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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
RDVI +267,470+$6,548
XLE +66,006+$6,232
PEP +33,918+$5,936
SDVD +266,101+$5,857
HSY +28,856+$5,613
AMGN +18,925+$5,381
LOW +13,115+$3,341
CB +11,296+$2,927
ABT +25,174+$2,861
XLF +13,262+$559
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
PSA -8,596-$2,622
IJJ -6,196-$707
IVW -8,473-$636
IYR -6,187-$566
CCI -1,786-$206
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
ELV +5,899+$3,339
XLU +5,691+$502
UNH +5,428+$2,672
WMT +5,051+$102
SCHD +3,456+$1,014
PDP +3,333+$384
SPY +2,188+$1,560
LHX +1,882+$464
LMT +656+$312
SPHD +412+$34
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
BIL -342,392-$31,147
IEF -4,603-$651
BLV -3,803-$508
JEPQ -3,252+$778
QQQ -2,046-$614
STWD -1,862-$252
PICK -1,788-$271
NNN -797-$89
ICE -462+$157
Second Half Financial Partners LLC Info
Size ($ in 1000's)
At 03/31/2024: $224,869
At 12/31/2023: $202,690

Second Half Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Second Half Financial Partners LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Second Half Financial Partners LLC
As of  03/31/2024, we find all stocks held by Second Half Financial Partners LLC to be as follows, presented in the table below with each row detailing each Second Half Financial Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Second Half Financial Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Second Half Financial Partners LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SPDR SER TR (BIL) 353,023 -342,392 $32,407
     BIL353,023-342,392$32,407
SCHWAB STRATEGIC TR 166,999 +3,456 $13,465
     SCHD166,999+3,456$13,465
J P MORGAN EXCHANGE TRADED F (JEPQ) 218,183 -3,252 $11,834
     JEPQ218,183-3,252$11,834
ISHARES TR (IEF) 119,853 -4,603 $11,345
     IEF119,853-4,603$11,345
BLACKROCK INC 8,976 -133 $7,483
     BLK8,976-133$7,483
VANGUARD BD INDEX FDS (BLV) 99,833 -3,803 $7,221
     BLV99,833-3,803$7,221
FIRST TR EXCHANGE TRADED FD (RDVI) 267,470 +267,470 $6,548
     RDVI267,470+267,470$6,548
NNN REIT INC 149,099 -797 $6,372
     NNN149,099-797$6,372
STARWOOD PPTY TR INC 309,324 -1,862 $6,289
     STWD309,324-1,862$6,289
SELECT SECTOR SPDR TR (XLE) 66,006 +66,006 $6,232
     XLE66,006+66,006$6,232
ELEVANCE HEALTH INC 11,864 +5,899 $6,152
     ELV11,864+5,899$6,152
PEPSICO INC 33,918 +33,918 $5,936
     PEP33,918+33,918$5,936
ISHARES INC (PICK) 141,227 -1,788 $5,889
     PICK141,227-1,788$5,889
FIRST TR EXCH TRADED FD III (SDVD) 266,101 +266,101 $5,857
     SDVD266,101+266,101$5,857
L3HARRIS TECHNOLOGIES INC 27,321 +1,882 $5,822
     LHX27,321+1,882$5,822
JOHNSON & JOHNSON 36,527 -156 $5,778
     JNJ36,527-156$5,778
SPDR S&P 500 ETF TR (SPY) 10,902 +2,188 $5,702
     SPY10,902+2,188$5,702
HERSHEY CO 28,856 +28,856 $5,613
     HSY28,856+28,856$5,613
AMGEN INC 18,925 +18,925 $5,381
     AMGN18,925+18,925$5,381
JPMORGAN CHASE & CO 20,808 -319 $4,168
     JPM20,808-319$4,168
LOCKHEED MARTIN CORP 8,960 +656 $4,076
     LMT8,960+656$4,076
