News + Filings Holdings
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Second Half Financial Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IEF | OPTION | 286,445 | 179,512 | 27,670,587,000 | 17,071,388,000 | 6.32 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVW | S&P500 GRW | 124,480 | 115,475 | 8,773,363,000 | 8,198,034,000 | 2.00 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 30,150 | 20,953 | 11,138,037,000 | 8,186,424,000 | 2.54 | |
Hist
| 06/30/2023 |
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SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
| DIA | | 25,845 | 20,395 | 8,886,756,000 | 7,074,044,000 | 2.03 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 12,867 | 11,840 | 4,381,707,000 | 4,085,702,000 | 1.00 | 0.00 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 32,654 | 29,646 | 4,256,799,000 | 3,946,084,000 | 0.97 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 39,841 | 33,761 | 4,272,989,000 | 3,606,301,000 | 0.98 | 0.00 |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 26,584 | 23,748 | 3,866,420,000 | 3,496,872,000 | 0.88 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 39,741 | 11,332 | 7,708,516,000 | 3,023,859,000 | 1.76 | |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 21,129 | 19,053 | 3,321,114,000 | 3,014,966,000 | 0.76 | 0.00 |
Hist
| 06/30/2023 |
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LOCKHEED MARTIN CORP
| LMT | Common | 14,518 | 5,756 | 6,683,956,000 | 2,541,896,000 | 1.53 | 0.01 |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 10,473 | 1,067 | 4,642,445,000 | 791,805,000 | 1.06 | |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 2,801 | 1,919 | 870,222,000 | 610,026,000 | 0.20 | 0.00 |
Hist
| 06/30/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 37,191 | 7,344 | 2,700,791,000 | 517,217,000 | 0.62 | |
Hist
| 06/30/2023 |
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NETFLIX INC
| NFLX | Common | 1,392 | 163 | 613,162,000 | 188,567,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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NEXTERA ENERGY INC
| FPL | common | 7,846 | 1,670 | 582,159,000 | 106,101,000 | 0.13 | |
Hist
| 06/30/2023 |
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SOUTHERN CO
| SO | Common | 4,528 | 813 | 318,074,000 | 59,602,000 | 0.07 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 12,242 | 1,187 | 801,146,000 | 52,833,000 | 0.18 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| SPHD | Common | 8,919 | 649 | 368,811,000 | 19,716,000 | 0.08 | |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 4,368 | 578 | 390,005,000 | 10,506,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
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