Investor

Second Half Financial Partners, LLC

Portfolio Total Value

$164,216,000.00

Number of Stocks

102

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
$23,072,000.0 17.24%
Added 122.59%
454,000 $50.82 $nan
Reduced nan%
$nan $nan
BIL $10,699,000.0 8.0%
Reduced 56.86%
117,026 $91.43 $91.61
Added 0.2%
$91.29 $91.83
IYF $7,488,000.0 5.6%
Added 91.05%
67,722 $110.58 $123.31
Added 11.51%
$85.37 $119.9
SCHD $7,285,000.0 5.44%
Added 155.04%
266,676 $27.32 $31.2
Added 14.2%
$25.16 $29.72
IDU $7,050,000.0 5.27%
Added 16.85%
73,280 $96.21 $116.84
Added 21.44%
$75.93 $106.16
IYR $5,913,000.0 3.59%
No Change
58,050 $101.87 $101.41
Reduced 0.45%
$81.25 $104.04
SPY $4,337,000.0 3.24%
Added 3.99%
7,400 $586.11 $713.94
Added 21.81%
$482.86 $609.07
DIVO $3,959,000.0 2.96%
No Change
97,815 $40.48 $45.48
Added 12.35%
$36.9 $42.88
BLK $4,600,000.0 2.79%
No Change
4,845 $949.51 $1,044.97
Added 10.05%
$745.55 $1,082.45
XLU $3,672,000.0 2.74%
Reduced 18.04%
48,523 $75.69 $46.18
Reduced 38.99%
$59.14 $83.41
JPM $3,175,000.0 2.37%
Reduced 2.24%
13,246 $239.71 $308.28
Added 28.61%
$168.86 $264.25
QQQ $3,165,000.0 2.37%
Reduced 0.21%
6,191 $511.24 $663.88
Added 29.86%
$413.07 $539.15
ACIO $3,101,000.0 2.32%
Reduced 0.72%
77,068 $40.24 $45.01
Added 11.85%
$33.72 $41.44
DRSK $2,969,000.0 2.22%
Added 0.47%
108,275 $27.43 $28.74
Added 4.78%
$25.42 $29.24
AAPL $2,950,000.0 2.2%
Reduced 14.17%
11,783 $250.42 $271.06
Added 8.24%
$164.08 $260.1
AMGN $3,412,000.0 2.07%
No Change
10,591 $322.21 $344.55
Added 6.93%
$253.3 $346.85
ANTM $3,360,000.0 2.04%
No Change
6,462 $520.0 $0.0
Reduced 100.0%
$0.0 $0.0
IWM $2,496,000.0 1.87%
Reduced 4.25%
11,298 $220.96 $276.65
Added 25.2%
$190.06 $244.98
LHX $3,075,000.0 1.87%
No Change
12,931 $237.87 $317.51
Added 33.48%
$200.18 $265.74
STWD $2,441,000.0 1.82%
Reduced 18.17%
128,813 $18.95 $18.21
Reduced 3.91%
$18.12 $21.19
IYW $2,353,000.0 1.76%
No Change
14,753 $159.52 $217.17
Added 36.14%
$124.32 $166.47
JNJ $2,217,000.0 1.66%
Reduced 28.06%
15,331 $144.62 $227.5
Added 57.31%
$140.68 $168.85
LMT $2,154,000.0 1.61%
Reduced 17.46%
4,433 $485.94 $513.45
Added 5.66%
$413.92 $618.95
DIA $2,055,000.0 1.54%
Reduced 0.92%
4,830 $425.47 $492.21
Added 15.69%
$376.14 $451.55
ICE $1,897,000.0 1.42%
Reduced 25.35%
12,731 $149.01 $158.45
Added 6.34%
$124.34 $167.99
PICK $1,838,000.0 1.37%
Reduced 23.76%
52,547 $34.99 $61.8
Added 76.62%
$34.6 $46.4
LOW $1,654,000.0 1.24%
Reduced 17.84%
6,702 $246.8 $244.45
Reduced 0.95%
$209.55 $287.01
MCD $1,977,000.0 1.2%
No Change
6,495 $304.51 $299.36
Reduced 1.69%
$243.53 $317.9
AWK $1,917,000.0 1.16%
No Change
13,113 $146.24 $132.42
Reduced 9.45%
$113.34 $150.68
ELS $1,787,000.0 1.08%
No Change
25,050 $71.34 $63.29
Reduced 11.28%
$59.82 $76.6
IDME $1,391,000.0 1.04%
Added 3.22%
69,248 $20.09 $20.03
Reduced 0.3%
$17.6 $21.86
AMZN $1,360,000.0 1.02%
Added 5.57%
6,201 $219.4 $263.99
Added 20.32%
$151.61 $235.44
