Second Half Financial Partners, LLC Portfolio Holdings by Sector
Second Half Financial Partners, LLC
- $145 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL DIVO JEPQ SCHD SPY ACIO DRSK QQQ 29 stocks |
$116,321
80.13% of portfolio
|
11
|
18
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,478
1.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYC 1 stocks |
$2,171
1.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$2,096
1.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD 3 stocks |
$1,741
1.2% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$1,526
1.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,195
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1,129
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,127
0.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,116
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1,000
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP 2 stocks |
$979
0.67% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE D DUK 3 stocks |
$968
0.67% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$878
0.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$869
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$728
0.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ 2 stocks |
$720
0.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$618
0.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$565
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$560
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$548
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE 1 stocks |
$534
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$519
0.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG 1 stocks |
$502
0.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$498
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
BR 1 stocks |
$497
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$452
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI MCD 2 stocks |
$436
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$423
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER RUM 2 stocks |
$417
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI 1 stocks |
$405
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$313
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$299
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$288
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NUV 1 stocks |
$258
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|