$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LABU | Exit | DIREXION SHS ETF TRsp biotch bl new | $0 | – | -10,000 | -100.0% | -0.05% | – |
| TMF | Exit | DIREXION SHS ETF TR20yr tres bull | $0 | – | -12,700 | -100.0% | -0.08% | – |
| SDOG | Exit | ALPS ETF TRsectr div dogs | $0 | – | -3,691 | -100.0% | -0.13% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -430 | -100.0% | -0.14% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -4,583 | -100.0% | -0.15% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -28,205 | -100.0% | -1.51% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -9,867 | -100.0% | -2.22% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -45,772 | -100.0% | -2.32% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -13,891 | -100.0% | -2.90% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -10,692 | -100.0% | -3.48% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -429,982 | -100.0% | -30.06% | – |
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.