Second Half Financial Partners, LLC Portfolio Holdings
Q3 2025•94 long positions•$209.2M portfolio value
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Holding98 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $43.1M 20.58% | +$5.0M Bought | — 469.3K shares | 415.3K → 469.3K +$5.0M | +13.0% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $27.1M 12.94% | -$198.3K Sold | — 499.5K shares | 503.2K → 499.5K −$198.3K | -0.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $21.2M 10.12% | -$261.7K Sold | — 404.8K shares | 409.8K → 404.8K −$261.7K | -1.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $18.4M 8.79% | -$158.9K Sold | — 412.6K shares | 416.2K → 412.6K −$158.9K | -0.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.2M 7.76% | -$157.0K Sold | — 628.1K shares | 634.2K → 628.1K −$157.0K | -0.96% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $12.0M 5.72% | -$423.0K Sold | — 18.0K shares | 18.6K → 18.0K −$423.0K | -3.42% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.1M 1.97% | +$79.3K Bought | — 6.9K shares | 6.7K → 6.9K +$79.3K | +1.96% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.4M 1.62% | -$5.6K Sold | — 14.0K shares | 14.0K → 14.0K −$5.6K | -0.16% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.3M 1.56% | -$153.6K Sold | — 75.2K shares | 78.7K → 75.2K −$153.6K | -4.49% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.1M 1.48% | -$93.2K Sold | — 107.1K shares | 110.3K → 107.1K −$93.2K | -2.93% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.9M 1.39% | -$188.4K Sold | — 14.9K shares | 15.8K → 14.9K −$188.4K | -6.08% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.8M 1.35% | -$11.7K Sold | 0.0% 11.1K shares | 11.2K → 11.1K −$11.7K | -0.41% | $3.78T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.2M 1.06% | +$52.4K Bought | — 81.3K shares | 79.4K → 81.3K +$52.4K | +2.42% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.2M 1.04% | -$6.0K Sold | — 4.7K shares | 4.7K → 4.7K −$6.0K | -0.28% | — — | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $1.9M 0.921% | +$24.1K Bought | 0.0% 10.3K shares | 10.2K → 10.3K +$24.1K | +1.27% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.8M 0.85% | -$85.2K Sold | — 48.6K shares | 51.0K → 48.6K −$85.2K | -4.57% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.7M 0.829% | +$226.5K Bought | — 9.1K shares | 7.9K → 9.1K +$226.5K | +15.02% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.6M 0.76% | +$162.3K Bought | — 18.2K shares | 16.4K → 18.2K +$162.3K | +11.36% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.6M 0.754% | -$66.8K Sold | — 67.0K shares | 69.8K → 67.0K −$66.8K | -4.06% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.734% | -$84.7K Sold | — 68.9K shares | 72.7K → 68.9K −$84.7K | -5.23% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $1.5M 0.715% | -$30.6K Sold | 0.0% 2.9K shares | 2.9K → 2.9K −$30.6K | -2.0% | $3.85T Mega Cap | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $1.4M 0.668% | +$51.7K Bought | 0.0% 4.4K shares | 4.3K → 4.4K +$51.7K | +3.85% | $867.35B Mega Cap | Q1 2022 Held for 3y 8m | |
Entertainment Communication Services | $1.2M 0.595% | +$91.1K Bought | 0.0% 1.0K shares | 962.0 → 1.0K +$91.1K | +7.9% | $509.45B Mega Cap | Q1 2022 Held for 3y 8m | |
Specialty Retail Consumer Cyclical | $1.2M 0.59% | -$14.7K Sold | 0.0% 5.6K shares | 5.7K → 5.6K −$14.7K | -1.18% | $2.34T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.2M 0.574% | -$53.0K Sold | — 27.8K shares | 29.0K → 27.8K −$53.0K | -4.23% | — — | Q3 2024 Held for 1y 2m | |
