Fund HoldingsSecond Half Financial Partners, LLC

Total Portfolio Value
$225.25M
Total Bought
$49.96M
Total Sold
$51.34M
Net Transaction
-$1.37M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
0469,315+469,315042,88619.04%+42,886
SELECT SECTOR SPDR TR
ST STR UTIL ETF
041,012+41,01201,7510.78%+1,751
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
010,787+10,78707490.33%+749
ISHARES TR05,815+5,81503570.16%+357
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,075+2,07503220.14%+322
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,866+5,86603210.14%+321
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,990+1,99002870.13%+287
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
628,118628,118016,23716,4827.32%+245
TWILIO INC(TWLO)01,641+1,64102330.10%+233
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
03,156+3,15602250.10%+225
ISHARES TR07,207+7,20702190.10%+219
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
02,227+2,22702190.10%+219
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
01,419+1,41902170.10%+217
MANULIFE FINL CORP(MFC)05,763+5,76302090.09%+209
TRUIST FINL CORP(TFC)04,229+4,22902080.09%+208
INTUITIVE SURGICAL INC0367+36702080.09%+208
APPLE INC(AAPL)11,12211,138+162,8323,0281.34%+196
ALPHABET INC(GOOG)1,9341,919-154706010.27%+130
TESLA INC(TSLA)1,5481,785+2376888030.36%+114
INVESCO QQQ TR6,8536,860+74,1144,2141.87%+100
SPDR S&P 500 ETF TR(SPY)17,95417,678-27611,96012,0555.35%+94
ELI LILLY & CO(LLY)344332-122623560.16%+94
NEOS ETF TRUST
NEOS S&P 500 HI
404,802404,802021,17121,2649.44%+93
CATERPILLAR INC(CAT)77177103684420.20%+74
WALMART INC(WMT)11,42611,122-3041,1781,2390.55%+62
ETF SER SOLUTIONS
APTU DEFD IN ETF
41,65243,219+1,5671,0941,1540.51%+61
SPDR DOW JONES INDL AVERAGE(DIA)4,6894,648-412,1742,2340.99%+59
ISHARES TR14,85514,85502,9102,9661.32%+57
ETF SER SOLUTIONS
APTUS INT ENH YL
67,01167,154+1431,5781,6340.73%+56
AMAZON COM INC(AMZN)5,6265,583-431,2351,2890.57%+53
EXXON MOBIL CORP7,0327,03207938460.38%+53
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
30,68830,643-451,1161,1680.52%+52
ETF SER SOLUTIONS
APTUS COLLRD INV
75,19975,925+7263,2663,3181.47%+52
DELTA AIR LINES INC DEL(DAL)4,1044,10402332850.13%+52
ETF SER SOLUTIONS
APTUS LARGE CAP
48,64548,568-771,7781,8300.81%+52
CELESTICA INC(CLS)1,0001,00002462960.13%+49
BROADCOM INC(AVGO)1,7161,773+575666140.27%+48
NEXTERA ENERGY INC(NEE)6,6316,761+1305015430.24%+42
JOHNSON & JOHNSON(JNJ)1,1531,210+572142500.11%+37
PARKER-HANNIFIN CORP(PH)28928902192540.11%+35
ETF SER SOLUTIONS
APTUS ENHANCED
68,91870,609+1,6911,5361,5680.70%+32
AMERICAN EXPRESS CO(AXP)64664602152390.11%+24
CONSTELLATION ENERGY CORP(CEG)90390302973190.14%+22
TJX COS INC NEW(TJX)2,1302,13003083270.15%+19
COCA COLA CO(KO)4,4414,44102953100.14%+16
ETF SER SOLUTIONS
APTUS DRAWDOWN
22,47922,664+1851,1481,1630.52%+15
ETF SER SOLUTIONS
