Second Half Financial Partners, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$204.7B
Holdings
93
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (93 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYINEOS ETF TRUST | 454,000 | $23.1B | 11.27% | |
| 2 | QQQINEOS ETF TRUST | 368,009 | $19.3B | 9.42% | |
| 3 | JEPQJ P MORGAN EXCHANGE TRADED F | 339,186 | $19.1B | 9.34% | |
| 4 | RDVIFIRST TR EXCHANGE-TRADED FD | 734,661 | $17.8B | 8.70% | |
| 5 | BILSPDR SER TR | 117,026 | $10.7B | 5.23% | |
| 6 | SDVDFIRST TR EXCH TRADED FD III | 432,623 | $9.3B | 4.55% | |
| 7 | IYFISHARES TR | 67,722 | $7.5B | 3.66% | |
| 8 | SCHDSCHWAB STRATEGIC TR | 266,676 | $7.3B | 3.56% | |
| 9 | IDUISHARES TR | 73,280 | $7.1B | 3.44% | |
| 10 | SPYSPDR S&P 500 ETF TR | 7,400 | $4.3B | 2.12% | |
| 11 | DIVOAMPLIFY ETF TR | 97,815 | $4.0B | 1.93% | |
| 12 | XLUSELECT SECTOR SPDR TR | 48,523 | $3.7B | 1.79% | |
| 13 | JPMJPMORGAN CHASE & CO. | 13,246 | $3.2B | 1.55% | |
| 14 | NDQINVESCO QQQ TR | 6,191 | $3.2B | 1.55% | |
| 15 | ACIOETF SER SOLUTIONS | 77,068 | $3.1B | 1.52% | |
| 16 | DRSKETF SER SOLUTIONS | 108,275 | $3.0B | 1.45% | |
| 17 | AAPLAPPLE INC | 11,783 | $3.0B | 1.44% | |
| 18 | IWMISHARES TR | 11,298 | $2.5B | 1.22% | |
| 19 | STWDSTARWOOD PPTY TR INC | 128,813 | $2.4B | 1.19% | |
| 20 | IYWISHARES TR | 14,753 | $2.4B | 1.15% | |
| 21 | JNJJOHNSON & JOHNSON | 15,331 | $2.2B | 1.08% | |
| 22 | LMTLOCKHEED MARTIN CORP | 4,433 | $2.2B | 1.05% | |
| 23 | DONSPDR DOW JONES INDL AVERAGE | 4,830 | $2.1B | 1.00% | |
| 24 | JUCYETF SER SOLUTIONS | 86,450 | $2.0B | 0.96% | |
| 25 | ICEINTERCONTINENTAL EXCHANGE IN | 12,731 | $1.9B | 0.93% | |
| 26 | PICKISHARES INC | 52,547 | $1.8B | 0.90% | |
| 27 | DUBSETF SER SOLUTIONS | 53,262 | $1.7B | 0.84% | |
| 28 | LOWLOWES COS INC | 6,702 | $1.7B | 0.81% | |
| 29 | IDUBETF SER SOLUTIONS | 69,248 | $1.4B | 0.68% | |
| 30 | AMZNAMAZON COM INC | 6,201 | $1.4B | 0.66% | |
| 31 | NVDANVIDIA CORPORATION | 9,867 | $1.3B | 0.65% | |
| 32 | MSFTMICROSOFT CORP | 3,135 | $1.3B | 0.65% | |
| 33 | RSPINVESCO EXCHANGE TRADED FD T | 6,672 | $1.2B | 0.57% | |
| 34 | STRVEA SERIES TRUST | 29,290 | $1.1B | 0.54% | |
| 35 | ADMEETF SER SOLUTIONS | 23,164 | $1.1B | 0.53% | |
| 36 | WMTWALMART INC | 11,401 | $1.0B | 0.50% | |
| 37 | DFAIDIMENSIONAL ETF TRUST | 32,376 | $945.4M | 0.46% | |
| 38 | NFLXNETFLIX INC | 1,041 | $927.9M | 0.45% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 1,800 | $910.6M | 0.44% | |
| 40 | PDPINVESCO EXCHANGE TRADED FD T | 7,581 | $815.7M | 0.40% | |
| 41 | IJRISHARES TR | 6,336 | $730.0M | 0.36% | |
| 42 | XLFSELECT SECTOR SPDR TR | 14,345 | $693.3M | 0.34% | |
| 43 | XOMEXXON MOBIL CORP | 5,992 | $644.5M | 0.31% | |
| 44 | BKAGBNY MELLON ETF TRUST | 15,500 | $638.9M | 0.31% | |
