Second Half Financial Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$189M
Signature - Title
Kim May - COMPLIANCE OFFICER
Location
Sebring, FL
Summary
This page shows a list of all the recent 13F filings made by Second Half Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Second Half Financial Partners, LLC reported 93 stock holdings with total value $189M as of Q3 2024. Top holdings included BIL, JEPQ, RDVI, SDVD, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 93 $189M +$88.3M -$32.9M +$55.4M BIL, JEPQ, RDVI, SDVD, SCHD 13F-HR 11/8/2024, 12:07 PM
Q2 2024 40 $125M +$15.6M -$114M -$98.6M BIL, JEPQ, RDVI, SDVD, BLK 13F-HR 8/8/2024, 01:23 PM
Q1 2024 65 $225M +$56.6M -$38.5M +$18.1M BIL, SCHD, JEPQ, IEF, BLK 13F-HR 5/9/2024, 02:04 PM
Q4 2023 53 $203M +$32.3M -$40.6M -$8.33M BIL, SCHD, IEF, JEPQ, BLV 13F-HR 2/7/2024, 07:35 PM
Q3 2023 42 $201M +$64.4M -$294M -$230M BIL, IEF, JEPQ, BLV, SCHD Restatement 11/13/2023, 09:38 AM
Q2 2023 152 $438M +$287M -$20.3M +$267M BIL, IEF, JEPI, QQQ, TLT 13F-HR 8/7/2023, 01:43 PM
Q1 2023 37 $169M +$85.3M -$68.5M +$16.8M BIL, JEPI, IEF, JEPQ, BLK 13F-HR 5/11/2023, 03:00 PM
Q4 2022 45 $152M +$67.3M -$3.6M +$63.7M TLT, JEPI, JEPQ, BLK, PICK 13F-HR 2/13/2023, 02:36 PM
Q3 2022 35 $80.4M +$40.5M -$64.2M -$23.7M TLT, AAPL, JNJ, BLK, LHX 13F-HR 11/14/2022, 05:38 PM
Q2 2022 60 $97.4M $0 $0 DGS, UGI, SPY, LOW, JNJ 13F-HR 9/16/2022, 01:50 PM
Q1 2022 60 $104M $0 $0 DGS, UGI, SPY, TXN, LOW 13F-HR 9/20/2022, 03:21 PM