Second Half Financial Partners, LLC Reduced Holdings in Q1 2025

Second Half Financial Partners, LLC

  • $145 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-36.3K
- 10.7%
$51.45 - $58.51 $1.87M - $2.12M
303K $15.7M
XLU
Utilities Sector Spdr

ETFs
-32.7K
- 67.33%
$74.7 - $80.27 $2.44M - $2.62M
15.9K $1.25M
JPM
Jpmorgan Chase & CO

Financial Services
-8.64K
- 65.25%
$225.19 - $279.95 $1.95M - $2.42M
4.6K $1.13M
JNJ
Johnson & Johnson

Healthcare
-14K
- 91.3%
$142.06 - $167.7 $1.99M - $2.35M
1.33K $221K
LOW
Lowes Companies Inc

Consumer Cyclical
-5.67K
- 84.53%
$222.66 - $268.42 $1.26M - $1.52M
1.04K $241K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-38.2K
- 14.33%
$27.01 - $28.54 $1.03M - $1.09M
228K $6.39M
LMT
Lockheed Martin Corp

Industrials
-1.02K
- 22.92%
$423.19 - $506.29 $430K - $514K
3.42K $1.53M
AAPL
Apple Inc.

Technology
-624
- 5.3%
$209.68 - $247.1 $131K - $154K
11.2K $2.48M
STWD
Starwood Property Trust, Inc.

Real Estate
-22.8K
- 17.69%
$18.41 - $20.53 $420K - $468K
106K $2.1M
IYW
Ishares Dj Us Tech ETF

ETFs
-288
- 1.95%
$140.44 - $166.79 $40.4K - $48K
14.5K $2.03M
AMZN
Amazon Com Inc

Consumer Cyclical
-332
- 5.35%
$190.26 - $242.06 $63.2K - $80.4K
5.87K $1.12M
AVGO
Broadcom Inc.

Technology
-135
- 7.45%
$167.43 - $244.7 $22.6K - $33K
1.68K $280K
AMD
Advanced Micro Devices Inc

Technology
-857
- 30.47%
$96.63 - $129.55 $82.8K - $111K
1.96K $200K
DIS
Walt Disney CO

Communication Services
-976
- 29.5%
$96.87 - $114.0 $94.5K - $111K
2.33K $230K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-369
- 0.48%
$38.36 - $41.43 $14.2K - $15.3K
76.7K $2.97M
META
Meta Platforms, Inc.

Communication Services
-135
- 19.85%
$576.36 - $736.67 $77.8K - $99.5K
545 $314K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-233
- 3.07%
$96.95 - $116.13 $22.6K - $27.1K
7.35K $734K
FANG
Diamondback Energy, Inc.

Energy
-392
- 11.08%
$139.9 - $180.18 $54.8K - $70.6K
3.15K $502K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-85
- 1.76%
$408.78 - $448.82 $34.7K - $38.1K
4.75K $1.99M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-80
- 0.35%
$43.95 - $48.5 $3.52K - $3.88K
23.1K $1.03M
QLD
Proshares Ultra Qqq

ETFs
-10
- 0.41%
$88.88 - $119.12 $889 - $1.19K
2.4K $213K
XLC
Select Sector Spdr Tr Communic

ETFs
-390
- 6.35%
$94.84 - $105.31 $37K - $41.1K
5.75K $554K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-512
- 5.46%
$32.49 - $37.99 $16.6K - $19.5K
8.87K $297K
IEF
Ishares Barclays

ETFs
-517
- 14.14%
$91.17 - $95.39 $47.1K - $49.3K
3.14K $299K
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 2.83%
$347.25 - $424.87 $10.4K - $12.7K
1.03K $377K
UNH
Unitedhealth Group Inc

Healthcare
-123
- 6.83%
$461.52 - $548.18 $56.8K - $67.4K
1.68K $878K
WMT
Walmart Inc.

Consumer Defensive
-7
- 0.06%
$84.5 - $105.05 $592 - $735
11.4K $1M
NFLX
Netflix Inc

Communication Services
-79
- 7.59%
$828.4 - $1058.6 $65.4K - $83.6K
962 $897K
NEE
Nextera Energy Inc

Utilities
-58
- 0.85%
$66.96 - $76.16 $3.88K - $4.42K
6.78K $480K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-412
- 4.83%
$47.08 - $50.67 $19.4K - $20.9K
8.12K $407K
TJX
Tjx Companies Inc

Consumer Cyclical
-30
- 1.25%
$112.81 - $126.16 $3.38K - $3.78K
2.37K $288K
ETF Ser Solutions
-450
- 0.84%
N/A
52.8K $0
Neos ETF Trust
-34.1K
- 9.26%
N/A
334K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-46.6K
- 10.26%
N/A
407K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-114K
- 15.55%
N/A
620K $0
JUCY
ETF Ser Solutions Aptus Enhanc
-592
- 0.68%
N/A
85.9K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
-641
- 0.93%
N/A
68.6K $0
D
Dominion Energy, Inc

Utilities
-64
- 1.4%
$52.85 - $57.43 $3.38K - $3.68K
4.51K $252K
VZ
Verizon Communications Inc

Communication Services
-348
- 6.91%
$37.81 - $46.49 $13.2K - $16.2K
4.69K $212K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-12
- 0.08%
$40.77 - $42.27 $489 - $507
15.5K $652K
XLF
Financial Sector Spdr

ETFs
-69
- 0.48%
$47.32 - $52.19 $3.27K - $3.6K
14.3K $711K
GLD
Spdr Gold Trust

ETFs
-62
- 7.18%
$243.19 - $288.14 $15.1K - $17.9K
801 $230K
DUK
Duke Energy Corp

Utilities
-30
- 1.52%
$105.87 - $121.97 $3.18K - $3.66K
1.94K $236K
BR
Broadridge Financial Solutions, Inc.

Technology
-2
- 0.1%
$221.46 - $244.83 $443 - $490
2.05K $497K
ROP
Roper Technologies Inc

Industrials
-24
- 2.76%
$502.71 - $593.81 $12.1K - $14.3K
846 $498K
CHE
Chemed Corp

Healthcare
-35
- 3.88%
$521.84 - $615.32 $18.3K - $21.5K
868 $534K
ABBV
Abb Vie Inc.

Healthcare
-89
- 3.6%
$169.2 - $216.66 $15.1K - $19.3K
2.38K $499K
PGR
Progressive Corp

Financial Services
-71
- 3.54%
$235.61 - $291.22 $16.7K - $20.7K
1.94K $548K
AMT
American Tower Corp

Real Estate
-14
- 0.54%
$173.46 - $217.6 $2.43K - $3.05K
2.6K $565K
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
Track This Portfolio

Track Second Half Financial Partners, LLC Portfolio

Follow Second Half Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Second Half Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Second Half Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email