Second Half Financial Partners, LLC Portfolio Holdings by Sector

Second Half Financial Partners, LLC

$106 Million
Q2 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BIL JEPQ XLU SPY PICK DIA RSP PDP 16 stocks	$61,723 58.03% of portfolio	11	4	4	-	0 Calls 0 Puts
Asset Management \| Financial Services BLK 1 stocks	$6,852 6.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE WEC 2 stocks	$6,347 5.97% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$6,024 5.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE CME 2 stocks	$5,787 5.44% of portfolio	-	2	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate STWD 1 stocks	$5,667 5.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$4,082 3.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$2,815 2.65% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate ELS 1 stocks	$2,686 2.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$968 0.91% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$708 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$667 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$433 0.41% of portfolio	2	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$414 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL 1 stocks	$340 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology SMCI 1 stocks	$325 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$210 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$203 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology RUM 1 stocks	$112 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts

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