Second Half Financial Partners, LLC Diversified Active

CIK: 0001946654 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 9, 2024

Total Value ($000): $224,867 (100.0% shares, 0.0% debt)

Holdings (65)

BIL SPDR SER TR 14.4%
Value ($000) $32,407 Shares 353,023 Est. Cost $91.82 Unrealized
SCHD SCHWAB STRATEGIC TR 6.0%
Value ($000) $13,465 Shares 166,999 Est. Cost $73.39 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 5.3%
Value ($000) $11,834 Shares 218,183 Est. Cost $43.52 Unrealized
IEF ISHARES TR 5.0%
Value ($000) $11,345 Shares 119,853 Est. Cost $97.54 Unrealized
BLACKROCK INC 3.3%
Value ($000) $7,483 Shares 8,976 Est. Cost $567.62 Unrealized
BLV VANGUARD BD INDEX FDS 3.2%
Value ($000) $7,221 Shares 99,833 Est. Cost $74.92 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 2.9%
Value ($000) $6,548 Shares 267,470 Est. Cost $24.48 Unrealized
NNN NNN REIT INC 2.8%
Value ($000) $6,372 Shares 149,099 Est. Cost $37.32 Unrealized
STWD STARWOOD PPTY TR INC 2.8%
Value ($000) $6,289 Shares 309,324 Est. Cost $19.44 Unrealized
XLE SELECT SECTOR SPDR TR 2.8%
Value ($000) $6,232 Shares 66,006 Est. Cost $94.41 Unrealized
ELV ELEVANCE HEALTH INC 2.7%
Value ($000) $6,152 Shares 11,864 Est. Cost $464.14 Unrealized +3.8%
PEP PEPSICO INC 2.6%
Value ($000) $5,936 Shares 33,918 Est. Cost $157.27 Unrealized 0.0%
PICK ISHARES INC 2.6%
Value ($000) $5,889 Shares 141,227 Est. Cost $41.78 Unrealized
SDVD FIRST TR EXCH TRADED FD III 2.6%
Value ($000) $5,857 Shares 266,101 Est. Cost $22.01 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 2.6%
Value ($000) $5,822 Shares 27,321 Est. Cost $213.02 Unrealized -5.1%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $5,778 Shares 36,527 Est. Cost $151.99 Unrealized -1.1%
SPY SPDR S&P 500 ETF TR 2.5%
Value ($000) $5,702 Shares 10,902 Est. Cost $427.55 Unrealized
HSY HERSHEY CO 2.5%
Value ($000) $5,613 Shares 28,856 Est. Cost $182.08 Unrealized 0.0%
AMGN AMGEN INC 2.4%
Value ($000) $5,381 Shares 18,925 Est. Cost $276.08 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $4,168 Shares 20,808 Est. Cost $129.79 Unrealized +33.8%
LMT LOCKHEED MARTIN CORP 1.8%
Value ($000) $4,076 Shares 8,960 Est. Cost $398.84 Unrealized +4.3%
XLU SELECT SECTOR SPDR TR 1.8%
Value ($000) $4,013 Shares 61,123 Est. Cost $63.71 Unrealized
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $3,475 Shares 54,366 Est. Cost $55.49 Unrealized -0.2%
LOW LOWES COS INC 1.5%
Value ($000) $3,341 Shares 13,115 Est. Cost $222.03 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 1.5%
Value ($000) $3,303 Shares 24,033 Est. Cost $110.43 Unrealized +17.5%
ADP AUTOMATIC DATA PROCESSING IN 1.4%
Value ($000) $3,182 Shares 12,741 Est. Cost $222.04 Unrealized +5.5%
MCD MCDONALDS CORP 1.4%
Value ($000) $3,058 Shares 10,847 Est. Cost $259.25 Unrealized +7.2%
CB CHUBB LIMITED 1.3%
Value ($000) $2,927 Shares 11,296 Est. Cost $241.21 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $2,884 Shares 5,830 Est. Cost $487.35 Unrealized +0.3%
QQQ INVESCO QQQ TR 1.3%
Value ($000) $2,878 Shares 6,482 Est. Cost $351.65 Unrealized
ABT ABBOTT LABS 1.3%
Value ($000) $2,861 Shares 25,174 Est. Cost $110.78 Unrealized 0.0%
