| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LABU | Exit | DIREXION SHS ETF TRsp biotch bl new | $0 | – | -10,600 | -100.0% | -0.02% | – |
| Exit | RUMBLE INC | $0 | – | -20,273 | -100.0% | -0.05% | – | |
| T | Exit | AT&T INC | $0 | – | -11,363 | -100.0% | -0.08% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -397 | -100.0% | -0.10% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -516 | -100.0% | -0.11% | – |
| NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -29,464 | -100.0% | -0.12% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,741 | -100.0% | -0.12% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -833 | -100.0% | -0.12% | – |
| PDP | Exit | INVESCO EXCHANGE TRADED FD Tdorsey wright mo | $0 | – | -4,075 | -100.0% | -0.16% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,016 | -100.0% | -0.16% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -8,224 | -100.0% | -0.16% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,076 | -100.0% | -0.16% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,262 | -100.0% | -0.17% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -6,099 | -100.0% | -0.17% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,401 | -100.0% | -0.18% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,004 | -100.0% | -0.19% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,029 | -100.0% | -0.19% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -6,519 | -100.0% | -0.25% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -10,232 | -100.0% | -0.30% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -8,911 | -100.0% | -0.30% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -4,537 | -100.0% | -0.32% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -6,728 | -100.0% | -0.34% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,810 | -100.0% | -0.34% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -5,208 | -100.0% | -0.87% | – |
| AAPL | Exit | APPLE INC | $0 | – | -11,190 | -100.0% | -0.95% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -8,824 | -100.0% | -1.16% | – |
| ELS | Exit | EQUITY LIFESTYLE PPTYS INC | $0 | – | -42,288 | -100.0% | -1.34% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -21,303 | -100.0% | -1.54% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -8,637 | -100.0% | -1.54% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -8,521 | -100.0% | -1.74% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -8,851 | -100.0% | -1.88% | – |
| NNN | Exit | NNN REIT INC | $0 | – | -111,599 | -100.0% | -1.96% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -26,201 | -100.0% | -2.27% | – |
| PICK | Exit | ISHARES INCmsci gbl etf new | $0 | – | -125,319 | -100.0% | -2.48% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -35,181 | -100.0% | -2.73% | – |
| STWD | Exit | STARWOOD PPTY TR INC | $0 | – | -294,053 | -100.0% | -2.83% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -9,121 | -100.0% | -2.94% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -103,390 | -100.0% | -3.64% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -118,762 | -100.0% | -3.97% | – |
| Exit | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $0 | – | -222,171 | -100.0% | -5.19% | – | |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -141,985 | -100.0% | -6.48% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -1,100,976 | -100.0% | -50.35% | – |
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.