Fund HoldingsSecond Half Financial Partners, LLC

Total Portfolio Value
$202.69M
Total Bought
$34.85M
Total Sold
$44.68M
Net Transaction
-$9.83M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SCHWAB STRATEGIC TR103,390163,543+60,1537,31612,4516.14%+5,135
INTERCONTINENTAL EXCHANGE IN(ICE)024,495+24,49503,1461.55%+3,146
MCDONALDS CORP(MCD)010,524+10,52403,1201.54%+3,120
AUTOMATIC DATA PROCESSING IN012,677+12,67702,9531.46%+2,953
NEXTERA ENERGY INC(NEE)6,09954,076+47,9773493,2851.62%+2,935
SELECT SECTOR SPDR TR
ST STR UTIL ETF
10,23255,432+45,2006033,5111.73%+2,908
WEC ENERGY GROUP INC(WEC)033,592+33,59202,8271.39%+2,827
ELEVANCE HEALTH INC(ELV)05,965+5,96502,8131.39%+2,813
CME GROUP INC(CME)012,996+12,99602,7371.35%+2,737
NNN REIT INC(NNN)111,599149,896+38,2973,9446,4613.19%+2,517
BLACKROCK INC(BLK)9,1219,109-125,8977,3953.65%+1,498
ISHARES INC
MSCI GBL ETF NEW
125,319143,015+17,6964,9836,1603.04%+1,177
STARWOOD PPTY TR INC(STWD)294,053311,186+17,1335,6906,5413.23%+851
L3HARRIS TECHNOLOGIES INC(LHX)26,20125,439-7624,5625,3582.64%+796
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
222,171221,435-73610,42611,0565.45%+630
JPMORGAN CHASE & CO(JPM)21,30321,127-1763,0893,5941.77%+504
INVESCO QQQ TR08,528+8,52803,4921.72%+3,492
SPDR S&P 500 ETF TR(SPY)8,8518,714-1373,7844,1422.04%+358
PUBLIC STORAGE(PSA)8,8248,596-2282,3252,6221.29%+296
VANGUARD SPECIALIZED FUNDS01,719+1,71902930.14%+293
LOCKHEED MARTIN CORP(LMT)08,304+8,30403,7641.86%+3,764
EQUITY LIFESTYLE PPTYS INC(ELS)42,28842,037-2512,6942,9651.46%+271
JOHNSON & JOHNSON(JNJ)35,18136,683+1,5025,4795,7502.84%+270
APPLE INC(AAPL)011,139+11,13902,1451.06%+2,145
D R HORTON INC(DHI)01,494+1,49402270.11%+227
CROWN CASTLE INC(CCI)01,786+1,78602060.10%+206
DARDEN RESTAURANTS INC(DRI)01,244+1,24402040.10%+204
ROYAL CARIBBEAN GROUP
COM
01,575+1,57502040.10%+204
UNION PAC CORP(UNP)0817+81702010.10%+201
SPDR DOW JONES INDL AVERAGE(DIA)05,144+5,14401,9390.96%+1,939
NETFLIX INC(NFLX)1,0291,023-63894980.25%+110
AMAZON COM INC(AMZN)03,004+3,00404560.23%+456
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,5374,53706437160.35%+73
ISHARES TR6,5196,187-3325095660.28%+56
MICROSOFT CORP(MSFT)0982+98203690.18%+369
DISNEY WALT CO(DIS)4,4014,415+143573990.20%+42
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
4,0754,07503143480.17%+35
NVIDIA CORPORATION(NVDA)516518+22242570.13%+32
HOME DEPOT INC(HD)833808-252522800.14%+28
ISHARES TR6,7286,196-5326797070.35%+28
ISHARES TR08,473+8,47306360.31%+636
INVESCO EXCH TRADED FD TR II8,2248,22403223490.17%+26
AT&T INC(T)011,616+11,61601950.10%+195
SOUTHERN CO(SO)3,7413,74102422620.13%+20
ABBVIE INC(ABBV)02,280+2,28003530.17%+353
UNITEDHEALTH GROUP INC(UNH)0402+40202120.10%+212
NUVEEN MUN VALUE FD INC(NUV)29,46429,46402432530.13%+10
WALMART INC(WMT)02,075+2,07503270.16%+327
RUMBLE INC(RUM)20,27320,2730103910.04%-12
DIREXION SHS ETF TR10,6000-10,600400-40
EXXON MOBIL CORP05,749+5,74905750.28%+575
VANGUARD BD INDEX FDS118,762103,636-15,1267,9647,7293.81%-235
ISHARES TR0124,456+124,456011,9965.92%+11,996
SPDR SER TR
ST STR BLO 1 ETF
1,100,976695,415-405,561101,09263,55431.36%-37,538
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