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CIK: 0001946654
Total reported value
$243.9M
$243.9M
40 檔
25.4%
The Q2 2024 SEC filing reveals that Second Half Financial Partners, LLC held a total portfolio value of $243.9M, covering 40 public equity positions.
During Q2 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 | 19.91% | -1.73% | -23.23% | |
| 2 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 9.42% | — | -2.81% | |
| 3 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 7.50% | +0.34% | +49.77% | |
| 4 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 7.34% | — | +65.66% | |
| 5 | BLKCHF | Blackrock Inc | Stock-Other | 5.49% | — | -3.03% | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.44% | +0.10% | +63.20% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.23% | -0.21% | +10.05% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.82% | — | +102.92% | |
| 9 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 4.54% | — | -3.26% | |
| 10 | PICK | Ishares Msci Global Metals & | ETF-Other | 4.48% | — | -3.04% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.27% | -0.01% | -3.00% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 3.00% | -0.04% | -2.75% | |
| 13 | ICE | Intercontinental Exchange In | Stock-Financials | 2.60% | — | -1.12% | |
| 14 | CB | Chubb Limited | Stock-Financials | 2.25% | — | -2.29% | |
| 15 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 2.15% | — | -2.34% | |
| 16 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.09% | — | -2.28% | |
| 17 | CME | Cme Group Inc | Stock-Financials | 2.03% | — | -2.15% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.53% | +0.02% | -2.11% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | +0.05% | +0.48% | |
| 20 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.59% | +0.09% | +2.25% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.53% | EXIT | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.02% | +883.85% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.15% | — | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | +0.28% | NEW | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.38% | — | — | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.36% | -0.24% | EXIT | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.01% | +1.34% | |
| 28 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.32% | -0.02% | +2.61% | |
| 29 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.27% | +0.01% | +9.77% | |
| 30 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.26% | — | +28.90% | |
| 31 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.25% | — | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.01% | +1.21% | |
| 33 | QLD | Proshares Ultra Qqq | ETF-Other | 0.19% | +0.10% | NEW | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.18% | -0.04% | +0.98% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.18% | — | — | |
| 36 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.17% | +0.09% | NEW | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.17% | — | — | |
| 38 | SDOG | Alps Sector Dividend Dogs | ETF-Other | 0.16% | — | +0.83% | |
| 39 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.16% | — | +11.30% | |
| 40 | RUM | Rum Group Inc | Stock-Other | 0.09% | — | — |
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 40 disclosed positions in Q2 2024.
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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, JEPQ, RDVI) accounted for 25.4% of total reported equity market value during Q2 2024.
During Q2 2024, Second Half Financial Partners, LLC's top holdings by market value included BIL (19.9%)、JEPQ (9.4%)、RDVI (7.5%). The largest single position, BIL, represented 19.9% of total portfolio value.
In Q2 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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