Fund HoldingsSecond Half Financial Partners, LLC

Total Portfolio Value
$188.68M
Total Bought
$88.32M
Total Sold
$25.98M
Net Transaction
+$62.34M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SCHWAB STRATEGIC TR0104,563+104,56308,8394.68%+8,839
ISHARES TR062,711+62,71106,3983.39%+6,398
ISHARES TR058,050+58,05005,9143.13%+5,914
ISHARES TR035,447+35,44703,6831.95%+3,683
JOHNSON & JOHNSON(JNJ)021,310+21,31003,4541.83%+3,454
AMGEN INC(AMGN)010,591+10,59103,4131.81%+3,413
ELEVANCE HEALTH INC(ELV)06,462+6,46203,3601.78%+3,360
APPLE INC(AAPL)013,728+13,72803,1991.70%+3,199
LOCKHEED MARTIN CORP(LMT)05,371+5,37103,1401.66%+3,140
ETF SER SOLUTIONS
APTUS COLLRD INV
077,625+77,62503,0851.63%+3,085
L3HARRIS TECHNOLOGIES INC(LHX)012,931+12,93103,0761.63%+3,076
ETF SER SOLUTIONS
APTUS DEFINED
0107,767+107,76703,0501.62%+3,050
INVESCO QQQ TR06,204+6,20403,0281.60%+3,028
ISHARES TR011,799+11,79902,6061.38%+2,606
LOWES COS INC(LOW)08,157+8,15702,2091.17%+2,209
MCDONALDS CORP(MCD)06,495+6,49501,9781.05%+1,978
ETF SER SOLUTIONS
APTUS ENHANCED
084,436+84,43601,9601.04%+1,960
AMERICAN WTR WKS CO INC NEW013,113+13,11301,9181.02%+1,918
ETF SER SOLUTIONS
APTUS LARGE CAP
053,606+53,60601,6980.90%+1,698
ETF SER SOLUTIONS
APTUS INT ENH YL
067,091+67,09101,4620.77%+1,462
MICROSOFT CORP(MSFT)03,144+3,14401,3530.72%+1,353
EA SERIES TRUST
STRIVE 500 ETF
030,300+30,30001,1160.59%+1,116
AMAZON COM INC(AMZN)05,874+5,87401,0950.58%+1,095
ETF SER SOLUTIONS
APTUS DRAWDOWN
023,454+23,45401,0840.57%+1,084
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
032,221+32,22101,0240.54%+1,024
META PLATFORMS INC(META)01,227+1,22707020.37%+702
ALPHABET INC(GOOG)04,109+4,10906810.36%+681
BNY MELLON ETF TRUST
CORE BOND ETF
015,073+15,07306500.34%+650
ETF SER SOLUTIONS
OPUS SML CP VL
017,302+17,30206480.34%+648
WALMART INC(WMT)07,691+7,69106210.33%+621
ADVANCED MICRO DEVICES INC(AMD)03,275+3,27505370.28%+537
SELECT SECTOR SPDR TR
ST STR SVC ETF
05,910+5,91005340.28%+534
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,359+2,35905330.28%+533
RESMED INC(RMD)02,144+2,14405230.28%+523
CORNING INC(GLW)010,940+10,94004940.26%+494
NVIDIA CORPORATION(NVDA)5,6679,732+4,0657001,1820.63%+482
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,5626,725+2,1637491,2050.64%+455
SERVICENOW INC(NOW)0487+48704360.23%+436
ISHARES TR04,435+4,43504350.23%+435
ISHARES TR04,418+4,41804330.23%+433
RTX CORPORATION(RTX)03,546+3,54604300.23%+430
HOME DEPOT INC(HD)01,031+1,03104180.22%+418
ISHARES TR2,1836,028+3,8452206070.32%+387
THERMO FISHER SCIENTIFIC INC(TMO)0623+62303850.20%+385
CVS HEALTH CORP(CVS)05,712+5,71203590.19%+359
DANAHER CORPORATION(DHR)01,263+1,26303510.19%+351
DISNEY WALT CO(DIS)03,495+3,49503360.18%+336
DIAMONDBACK ENERGY INC(FANG)01,823+1,82303140.17%+314
BERKSHIRE HATHAWAY INC DEL0601+60102770.15%+277
MOTOROLA SOLUTIONS INC(MSI)0608+60802730.14%+273
AMERICAN EXPRESS CO(AXP)0997+99702700.14%+270
