Second Half Financial Partners, LLC Q2 2025 Filing
Filed July 25, 2025
Portfolio Value
$212.2B
Holdings
90
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (90 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BILSPDR SERIES TRUST | 415,305 | $38.1B | 17.95% | |
| 2 | QQQINEOS ETF TRUST | 503,162 | $26.2B | 12.33% | |
| 3 | SPYINEOS ETF TRUST | 409,806 | $20.6B | 9.72% | |
| 4 | DIVOAMPLIFY ETF TR | 416,213 | $17.7B | 8.34% | |
| 5 | OMAHTIDAL TRUST III | 864,071 | $16.7B | 7.86% | |
| 6 | RDVIFIRST TR EXCHANGE-TRADED FD | 634,190 | $15.7B | 7.38% | |
| 7 | SPYSPDR S&P 500 ETF TR | 18,589 | $11.5B | 5.41% | |
| 8 | NDQINVESCO QQQ TR | 6,721 | $3.7B | 1.75% | |
| 9 | ACIOETF SER SOLUTIONS | 78,735 | $3.3B | 1.54% | |
| 10 | DRSKETF SER SOLUTIONS | 110,336 | $3.2B | 1.49% | |
| 11 | IWMISHARES TR | 14,023 | $3.0B | 1.43% | |
| 12 | IYWISHARES TR | 15,817 | $2.7B | 1.29% | |
| 13 | AAPLAPPLE INC | 11,168 | $2.3B | 1.08% | |
| 14 | SCHDSCHWAB STRATEGIC TR | 79,350 | $2.1B | 0.99% | |
| 15 | DONSPDR DOW JONES INDL AVERAGE | 4,702 | $2.1B | 0.98% | |
| 16 | DUBSETF SER SOLUTIONS | 50,976 | $1.7B | 0.81% | |
| 17 | JUCYETF SER SOLUTIONS | 72,719 | $1.6B | 0.76% | |
| 18 | NVDANVIDIA CORPORATION | 10,196 | $1.6B | 0.76% | |
| 19 | IDUBETF SER SOLUTIONS | 69,847 | $1.6B | 0.73% | |
| 20 | MSFTMICROSOFT CORP | 2,946 | $1.5B | 0.69% | |
| 21 | RSPINVESCO EXCHANGE TRADED FD T | 7,949 | $1.4B | 0.68% | |
| 22 | XLUSELECT SECTOR SPDR TR | 16,382 | $1.3B | 0.63% | |
| 23 | NFLXNETFLIX INC | 962 | $1.3B | 0.61% | |
| 24 | AMZNAMAZON COM INC | 5,693 | $1.2B | 0.59% | |
| 25 | JPMJPMORGAN CHASE & CO. | 4,265 | $1.2B | 0.58% | |
| 26 | STRVEA SERIES TRUST | 29,025 | $1.2B | 0.55% | |
| 27 | ADMEETF SER SOLUTIONS | 23,506 | $1.1B | 0.53% | |
| 28 | DEFRETF SER SOLUTIONS | 43,903 | $1.1B | 0.53% | |
| 29 | DFAIDIMENSIONAL ETF TRUST | 32,010 | $1.1B | 0.52% | |
| 30 | WMTWALMART INC | 11,137 | $1.1B | 0.51% | |
| 31 | GDGENERAL DYNAMICS CORP | 2,936 | $856.3M | 0.40% | |
| 32 | RCLROYAL CARIBBEAN GROUP | 2,670 | $836.1M | 0.39% | |
| 33 | PDPINVESCO EXCHANGE TRADED FD T | 7,435 | $807.3M | 0.38% | |
| 34 | LHXL3HARRIS TECHNOLOGIES INC | 3,011 | $755.3M | 0.36% | |
| 35 | XOMEXXON MOBIL CORP | 6,987 | $753.2M | 0.35% | |
| 36 | XLFSELECT SECTOR SPDR TR | 14,159 | $741.5M | 0.35% | |
| 37 | VVISA INC | 1,972 | $700.2M | 0.33% | |
| 38 | OSCVETF SER SOLUTIONS | 18,907 | $682.7M | 0.32% | |
| 39 | PWRQUANTA SVCS INC | 1,633 | $617.4M | 0.29% | |
| 40 | AMTAMERICAN TOWER CORP NEW | 2,426 | $536.2M | 0.25% | |
| 41 | XLISELECT SECTOR SPDR TR | 3,523 | $519.7M | 0.24% | |
| 42 | PGRPROGRESSIVE CORP | 1,885 | $503.0M | 0.24% | |
| 43 | BRBROADRIDGE FINL SOLUTIONS IN | 2,002 | $486.5M | 0.23% | |
