Second Half Financial Partners, LLC Incresed Positions in Q3 2025

Second Half Financial Partners, LLC

  • $138 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
54K
+ 13.0%
$91.44 - $91.77 $4.94M - $4.96M
469K $43.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
132
+ 1.96%
$546.99 - $602.2 $72.2K - $79.5K
6.85K $4.11M
NVDA
Nvidia Corp

Technology
129
+ 1.27%
$153.3 - $186.58 $19.8K - $24.1K
10.3K $1.93M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.19K
+ 15.02%
$181.56 - $190.33 $217K - $227K
9.14K $1.73M
XLU
Utilities Sector Spdr

ETFs
1.86K
+ 11.36%
$81.14 - $87.32 $151K - $163K
18.2K $1.59M
TSLA
Tesla, Inc.

Consumer Cyclical
159
+ 11.45%
$293.94 - $444.72 $46.7K - $70.7K
1.55K $688K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.18K
+ 42.87%
$85.01 - $90.35 $185K - $197K
7.27K $649K
GOOGL
Alphabet Inc.

Communication Services
389
+ 25.18%
$174.36 - $254.72 $67.8K - $99.1K
1.93K $470K
JPM
Jpmorgan Chase & CO

Financial Services
164
+ 3.85%
$282.78 - $316.06 $46.4K - $51.8K
4.43K $1.4M
AVGO
Broadcom Inc.

Technology
201
+ 13.27%
$264.74 - $369.57 $53.2K - $74.3K
1.72K $566K
PWR
Quanta Services, Inc.

Industrials
95
+ 5.82%
$372.29 - $421.68 $35.4K - $40.1K
1.73K $716K
WMT
Walmart Inc.

Consumer Defensive
289
+ 2.59%
$94.4 - $104.27 $27.3K - $30.1K
11.4K $1.18M
PDP
Invesco Exchange Traded Fd Tr

ETFs
52
+ 0.7%
$107.15 - $118.05 $5.57K - $6.14K
7.49K $883K
MSI
Motorola Solutions, Inc.

Technology
85
+ 9.95%
$408.73 - $490.3 $34.7K - $41.7K
939 $429K
FANG
Diamondback Energy, Inc.

Energy
326
+ 10.67%
$134.53 - $152.5 $43.9K - $49.7K
3.38K $483K
CHE
Chemed Corp

Healthcare
199
+ 23.36%
$412.3 - $483.92 $82K - $96.3K
1.05K $470K
NEE
Nextera Energy Inc

Utilities
26
+ 0.39%
$69.77 - $77.54 $1.81K - $2.02K
6.63K $500K
XOM
Exxon Mobil Corp

Energy
45
+ 0.64%
$105.83 - $117.22 $4.76K - $5.27K
7.03K $792K
CPRT
Copart Inc

Consumer Cyclical
1.74K
+ 18.02%
$44.6 - $49.97 $77.6K - $87K
11.4K $512K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.02%
$49.0 - $61.97 $49 - $62
4.1K $232K
V
Visa Inc.

Financial Services
169
+ 8.57%
$332.09 - $358.86 $56.1K - $60.6K
2.14K $730K
VZ
Verizon Communications Inc

Communication Services
500
+ 10.69%
$40.84 - $45.06 $20.4K - $22.5K
5.18K $227K
BR
Broadridge Financial Solutions, Inc.

Technology
102
+ 5.09%
$233.75 - $266.89 $23.8K - $27.2K
2.1K $501K
PGR
Progressive Corp

Financial Services
216
+ 11.46%
$238.61 - $264.3 $51.5K - $57.1K
2.1K $518K
UBER
Uber Technologies, Inc

Technology
4
+ 0.13%
$86.91 - $99.57 $348 - $398
3.03K $297K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.16%
$459.11 - $506.91 $459 - $507
614 $308K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.99%
$291.67 - $316.99 $2.04K - $2.22K
711 $216K
Tidal Trust Iii
1.65K
+ 0.19%
N/A
866K $0
ROP
Roper Technologies Inc

Industrials
82
+ 9.93%
$495.03 - $573.0 $40.6K - $47K
908 $452K
AMT
American Tower Corp

Real Estate
196
+ 8.08%
$192.32 - $232.35 $37.7K - $45.5K
2.62K $504K
NFLX
Netflix Inc

Communication Services
76
+ 7.9%
$1147.87 - $1297.18 $87.2K - $98.6K
1.04K $1.24M
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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