| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES INC | 10 | Q2 2024 | 4.9% |
| SPDR S&P 500 ETF TR | 10 | Q2 2024 | 5.2% |
| ABBVIE INC | 10 | Q2 2024 | 4.1% |
| SPDR DOW JONES INDL AVERAGE | 10 | Q2 2024 | 2.0% |
| SELECT SECTOR SPDR TR | 10 | Q2 2024 | 5.4% |
| JPMORGAN CHASE & CO. | 10 | Q2 2024 | 3.3% |
| NEXTERA ENERGY INC | 10 | Q2 2024 | 3.0% |
| INVESCO EXCHANGE TRADED FD T | 10 | Q2 2024 | 0.9% |
| EXXON MOBIL CORP | 10 | Q2 2024 | 1.0% |
| NETFLIX INC | 10 | Q2 2024 | 0.6% |
View Second Half Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR/A | 2023-11-13 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-09-20 |
View Second Half Financial Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.