Second Half Financial Partners, LLC Purchases in Q4 2024

Second Half Financial Partners, LLC

  • $129 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
135K
+ 66.3%
$53.94 - $58.15 $7.29M - $7.86M
339K $19.1M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
97.8K
New
$40.26 - $42.88 $3.94M - $4.19M
97.8K $3.96M
IYF
Ishares Tr

ETFs
32.3K
+ 91.05%
$102.7 - $119.05 $3.31M - $3.84M
67.7K $7.49M
IYW
Ishares Dj Us Tech ETF

ETFs
14.8K
New
$148.14 - $166.23 $2.19M - $2.45M
14.8K $2.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.34K
New
$113.92 - $127.38 $722K - $807K
6.34K $730K
XLF
Financial Sector Spdr

ETFs
14.3K
New
$44.89 - $51.34 $644K - $736K
14.3K $693K
IDU
Ishares Tr U S Utils ETF

ETFs
10.6K
+ 16.85%
$94.65 - $105.73 $1M - $1.12M
73.3K $7.05M
V
Visa Inc.

Financial Services
1.74K
New
$273.87 - $320.91 $477K - $559K
1.74K $550K
PGR
Progressive Corp

Financial Services
2.01K
New
$239.6 - $268.88 $481K - $540K
2.01K $481K
AMT
American Tower Corp

Real Estate
2.62K
New
$179.4 - $232.01 $469K - $607K
2.62K $479K
BR
Broadridge Financial Solutions, Inc.

Technology
2.05K
New
$209.64 - $236.44 $430K - $485K
2.05K $463K
ROP
Roper Technologies Inc

Industrials
870
New
$519.85 - $575.95 $452K - $501K
870 $452K
CPRT
Copart Inc

Consumer Cyclical
7.75K
New
$51.36 - $63.8 $398K - $494K
7.75K $444K
PWR
Quanta Services, Inc.

Industrials
1.37K
New
$296.05 - $346.6 $407K - $476K
1.37K $434K
WMT
Walmart Inc.

Consumer Defensive
3.71K
+ 48.24%
$79.1 - $95.7 $293K - $355K
11.4K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
327
+ 5.57%
$180.88 - $232.93 $59.1K - $76.2K
6.2K $1.36M
FANG
Diamondback Energy, Inc.

Energy
1.71K
+ 94.02%
$153.06 - $199.5 $262K - $342K
3.54K $579K
SPY
Spdr S&P 500 ETF Trust

ETFs
284
+ 3.99%
$567.81 - $607.81 $161K - $173K
7.4K $4.34M
AXON
Axon Enterprise, Inc.

Industrials
346
New
$399.22 - $689.78 $138K - $239K
346 $205K
NFLX
Netflix Inc

Communication Services
21
+ 2.06%
$687.65 - $936.56 $14.4K - $19.7K
1.04K $927K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.09K
New
$155.96 - $188.66 $169K - $205K
1.09K $202K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
7.56K
New
$25.22 - $28.15 $191K - $213K
7.56K $202K
NVDA
Nvidia Corp

Technology
135
+ 1.39%
$117.0 - $148.88 $15.8K - $20.1K
9.87K $1.33M
XLK
Technology Sector Spdr

ETFs
215
+ 9.11%
$220.26 - $241.44 $47.4K - $51.9K
2.57K $598K
XLC
Select Sector Spdr Tr Communic

ETFs
227
+ 3.84%
$89.66 - $102.16 $20.4K - $23.2K
6.14K $594K
PDP
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.04%
$102.88 - $117.55 $309 - $353
7.58K $815K
TJX
Tjx Companies Inc

Consumer Cyclical
110
+ 4.8%
$112.15 - $127.2 $12.3K - $14K
2.4K $289K
QLD
Proshares Ultra Qqq

ETFs
10
+ 0.42%
$97.85 - $120.25 $979 - $1.2K
2.41K $260K
SPYI
Shp ETF Tr Neos S&P 500 High I
454K
New
N/A
454K $0
First Tr Exch Traded Fd Iii
5.92K
+ 1.39%
N/A
433K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
347K
+ 89.73%
N/A
735K $0
JUCY
ETF Ser Solutions Aptus Enhanc
2.01K
+ 2.39%
N/A
86.5K $0
Celestica Inc
2.93K
New
N/A
2.93K $0
Neos ETF Trust
368K
New
N/A
368K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
2.16K
+ 3.22%
N/A
69.2K $0
DUK
Duke Energy Corp

Utilities
118
+ 6.36%
$105.76 - $120.76 $12.5K - $14.2K
1.97K $212K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 2.91%
$385.02 - $431.37 $11.6K - $12.9K
1.06K $412K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
427
+ 2.83%
$41.16 - $43.15 $17.6K - $18.4K
15.5K $638K
D
Dominion Energy, Inc

Utilities
64
+ 1.42%
$52.63 - $60.92 $3.37K - $3.9K
4.57K $246K
ABBV
Abb Vie Inc.

Healthcare
70
+ 2.91%
$164.99 - $203.87 $11.5K - $14.3K
2.47K $439K
DFAI
Dimensional ETF Tr

ETFs
155
+ 0.48%
$29.0 - $31.6 $4.5K - $4.9K
32.4K $945K
DRSK
ETF Ser Solutions Aptus Define

ETFs
508
+ 0.47%
$27.43 - $28.44 $13.9K - $14.4K
108K $2.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
162K
+ 155.04%
$26.93 - $84.95 $4.37M - $13.8M
267K $7.29M
Activity Summary
Buys All Purchases 44 New Holdings 18 Increased Positions 26 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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