TJX COS INC NEW(TJX)02,290+2,29002690.14%+269
NUVEEN MUN VALUE FD INC(NUV)029,464+29,46402660.14%+266
CONSTELLATION ENERGY CORP(CEG)01,006+1,00602620.14%+262
DOMINION ENERGY INC(D)04,506+4,50602600.14%+260
SPDR GOLD TR(GLD)01,021+1,02102480.13%+248
FIRST TR EXCH TRADED FD III
FT VEST SMID
440,824426,708-14,1169,1719,4134.99%+242
PEPSICO INC(PEP)01,404+1,40402390.13%+239
ON SEMICONDUCTOR CORP(ON)03,132+3,13202270.12%+227
APPLOVIN CORP(APP)01,717+1,71702240.12%+224
DUKE ENERGY CORP NEW(DUK)01,854+1,85402140.11%+214
ELI LILLY & CO(LLY)0237+23702100.11%+210
UNION PAC CORP(UNP)0827+82702040.11%+204
AUTOMATIC DATA PROCESSING IN0736+73602040.11%+204
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
400,602387,223-13,3799,3669,5415.06%+175
SPDR DOW JONES INDL AVERAGE(DIA)4,8814,875-61,9092,0631.09%+154
BROADCOM INC(AVGO)1672,247+2,0802683880.21%+119
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,5752,729+1544705470.29%+77
D R HORTON INC(DHI)1,4941,49402112850.15%+74
ABBVIE INC(ABBV)2,4142,402-124144740.25%+60
NETFLIX INC(NFLX)9891,020+316677230.38%+56
INVESCO EXCH TRADED FD TR II8,8618,86103944480.24%+54
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
9,3759,740+3653133540.19%+41
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
7,5757,578+37417820.41%+41
SPDR SER TR
ST STR BLO 1 ETF
271,026271,288+26224,87524,90713.20%+32
VERIZON COMMUNICATIONS INC(VZ)5,0715,087+162092280.12%+19
AT&T INC(T)11,72410,897-8272242400.13%+16
PROSHARES TR
PSHS ULTRA QQQ
2,4002,40002402420.13%+2
EXXON MOBIL CORP6,1516,048-1037087090.38%+1
RUMBLE INC(RUM)20,27320,373+1001131090.06%-3
ROYAL CARIBBEAN GROUP
COM
2,1341,778-3563403150.17%-25
MARATHON PETE CORP(MPC)1,1720-1,1722030-203
ALPS ETF TR
SECTR DIV DOGS
3,8970-3,8972060-206
SUPER MICRO COMPUTER INC(SMCI)3970-3973250-325
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,7050-3,7054520-452
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,2770-3,2774780-478
INTERCONTINENTAL EXCHANGE IN(ICE)23,76317,054-6,7093,2532,7401.45%-513
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
212,061203,960-8,10111,76911,2045.94%-566
NEXTERA ENERGY INC(NEE)52,87235,128-17,7443,7442,9691.57%-774
EQUITY LIFESTYLE PPTYS INC(ELS)41,24425,050-16,1942,6861,7870.95%-899
WEC ENERGY GROUP INC(WEC)33,19617,363-15,8332,6051,6700.89%-935
JPMORGAN CHASE & CO.(JPM)20,18313,549-6,6344,0822,8571.51%-1,225
UNITEDHEALTH GROUP INC(UNH)11,8307,570-4,2606,0254,4262.35%-1,599
SELECT SECTOR SPDR TR
ST STR UTIL ETF
99,75159,202-40,5496,7974,7822.53%-2,015
BLACKROCK INC(BLK)8,7044,845-3,8596,8534,6002.44%-2,252
SPDR S&P 500 ETF TR(SPY)11,9987,116-4,8826,5294,0832.16%-2,446
STARWOOD PPTY TR INC(STWD)299,243157,424-141,8195,6683,2081.70%-2,459
CME GROUP INC(CME)12,8960-12,8962,5350-2,535
ISHARES INC
MSCI GBL ETF NEW
136,92968,924-68,0055,5912,9781.58%-2,613
CHUBB LIMITED
COM
11,0370-11,0372,8150-2,815
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