Second Half Financial Partners, LLC Sells in Q4 2025

Second Half Financial Partners, LLC

  • $140 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-7.95K
- 56.75%
$236.79 - $250.33 $1.88M - $1.99M
6.06K $1.44M
XLF
Financial Sector Spdr

ETFs
-8.24K
- 58.42%
$51.76 - $53.77 $427K - $443K
5.87K $307K
XLI
Industrial Sector Spdr

ETFs
-1.43K
- 40.78%
$149.9 - $155.79 $214K - $223K
2.08K $315K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-925
- 10.12%
$185.12 - $192.11 $171K - $178K
8.22K $1.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
-276
- 1.54%
$653.02 - $687.39 $180K - $190K
17.7K $11.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-3
- 0.11%
$252.87 - $320.26 $759 - $961
2.65K $670K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.03K
- 27.99%
$88.67 - $92.06 $180K - $187K
5.23K $465K
PGR
Progressive Corp

Financial Services
-191
- 9.09%
$203.7 - $246.46 $38.9K - $47.1K
1.91K $430K
JPM
Jpmorgan Chase & CO

Financial Services
-56
- 1.26%
$294.11 - $320.41 $16.5K - $17.9K
4.37K $1.31M
CPRT
Copart Inc

Consumer Cyclical
-845
- 7.41%
$39.98 - $45.76 $33.8K - $38.7K
10.6K $433K
BR
Broadridge Financial Solutions, Inc.

Technology
-208
- 9.89%
$217.49 - $236.9 $45.2K - $49.3K
1.9K $428K
DIS
Walt Disney CO

Communication Services
-500
- 21.95%
$105.69 - $116.65 $52.8K - $58.3K
1.78K $187K
AMT
American Tower Corp

Real Estate
-208
- 7.93%
$176.64 - $193.32 $36.7K - $40.2K
2.41K $435K
CHE
Chemed Corp

Healthcare
-97
- 9.23%
$429.66 - $465.54 $41.7K - $45.2K
954 $415K
NVDA
Nvidia Corp

Technology
-208
- 2.01%
$179.83 - $207.04 $37.4K - $43.1K
10.1K $1.89M
PWR
Quanta Services, Inc.

Industrials
-144
- 8.33%
$412.21 - $453.83 $59.4K - $65.4K
1.58K $680K
WMT
Walmart Inc.

Consumer Defensive
-304
- 2.66%
$101.18 - $109.03 $30.8K - $33.1K
11.1K $1.15M
OSCV
Opus Small Cap Value ETF

ETFs
-46
- 0.25%
$36.7 - $38.25 $1.69K - $1.76K
18.1K $666K
VZ
Verizon Communications Inc

Communication Services
-170
- 3.28%
$38.4 - $43.83 $6.53K - $7.45K
5.01K $205K
FANG
Diamondback Energy, Inc.

Energy
-224
- 6.63%
$137.29 - $149.2 $30.8K - $33.4K
3.16K $470K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-164
- 0.2%
$26.44 - $27.53 $4.34K - $4.51K
81.1K $2.21M
ETF Ser Solutions
-77
- 0.16%
N/A
48.6K $0
STRV
Ea Ser Tr Strive 500 ETF
-430
- 1.55%
N/A
27.4K $0
DUK
Duke Energy Corp

Utilities
-5
- 0.26%
$121.57 - $129.03 $608 - $645
1.91K $238K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-41
- 0.87%
$454.87 - $482.76 $18.6K - $19.8K
4.65K $2.19M
DFAI
Dimensional ETF Tr

ETFs
-45
- 0.15%
$35.82 - $37.52 $1.61K - $1.69K
30.6K $1.14M
GOOGL
Alphabet Inc.

Communication Services
-15
- 0.78%
$236.57 - $291.31 $3.55K - $4.37K
1.92K $530K
AMZN
Amazon Com Inc

Consumer Cyclical
-43
- 0.76%
$213.04 - $254.0 $9.16K - $10.9K
5.58K $1.31M
LLY
Eli Lilly & CO

Healthcare
-12
- 3.49%
$799.57 - $1025.28 $9.59K - $12.3K
332 $339K
Activity Summary
Buys All Purchases 42 New Holdings 11 Increased Positions 31 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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