APTUS DEFINED
107,102108,980+1,8783,0883,1031.38%+15
POWELL INDS INC(POWL)94994902893030.13%+13
PALANTIR TECHNOLOGIES INC(PLTR)1,6791,795+1163063190.14%+13
JPMORGAN CHASE & CO.(JPM)4,4294,373-561,3971,4090.63%+12
MCDONALDS CORP(MCD)711735+242162250.10%+9
LOWES COS INC(LOW)9801,056+762462550.11%+8
SCHWAB STRATEGIC TR81,27181,107-1642,2192,2250.99%+6
EA SERIES TRUST
STRIVE 500 ETF
27,79727,367-4301,2011,2060.54%+6
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
8,7598,75903333360.15%+3
NUVEEN MUN VALUE FD INC(NUV)29,46429,46402652670.12%+2
INVESCO EXCH TRADED FD TR II8,1158,389+2744014030.18%+1
META PLATFORMS INC(META)397443+462922920.13%+1
BERKSHIRE HATHAWAY INC DEL61461403093090.14%-0
ISHARES TR3,0393,03902932920.13%-1
GENERAL DYNAMICS CORP(GD)2,9362,968+321,0019990.44%-2
ENTERGY CORP NEW(ETR)2,7342,73402552530.11%-2
BLACKROCK INC(BLK)179191+122092040.09%-4
ABBVIE INC(ABBV)2,3832,38305525440.24%-7
UNITEDHEALTH GROUP INC(UNH)617619+22132040.09%-9
DIAMONDBACK ENERGY INC(FANG)3,3803,156-2244844740.21%-9
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
7,4877,494+78848720.39%-12
DOMINION ENERGY INC(D)4,4804,48002742620.12%-12
DUKE ENERGY CORP NEW(DUK)1,9141,909-52372240.10%-13
APPLOVIN CORP(APP)38838802792610.12%-17
RUMBLE INC(RUM)20,37320,37301481290.06%-19
LINDE PLC(LIN)633660+273012810.12%-19
ETF SER SOLUTIONS
OPUS SML CP VL
18,17118,125-466956710.30%-24
VERIZON COMMUNICATIONS INC(VZ)5,1795,009-1702282040.09%-24
L3HARRIS TECHNOLOGIES INC(LHX)3,0043,040+369178920.40%-25
UBER TECHNOLOGIES INC(UBER)3,0343,331+2972972720.12%-25
SOUTHERN CO(SO)3,7493,74903553270.15%-28
VISA INC(V)2,1412,003-1387317020.31%-28
STERLING INFRASTRUCTURE INC(STRL)85685602912620.12%-29
AMPLIFY ETF TR412,647412,649+218,39218,3638.15%-29
AT&T INC(T)10,57310,57302992630.12%-36
D R HORTON INC(DHI)1,4941,49402532150.10%-38
NVIDIA CORPORATION(NVDA)10,32510,117-2081,9261,8870.84%-40
AXON ENTERPRISE INC(AXON)346359+132482040.09%-44
QUANTA SVCS INC1,7281,584-1447166690.30%-48
HOME DEPOT INC(HD)9791,012+333973480.15%-48
DISNEY WALT CO(DIS)2,2781,778-5002612020.09%-59
CHEMED CORP NEW(CHE)1,051954-974714080.18%-62
MOTOROLA SOLUTIONS INC(MSI)93993904293600.16%-69
BROADRIDGE FINL SOLUTIONS IN(BR)2,1041,896-2085014230.19%-78
AMERICAN TOWER CORP NEW(AMT)2,6222,414-2085044240.19%-80
PROGRESSIVE CORP(PGR)2,1011,910-1915194350.19%-84
MICROSOFT CORP(MSFT)2,8872,913+261,4951,4090.63%-87
COPART INC(CPRT)11,40210,557-8455134130.18%-99
ROYAL CARIBBEAN GROUP
COM
2,6552,652-38597400.33%-119
SERVICENOW INC(NOW)6042,815+2,2115564310.19%-125
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
9,1438,218-9251,7341,5740.70%-160
NEOS ETF TRUST
NASDAQ 100 HIGH
499,503499,503027,07326,90311.94%-170
ISHARES TR7,2685,234-2,0346504560.20%-193
DARDEN RESTAURANTS INC(DRI)1,0720-1,0722040-204
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