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CIK: 0001946654
Total reported value
$243.9M
$243.9M
93 檔
36.9%
At the close of Q4 2024, Second Half Financial Partners, LLC disclosed equity holdings valued at approximately $243.9M, spread across 93 reported holdings.
Second Half Financial Partners, LLC executed strategic sector rebalancing during Q4 2024, establishing 15 new positions while fully exiting 13 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 11.27% | -0.19% | — | |
| 2 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 9.42% | +0.45% | — | |
| 3 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 9.34% | — | +66.30% | |
| 4 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 8.70% | +0.34% | +89.73% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.23% | -1.73% | -56.86% | |
| 6 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 4.55% | — | +1.39% | |
| 7 | IYF | Ishares US Financials ETF | ETF-Other | 3.66% | — | +91.05% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.56% | -0.04% | +155.04% | |
| 9 | IDU | Ishares US Utilities ETF | ETF-Other | 3.44% | — | +16.85% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.12% | -0.21% | +3.99% | |
| 11 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.93% | -0.60% | — | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.79% | +0.10% | -18.04% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | -0.01% | -2.24% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.55% | +0.44% | -0.21% | |
| 15 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.52% | -0.06% | -0.72% | |
| 16 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.45% | -0.08% | +0.47% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.44% | +0.06% | -14.17% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.22% | +0.04% | -4.25% | |
| 19 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 1.19% | — | -18.17% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.15% | +0.34% | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.08% | -0.01% | -28.06% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.05% | -0.11% | EXIT | |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.00% | +0.02% | -0.92% | |
| 24 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.96% | -0.10% | +2.39% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 0.93% | — | -25.35% | |
| 26 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.90% | — | -23.76% | |
| 27 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.84% | -0.01% | -0.64% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.81% | — | -17.84% | |
| 29 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.68% | -0.02% | +3.21% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.07% | +5.57% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.02% | +1.39% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.05% | -0.29% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | +0.05% | -0.79% | |
| 34 | STXF | Strive 500 ETF | ETF-Other | 0.54% | +0.03% | -3.33% | |
| 35 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 0.53% | -0.01% | -1.24% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.06% | +48.24% | |
| 37 | DFAI | Dimensional International Co | ETF-Other | 0.46% | -0.03% | +0.48% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.15% | +2.06% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | — | -76.22% | |
| 40 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.40% | +0.09% | +0.04% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | — | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.34% | +0.29% | NEW | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.53% | EXIT | |
| 44 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.31% | — | +2.83% | |
| 45 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.31% | -0.01% | -0.71% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.29% | -0.20% | EXIT | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.29% | — | +3.84% | |
| 48 | FANG | Diamondback Energy Inc | Stock-Energy | 0.28% | — | +94.02% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | -0.10% | EXIT | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.24% | -0.04% | -80.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYI | Neos S&p 500 High Income ETF | +11.3% | NEW | New buy |
| 2 | QQQI | Neos Nasdaq-100 High Inc ETF | +9.4% | NEW | New buy |
| 3 | RDVI | Ft Vest Rising Dividend Achi | +3.6% | +89.73% | Add |
| 4 | JEPQ | JPM Nasdaq Equity Premium | +3.4% | +66.30% | Add |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | +1.9% | NEW | New buy |
| 6 | IYF | Ishares US Financials ETF | +1.7% | +91.05% | Add |
| 7 | IYW | Ishares Ustechnology ETF | +1.2% | NEW | New buy |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.4% | NEW | New buy |
| 9 | XLF | Ss Financial Select Sector | +0.3% | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | +0.3% | NEW | New buy |
| 11 | PGR | Progressive CORP | +0.2% | NEW | New buy |
| 12 | AMT | American Tower CORP | +0.2% | NEW | New buy |
| 13 | CHE | Chemed CORP | +0.2% | NEW | New buy |
| 14 | BR | Broadridge Financial Solutio | +0.2% | NEW | New buy |
| 15 | ROP | Roper Technologies Inc | +0.2% | NEW | New buy |
| 16 | CPRT | Copart Inc | +0.2% | NEW | New buy |
| 17 | PWR | Quanta Services Inc | +0.2% | NEW | New buy |
| 18 | WMT | Walmart Inc | +0.2% | +48.24% | Add |
| 19 | CLS | Celestica Inc | +0.1% | NEW | New buy |
| 20 | FANG | Diamondback Energy Inc | +0.1% | +94.02% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +5.57% | Add |
| 22 | IDU | Ishares US Utilities ETF | +0.1% | +16.85% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -2.24% | Trim |
| 24 | GLW | Corning Inc | -0.1% | -54.34% | Trim |
| 25 | RMD | Resmed Inc | -0.2% | -52.01% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.2% | -44.58% | Trim |
| 27 | CVS | Cvs Health CORP | -0.2% | EXIT | Sold out |
| 28 | DHR | Danaher CORP | -0.2% | EXIT | Sold out |
| 29 | TMO | Thermo Fisher Scientific Inc | -0.2% | EXIT | Sold out |
| 30 | XLY | Ss Consumer Disc Select Sect | -0.3% | EXIT | Sold out |
| 31 | LOW | Lowe's Cos Inc | -0.4% | -17.84% | Trim |
| 32 | STWD | Starwood Property Trust Inc | -0.5% | -18.17% | Trim |
| 33 | ICE | Intercontinental Exchange In | -0.5% | -25.35% | Trim |
| 34 | LMT | Lockheed Martin CORP | -0.6% | -17.46% | Trim |
| 35 | PICK | Ishares Msci Global Metals & | -0.7% | -23.76% | Trim |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.7% | -18.04% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.8% | -28.06% | Trim |
| 38 | WEC | Wec Energy Group Inc | -0.9% | EXIT | Sold out |
| 39 | ELS | Equity Lifestyle Properties | -1% | EXIT | Sold out |
| 40 | AWK | American Water Works Co Inc | -1% | EXIT | Sold out |
| 41 | MCD | Mcdonald's CORP | -1.1% | EXIT | Sold out |
| 42 | SCHD | Schwab US Dvd Equity ETF | -1.1% | +155.04% | Add |
| 43 | NEE | Nextera Energy Inc | -1.3% | -80.54% | Trim |
| 44 | LHX | L3harris Technologies Inc | -1.6% | EXIT | Sold out |
| 45 | ELV | Elevance Health Inc | -1.8% | EXIT | Sold out |
| 46 | AMGN | Amgen Inc | -1.8% | EXIT | Sold out |
| 47 | UNH | Unitedhealth Group Inc | -1.9% | -76.22% | Trim |
| 48 | BLKCHF | Blackrock Inc | -2.4% | EXIT | Sold out |
| 49 | IYR | Ishares US Real Estate ETF | -3.1% | EXIT | Sold out |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -8% | -56.86% | Trim |
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 93 disclosed positions in Q4 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 SPYI, QQQI, JEPQ) accounted for 36.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPYI
市值: $23.1M
Top Position Liquidated / Trimmed
IYR
前期市值: $5.9M
During Q4 2024, Second Half Financial Partners, LLC's top holdings by market value included SPYI (11.3%)、QQQI (9.4%)、JEPQ (9.3%). The largest single position, SPYI, represented 11.3% of total portfolio value.
In Q4 2024, Second Half Financial Partners, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 8 positions, trimming 14 holdings, and fully liquidating 13 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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