Second Half Financial Partners, LLC
CIK 1946654 · Holdings on Jun 30, 2024 · First reported Aug 8, 2024
Top ten holdings
Q2 2024- BIL19.91%
- JEPQ9.42%
- RDVI7.50%
- SDVD7.34%
- BLK5.49%
- XLU5.44%
- SPY5.23%
- UNH4.82%
- STWD4.54%
- PICK4.48%
Share classes counted separately74.17%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BILWeight increased · +5.50 pp14.41% → 19.91%Shares -82.00K (-23.23%)
- SDVDWeight increased · +4.74 pp2.60% → 7.34%Shares +174.72K (+65.66%)
- RDVIWeight increased · +4.59 pp2.91% → 7.50%Shares +133.13K (+49.77%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $24.87M | 19.91% | 271.03K shares | 14.41% → 19.91%+5.50 pp -82.00K (-23.23%) | Reduced | ↗▾ |
| 02 | JEPQJPM NASDAQ EQUITY PREMIUMNASDAQ EQT PREM View history and evidence | $11.77M | 9.42% | 212.06K shares | 5.26% → 9.42%+4.16 pp -6.12K (-2.81%) | Reduced | ↗▾ |
| 03 | RDVIFT VEST RISING DIVIDEND ACHIFT VEST RIS View history and evidence | $9.37M | 7.50% | 400.60K shares | 2.91% → 7.50%+4.59 pp +133.13K (+49.77%) | Added | ↗▾ |
| 04 | SDVDFT VEST SMID RISING DIVIDENDFT VEST SMID View history and evidence | $9.17M | 7.34% | 440.82K shares | 2.60% → 7.34%+4.74 pp +174.72K (+65.66%) | Added | ↗▾ |
| 05 | BLKBLACKROCK INC View history and evidence | $6.85M | 5.49% | 8.70K shares | 3.33% → 5.49%+2.16 pp -272 (-3.03%) | Reduced | ↗▾ |
| 06 | XLUST SR UTL SL SE SPDR ETF-USDSBI INT-UTILS View history and evidence | $6.80M | 5.44% | 99.75K shares | 1.78% → 5.44%+3.66 pp +38.63K (+63.20%) | Added | ↗▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $6.53M | 5.23% | 12.00K shares | 2.54% → 5.23%+2.69 pp +1.10K (+10.05%) | Added | ↗▾ |
| 08 | UNHUNITEDHEALTH GROUP INC View history and evidence | $6.02M | 4.82% | 11.83K shares | 1.28% → 4.82%+3.54 pp +6.00K (+102.92%) | Added | ↗▾ |
| 09 | STWDSTARWOOD PROPERTY TRUST INC View history and evidence | $5.67M | 4.54% | 299.24K shares | 2.80% → 4.54%+1.74 pp -10.08K (-3.26%) | Reduced | ↗▾ |
| 10 | PICKISHARES MSCI GLOBAL METALS &MSCI GBL ETF NEW View history and evidence | $5.59M | 4.48% | 136.93K shares | 2.62% → 4.48%+1.86 pp -4.30K (-3.04%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 30
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | -166,999 | -$13.47M | SEC filing ↗ | SEC filing ↗ |
| IEF ISHARES 7-10 YEAR TREASURY B | Non-derivative | -119,853 | -$11.35M | SEC filing ↗ | SEC filing ↗ |
| BLV VANGUARD LONG-TERM BOND ETF | Non-derivative | -99,833 | -$7.22M | SEC filing ↗ | SEC filing ↗ |
3 / 30 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1946654 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 124917739
}Research all 40 reported holdings.
This page includes 30 of 40 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 40 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1946654","quarter":"2024Q2","page_size":100}
get_institutional_manager_history
{"cik":"1946654","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.