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Second Half Financial Partners, LLC13F | |
| Second Half Financial Partners, LLC | |
| Last update 2025-05-07 | 82 Stocks (6 new) |
| Value $202.00 Mil | Turnover 27 % |
Second Half Financial Partners... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 479,809 | 44,012.9 | +310.00% | 21.820 | +16.50% | 0.090 | +1.04% | +2.23% | 42,820.7 | ||
SPYI | NEOS S&P 500 High Income ETF | 407,415 | 19,511.1 | -10.26% | 9.670 | -1.16% | 0.590 | +12.96% | +6.31% | 4,167.0 | ||
DIVO |
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
| 416,988 | 17,000.6 | +326.30% | 8.430 | +6.45% | 0.400 | +9.03% | +8.28% | 4,595.9 | ||
QQQI | NEOS Nasdaq 100 High Income ETF | 333,931 | 15,838.3 | -9.26% | 7.850 | -0.87% | 1.160 | +17.08% | +7.61% | 2,643.2 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 302,891 | 15,683.7 | -10.70% | 7.780 | -1.00% | 0.070 | +12.64% | +2.48% | 25,217.4 | ||
RDVI |
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
| 620,431 | 14,716.6 | -15.55% | 7.300 | -1.35% | 0.790 | +13.28% | +7.25% | 2,050.1 | ||
SCHD | Schwab US Dividend Equity ETF | 228,464 | 6,387.9 | -14.33% | 3.170 | -0.51% | 0.010 | +7.39% | +1.54% | 70,925.2 | ||
SPY | SPDR S&P 500 ETF Trust | 10,094 | 5,646.3 | +36.41% | 2.800 | +0.75% | 0.000 | +16.20% | +7.21% | 642,381.7 | ||
ACIO |
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
| 76,699 | 2,967.5 | -0.48% | 1.470 | -0.01% | 0.170 | +10.20% | +3.54% | 1,963.7 | ||
DRSK | Aptus Defined Risk ETF | 108,321 | 2,953.9 | +0.04% | 1.460 | 0% | 0.250 | +6.53% | +5.08% | 1,254.8 |
Second Half Financial Partners, LLC's Historical Top Holdings Breakdowns
Second Half Financial Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +16.50% | 91.45 ($91.59) 91.75 | $91.58 | -0.01% | Add 310% | 479,809 | 362,783 | |
DIVO |
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
| 2025-03-31 | Add Add | +6.45% | 39.61 ($41.42) 42.65 | $42.78 | 3.30% | Add 326.3% | 416,988 | 319,173 | |
SDVD |
FT Vest SMID Rising Dividend Achievers Target Income ETF
FT Vest SMID Rising Dividend Achievers Target Income ETF
| 2025-03-31 | Sold Out Sold Out | -4.55% | 19.33 ($21.26) 22.72 | $20.96 | -1.41% | Sold Out | 0 | -432,623 | |
IYF | iShares U.S. Financials ETF | 2025-03-31 | Sold Out Sold Out | -3.66% | 107.69 ($114.54) 119.37 | $121.93 | 6.45% | Sold Out | 0 | -67,722 | |
IDU | iShares U.S. Utilities ETF | 2025-03-31 | Sold Out Sold Out | -3.44% | 95.33 ($99.87) 102.6 | $105.09 | 5.23% | Sold Out | 0 | -73,280 | |
RDVI |
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
| 2025-03-31 | Reduce Reduce | -1.35% | 23.2 ($24.7) 25.73 | $24.89 | 0.79% | Reduce -15.55% | 620,431 | -114,230 | |
XLU | Utilities Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -1.21% | 74.7 ($78.14) 80.27 | $82.10 | 5.07% | Reduce -67.33% | 15,851 | -32,672 | |
SPYI | NEOS S&P 500 High Income ETF | 2025-03-31 | Reduce Reduce | -1.16% | 47.58 ($50.53) 52.44 | $50.84 | 0.60% | Reduce -10.26% | 407,415 | -46,585 | |
IYC |
iShares U.S. Consumer Discretionary ETF
iShares U.S. Consumer Discretionary ETF
| 2025-03-31 | New Buy New Buy | +1.08% | 85.71 ($95.42) 101.2 | $100.82 | 5.66% | New holding | 24,588 | 24,588 | |
IYZ | iShares U.S. Telecommunications ETF | 2025-03-31 | Add Add | +1.03% | 26.51 ($27.61) 28.57 | $29.41 | 6.52% | Add 1000.7% | 83,213 | 75,653 |
Second Half Financial Partners, LLC Total Holding History ($B)
Second Half Financial Partners, LLC's Asset Allocation
Second Half Financial Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Second Half Financial Partners, LLC's Hypothetical Growth since 2025-03-31
Second Half Financial Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Second Half Financial Partners, LLC's Holdings Heat Map
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Second Half Financial Partners, LLC's Holdings Bubble Chart
Second Half Financial Partners, LLC News
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