Second Half Financial Partners, LLC Sells in Q4 2024

Second Half Financial Partners, LLC

  • $129 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-154K
- 56.86%
$91.29 - $91.8 $14.1M - $14.2M
117K $10.7M
UNH
Unitedhealth Group Inc

Healthcare
-5.77K
- 76.22%
$485.52 - $625.25 $2.8M - $3.61M
1.8K $910K
NEE
Nextera Energy Inc

Utilities
-28.3K
- 80.54%
$69.77 - $85.43 $1.97M - $2.42M
6.84K $490K
JNJ
Johnson & Johnson

Healthcare
-5.98K
- 28.06%
$143.34 - $165.86 $857K - $992K
15.3K $2.22M
PICK
Ishares Inc Msci Global Select

ETFs
-16.4K
- 23.76%
$34.86 - $43.59 $571K - $714K
52.5K $1.84M
XLU
Utilities Sector Spdr

ETFs
-10.7K
- 18.04%
$74.89 - $82.93 $800K - $886K
48.5K $3.67M
LMT
Lockheed Martin Corp

Industrials
-938
- 17.46%
$479.66 - $614.62 $450K - $577K
4.43K $2.15M
ICE
Intercontinental Exchange, Inc.

Financial Services
-4.32K
- 25.35%
$148.29 - $166.93 $641K - $722K
12.7K $1.9M
STWD
Starwood Property Trust, Inc.

Real Estate
-28.6K
- 18.17%
$18.95 - $20.37 $542K - $583K
129K $2.44M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.46K
- 17.84%
$244.52 - $284.07 $356K - $413K
6.7K $1.65M
RMD
Resmed Inc

Healthcare
-1.12K
- 52.01%
$228.69 - $256.07 $255K - $286K
1.03K $235K
GLW
Corning Inc

Technology
-5.95K
- 54.34%
$44.11 - $49.76 $262K - $296K
5K $237K
AAPL
Apple Inc.

Technology
-1.95K
- 14.17%
$221.69 - $259.02 $431K - $504K
11.8K $2.95M
GOOGL
Alphabet Inc.

Communication Services
-1.57K
- 38.14%
$161.86 - $196.66 $254K - $308K
2.54K $481K
AMD
Advanced Micro Devices Inc

Technology
-462
- 14.11%
$118.88 - $172.8 $54.9K - $79.8K
2.81K $339K
NOW
Service Now, Inc.

Technology
-256
- 52.57%
$867.18 - $1148.42 $222K - $294K
231 $244K
RTX
Raytheon Technologies Corp

Industrials
-1.43K
- 40.36%
$114.45 - $127.21 $164K - $182K
2.12K $244K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.52K
- 25.13%
$100.16 - $100.7 $152K - $153K
4.51K $452K
IWM
Ishares Russell 2000 ETF

ETFs
-501
- 4.25%
$216.13 - $242.4 $108K - $121K
11.3K $2.5M
IEF
Ishares Barclays

ETFs
-762
- 17.25%
$92.08 - $98.18 $70.2K - $74.8K
3.66K $337K
XOM
Exxon Mobil Corp

Energy
-56
- 0.93%
$105.51 - $125.37 $5.91K - $7.02K
5.99K $644K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-147
- 3.31%
$87.1 - $98.49 $12.8K - $14.5K
4.29K $374K
CEG
Constellation Energy Corp

Utilities
-37
- 3.68%
$224.28 - $285.52 $8.3K - $10.6K
969 $217K
GLD
Spdr Gold Trust

ETFs
-158
- 15.48%
$236.59 - $257.5 $37.4K - $40.7K
863 $208K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-334
- 3.77%
$47.77 - $51.75 $16K - $17.3K
8.53K $411K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-53
- 0.79%
$174.22 - $187.62 $9.23K - $9.94K
6.67K $1.17M
MSFT
Microsoft Corp

Technology
-9
- 0.29%
$406.35 - $454.46 $3.66K - $4.09K
3.14K $1.32M
VZ
Verizon Communications Inc

Communication Services
-50
- 0.98%
$39.6 - $45.21 $1.98K - $2.26K
5.04K $201K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-358
- 3.68%
$35.45 - $40.33 $12.7K - $14.4K
9.38K $336K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-29
- 4.83%
$442.29 - $483.08 $12.8K - $14K
572 $259K
OSCV
Opus Small Cap Value ETF

ETFs
-123
- 0.71%
$36.89 - $40.88 $4.54K - $5.03K
17.2K $635K
MSI
Motorola Solutions, Inc.

Technology
-37
- 6.09%
$449.08 - $504.6 $16.6K - $18.7K
571 $263K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-45
- 0.92%
$417.69 - $450.94 $18.8K - $20.3K
4.83K $2.06M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-290
- 1.24%
$45.72 - $48.37 $13.3K - $14K
23.2K $1.08M
APP
App Lovin Corp

Technology
-1.03K
- 59.93%
$130.67 - $401.5 $134K - $413K
688 $222K
STRV
Ea Ser Tr Strive 500 ETF
-1.01K
- 3.33%
N/A
29.3K $0
ETF Ser Solutions
-344
- 0.64%
N/A
53.3K $0
T
At&T Inc.

Communication Services
-135
- 1.24%
$21.22 - $23.88 $2.86K - $3.22K
10.8K $245K
AXP
American Express CO

Financial Services
-56
- 5.62%
$267.35 - $305.57 $15K - $17.1K
941 $279K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-557
- 0.72%
$39.5 - $41.38 $22K - $23K
77.1K $3.1M
DIS
Walt Disney CO

Communication Services
-186
- 5.32%
$92.39 - $117.6 $17.2K - $21.9K
3.31K $368K
AVGO
Broadcom Inc.

Technology
-435
- 19.36%
$159.67 - $250.0 $69.5K - $109K
1.81K $420K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-30
- 1.69%
$173.13 - $258.09 $5.19K - $7.74K
1.75K $403K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 0.21%
$481.22 - $538.17 $6.26K - $7K
6.19K $3.17M
JPM
Jpmorgan Chase & CO

Financial Services
-303
- 2.24%
$205.18 - $250.29 $62.2K - $75.8K
13.2K $3.18M
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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