Second Half Financial Partners, LLC Purchases in Q3 2024

Second Half Financial Partners, LLC

  • $163 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
105K
New
$77.02 - $85.06 $8.05M - $8.89M
105K $8.84M
IDU
Ishares Tr U S Utils ETF

ETFs
62.7K
New
$87.2 - $102.21 $5.47M - $6.41M
62.7K $6.4M
IYR
Ishares Tr

ETFs
58.1K
New
$86.93 - $103.61 $5.05M - $6.01M
58.1K $5.91M
IYF
Ishares Tr

ETFs
35.4K
New
$93.83 - $105.05 $3.33M - $3.72M
35.4K $3.68M
JNJ
Johnson & Johnson

Healthcare
21.3K
New
$145.48 - $167.38 $3.1M - $3.57M
21.3K $3.45M
AMGN
Amgen Inc

Healthcare
10.6K
New
$309.38 - $337.38 $3.28M - $3.57M
10.6K $3.41M
ELV
Elevance Health, Inc.

Healthcare
6.46K
New
$500.12 - $562.29 $3.23M - $3.63M
6.46K $3.36M
AAPL
Apple Inc.

Technology
13.7K
New
$207.23 - $234.82 $2.84M - $3.22M
13.7K $3.2M
LMT
Lockheed Martin Corp

Industrials
5.37K
New
$460.3 - $584.56 $2.47M - $3.14M
5.37K $3.14M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
77.6K
New
$36.82 - $39.74 $2.86M - $3.08M
77.6K $3.08M
DRSK
ETF Ser Solutions Aptus Define

ETFs
108K
New
$26.97 - $28.55 $2.91M - $3.08M
108K $3.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.2K
New
$434.77 - $502.96 $2.7M - $3.12M
6.2K $3.03M
IWM
Ishares Russell 2000 ETF

ETFs
11.8K
New
$200.87 - $224.6 $2.37M - $2.65M
11.8K $2.61M
LOW
Lowes Companies Inc

Consumer Cyclical
8.16K
New
$213.3 - $270.78 $1.74M - $2.21M
8.16K $2.21M
MCD
Mcdonalds Corp

Consumer Cyclical
6.5K
New
$245.82 - $304.51 $1.6M - $1.98M
6.5K $1.98M
AWK
American Water Works Company, Inc.

Utilities
13.1K
New
$127.76 - $149.9 $1.68M - $1.97M
13.1K $1.92M
MSFT
Microsoft Corp

Technology
3.14K
New
$395.15 - $467.56 $1.24M - $1.47M
3.14K $1.35M
AMZN
Amazon Com Inc

Consumer Cyclical
5.87K
New
$161.02 - $200.0 $946K - $1.17M
5.87K $1.09M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
23.5K
New
$42.55 - $46.2 $998K - $1.08M
23.5K $1.08M
DFAI
Dimensional ETF Tr

ETFs
32.2K
New
$28.69 - $32.06 $924K - $1.03M
32.2K $1.02M
META
Meta Platforms, Inc.

Communication Services
1.23K
New
$453.41 - $572.44 $556K - $702K
1.23K $702K
GOOGL
Alphabet Inc.

Communication Services
4.11K
New
$148.65 - $191.18 $611K - $786K
4.11K $681K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
15.1K
New
$41.04 - $43.51 $619K - $656K
15.1K $650K
OSCV
Opus Small Cap Value ETF

ETFs
17.3K
New
$33.99 - $37.93 $588K - $656K
17.3K $647K
WMT
Walmart Inc.

Consumer Defensive
7.69K
New
$66.91 - $81.4 $515K - $626K
7.69K $621K
AMD
Advanced Micro Devices Inc

Technology
3.28K
New
$128.67 - $183.96 $421K - $602K
3.28K $537K
XLC
Select Sector Spdr Tr Communic

ETFs
5.91K
New
$82.16 - $90.4 $486K - $534K
5.91K $534K
XLK
Technology Sector Spdr

ETFs
2.36K
New
$197.34 - $237.68 $466K - $561K
2.36K $532K
RMD
Resmed Inc

Healthcare
2.14K
New
$186.94 - $252.92 $401K - $542K
2.14K $523K
GLW
Corning Inc

Technology
10.9K
New
$37.76 - $46.2 $413K - $505K
10.9K $493K
NVDA
Nvidia Corp

Technology
4.07K
+ 71.73%
$98.91 - $134.91 $402K - $548K
9.73K $1.18M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.16K
+ 47.41%
$162.83 - $179.16 $352K - $388K
6.73K $1.2M
NOW
Service Now, Inc.

Technology
487
New
$730.87 - $937.36 $356K - $456K
487 $435K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.44K
New
$89.91 - $101.33 $399K - $449K
4.44K $435K
IEF
Ishares Barclays

ETFs
4.42K
New
$92.67 - $99.14 $409K - $438K
4.42K $433K
RTX
Raytheon Technologies Corp

Industrials
3.55K
New
$99.55 - $123.34 $353K - $437K
3.55K $429K
HD
Home Depot, Inc.

Consumer Cyclical
1.03K
New
$333.64 - $405.2 $344K - $418K
1.03K $417K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.85K
+ 176.13%
$100.3 - $100.74 $386K - $387K
6.03K $607K
TMO
Thermo Fisher Scientific Inc.

Healthcare
623
New
$531.86 - $624.21 $331K - $389K
623 $385K
CVS
Cvs Health Corp

Healthcare
5.71K
New
$55.81 - $63.18 $319K - $361K
5.71K $358K
DHR
Danaher Corp

Healthcare
1.26K
New
$239.25 - $280.76 $302K - $355K
1.26K $351K
DIS
Walt Disney CO

Communication Services
3.5K
New
$85.6 - $98.61 $299K - $345K
3.5K $336K
FANG
Diamondback Energy, Inc.

Energy
1.82K
New
$168.46 - $210.94 $307K - $385K
1.82K $314K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
601
New
$405.19 - $478.57 $244K - $288K
601 $276K
MSI
Motorola Solutions, Inc.

Technology
608
New
$385.65 - $450.49 $234K - $274K
608 $273K
AXP
American Express CO

Financial Services
997
New
$225.92 - $271.17 $225K - $270K
997 $270K
TJX
Tjx Companies Inc

Consumer Cyclical
2.29K
New
$107.93 - $120.23 $247K - $275K
2.29K $269K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
29.5K
New
$8.59 - $9.07 $253K - $267K
29.5K $266K
CEG
Constellation Energy Corp

Utilities
1.01K
New
$167.08 - $262.86 $168K - $264K
1.01K $261K
Activity Summary
Buys All Purchases 71 New Holdings 60 Increased Positions 11 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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