Discount Stores Consumer Defensive | $1.2M 0.563% | +$29.8K Bought | 0.0% 11.4K shares | 11.1K → 11.4K +$29.8K | +2.59% | $821.68B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.1M 0.549% | -$52.4K Sold | — 22.5K shares | 23.5K → 22.5K −$52.4K | -4.37% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 0.533% | -$48.1K Sold | — 30.7K shares | 32.0K → 30.7K −$48.1K | -4.13% | — — | Q3 2024 Held for 1y 2m | |
Aerospace & Defense Industrials | $1.0M 0.478% | — | 0.001% 2.9K shares | — | — | $91.7B Large Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $917.5K 0.438% | -$2.1K Sold | — 3.0K shares | 3.0K → 3.0K −$2.1K | -0.23% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $883.8K 0.422% | +$6.1K Bought | — 7.5K shares | 7.4K → 7.5K +$6.1K | +0.7% | — — | Q1 2022 Held for 3y 8m | |
Travel Services Consumer Cyclical | $859.1K 0.411% | -$4.9K Sold | 0.001% 2.7K shares | 2.7K → 2.7K −$4.9K | -0.56% | $87.9B Large Cap | Q2 2023 Held for 2y 5m | |
Oil & Gas Integrated Energy | $792.8K 0.379% | +$5.1K Bought | 0.0% 7.0K shares | 7.0K → 7.0K +$5.1K | +0.64% | $480.68B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $759.9K 0.363% | -$2.8K Sold | — 14.1K shares | 14.2K → 14.1K −$2.8K | -0.37% | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $730.9K 0.349% | +$57.7K Bought | 0.0% 2.1K shares | 2.0K → 2.1K +$57.7K | +8.57% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Engineering & Construction Industrials | $716.1K 0.342% | +$39.4K Bought | 0.001% 1.7K shares | 1.6K → 1.7K +$39.4K | +5.82% | $61.8B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $694.7K 0.332% | -$28.1K Sold | — 18.2K shares | 18.9K → 18.2K −$28.1K | -3.89% | — — | Q3 2024 Held for 1y 2m | |
Auto - Manufacturers Consumer Cyclical | $688.4K 0.329% | +$70.7K Bought | 0.0% 1.5K shares | 1.4K → 1.5K +$70.7K | +11.45% | $1.48T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $649.5K 0.31% | +$194.9K Bought | — 7.3K shares | 5.1K → 7.3K +$194.9K | +42.87% | — — | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $566.1K 0.271% | +$66.3K Bought | 0.0% 1.7K shares | 1.5K → 1.7K +$66.3K | +13.27% | $1.56T Mega Cap | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $555.8K 0.266% | +$555.8K Bought | 0.0% 604.0 shares | — | — | $190.98B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $551.7K 0.264% | -$2.3K Sold | 0.0% 2.4K shares | 2.4K → 2.4K −$2.3K | -0.42% | $409.03B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $540.4K 0.258% | -$2.9K Sold | — 3.5K shares | 3.5K → 3.5K −$2.9K | -0.54% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $522.2K 0.25% | -$3.1K Sold | — 4.4K shares | 4.4K → 4.4K −$3.1K | -0.59% | — — | Q1 2024 Held for 1y 8m | |
Insurance - Property & Casualty Financial Services | $518.8K 0.248% | +$53.3K Bought | 0.0% 2.1K shares | 1.9K → 2.1K +$53.3K | +11.46% | $144.81B Large Cap | Q4 2024 Held for 11 months | |
Auto - Dealerships Consumer Cyclical | $512.7K 0.245% | +$78.3K Bought | 0.001% 11.4K shares | 9.7K → 11.4K +$78.3K | +18.02% | $43.5B Large Cap | Q4 2024 Held for 11 months | |
REIT - Specialty Real Estate | $504.3K 0.241% | +$37.7K Bought | 0.001% 2.6K shares | 2.4K → 2.6K +$37.7K | +8.08% | $90.1B Large Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $501.1K 0.239% | +$24.3K Bought | 0.002% 2.1K shares | 2.0K → 2.1K +$24.3K | +5.09% | $27.9B Large Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $500.6K 0.239% | +$2.0K Bought | 0.0% 6.6K shares | 6.6K → 6.6K +$2.0K | +0.39% | $155.46B Large Cap | Q1 2022 Held for 3y 8m | |
Oil & Gas Exploration & Production Energy | $483.7K 0.231% | +$46.7K Bought | 0.001% 3.4K shares | 3.1K → 3.4K +$46.7K | +10.67% | $41.4B Large Cap | Q3 2024 Held for 1y 2m |
