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  Name: Second Half Financial Partners LLC
  City: SEBRING
  State: FL
  Zip: 33870
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $224,869,000
  Total Value Change : $22,179,000
  Securities Held Change : 12
   
All Securities Held : 65
  New Positions : 17
  Closed Positions : 5
  Increased Positions : 28
  Unchanged Positions : 3
  Decreased Positions : 17

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (RDVI)1 Year Chart         RDVI Ft Cboe Vest Rising Dividen... 7 New $0.00 $6,548,000 267,470 2.91% 6,548,000 267,470 0.297    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 10 New $93.91 $6,232,000 66,006 2.77% 6,232,000 66,006 0.002    Closed - End Fund - E...
   (PEP)1 Year Chart         PEP Pepsico Inc 12 New $179.46 $5,936,000 33,918 2.64% 5,936,000 33,918 0.002    Beverage Soft Drinks...
   (SDVD)1 Year Chart         SDVD FT Vest SMID Rising Dividen... 14 New $0.00 $5,857,000 266,101 2.6% 5,857,000 266,101 2.957    N/A
   (HSY)1 Year Chart         HSY Hershey Foods Corp 18 New $205.41 $5,613,000 28,856 2.5% 5,613,000 28,856 0.02    Confectioners
   (AMGN)1 Year Chart         AMGN Amgen Inc 19 New $319.04 $5,381,000 18,925 2.39% 5,381,000 18,925 0.003    Biotechnology
   (LOW)1 Year Chart         LOW Lowes Companies Inc 24 New $236.08 $3,341,000 13,115 1.49% 3,341,000 13,115 0.002    Home Improvement Stores
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 28 New $252.97 $2,927,000 11,296 1.3% 2,927,000 11,296 0.003    Property & Casualty I...
   (ABT)1 Year Chart         ABT Abbott Laboratories 31 New $104.59 $2,861,000 25,174 1.27% 2,861,000 25,174 0.001    Drug Manufacturers - ...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 41 New $42.18 $559,000 13,262 0.25% 559,000 13,262 0    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 50 New $146.20 $376,000 2,544 0.17% 376,000 2,544 0    Closed - End Fund - E...
   (XLC)1 Year Chart         XLC Communication Services Sele... 51 New $82.53 $349,000 4,277 0.16% 349,000 4,277 0    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 53 New $952.36 $311,000 308 0.14% 311,000 308 0.001    Networking & Communic...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 58 New $1,436.17 $219,000 165 0.1% 219,000 165 0    Semiconductor- Broad...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 59 New $172.65 $212,000 1,053 0.09% 212,000 1,053 0    Oil & Gas Refining, P...
   (QLD)1 Year Chart         QLD ProShares Ultra QQQ 60 New $89.90 $210,000 2,400 0.09% 210,000 2,400 0.007    Closed - End Fund - E...
   (SDOG)1 Year Chart         SDOG Alps Sector Dividend Dogs 61 New $54.25 $208,000 3,865 0.09% 208,000 3,865 0.017    N/A
      17 Records Found
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