Second Half Financial Partners, LLC Incresed Positions in Q1 2025

Second Half Financial Partners, LLC

  • $145 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
363K
+ 310.0%
$91.45 - $91.75 $33.2M - $33.3M
480K $44M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
319K
+ 326.3%
$39.61 - $42.65 $12.6M - $13.6M
417K $17M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
75.7K
+ 1000.7%
$26.51 - $28.57 $2.01M - $2.16M
83.2K $2.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.69K
+ 36.41%
$551.42 - $612.93 $1.49M - $1.65M
10.1K $5.65M
XOM
Exxon Mobil Corp

Energy
1.32K
+ 21.98%
$105.44 - $118.93 $139K - $157K
7.31K $869K
V
Visa Inc.

Financial Services
313
+ 17.96%
$306.92 - $362.71 $96.1K - $114K
2.06K $720K
MSI
Motorola Solutions, Inc.

Technology
356
+ 62.35%
$411.73 - $482.1 $147K - $172K
927 $405K
CPRT
Copart Inc

Consumer Cyclical
2.15K
+ 27.8%
$52.3 - $59.83 $113K - $129K
9.9K $560K
DFAI
Dimensional ETF Tr

ETFs
197
+ 0.61%
$28.88 - $32.4 $5.69K - $6.38K
32.6K $1.02M
T
At&T Inc.

Communication Services
115
+ 1.07%
$21.56 - $28.28 $2.48K - $3.25K
10.9K $307K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
312
+ 17.85%
$203.38 - $274.79 $63.5K - $85.7K
2.06K $423K
TLT
Ishares Barclays 20+ Year Trea

ETFs
32
+ 0.75%
$85.29 - $92.57 $2.73K - $2.96K
4.32K $393K
PWR
Quanta Services, Inc.

Industrials
405
+ 29.48%
$236.71 - $358.03 $95.9K - $145K
1.78K $452K
STRV
Ea Ser Tr Strive 500 ETF
460
+ 1.57%
N/A
29.8K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
12
+ 0.18%
$169.43 - $182.84 $2.03K - $2.19K
6.68K $1.16M
IWM
Ishares Russell 2000 ETF

ETFs
1.14K
+ 10.08%
$198.1 - $229.79 $226K - $262K
12.4K $2.48M
DRSK
ETF Ser Solutions Aptus Define

ETFs
46
+ 0.04%
$27.06 - $28.25 $1.24K - $1.3K
108K $2.95M
AXP
American Express CO

Financial Services
22
+ 2.34%
$255.39 - $325.87 $5.62K - $7.17K
963 $259K
OSCV
Opus Small Cap Value ETF

ETFs
139
+ 0.81%
$34.16 - $38.45 $4.75K - $5.34K
17.3K $603K
NVDA
Nvidia Corp

Technology
1.78K
+ 18.01%
$106.98 - $149.43 $190K - $266K
11.6K $1.26M
GOOGL
Alphabet Inc.

Communication Services
137
+ 5.39%
$154.33 - $206.19 $21.1K - $28.2K
2.68K $414K
MSFT
Microsoft Corp

Technology
51
+ 1.63%
$375.39 - $447.2 $19.1K - $22.8K
3.19K $1.2M
Activity Summary
Buys All Purchases 29 New Holdings 6 Increased Positions 23 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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