Second Half Financial Partners, LLC
- SEC CIK
- 0001946654
- Latest filing
- Jul 16, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Sep 20, 2022. Long positions only.
- Positions
- 60
- No filing for Q4 2021
- Portfolio value
- $125.4M
- No filing for Q4 2021
Second Half Financial Partners, LLC did not file a 13F for Q4 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 95,980 | $4.92M | 3.9% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 12,038 | $4.48M | 3.6% | – | – | History |
| UGIUgi Corp | Stock | 104,327 | $4.28M | 3.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,763 | $4.27M | 3.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 39,319 | $4.25M | 3.4% | – | – | History |
| TXNTexas Instruments Inc | Stock | 22,355 | $4.22M | 3.4% | – | – | History |
| LOWLowes Companies Inc | Stock | 22,152 | $4.21M | 3.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 25,533 | $4.20M | 3.3% | – | – | History |
| iShares Inc46434G848 | MSCI GBL ETF NEW | 98,899 | $4.17M | 3.3% | – | – | – |
| LMTLockheed Martin Corp | Stock | 11,091 | $4.10M | 3.3% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 21,412 | $4.04M | 3.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 29,795 | $3.95M | 3.1% | – | – | History |
| AMGNAmgen Inc | Stock | 15,711 | $3.91M | 3.1% | – | – | History |
| TAT&T Inc. | Stock | 128,543 | $3.89M | 3.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 61,013 | $3.85M | 3.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 40,929 | $3.83M | 3.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 18,793 | $3.81M | 3.0% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 48,162 | $3.71M | 3.0% | – | – | History |
| VZVerizon Communications Inc | Stock | 62,530 | $3.64M | 2.9% | – | – | History |
| AAPLApple Inc. | Stock | 29,577 | $3.61M | 2.9% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,250 | $3.59M | 2.9% | – | – | – |
| DUKDuke Energy CORP | Stock | 36,944 | $3.57M | 2.8% | – | – | History |
| NDAQNasdaq, Inc. | COM | 24,171 | $3.56M | 2.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 13,484 | $3.18M | 2.5% | – | – | History |
| FAFFirst American Financial Corp | Stock | 55,658 | $3.15M | 2.5% | – | – | History |
| SCCOSouthern Copper Corp | Stock | 44,248 | $3.00M | 2.4% | – | – | History |
| DPGDuff & Phelps Utility & Infrastructure Fund Inc. | COM | 205,025 | $2.72M | 2.2% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 29,428 | $2.15M | 1.7% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 6,235 | $2.06M | 1.6% | – | – | History |
| PDCOPatterson Companies, Inc. | COM | 59,248 | $1.89M | 1.5% | – | – | History |
| WRKWestRock Co | COM | 34,593 | $1.80M | 1.4% | – | – | History |
| DISWalt Disney Co | Stock | 5,186 | $957.0K | 0.8% | – | – | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 15,376 | $867.0K | 0.7% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,687 | $806.0K | 0.6% | – | – | – |
| NFLXNetflix Inc | Stock | 1,541 | $804.0K | 0.6% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,682 | $801.0K | 0.6% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,872 | $782.0K | 0.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,325 | $735.0K | 0.6% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 7,179 | $723.0K | 0.6% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 6,872 | $700.0K | 0.6% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,284 | $659.0K | 0.5% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,100 | $654.0K | 0.5% | – | – | – |
| NEENextera Energy Inc | Stock | 6,038 | $457.0K | 0.4% | – | – | History |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 5,321 | $453.0K | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,926 | $445.0K | 0.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 123 | $381.0K | 0.3% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 6,798 | $380.0K | 0.3% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 3,008 | $343.0K | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,228 | $338.0K | 0.3% | – | – | – |
| NUVNuveen Municipal Value Fund Inc | COM | 29,464 | $328.0K | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,000 | $305.0K | 0.2% | – | – | History |
| WMTWalmart Inc. | Stock | 2,071 | $281.0K | 0.2% | – | – | History |
| TFCTruist Financial Corp | COM | 4,638 | $270.0K | 0.2% | – | – | History |
| Invesco Exch Traded FD Tr II46138E867 | DORSEY WRGT EMRG | 10,442 | $251.0K | 0.2% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,800 | $240.0K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 5,640 | $218.0K | 0.2% | – | – | History |
| DRIDarden Restaurants Inc | COM | 1,447 | $205.0K | 0.2% | – | – | History |
| Theratechnologies Inc88338H100 | COM | 10,304 | $40.0K | <0.1% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,965 | – | – | – | – | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 6,480 | – | – | – | – | – |