SELECT SECTOR SPDR TR (XLU) 61,123 +5,691 $4,013
     XLU61,123+5,691$4,013
NEXTERA ENERGY INC 54,366 +290 $3,475
     NEE54,366+290$3,475
LOWES COS INC 13,115 +13,115 $3,341
     LOW13,115+13,115$3,341
INTERCONTINENTAL EXCHANGE IN (ICE) 24,033 -462 $3,303
     ICE24,033-462$3,303
AUTOMATIC DATA PROCESSING IN 12,741 +64 $3,182
     ADP12,741+64$3,182
MCDONALDS CORP 10,847 +323 $3,058
     MCD10,847+323$3,058
CHUBB LIMITED 11,296 +11,296 $2,927
     CB11,296+11,296$2,927
UNITEDHEALTH GROUP INC 5,830 +5,428 $2,884
     UNH5,830+5,428$2,884
INVESCO QQQ TR 6,482 -2,046 $2,878
     QQQ6,482-2,046$2,878
ABBOTT LABS 25,174 +25,174 $2,861
     ABT25,174+25,174$2,861
CME GROUP INC 13,180 +184 $2,838
     CME13,180+184$2,838
WEC ENERGY GROUP INC 33,972 +380 $2,790
     WEC33,972+380$2,790
EQUITY LIFESTYLE PPTYS INC 42,232 +195 $2,720
     ELS42,232+195$2,720
SPDR DOW JONES INDL AVERAGE (DIA) 4,986 -158 $1,983
     DIA4,986-158$1,983
APPLE INC 11,354 +215 $1,947
     AAPL11,354+215$1,947
INVESCO EXCHANGE TRADED FD T (RSP) 4,540 +3 $769
     RSP4,540+3$769
INVESCO EXCHANGE TRADED FD T (PDP) 7,408 +3,333 $732
     PDP7,408+3,333$732
EXXON MOBIL CORP 5,962 +213 $693
     XOM5,962+213$693
NETFLIX INC 989 -34 $601
     NFLX989-34$601
SELECT SECTOR SPDR TR (XLF) 13,262 +13,262 $559
     XLF13,262+13,262$559
AMAZON COM INC 3,013 +9 $544
     AMZN3,013+9$544
DISNEY WALT CO 4,413 -2 $540
     DIS4,413-2$540
NVIDIA CORPORATION 576 +58 $520
     NVDA576+58$520
MICROSOFT CORP 1,125 +143 $473
     MSFT1,125+143$473
ABBVIE INC 2,382 +102 $434
     ABBV2,382+102$434
WALMART INC 7,126 +5,051 $429
     WMT7,126+5,051$429
HOME DEPOT INC 1,016 +208 $390
     HD1,016+208$390
INVESCO EXCH TRADED FD TR II (SPHD) 8,636 +412 $383
     SPHD8,636+412$383
SELECT SECTOR SPDR TR (XLV) 2,544 +2,544 $376
     XLV2,544+2,544$376
SELECT SECTOR SPDR TR (XLC) 4,277 +4,277 $349
     XLC4,277+4,277$349
VANGUARD SPECIALIZED FUNDS (VIG) 1,726 +7 $315
     VIG1,726+7$315
SUPER MICRO COMPUTER INC 308 +308 $311
     SMCI308+308$311
SOUTHERN CO 3,801 +60 $273
     SO3,801+60$273
ROYAL CARIBBEAN GROUP 1,944 +369 $270
     RCL1,944+369$270
NUVEEN MUN VALUE FD INC 29,464 UNCH $257
     NUV29,464UNCH$257
D R HORTON INC 1,554 +60 $256
     DHI1,554+60$256
BROADCOM INC 165 +165 $219
     AVGO165+165$219
MARATHON PETE CORP 1,053 +1,053 $212
     MPC1,053+1,053$212
PROSHARES TR (QLD) 2,400 +2,400 $210
     QLD2,400+2,400$210
ALPS ETF TR (SDOG) 3,865 +3,865 $208
     SDOG3,865+3,865$208
DARDEN RESTAURANTS INC 1,240 -4 $207
     DRI1,240-4$207
AT&T INC 11,610 -6 $204
     T11,610-6$204
UNION PAC CORP 817 UNCH $201
     UNP817UNCH$201
RUMBLE INC 20,273 +0 $164
     RUM20,273UNCH$164
CROWN CASTLE INC $0 (exited)
     CCI0-1,786$0
ISHARES TR $0 (exited)
     IJJ0-6,196$0
ISHARES TR $0 (exited)
     IVW0-8,473$0
ISHARES TR $0 (exited)
     IYR0-6,187$0
PUBLIC STORAGE 0 -8,596 $0 (exited)
     PSA0-8,596$0

See Summary: Second Half Financial Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Second Half Financial Partners LLC

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