Second Half Financial Partners, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$201.7B
Holdings
82
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (82 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BILSPDR SER TR | 479,809 | $44.0B | 21.82% | |
| 2 | SPYINEOS ETF TRUST | 407,415 | $19.5B | 9.67% | |
| 3 | DIVOAMPLIFY ETF TR | 416,988 | $17.0B | 8.43% | |
| 4 | QQQINEOS ETF TRUST | 333,931 | $15.8B | 7.85% | |
| 5 | JEPQJ P MORGAN EXCHANGE TRADED F | 302,891 | $15.7B | 7.78% | |
| 6 | RDVIFIRST TR EXCHANGE-TRADED FD | 620,431 | $14.7B | 7.30% | |
| 7 | SCHDSCHWAB STRATEGIC TR | 228,464 | $6.4B | 3.17% | |
| 8 | SPYSPDR S&P 500 ETF TR | 10,094 | $5.6B | 2.80% | |
| 9 | ACIOETF SER SOLUTIONS | 76,699 | $3.0B | 1.47% | |
| 10 | DRSKETF SER SOLUTIONS | 108,321 | $3.0B | 1.46% | |
| 11 | NDQINVESCO QQQ TR | 6,148 | $2.9B | 1.43% | |
| 12 | IWMISHARES TR | 12,437 | $2.5B | 1.23% | |
| 13 | AAPLAPPLE INC | 11,159 | $2.5B | 1.23% | |
| 14 | IYZISHARES TR | 83,213 | $2.3B | 1.13% | |
| 15 | IYCISHARES TR | 24,588 | $2.2B | 1.08% | |
| 16 | STWDSTARWOOD PPTY TR INC | 106,021 | $2.1B | 1.04% | |
| 17 | IYWISHARES TR | 14,465 | $2.0B | 1.01% | |
| 18 | DONSPDR DOW JONES INDL AVERAGE | 4,745 | $2.0B | 0.99% | |
| 19 | JUCYETF SER SOLUTIONS | 85,858 | $2.0B | 0.97% | |
| 20 | DUBSETF SER SOLUTIONS | 52,812 | $1.6B | 0.81% | |
| 21 | LMTLOCKHEED MARTIN CORP | 3,417 | $1.5B | 0.76% | |
| 22 | IDUBETF SER SOLUTIONS | 68,607 | $1.4B | 0.71% | |
| 23 | NVDANVIDIA CORPORATION | 11,644 | $1.3B | 0.63% | |
| 24 | XLUSELECT SECTOR SPDR TR | 15,851 | $1.2B | 0.62% | |
| 25 | MSFTMICROSOFT CORP | 3,186 | $1.2B | 0.59% | |
| 26 | RSPINVESCO EXCHANGE TRADED FD T | 6,684 | $1.2B | 0.57% | |
| 27 | JPMJPMORGAN CHASE & CO. | 4,603 | $1.1B | 0.56% | |
| 28 | AMZNAMAZON COM INC | 5,869 | $1.1B | 0.55% | |
| 29 | STRVEA SERIES TRUST | 29,750 | $1.1B | 0.53% | |
| 30 | ADMEETF SER SOLUTIONS | 23,084 | $1.0B | 0.51% | |
| 31 | DFAIDIMENSIONAL ETF TRUST | 32,573 | $1.0B | 0.50% | |
| 32 | WMTWALMART INC | 11,394 | $1.0B | 0.50% | |
| 33 | NFLXNETFLIX INC | 962 | $897.1M | 0.44% | |
| 34 | UNHUNITEDHEALTH GROUP INC | 1,677 | $878.4M | 0.44% | |
| 35 | XOMEXXON MOBIL CORP | 7,309 | $869.2M | 0.43% | |
| 36 | PDPINVESCO EXCHANGE TRADED FD T | 7,348 | $734.6M | 0.36% | |
| 37 | VVISA INC | 2,056 | $720.5M | 0.36% | |
| 38 | XLFSELECT SECTOR SPDR TR | 14,276 | $711.1M | 0.35% | |
| 39 | BKAGBNY MELLON ETF TRUST | 15,488 | $652.5M | 0.32% | |
