Second Half Financial Partners, LLC Reduced Holdings in Q2 2025

Second Half Financial Partners, LLC

  • $126 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-64.5K
- 13.44%
$91.43 - $91.74 $5.9M - $5.92M
415K $38.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-149K
- 65.27%
$24.32 - $27.87 $3.63M - $4.16M
79.4K $2.1M
GOOGL
Alphabet Inc.

Communication Services
-1.13K
- 42.33%
$144.7 - $178.6 $164K - $203K
1.55K $272K
CHE
Chemed Corp

Healthcare
-16
- 1.84%
$486.93 - $619.21 $7.79K - $9.91K
852 $414K
XOM
Exxon Mobil Corp

Energy
-322
- 4.41%
$99.93 - $119.04 $32.2K - $38.3K
6.99K $753K
CPRT
Copart Inc

Consumer Cyclical
-241
- 2.43%
$47.72 - $63.84 $11.5K - $15.4K
9.66K $474K
FANG
Diamondback Energy, Inc.

Energy
-91
- 2.89%
$119.25 - $161.49 $10.9K - $14.7K
3.05K $419K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.31K
- 22.78%
$86.13 - $108.53 $113K - $142K
4.44K $481K
MSI
Motorola Solutions, Inc.

Technology
-73
- 7.87%
$394.72 - $440.39 $28.8K - $32.1K
854 $359K
PGR
Progressive Corp

Financial Services
-52
- 2.68%
$255.27 - $288.74 $13.3K - $15K
1.89K $503K
AMT
American Tower Corp

Real Estate
-175
- 6.73%
$203.96 - $228.19 $35.7K - $39.9K
2.43K $536K
LOW
Lowes Companies Inc

Consumer Cyclical
-51
- 4.92%
$210.83 - $235.28 $10.8K - $12K
986 $218K
NEE
Nextera Energy Inc

Utilities
-172
- 2.54%
$64.11 - $75.0 $11K - $12.9K
6.61K $458K
V
Visa Inc.

Financial Services
-84
- 4.09%
$308.27 - $373.31 $25.9K - $31.4K
1.97K $700K
BR
Broadridge Financial Solutions, Inc.

Technology
-48
- 2.34%
$217.22 - $246.25 $10.4K - $11.8K
2K $486K
VZ
Verizon Communications Inc

Communication Services
-10
- 0.21%
$41.67 - $45.62 $417 - $456
4.68K $202K
DUK
Duke Energy Corp

Utilities
-10
- 0.51%
$112.46 - $124.05 $1.12K - $1.24K
1.93K $227K
IEF
Ishares Barclays

ETFs
-100
- 3.19%
$93.15 - $96.56 $9.32K - $9.66K
3.04K $291K
TJX
Tjx Companies Inc

Consumer Cyclical
-55
- 2.32%
$119.13 - $135.03 $6.55K - $7.43K
2.32K $285K
JUCY
ETF Ser Solutions Aptus Enhanc
-13.1K
- 15.3%
N/A
72.7K $0
Linde PLC
-30
- 4.52%
N/A
633 $0
ETF Ser Solutions
-1.84K
- 3.48%
N/A
51K $0
STRV
Ea Ser Tr Strive 500 ETF
-725
- 2.44%
N/A
29K $0
D
Dominion Energy, Inc

Utilities
-24
- 0.53%
$49.66 - $58.0 $1.19K - $1.39K
4.48K $253K
T
At&T Inc.

Communication Services
-217
- 2.0%
$26.33 - $28.94 $5.71K - $6.28K
10.7K $308K
UBER
Uber Technologies, Inc

Technology
-729
- 19.39%
$64.62 - $93.3 $47.1K - $68K
3.03K $282K
GLD
Spdr Gold Trust

ETFs
-8
- 1.0%
$273.71 - $316.29 $2.19K - $2.53K
793 $241K
META
Meta Platforms, Inc.

Communication Services
-89
- 16.33%
$484.66 - $738.09 $43.1K - $65.7K
456 $336K
XLF
Financial Sector Spdr

ETFs
-117
- 0.82%
$43.92 - $52.37 $5.14K - $6.13K
14.2K $741K
DIS
Walt Disney CO

Communication Services
-55
- 2.36%
$81.72 - $124.01 $4.49K - $6.82K
2.28K $282K
XLI
Industrial Sector Spdr

ETFs
-41
- 1.15%
$116.42 - $147.52 $4.77K - $6.05K
3.52K $519K
AMD
Advanced Micro Devices Inc

Technology
-59
- 3.02%
$78.21 - $143.81 $4.61K - $8.48K
1.9K $269K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-43
- 0.91%
$376.48 - $440.65 $16.2K - $18.9K
4.7K $2.07M
WMT
Walmart Inc.

Consumer Defensive
-257
- 2.26%
$81.79 - $99.98 $21K - $25.7K
11.1K $1.09M
DFAI
Dimensional ETF Tr

ETFs
-563
- 1.73%
$28.02 - $34.71 $15.8K - $19.5K
32K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
-338
- 7.34%
$210.28 - $289.91 $71.1K - $98K
4.27K $1.24M
AMZN
Amazon Com Inc

Consumer Cyclical
-176
- 3.0%
$167.32 - $223.3 $29.4K - $39.3K
5.69K $1.25M
AVGO
Broadcom Inc.

Technology
-162
- 9.66%
$146.29 - $275.65 $23.7K - $44.7K
1.52K $417K
PWR
Quanta Services, Inc.

Industrials
-146
- 8.21%
$239.47 - $381.26 $35K - $55.7K
1.63K $617K
MSFT
Microsoft Corp

Technology
-240
- 7.53%
$354.56 - $497.45 $85.1K - $119K
2.95K $1.47M
NVDA
Nvidia Corp

Technology
-1.45K
- 12.44%
$94.31 - $157.99 $137K - $229K
10.2K $1.61M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-775
- 0.19%
$37.18 - $42.55 $28.8K - $33K
416K $17.7M
Activity Summary
Buys All Purchases 39 New Holdings 16 Increased Positions 23 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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