WEC $1,669,000.0 1.01%
No Change
17,363 $96.18 $114.6
Added 19.15%
$75.13 $102.79
NVDA $1,325,000.0 0.99%
Added 1.39%
9,867 $134.29 $208.27
Added 55.09%
$59.94 $153.13
MSFT $1,321,000.0 0.99%
Reduced 0.29%
3,135 $421.56 $424.62
Added 0.73%
$385.58 $468.35
RSP $1,169,000.0 0.87%
Reduced 0.79%
6,672 $175.22 $202.03
Added 15.3%
$155.79 $188.16
ADME $1,082,000.0 0.81%
Reduced 1.24%
23,164 $46.71 $53.63
Added 14.81%
$39.09 $48.49
WMT $1,030,000.0 0.77%
Added 48.24%
11,401 $90.35 $129.92
Added 43.8%
$53.44 $96.18
DFAI $945,000.0 0.71%
Added 0.48%
32,376 $29.2 $40.71
Added 39.42%
$27.96 $32.11
NFLX $927,000.0 0.69%
Added 2.06%
1,041 $891.32 $92.44
Reduced 89.63%
$537.07 $941.75
UNH $910,000.0 0.68%
Reduced 76.22%
1,800 $505.88 $354.92
Reduced 29.84%
$436.38 $630.73
PDP $815,000.0 0.61%
Added 0.04%
7,581 $107.6 $134.86
Added 25.33%
$86.65 $117.67
IJR $730,000.0 0.55%
No Change
6,336 $115.22 $136.3
Added 18.3%
$101.85 $128.61
XLF $693,000.0 0.52%
No Change
14,345 $48.33 $51.42
Added 6.39%
$38.25 $51.62
BKAG $638,000.0 0.48%
Added 2.83%
15,500 $41.22 $42.26
Added 2.52%
$40.53 $43.51
XOM $644,000.0 0.48%
Reduced 0.93%
5,992 $107.56 $148.91
Added 38.44%
$97.74 $126.34
OSCV $635,000.0 0.47%
Reduced 0.71%
17,179 $36.99 $41.3
Added 11.65%
$32.49 $41.2
XLK $598,000.0 0.45%
Added 9.11%
2,574 $232.52 $160.22
Reduced 31.09%
$190.75 $241.88
XLC $594,000.0 0.44%
Added 3.84%
6,137 $96.81 $115.54
Added 19.35%
$75.84 $102.67
FANG $579,000.0 0.43%
Added 94.02%
3,537 $163.83 $194.79
Added 18.9%
$147.93 $214.5
V $550,000.0 0.41%
No Change
1,743 $316.04 $309.42
Reduced 2.09%
$252.7 $325.74
NEE $490,000.0 0.37%
Reduced 80.54%
6,835 $71.69 $95.28
Added 32.91%
$53.95 $86.1
PGR $481,000.0 0.36%
No Change
2,008 $239.61 $200.89
Reduced 16.16%
$175.5 $270.62
GOOGL $481,000.0 0.36%
Reduced 38.14%
2,542 $189.3 $344.4
Added 81.93%
$130.67 $202.29
CHE $478,000.0 0.36%
No Change
903 $529.8 $421.11
Reduced 20.52%
$512.12 $654.62
AMT $479,000.0 0.36%
No Change
2,615 $183.41 $178.21
Reduced 2.84%
$170.46 $243.56
BR $463,000.0 0.35%
No Change
2,052 $226.09 $155.07
Reduced 31.41%
$188.3 $237.96
ROP $452,000.0 0.34%
No Change
870 $519.85 $353.4
Reduced 32.02%
$499.47 $580.09
SGOV $452,000.0 0.34%
Reduced 25.13%
4,513 $100.32 $100.64
Added 0.32%
$100.15 $100.75
CPRT $444,000.0 0.33%
No Change
7,748 $57.39 $33.07
Reduced 42.38%
$47.73 $64.38
ABBV $439,000.0 0.33%
Added 2.91%
2,472 $177.7 $198.71
Added 11.82%
$153.58 $207.32
XLY $546,000.0 0.33%
No Change
2,729 $200.37 $118.69
Reduced 40.76%
$166.48 $240.28
PWR $434,000.0 0.32%
No Change
1,374 $316.05 $624.84
Added 97.7%
$192.62 $365.71
SPHD $411,000.0 0.31%
Reduced 3.77%
8,527 $48.31 $49.34
Added 2.13%
$40.84 $51.89
HD $412,000.0 0.31%
Added 2.91%
1,061 $388.87 $335.89
Reduced 13.62%
$323.77 $439.37
AVGO $420,000.0 0.31%
Reduced 19.36%
1,812 $231.8 $422.76
Added 82.38%
$117.43 $251.88
FB $398,000.0 0.3%
Reduced 44.58%
680 $585.51 $43.66
