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Name: |
Second Half Financial Partners LLC |
City: |
SEBRING |
State: |
FL |
Zip: |
33870 |
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Holdings
Found :
17 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
1 |
- |
$0.00 |
$32,407,000 |
353,023 |
14.41% |
-31,147,000 |
-342,392 |
0.039 |
Closed - End Fund - E... |
|
JEPQ |
Jpmorgan Nasdaq Equity Prem... |
3 |
- |
$0.00 |
$11,834,000 |
218,183 |
5.26% |
778,000 |
-3,252 |
0.242 |
N/A |
|
IEF |
iShares Lehman 7-10 Year Tr... |
4 |
- |
$93.94 |
$11,345,000 |
119,853 |
5.05% |
-651,000 |
-4,603 |
0.043 |
Closed - End Fund - E... |
|
BLK |
BlackRock Inc A |
5 |
- |
$778.53 |
$7,483,000 |
8,976 |
3.33% |
88,000 |
-133 |
0.005 |
Investment Brokerage ... |
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BLV |
Vanguard Long-Term Bond ETF |
6 |
- |
$71.40 |
$7,221,000 |
99,833 |
3.21% |
-508,000 |
-3,803 |
0.155 |
Closed - End Fund - Debt |
|
NNN |
National Retail Properties |
8 |
- |
$42.74 |
$6,372,000 |
149,099 |
2.83% |
-89,000 |
-797 |
0.086 |
REIT - Retail |
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STWD |
Starwood Property Trust, Inc. |
9 |
- |
$19.17 |
$6,289,000 |
309,324 |
2.8% |
-252,000 |
-1,862 |
0.109 |
Property Management |
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PICK |
Ishares Msci Global Select ... |
13 |
- |
$0.00 |
$5,889,000 |
141,227 |
2.62% |
-271,000 |
-1,788 |
0.532 |
N/A |
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JNJ |
Johnson & Johnson |
16 |
- |
$146.42 |
$5,778,000 |
36,527 |
2.57% |
28,000 |
-156 |
0.001 |
Drug Manufacturers - ... |
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JPM |
JP Morgan Chase & Co |
20 |
- |
$196.91 |
$4,168,000 |
20,808 |
1.85% |
574,000 |
-319 |
0.001 |
Domestic Money Center... |
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ICE |
Intercontinental Exchange Inc |
25 |
- |
$134.86 |
$3,303,000 |
24,033 |
1.47% |
157,000 |
-462 |
0.004 |
Business Services |
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QQQ |
Invesco QQQ Trust Series I |
30 |
- |
$463.37 |
$2,878,000 |
6,482 |
1.28% |
-614,000 |
-2,046 |
0.001 |
Closed - End Fund - Debt |
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DIA |
Diamonds Trust |
35 |
- |
$389.33 |
$1,983,000 |
4,986 |
0.88% |
44,000 |
-158 |
0.006 |
Closed - End Fund - E... |
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NFLX |
Netflix Inc |
40 |
- |
$648.52 |
$601,000 |
989 |
0.27% |
103,000 |
-34 |
0 |
Music & Video Stores |
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DIS |
Walt Disney Co |
43 |
- |
$101.21 |
$540,000 |
4,413 |
0.24% |
141,000 |
-2 |
0 |
Entertainment - Diver... |
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DRI |
Darden Restaurants Inc |
62 |
- |
$150.11 |
$207,000 |
1,240 |
0.09% |
3,000 |
-4 |
0.001 |
Restaurants |
|
T |
AT&T Corp |
63 |
- |
$18.28 |
$204,000 |
11,610 |
0.09% |
9,000 |
-6 |
0 |
Long Distance Carriers |
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