| 40 | OSCVETF SER SOLUTIONS | 17,318 | $603.5M | 0.30% | |
| 41 | AMTAMERICAN TOWER CORP NEW | 2,601 | $566.0M | 0.28% | |
| 42 | CPRTCOPART INC | 9,902 | $560.4M | 0.28% | |
| 43 | XLCSELECT SECTOR SPDR TR | 5,747 | $554.3M | 0.27% | |
| 44 | PGRPROGRESSIVE CORP | 1,937 | $548.2M | 0.27% | |
| 45 | CHECHEMED CORP NEW | 868 | $534.1M | 0.26% | |
| 46 | FANGDIAMONDBACK ENERGY INC | 3,145 | $502.8M | 0.25% | |
| 47 | ABBVABBVIE INC | 2,383 | $499.3M | 0.25% | |
| 48 | ROPROPER TECHNOLOGIES INC | 846 | $498.8M | 0.25% | |
| 49 | BRBROADRIDGE FINL SOLUTIONS IN | 2,050 | $497.0M | 0.25% | |
| 50 | NEENEXTERA ENERGY INC | 6,777 | $480.4M | 0.24% | |
| 51 | XLISELECT SECTOR SPDR TR | 3,564 | $467.1M | 0.23% | |
| 52 | PWRQUANTA SVCS INC | 1,779 | $452.2M | 0.22% | |
| 53 | RCLROYAL CARIBBEAN GROUP | 2,060 | $423.2M | 0.21% | |
| 54 | GOOGLALPHABET INC | 2,679 | $414.3M | 0.21% | |
| 55 | SPHDINVESCO EXCH TRADED FD TR II | 8,115 | $407.6M | 0.20% | |
| 56 | MSIMOTOROLA SOLUTIONS INC | 927 | $405.9M | 0.20% | |
| 57 | TLTISHARES TR | 4,320 | $393.3M | 0.19% | |
| 58 | HDHOME DEPOT INC | 1,031 | $377.7M | 0.19% | |
| 59 | METAMETA PLATFORMS INC | 545 | $314.1M | 0.16% | |
| 60 | BRK/BBERKSHIRE HATHAWAY INC DEL | 589 | $313.7M | 0.16% | |
| 61 | LINLINDE PLC | 663 | $308.7M | 0.15% | |
| 62 | TAT&T INC | 10,877 | $307.6M | 0.15% | |
| 63 | TSLATESLA INC | 1,156 | $299.6M | 0.15% | |
| 64 | IEFISHARES TR | 3,139 | $299.4M | 0.15% | |
| 65 | SDVYFIRST TR EXCHANGE-TRADED FD | 8,870 | $297.1M | 0.15% | |
| 66 | TJXTJX COS INC NEW | 2,370 | $288.7M | 0.14% | |
| 67 | AVGOBROADCOM INC | 1,677 | $280.8M | 0.14% | |
| 68 | UBERUBER TECHNOLOGIES INC | 3,759 | $273.9M | 0.14% | |
| 69 | AXPAMERICAN EXPRESS CO | 963 | $259.1M | 0.13% | |
| 70 | NUVNUVEEN MUN VALUE FD INC | 29,464 | $258.4M | 0.13% | |
| 71 | DDOMINION ENERGY INC | 4,506 | $252.7M | 0.13% | |
| 72 | LOWLOWES COS INC | 1,037 | $241.9M | 0.12% | |
| 73 | DUKDUKE ENERGY CORP NEW | 1,942 | $236.9M | 0.12% | |
| 74 | GQ9SPDR GOLD TR | 801 | $230.8M | 0.11% | |
| 75 | DISDISNEY WALT CO | 2,333 | $230.3M | 0.11% | |
| 76 | DRIDARDEN RESTAURANTS INC | 1,085 | $225.4M | 0.11% | |
| 77 | JNJJOHNSON & JOHNSON | 1,334 | $221.3M | 0.11% | |
| 78 | QLDPROSHARES TR | 2,400 | $213.3M | 0.11% | |
| 79 | BACVERIZON COMMUNICATIONS INC | 4,689 | $212.7M | 0.11% | |
| 80 | MCDMCDONALDS CORP | 677 | $211.5M | 0.10% | |
| 81 | AMDADVANCED MICRO DEVICES INC | 1,956 | $201.0M | 0.10% | |
| 82 | RUMRUMBLE INC | 20,373 | $144.0M | 0.07% |