD MCDONALDS CORP735 shares3.38%2025-12-312026-01-26 ILF ISHARES TR7.2K sharesnew addition2025-12-312026-01-26 AIRR FIRST TR EXCHANGE TRADED FD2.2K sharesnew addition2025-12-312026-01-26 GRID FIRST TR EXCHANGE TRADED FD1.4K sharesnew addition2025-12-312026-01-26 DHI D R HORTON INC1.5K shares0.00%2025-12-312026-01-26 MFC MANULIFE FINL CORP5.8K sharesnew addition2025-12-312026-01-26 TFC TRUIST FINL CORP4.2K sharesnew addition2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC367 sharesnew addition2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC619 shares0.32%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC5.0K shares-3.28%2025-12-312026-01-26 AXON AXON ENTERPRISE INC359 shares3.76%2025-12-312026-01-26 DIS DISNEY WALT CO1.8K shares-21.95%2025-12-312026-01-26 RUM RUMBLE INC20.4K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available