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| Name: |
Second Half Financial Partners LLC |
| City: |
SEBRING |
| State: |
FL |
| Zip: |
33870 |
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data |
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| Holdings
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28 |
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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 |
|
SCHD |
Schwab US Dividend Equity ETF |
2 |
- |
$80.08 |
$13,465,000 |
166,999 |
5.99% |
1,014,000 |
3,456 |
0.056 |
N/A |
|
|
ANTM |
Anthem Inc |
11 |
- |
$547.71 |
$6,152,000 |
11,864 |
2.74% |
3,339,000 |
5,899 |
0.005 |
N/A |
|
|
LHX |
L3harris Technologies Inc |
15 |
- |
$223.57 |
$5,822,000 |
27,321 |
2.59% |
464,000 |
1,882 |
0.013 |
Communication Equipment |
|
|
SPY |
Standard & Poors Depository... |
17 |
- |
$529.45 |
$5,702,000 |
10,902 |
2.54% |
1,560,000 |
2,188 |
0 |
Closed - End Fund - E... |
|
|
LMT |
Lockheed Martin Corp |
21 |
- |
$466.20 |
$4,076,000 |
8,960 |
1.81% |
312,000 |
656 |
0.003 |
Aerospace/Defense - M... |
|
|
XLU |
SPDR Utilities Select |
22 |
- |
$72.34 |
$4,013,000 |
61,123 |
1.78% |
502,000 |
5,691 |
0.007 |
Closed - End Fund - E... |
|
|
NEE |
NextEra Energy |
23 |
- |
$76.09 |
$3,475,000 |
54,366 |
1.55% |
190,000 |
290 |
0.003 |
Electric Utilities |
|
|
ADP |
Automatic Data Processing Inc |
26 |
- |
$252.33 |
$3,182,000 |
12,741 |
1.42% |
229,000 |
64 |
0.003 |
Business Software & S... |
|
|
MCD |
McDonalds Corp |
27 |
- |
$272.38 |
$3,058,000 |
10,847 |
1.36% |
-62,000 |
323 |
0.001 |
Restaurants |
|
|
UNH |
Unitedhealth Group Inc |
29 |
- |
$524.63 |
$2,884,000 |
5,830 |
1.28% |
2,672,000 |
5,428 |
0.001 |
Health Care Plans |
|
|
CME |
CME Group Inc |
32 |
- |
$213.14 |
$2,838,000 |
13,180 |
1.26% |
101,000 |
184 |
0.004 |
Business Services |
|
|
WEC |
WEC Energy Group Inc |
33 |
- |
$85.50 |
$2,790,000 |
33,972 |
1.24% |
-37,000 |
380 |
0.011 |
Multi Utilities |
|
|
ELS |
Equity Lifestyle Properties... |
34 |
- |
$64.68 |
$2,720,000 |
42,232 |
1.21% |
-245,000 |
195 |
0.023 |
REIT - Housing/Apartm... |
|
|
AAPL |
Apple Inc |
36 |
- |
$189.87 |
$1,947,000 |
11,354 |
0.87% |
-198,000 |
215 |
0 |
Personal Computers |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
37 |
- |
$168.04 |
$769,000 |
4,540 |
0.34% |
53,000 |
3 |
0.001 |
Closed - End Fund - E... |
|
|
PDP |
Invesco DWA Momentum ETF |
38 |
- |
$97.24 |
$732,000 |
7,408 |
0.33% |
384,000 |
3,333 |
0.032 |
Closed - End Fund - E... |
|
|
XOM |
Exxon Mobil Corp |
39 |
- |
$119.64 |
$693,000 |
5,962 |
0.31% |
118,000 |
213 |
0 |
Integrated Oil & Gas |
|
|
AMZN |
Amazon.com Inc |
42 |
- |
$184.70 |
$544,000 |
3,013 |
0.24% |
88,000 |
9 |
0 |
Internet Software & S... |
|
|
NVDA |
NVIDIA Corporation |
44 |
- |
$924.79 |
$520,000 |
576 |
0.23% |
263,000 |
58 |
0 |
Semiconductor - Speci... |
|
|
MSFT |
Microsoft Corp |
45 |
- |
$420.21 |
$473,000 |
1,125 |
0.21% |
104,000 |
143 |
0 |
Application Software |
|
|
ABBV |
Abbvie Inc. |
46 |
- |
$166.42 |
$434,000 |
2,382 |
0.19% |
81,000 |
102 |
0 |
Drug Manufacturers - ... |
|
|
WMT |
Wal-Mart Stores Inc |
47 |
- |
$60.24 |
$429,000 |
7,126 |
0.19% |
102,000 |
5,051 |
0 |
Discount, Variety Stores |
|
|
HD |
Home Depot Inc |
48 |
- |
$344.21 |
$390,000 |
1,016 |
0.17% |
110,000 |
208 |
0 |
Home Improvement Stores |
|
|
SPHD |
Invesco S&P 500 High Divide... |
49 |
- |
$45.43 |
$383,000 |
8,636 |
0.17% |
34,000 |
412 |
0.013 |
N/A |
|
|
VIG |
Vanguard Dividend Appreciat... |
52 |
- |
$184.06 |
$315,000 |
1,726 |
0.14% |
22,000 |
7 |
0 |
Closed - End Fund - Debt |
|
|
SO |
Southern Co |
54 |
- |
$79.54 |
$273,000 |
3,801 |
0.12% |
11,000 |
60 |
0 |
Electric Utilities |
|
|
RCL |
Royal Caribbean Cruises Ltd |
55 |
- |
$141.92 |
$270,000 |
1,944 |
0.12% |
66,000 |
369 |
0.001 |
Sporting and Park Ent... |
|
|
DHI |
DR Horton Inc |
57 |
- |
$151.50 |
$256,000 |
1,554 |
0.11% |
29,000 |
60 |
0 |
Residential Construct... |
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