CME CME GROUP INC 1.3%
Value ($000) $2,838 Shares 13,180 Est. Cost $194.68 Unrealized +1.3%
WEC WEC ENERGY GROUP INC 1.2%
Value ($000) $2,790 Shares 33,972 Est. Cost $76.27 Unrealized -1.3%
ELS EQUITY LIFESTYLE PPTYS INC 1.2%
Value ($000) $2,720 Shares 42,232 Est. Cost $63.71 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.9%
Value ($000) $1,983 Shares 4,986 Est. Cost $340.98 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,947 Shares 11,354 Est. Cost $164.54 Unrealized +9.5%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $769 Shares 4,540 Est. Cost $141.73 Unrealized
PDP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $732 Shares 7,408 Est. Cost $91.27 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $693 Shares 5,962 Est. Cost $95.13 Unrealized +3.1%
NFLX NETFLIX INC 0.3%
Value ($000) $601 Shares 989 Est. Cost $41.07 Unrealized +37.3%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $559 Shares 13,262 Est. Cost $42.12 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $544 Shares 3,013 Est. Cost $114.93 Unrealized +45.2%
DIS DISNEY WALT CO 0.2%
Value ($000) $540 Shares 4,413 Est. Cost $134.80 Unrealized -24.0%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $520 Shares 576 Est. Cost $37.13 Unrealized +95.1%
MSFT MICROSOFT CORP 0.2%
Value ($000) $473 Shares 1,125 Est. Cost $317.81 Unrealized +25.6%
ABBV ABBVIE INC 0.2%
Value ($000) $434 Shares 2,382 Est. Cost $127.93 Unrealized +26.6%
WMT WALMART INC 0.2%
Value ($000) $429 Shares 7,126 Est. Cost $53.85 Unrealized +4.1%
HD HOME DEPOT INC 0.2%
Value ($000) $390 Shares 1,016 Est. Cost $300.59 Unrealized +16.0%
SPHD INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $383 Shares 8,636 Est. Cost $39.52 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $376 Shares 2,544 Est. Cost $147.73 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $349 Shares 4,277 Est. Cost $81.66 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $315 Shares 1,726 Est. Cost $170.38 Unrealized
SUPER MICRO COMPUTER INC 0.1%
Value ($000) $311 Shares 308 Est. Cost $1010.03 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $273 Shares 3,801 Est. Cost $60.70 Unrealized +6.7%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value ($000) $270 Shares 1,944 Est. Cost $104.45 Unrealized +17.5%
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $257 Shares 29,464 Est. Cost $11.13 Unrealized
DHI D R HORTON INC 0.1%
Value ($000) $256 Shares 1,554 Est. Cost $121.57 Unrealized +21.0%
AVGO BROADCOM INC 0.1%
Value ($000) $219 Shares 165 Est. Cost $121.22 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $212 Shares 1,053 Est. Cost $164.35 Unrealized 0.0%
QLD PROSHARES TR 0.1%
Value ($000) $210 Shares 2,400 Est. Cost $87.48 Unrealized
SDOG ALPS ETF TR 0.1%
Value ($000) $208 Shares 3,865 Est. Cost $53.94 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $207 Shares 1,240 Est. Cost $141.79 Unrealized +10.5%
T AT&T INC 0.1%
Value ($000) $204 Shares 11,610 Est. Cost $14.78 Unrealized +5.7%
UNP UNION PAC CORP 0.1%
Value ($000) $201 Shares 817 Est. Cost $209.24 Unrealized +12.6%
RUM RUMBLE INC 0.1%
Value ($000) $164 Shares 20,273 Est. Cost $10.96 Unrealized -41.1%