Filer Name: SECOND HALF FINANCIAL PARTNERS, LLC
CIK: 1946654
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 93
Portfolio Value: $0.20B

Second Half Financial Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPYI US NEOS S&P 500 HIGH INCOME ETF 454,000 $23M 11.27% 100.0% -
QQQI US NEOS NASDAQ-100 HIGH INC ETF 368,009 $19M 9.42% 100.0% -
JEPQ US JPM NASDAQ EQUITY PREMIUM 339,186 $19M 9.34% 66.3% -
RDVI US FT VEST RISING DIVIDEND ACHI 734,661 $18M 8.70% 89.7% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 117,026 $11M 5.23% -56.9% -
SDVD US FT VEST SMID RISING DIVIDEND 432,623 $9M 4.55% 1.4% -
IYF US ISHARES US FINANCIALS ETF 67,722 $7M 3.66% 91.1% -
SCHD US SCHWAB US DVD EQUITY ETF 266,676 $7M 3.56% 155.0% -
IDU US ISHARES US UTILITIES ETF 73,280 $7M 3.44% 16.9% -
SPY US SPDR S&P 500 ETF TRUST 7,400 $4M 2.12% 4.0% -
DIVO US AMPLIFY CWP ENHANCED DIVIDEN 97,815 $4M 1.93% 100.0% -
XLU US UTILITIES SELECT SECTOR SPDR 48,523 $4M 1.79% -18.0% -
JPM US JPMORGAN CHASE & CO 13,246 $3M 1.55% -2.2% -
QQQ US INVESCO QQQ TRUST SERIES 1 6,191 $3M 1.55% -0.2% -
ACIO US APTUS COLLARED INVESTMENT OP 77,068 $3M 1.52% -0.7% -
DRSK US APTUS DEFINED RISK ETF 108,275 $3M 1.45% 0.5% -
AAPL US APPLE INC 11,783 $3M 1.44% -14.2% -
IWM US ISHARES RUSSELL 2000 ETF 11,298 $2M 1.22% -4.2% -
STWD US STARWOOD PROPERTY TRUST INC 128,813 $2M 1.19% -18.2% -
IYW US ISHARES USTECHNOLOGY ETF 14,753 $2M 1.15% 100.0% -
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