Reduced 92.54%
$0.0 $0.0
RCL $403,000.0 0.3%
Reduced 1.69%
1,748 $230.69 $265.84
Added 15.24%
$113.1 $258.7
TLT $374,000.0 0.28%
Reduced 3.31%
4,288 $87.33 $86.71
Reduced 0.71%
$84.89 $101.64
DIS $368,000.0 0.28%
Reduced 5.32%
3,309 $111.36 $102.6
Reduced 7.87%
$83.91 $123.74
AMD $339,000.0 0.25%
Reduced 14.11%
2,813 $120.79 $347.81
Added 187.95%
$114.41 $227.3
IEF $337,000.0 0.25%
Reduced 17.25%
3,656 $92.45 $95.56
Added 3.36%
$91.02 $99.18
SDVY $336,000.0 0.25%
Reduced 3.68%
9,382 $35.85 $42.2
Added 17.71%
$31.4 $40.6
TMO $385,000.0 0.23%
No Change
623 $618.57 $469.71
Reduced 24.07%
$493.3 $627.88
TJX $289,000.0 0.22%
Added 4.8%
2,400 $120.81 $157.03
Added 29.98%
$92.35 $128.0
CVS $359,000.0 0.22%
No Change
5,712 $62.88 $77.94
Added 23.95%
$43.56 $80.75
AXP $279,000.0 0.21%
Reduced 5.62%
941 $296.79 $314.08
Added 5.83%
$185.73 $319.8
DHR $351,000.0 0.21%
No Change
1,263 $278.07 $177.25
Reduced 36.26%
$225.42 $281.7
MSI $264,000.0 0.2%
Reduced 6.09%
571 $462.41 $438.26
Reduced 5.22%
$314.84 $507.82
BRK.B $259,000.0 0.19%
Reduced 4.83%
572 $453.28 $nan
Reduced nan%
$nan $nan
QLD $260,000.0 0.19%
Added 0.42%
2,410 $108.24 $80.24
Reduced 25.87%
$75.28 $120.68
NUV $253,000.0 0.19%
No Change
29,464 $8.59 $9.15
Added 6.52%
$8.35 $9.15
RTX $244,000.0 0.18%
Reduced 40.36%
2,115 $115.7 $174.26
Added 50.61%
$88.7 $128.7
GLW $237,000.0 0.18%
Reduced 54.34%
4,995 $47.52 $175.89
Added 270.14%
$30.31 $52.03
NOW $244,000.0 0.18%
Reduced 52.57%
231 $1,060.12 $90.17
Reduced 91.49%
$637.99 $1,157.9
D $246,000.0 0.18%
Added 1.42%
4,570 $53.86 $62.58
Added 16.19%
$43.53 $61.97
T $245,000.0 0.18%
Reduced 1.24%
10,762 $22.77 $26.2
Added 15.06%
$15.94 $24.03
RMD $235,000.0 0.18%
Reduced 52.01%
1,029 $228.69 $219.85
Reduced 3.87%
$170.56 $260.49
APP $222,000.0 0.17%
Reduced 59.93%
688 $323.83 $448.29
Added 38.43%
$40.71 $417.64
GLD $208,000.0 0.16%
Reduced 15.48%
863 $242.13 $433.25
Added 78.93%
$183.78 $257.71
CEG $216,000.0 0.16%
Reduced 3.68%
969 $223.71 $313.53
Added 40.15%
$115.34 $330.34
DUK $212,000.0 0.16%
Added 6.36%
1,972 $107.75 $127.27
Added 18.12%
$90.09 $121.25
DHI $208,000.0 0.16%
No Change
1,494 $139.83 $159.9
Added 14.35%
$133.02 $199.85
AXON $205,000.0 0.15%
No Change
346 $594.32 $397.12
Reduced 33.18%
$247.04 $698.67
VZ $201,000.0 0.15%
Reduced 0.98%
5,037 $39.99 $46.38
Added 15.98%
$37.59 $45.36
DRI $202,000.0 0.15%
No Change
1,085 $186.69 $201.06
Added 7.7%
$135.87 $189.18
IYZ $202,000.0 0.15%
No Change
7,560 $26.83 $42.05
Added 56.73%
$20.31 $28.26
ON $227,000.0 0.14%
No Change
3,132 $72.61 $98.4
Added 35.52%
$53.1 $85.16
PEP $238,000.0 0.14%
No Change
1,404 $170.05 $155.44
Reduced 8.59%
$141.51 $183.41
LLY $209,000.0 0.13%
No Change
237 $884.97 $883.96
Reduced 0.11%
$624.68 $972.53
ADP $203,000.0 0.12%
No Change
736 $276.73 $196.53
Reduced 28.98%
$231.27 $309.63
UNP $203,000.0 0.12%
No Change
827 $246.58 $268.7
Added 8.97%
$218.55 $258.66