Second Half Financial Partners, LLC
CIK 1946654 · Holdings on Mar 31, 2025 · First reported May 7, 2025
Top ten holdings
Q1 2025- BIL21.82%
- SPYI9.67%
- DIVO8.43%
- QQQI7.85%
- JEPQ7.78%
- RDVI7.30%
- SCHD3.17%
- SPY2.80%
- ACIO1.47%
- DRSK1.46%
Share classes counted separately71.75%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BILWeight increased · +16.59 pp5.23% → 21.82%Shares +362.78K (+310.00%)
- DIVOWeight increased · +6.50 pp1.93% → 8.43%Shares +319.17K (+326.30%)
- SPYIWeight decreased · -1.60 pp11.27% → 9.67%Shares -46.59K (-10.26%)
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 | $44.01M | 21.82% | 479.81K shares | 5.23% → 21.82%+16.59 pp +362.78K (+310.00%) | Added | ↗▾ |
| 02 | SPYINEOS S&P 500 HIGH INCOME ETFNEOS S&P 500 HI View history and evidence | $19.51M | 9.67% | 407.42K shares | 11.27% → 9.67%-1.60 pp -46.59K (-10.26%) | Reduced | ↗▾ |
| 03 | DIVOAMPLIFY CWP ENHAN DIVID ETFCWP ENHANCED DIV View history and evidence | $17.00M | 8.43% | 416.99K shares | 1.93% → 8.43%+6.50 pp +319.17K (+326.30%) | Added | ↗▾ |
| 04 | QQQINEOS NASDAQ-100 HIGH INC ETFNASDAQ 100 HIGH View history and evidence | $15.84M | 7.85% | 333.93K shares | 9.42% → 7.85%-1.57 pp -34.08K (-9.26%) | Reduced | ↗▾ |
| 05 | JEPQJPM NASDAQ EQUITY PREMIUMNASDAQ EQT PREM View history and evidence | $15.68M | 7.78% | 302.89K shares | 9.34% → 7.78%-1.56 pp -36.30K (-10.70%) | Reduced | ↗▾ |
| 06 | RDVIFT VEST RISING DIVIDEND ACHIFT VEST RIS View history and evidence | $14.72M | 7.30% | 620.43K shares | 8.70% → 7.30%-1.40 pp -114.23K (-15.55%) | Reduced | ↗▾ |
| 07 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $6.39M | 3.17% | 228.46K shares | 3.56% → 3.17%-0.39 pp -38.21K (-14.33%) | Reduced | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $5.65M | 2.80% | 10.09K shares | 2.12% → 2.80%+0.68 pp +2.69K (+36.41%) | Added | ↗▾ |
| 09 | ACIOAPTUS COLLARED INVEST OPPAPTUS COLLRD INV View history and evidence | $2.97M | 1.47% | 76.70K shares | 1.52% → 1.47%-0.05 pp -369 (-0.48%) | Reduced | ↗▾ |
| 10 | DRSKAPTUS DEFINED RISK ETFAPTUS DEFINED View history and evidence | $2.95M | 1.46% | 108.32K shares | 1.45% → 1.46%+0.01 pp +46 (+0.04%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SDVD FT VEST SMID RISING DIVIDEND | Non-derivative | -432,623 | -$9.31M | SEC filing ↗ | SEC filing ↗ |
| IYF ISHARES US FINANCIALS ETF | Non-derivative | -67,722 | -$7.49M | SEC filing ↗ | SEC filing ↗ |
| IDU ISHARES US UTILITIES ETF | Non-derivative | -73,280 | -$7.05M | SEC filing ↗ | SEC filing ↗ |
3 / 17 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 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 201680017
}Research all 82 reported holdings.
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