Second Half Financial Partners, LLC Portfolio Holdings

Second Half Financial Partners, LLC

  • $163 Million
  • Q3 2024

Second Half Financial Partners, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $163 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $24.9M, J P Morgan ETF Tr Nasdaq Equit with a value of $11.2M, Schwab Strategic Tr Us Dividen with a value of $8.84M, Ishares Tr U S Utils ETF with a value of $6.4M, and Ishares Tr with a value of $5.91M.

Examining the 13F form we can see an increase of $57.1M in the current position value, from $106M to 163M.

Second Half Financial Partners, LLC is based out at Sebring, FL

Below you can find more details about Second Half Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
ETFs: $96.4 Million
Healthcare: $17 Million
Financial Services: $11 Million
Technology: $8.42 Million
Utilities: $7.29 Million
Industrials: $7.05 Million
Consumer Cyclical: $6.57 Million
Real Estate: $5 Million
Other: $4.79 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$266,000 0.16% of portfolio
29,464
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $163 Million
  • Prior Value $106 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 60 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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