| 44 | XLCSELECT SECTOR SPDR TR | 4,438 | $481.7M | 0.23% | |
| 45 | CPRTCOPART INC | 9,661 | $474.1M | 0.22% | |
| 46 | ROPROPER TECHNOLOGIES INC | 826 | $468.2M | 0.22% | |
| 47 | NEENEXTERA ENERGY INC | 6,605 | $458.5M | 0.22% | |
| 48 | TLTISHARES TR | 5,087 | $448.9M | 0.21% | |
| 49 | ABBVABBVIE INC | 2,393 | $444.2M | 0.21% | |
| 50 | TSLATESLA INC | 1,389 | $441.2M | 0.21% | |
| 51 | FANGDIAMONDBACK ENERGY INC | 3,054 | $419.6M | 0.20% | |
| 52 | AVGOBROADCOM INC | 1,515 | $417.6M | 0.20% | |
| 53 | CHECHEMED CORP NEW | 852 | $414.9M | 0.20% | |
| 54 | SPHDINVESCO EXCH TRADED FD TR II | 8,115 | $386.0M | 0.18% | |
| 55 | HDHOME DEPOT INC | 1,031 | $377.9M | 0.18% | |
| 56 | MSIMOTOROLA SOLUTIONS INC | 854 | $359.2M | 0.17% | |
| 57 | SOSOUTHERN CO | 3,761 | $345.3M | 0.16% | |
| 58 | METAMETA PLATFORMS INC | 456 | $336.6M | 0.16% | |
| 59 | AXPAMERICAN EXPRESS CO | 1,046 | $333.7M | 0.16% | |
| 60 | KOCOCA COLA CO | 4,516 | $319.5M | 0.15% | |
| 61 | CATCATERPILLAR INC | 813 | $315.6M | 0.15% | |
| 62 | SDVYFIRST TR EXCHANGE-TRADED FD | 8,870 | $312.9M | 0.15% | |
| 63 | TAT&T INC | 10,660 | $308.5M | 0.15% | |
| 64 | BRK/BBERKSHIRE HATHAWAY INC DEL | 613 | $297.8M | 0.14% | |
| 65 | LINLINDE PLC | 633 | $297.0M | 0.14% | |
| 66 | CEGCONSTELLATION ENERGY CORP | 903 | $291.5M | 0.14% | |
| 67 | IEFISHARES TR | 3,039 | $291.0M | 0.14% | |
| 68 | AXONAXON ENTERPRISE INC | 346 | $286.5M | 0.13% | |
| 69 | TJXTJX COS INC NEW | 2,315 | $285.9M | 0.13% | |
| 70 | UBERUBER TECHNOLOGIES INC | 3,030 | $282.7M | 0.13% | |
| 71 | QLDPROSHARES TR | 2,400 | $282.5M | 0.13% | |
| 72 | DISDISNEY WALT CO | 2,278 | $282.5M | 0.13% | |
| 73 | GOOGLALPHABET INC | 1,545 | $272.3M | 0.13% | |
| 74 | AMDADVANCED MICRO DEVICES INC | 1,897 | $269.2M | 0.13% | |
| 75 | NUVNUVEEN MUN VALUE FD INC | 29,464 | $256.0M | 0.12% | |
| 76 | DDOMINION ENERGY INC | 4,482 | $253.3M | 0.12% | |
| 77 | GQ9SPDR GOLD TR | 793 | $241.7M | 0.11% | |
| 78 | DRIDARDEN RESTAURANTS INC | 1,085 | $236.5M | 0.11% | |
| 79 | PLTRPALANTIR TECHNOLOGIES INC | 1,679 | $228.9M | 0.11% | |
| 80 | DUKDUKE ENERGY CORP NEW | 1,932 | $228.0M | 0.11% | |
| 81 | ETRENTERGY CORP NEW | 2,734 | $227.3M | 0.11% | |
| 82 | LOWLOWES COS INC | 986 | $218.8M | 0.10% | |
| 83 | MCDMCDONALDS CORP | 704 | $205.7M | 0.10% | |
| 84 | TWLOTWILIO INC | 1,641 | $204.1M | 0.10% | |
| 85 | BACVERIZON COMMUNICATIONS INC | 4,679 | $202.5M | 0.10% | |
| 86 | PHPARKER-HANNIFIN CORP | 289 | $201.9M | 0.10% | |
| 87 | POWLPOWELL INDS INC | 959 | $201.8M | 0.10% | |
| 88 | DALDELTA AIR LINES INC DEL | 4,103 | $201.8M | 0.10% | |
| 89 | ADPAUTOMATIC DATA PROCESSING IN | 651 | $200.8M | 0.09% | |
| 90 | RUMRUMBLE INC | 20,373 | $182.9M | 0.09% |