$169 Million is the total value of Second Half Financial Partners, LLC's 37 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $74,450,043 | – | 810,826 | +100.0% | 44.15% | – |
| IEF | New | ISHARES TR7-10 yr trsy bd | $10,599,199 | – | 106,933 | +100.0% | 6.29% | – |
| DRI | New | DARDEN RESTAURANTS INC | $206,983 | – | 1,334 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 7 | Q3 2023 | 6.7% |
| ISHARES INC | 7 | Q3 2023 | 4.9% |
| L3HARRIS TECHNOLOGIES INC | 7 | Q3 2023 | 5.5% |
| APPLE INC | 7 | Q3 2023 | 7.8% |
| SPDR S&P 500 ETF TR | 7 | Q3 2023 | 4.1% |
| LOCKHEED MARTIN CORP | 7 | Q3 2023 | 3.6% |
| INVESCO QQQ TR | 7 | Q3 2023 | 4.4% |
| ABBVIE INC | 7 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 7 | Q3 2023 | 3.6% |
| SPDR DOW JONES INDL AVERAGE | 7 | Q3 2023 | 2.0% |
View Second Half Financial Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-09-16 |
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.