| 45 | OSCVETF SER SOLUTIONS | 17,179 | $635.5M | 0.31% | |
| 46 | XLKSELECT SECTOR SPDR TR | 2,574 | $598.5M | 0.29% | |
| 47 | XLCSELECT SECTOR SPDR TR | 6,137 | $594.1M | 0.29% | |
| 48 | FANGDIAMONDBACK ENERGY INC | 3,537 | $579.5M | 0.28% | |
| 49 | VVISA INC | 1,743 | $550.9M | 0.27% | |
| 50 | NEENEXTERA ENERGY INC | 6,835 | $490.0M | 0.24% | |
| 51 | GOOGLALPHABET INC | 2,542 | $481.2M | 0.24% | |
| 52 | PGRPROGRESSIVE CORP | 2,008 | $481.1M | 0.24% | |
| 53 | AMTAMERICAN TOWER CORP NEW | 2,615 | $479.6M | 0.23% | |
| 54 | CHECHEMED CORP NEW | 903 | $478.4M | 0.23% | |
| 55 | BRBROADRIDGE FINL SOLUTIONS IN | 2,052 | $463.9M | 0.23% | |
| 56 | SGOVISHARES TR | 4,513 | $452.7M | 0.22% | |
| 57 | ROPROPER TECHNOLOGIES INC | 870 | $452.3M | 0.22% | |
| 58 | CPRTCOPART INC | 7,748 | $444.7M | 0.22% | |
| 59 | ABBVABBVIE INC | 2,472 | $439.3M | 0.21% | |
| 60 | PWRQUANTA SVCS INC | 1,374 | $434.3M | 0.21% | |
| 61 | AVGOBROADCOM INC | 1,812 | $420.0M | 0.21% | |
| 62 | HDHOME DEPOT INC | 1,061 | $412.6M | 0.20% | |
| 63 | SPHDINVESCO EXCH TRADED FD TR II | 8,527 | $412.0M | 0.20% | |
| 64 | RCLROYAL CARIBBEAN GROUP | 1,748 | $403.2M | 0.20% | |
| 65 | METAMETA PLATFORMS INC | 680 | $398.1M | 0.19% | |
| 66 | TLTISHARES TR | 4,288 | $374.5M | 0.18% | |
| 67 | DISDISNEY WALT CO | 3,309 | $368.5M | 0.18% | |
| 68 | AMDADVANCED MICRO DEVICES INC | 2,813 | $339.8M | 0.17% | |
| 69 | IEFISHARES TR | 3,656 | $338.0M | 0.17% | |
| 70 | SDVYFIRST TR EXCHANGE-TRADED FD | 9,382 | $336.3M | 0.16% | |
| 71 | TJXTJX COS INC NEW | 2,400 | $289.9M | 0.14% | |
| 72 | AXPAMERICAN EXPRESS CO | 941 | $279.3M | 0.14% | |
| 73 | CLSCELESTICA INC | 2,930 | $270.4M | 0.13% | |
| 74 | RUMRUMBLE INC | 20,373 | $265.1M | 0.13% | |
| 75 | MSIMOTOROLA SOLUTIONS INC | 571 | $264.0M | 0.13% | |
| 76 | QLDPROSHARES TR | 2,410 | $260.9M | 0.13% | |
| 77 | BRK/BBERKSHIRE HATHAWAY INC DEL | 572 | $259.3M | 0.13% | |
| 78 | NUVNUVEEN MUN VALUE FD INC | 29,464 | $253.1M | 0.12% | |
| 79 | DDOMINION ENERGY INC | 4,570 | $246.1M | 0.12% | |
| 80 | TAT&T INC | 10,762 | $245.0M | 0.12% | |
| 81 | NOWSERVICENOW INC | 231 | $244.9M | 0.12% | |
| 82 | RTXRTX CORPORATION | 2,115 | $244.7M | 0.12% | |
| 83 | GLWCORNING INC | 4,995 | $237.4M | 0.12% | |
| 84 | RMERESMED INC | 1,029 | $235.3M | 0.11% | |
| 85 | APPAPPLOVIN CORP | 688 | $222.8M | 0.11% | |
| 86 | CEGCONSTELLATION ENERGY CORP | 969 | $216.8M | 0.11% | |
| 87 | DUKDUKE ENERGY CORP NEW | 1,972 | $212.5M | 0.10% | |
| 88 | GQ9SPDR GOLD TR | 863 | $209.0M | 0.10% | |
| 89 | DHID R HORTON INC | 1,494 | $208.9M | 0.10% | |
| 90 | AXONAXON ENTERPRISE INC | 346 | $205.6M | 0.10% | |
| 91 | IYZISHARES TR | 7,560 | $202.8M | 0.10% | |
| 92 | DRIDARDEN RESTAURANTS INC | 1,085 | $202.6M | 0.10% | |
| 93 | BACVERIZON COMMUNICATIONS INC | 5,037 | $201.4M | 0.10% |