Second Half Financial Partners, LLC Portfolio Holdings

Second Half Financial Partners, LLC

  • $145 Million
  • Q1 2025

Second Half Financial Partners, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $44M, Amplify ETF Tr Amplify Cwp Enh with a value of $17M, J P Morgan ETF Tr Nasdaq Equit with a value of $15.7M, Schwab Strategic Tr Us Dividen with a value of $6.39M, and Spdr S&P 500 ETF Trust with a value of $5.65M.

Examining the 13F form we can see an increase of $16.5M in the current position value, from $129M to 145M.

Second Half Financial Partners, LLC is based out at Sebring, FL

Below you can find more details about Second Half Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
ETFs: $118 Million
Technology: $6.73 Million
Consumer Cyclical: $3.74 Million
Financial Services: $3.23 Million
Real Estate: $2.66 Million
Industrials: $2.48 Million
Communication Services: $2.37 Million
Healthcare: $2.13 Million
Other: $3.34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44 Million 30.32% of portfolio
479,809
Q1 2025 Added 310.0%
$0
$17 Million 11.71% of portfolio
416,988
Q1 2025 Added 326.3%
$0
$15.7 Million 10.8% of portfolio
302,891
Q1 2025 Reduced 10.7%
$0
$6.39 Million 4.4% of portfolio
228,464
Q1 2025 Reduced 14.33%
$0
$5.65 Million 3.89% of portfolio
10,094
Q1 2025 Added 36.41%
$0
$2.97 Million 2.04% of portfolio
76,699
Q1 2025 Reduced 0.48%
$0
$2.95 Million 2.03% of portfolio
108,321
Q1 2025 Added 0.04%
$0
$2.88 Million 1.99% of portfolio
6,148
Q1 2025 Reduced 0.69%
$3.24T
$2.48 Million 1.71% of portfolio
11,159
Q1 2025 Reduced 5.3%
$0
$2.48 Million 1.71% of portfolio
12,437
Q1 2025 Added 10.08%
$0
$2.28 Million 1.57% of portfolio
83,213
Q1 2025 Added 1,000.7%
$0
$2.17 Million 1.5% of portfolio
24,588
Q1 2025 New
$6.26B
$2.1 Million 1.44% of portfolio
106,021
Q1 2025 Reduced 17.69%
$0
$2.03 Million 1.4% of portfolio
14,465
Q1 2025 Reduced 1.95%
$0
$1.99 Million 1.37% of portfolio
4,745
Q1 2025 Reduced 1.76%
$126B
$1.53 Million 1.05% of portfolio
3,417
Q1 2025 Reduced 22.92%
$0
$1.25 Million 0.86% of portfolio
15,851
Q1 2025 Reduced 67.33%
$3.52T
$1.2 Million 0.82% of portfolio
3,186
Q1 2025 Added 1.63%
$0
$1.16 Million 0.8% of portfolio
6,684
Q1 2025 Added 0.18%
$782B
$1.13 Million 0.78% of portfolio
4,603
Q1 2025 Reduced 65.25%
$2.21T
$1.12 Million 0.77% of portfolio
5,869
Q1 2025 Reduced 5.35%
$0
$1.03 Million 0.71% of portfolio
23,084
Q1 2025 Reduced 0.35%
$0
$1.02 Million 0.7% of portfolio
32,573
Q1 2025 Added 0.61%
$265B
$1 Million 0.69% of portfolio
11,394
Q1 2025 Reduced 0.06%
$545B
$897,000 0.62% of portfolio
962
Q1 2025 Reduced 7.59%
$437B
$869,000 0.6% of portfolio
7,309
Q1 2025 Added 21.98%
$284B
$878,000 0.6% of portfolio
1,677
Q1 2025 Reduced 6.83%
$0
$734,000 0.51% of portfolio
7,348
Q1 2025 Reduced 3.07%
$599B
$720,000 0.5% of portfolio
2,056
Q1 2025 Added 17.96%
$0
$711,000 0.49% of portfolio
14,276
Q1 2025 Reduced 0.48%
$0
$652,000 0.45% of portfolio
15,488
Q1 2025 Reduced 0.08%
$0
$603,000 0.42% of portfolio
17,318
Q1 2025 Added 0.81%
$11.9B
$560,000 0.39% of portfolio
9,902
Q1 2025 Added 27.8%
$99.1B
$565,000 0.39% of portfolio
2,601
Q1 2025 Reduced 0.54%
$159B
$548,000 0.38% of portfolio
1,937
Q1 2025 Reduced 3.54%
$0
$554,000 0.38% of portfolio
5,747
Q1 2025 Reduced 6.35%
$8.2B
$534,000 0.37% of portfolio
868
Q1 2025 Reduced 3.88%
$25.3B
$502,000 0.35% of portfolio
3,145
Q1 2025 Reduced 11.08%
$60.8B
$498,000 0.34% of portfolio
846
Q1 2025 Reduced 2.76%
$334B
$499,000 0.34% of portfolio
2,383
Q1 2025 Reduced 3.6%
$37.6B
$497,000 0.34% of portfolio
2,050
Q1 2025 Reduced 0.1%
$141B
$480,000 0.33% of portfolio
6,777
Q1 2025 Reduced 0.85%
$0
$467,000 0.32% of portfolio
3,564
Q1 2025 New
$50.9B
$452,000 0.31% of portfolio
1,779
Q1 2025 Added 29.48%
$69.9B
$423,000 0.29% of portfolio
2,060
Q1 2025 Added 17.85%
$993B
$414,000 0.29% of portfolio
2,679
Q1 2025 Added 5.39%
$0
$407,000 0.28% of portfolio
8,115
Q1 2025 Reduced 4.83%
$68.9B
$405,000 0.28% of portfolio
927
Q1 2025 Added 62.35%
$0
$393,000 0.27% of portfolio
4,320
Q1 2025 Added 0.75%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $145 Million
  • Prior Value $129 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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