Second Half Financial Partners, LLC Portfolio Holdings

Second Half Financial Partners, LLC

  • $106 Million
  • Q2 2024

Second Half Financial Partners, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $106 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $24.9M, J P Morgan ETF Tr Nasdaq Equit with a value of $11.8M, Black Rock Inc. with a value of $6.85M, Utilities Sector Spdr with a value of $6.8M, and Spdr S&P 500 ETF Trust with a value of $6.53M.

Examining the 13F form we can see an decrease of $106M in the current position value, from $212M to 106M.

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 $106 Million
ETFs: $61.7 Million
Financial Services: $19.5 Million
Real Estate: $8.35 Million
Healthcare: $6.44 Million
Utilities: $6.35 Million
Technology: $1.41 Million
Communication Services: $1.1 Million
Energy: $911,000
Other: $550,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.59B
$112,000 0.11% of portfolio
20,273
Q3 2023 Added 98.13%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $106 Million
  • Prior Value $212 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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