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CIK: 0001946654
Total reported value
$243.9M
$243.9M
65 檔
31.4%
At the close of Q1 2024, Second Half Financial Partners, LLC disclosed equity holdings valued at approximately $243.9M, spread across 65 reported holdings.
During Q1 2024, Second Half Financial Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 14.41% | -1.73% | -49.24% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.99% | -0.04% | +2.11% | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 5.26% | — | -1.47% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.05% | -0.06% | -3.70% | |
| 5 | BLKCHF | Blackrock Inc | Stock-Other | 3.33% | — | -1.46% | |
| 6 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.21% | — | -3.67% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.91% | +0.34% | — | |
| 8 | NNN | Nnn Reit Inc | Stock-Real Estate | 2.83% | — | -0.53% | |
| 9 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 2.80% | — | -0.60% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 2.77% | — | — | |
| 11 | ELV | Elevance Health Inc | Stock-Healthcare | 2.74% | — | +98.89% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.64% | — | — | |
| 13 | PICK | Ishares Msci Global Metals & | ETF-Other | 2.62% | — | -1.25% | |
| 14 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 2.60% | — | — | |
| 15 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.59% | -0.11% | +7.40% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.57% | -0.01% | -0.43% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.54% | -0.21% | +25.11% | |
| 18 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.50% | — | — | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 2.39% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.85% | -0.01% | -1.51% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.81% | -0.11% | EXIT | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.78% | +0.10% | +10.27% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.55% | -0.04% | +0.54% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.49% | — | — | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 1.47% | — | -1.89% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.42% | — | +0.50% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.36% | -0.10% | EXIT | |
| 28 | CB | Chubb Limited | Stock-Financials | 1.30% | — | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | — | +1350.25% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.44% | -23.99% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.27% | — | — | |
| 32 | CME | Cme Group Inc | Stock-Financials | 1.26% | — | +1.42% | |
| 33 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.24% | — | +1.13% | |
| 34 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.21% | — | +0.46% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.88% | +0.02% | -3.07% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.06% | +1.93% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | +0.05% | +0.07% | |
| 38 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.33% | +0.09% | +81.79% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.53% | EXIT | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.15% | -3.32% | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.25% | +0.29% | NEW | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.07% | +0.30% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.24% | — | -0.05% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.02% | +11.20% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.05% | +14.56% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | +0.01% | +4.47% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.06% | +243.42% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | — | +25.74% | |
| 49 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.17% | -0.02% | +5.01% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-Other | 0.17% | +0.28% | NEW |
According to official SEC Form 13F filings, Second Half Financial Partners, LLC reported a total U.S. public equity portfolio value of $243.9M across 65 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIL, SCHD, JEPQ) accounted for 31.4% of total reported equity market value during Q1 2024.
During Q1 2024, Second Half Financial Partners, LLC's top holdings by market value included BIL (14.4%)、SCHD (6.0%)、JEPQ (5.3%). The largest single position, BIL, represented 14.4% of total portfolio value.
In Q1 2024, Second Half Financial Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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