Second Half Financial Partners, LLC Portfolio Holdings

Second Half Financial Partners, LLC

  • $129 Million
  • Q4 2024

Second Half Financial Partners, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $129 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr Nasdaq Equit with a value of $19.1M, Spdr Bloomberg 1 3 Month T Bil with a value of $10.7M, Ishares Tr with a value of $7.49M, Schwab Strategic Tr Us Dividen with a value of $7.29M, and Ishares Tr U S Utils ETF with a value of $7.05M.

Examining the 13F form we can see an decrease of $34.7M in the current position value, from $163M to 129M.

Second Half Financial Partners, LLC is based out at Sebring, FL

Below you can find more details about Second Half Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Million
ETFs: $92.1 Million
Technology: $8.05 Million
Financial Services: $6.89 Million
Consumer Cyclical: $4.97 Million
Healthcare: $4.28 Million
Industrials: $3.49 Million
Real Estate: $2.92 Million
Communication Services: $2.62 Million
Other: $3.42 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $129 Million
  • Prior Value $163 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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