Second Half Financial Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Second Half Financial Partners, LLC reported 93 stock positions worth $204.7 million. Its top holding was Neos S&P 500 High Income ETF (SPYI) at 11.3% of the portfolio, followed by Neos Nasdaq-100 High Inc. ETF (QQQI, 9.4%) and JPM Nasdaq Equity Premium (JEPQ, 9.3%). Compared with Q3 2024, it opened 18 new positions, sold out of 18, added to 25 and reduced 47. The biggest buy was a new position in Neos S&P 500 High Income ETF (SPYI) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- SEBRING, FL
- CIK
- 0001946654
- Portfolio Value
- $204.7M (Q4 2024)
- SEC Filing
- 0001946654-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 93 stocks · $204.7M
| SPYI Neos S&P 500 High Income ETF | 11.27% | 454,000 | $23.1M | New |
| QQQI Neos Nasdaq-100 High Inc. ETF | 9.42% | 368,009 | $19.3M | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 9.34% | 339,186 | $19.1M | Add +66.3% |
| RDVI FT Vest Rising Dividend Achi | 8.70% | 734,661 | $17.8M | Add +89.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 5.23% | 117,026 | $10.7M | Reduce -56.9% |
| SDVD FT Vest Smid Rising Dividend | 4.55% | 432,623 | $9.3M | Add +1.4% |
| IYF iShares US Financials ETF | 3.66% | 67,722 | $7.5M | Add +91.0% |
| SCHD Schwab US DVD Equity ETF | 3.56% | 266,676 | $7.3M | Reduce -15.0% |
| IDU iShares US Utilities ETF | 3.44% | 73,280 | $7.1M | Add +16.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.12% | 7,400 | $4.3M | Add +4.0% |
| DIVO Amplify CWP Enhan Divid ETF | 1.93% | 97,815 | $4.0M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.79% | 48,523 | $3.7M | Reduce -18.0% |
| JPM JPMorgan Chase & Co. | 1.55% | 13,246 | $3.2M | Reduce -2.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.55% | 6,191 | $3.2M | Reduce -0.2% |
| ACIO Aptus Collared Invest Opp | 1.52% | 77,068 | $3.1M | Reduce -0.7% |
| DRSK Aptus Defined Risk ETF | 1.45% | 108,275 | $3.0M | Add +0.5% |
| AAPL Apple Inc. | 1.44% | 11,783 | $3.0M | Reduce -14.2% |
| IWM iShares Russell 2000 ETF | 1.22% | 11,298 | $2.5M | Reduce -4.3% |
| STWD Starwood Property Trust Inc. | 1.19% | 128,813 | $2.4M | Reduce -18.2% |
| IYW iShares Ustechnology ETF | 1.15% | 14,753 | $2.4M | New |
| JNJ Johnson & Johnson | 1.08% | 15,331 | $2.2M | Reduce -28.1% |
| LMT Lockheed Martin Corp. | 1.05% | 4,433 | $2.2M | Reduce -17.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.00% | 4,830 | $2.1M | Reduce -0.9% |
| JUCY Aptus Enhanced Yield ETF | 0.96% | 86,450 | $2.0M | Add +2.4% |
| ICE Intercontinental Exchange Inc. | 0.93% | 12,731 | $1.9M | Reduce -25.4% |
| PICK iShares MSCI Global Metals & | 0.90% | 52,547 | $1.8M | Reduce -23.8% |
| DUBS Aptus LRG Cap Enh YLD ETF | 0.84% | 53,262 | $1.7M | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 0.81% | 6,702 | $1.7M | Reduce -17.8% |
| IDUB Aptus Intl Enhan YLD ETF | 0.68% | 69,248 | $1.4M | Add +3.2% |
| AMZN Amazon.com Inc. | 0.66% | 6,201 | $1.4M | Add +5.6% |
| NVDA Nvidia Corp. | 0.65% | 9,867 | $1.3M | Add +1.4% |
| MSFT Microsoft Corp. | 0.65% | 3,135 | $1.3M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.57% | 6,672 | $1.2M | Reduce -0.8% |
| STXF Strive 500 ETF | 0.54% | 29,290 | $1.1M | Reduce -3.3% |
| ADME Aptus Drwdwn MGD Eqty ETF | 0.53% | 23,164 | $1.1M | Reduce -1.2% |
| WMT Walmart Inc. | 0.50% | 11,401 | $1.0M | Add +48.2% |
| DFAI Dimensional International Co. | 0.46% | 32,376 | $945K | Add +0.5% |
| NFLX Netflix Inc. | 0.45% | 1,041 | $928K | Add +2.1% |
| UNH Unitedhealth Group Inc. | 0.44% | 1,800 | $911K | Reduce -76.2% |
| PDP Invesco Dorsey Wright Moment | 0.40% | 7,581 | $816K | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 6,336 | $730K | New |
| XLF SS Financial Select Sector | 0.34% | 14,345 | $693K | New |
| XOM Exxon Mobil Corp. | 0.31% | 5,992 | $645K | Reduce -0.9% |
| BKAG BNY Mellon Core Bond ETF | 0.31% | 15,500 | $639K | Add +2.8% |
| OSCV Opus Small Cap Value ETF | 0.31% | 17,179 | $635K | Reduce -0.7% |
| XLK SS Technology Select Sector | 0.29% | 2,574 | $599K | Add +9.1% |
| XLC SS Comm Select Sector SPDR | 0.29% | 6,137 | $594K | Add +3.8% |
| FANG Diamondback Energy Inc. | 0.28% | 3,537 | $579K | Add +94.0% |
| V Visa Inc. Class A | 0.27% | 1,743 | $551K | New |
| NEE Nextera Energy Inc. | 0.24% | 6,835 | $490K | Reduce -80.5% |
| GOOGL Alphabet Inc. Class A | 0.24% | 2,542 | $481K | Reduce -38.1% |
| PGR Progressive Corp. | 0.24% | 2,008 | $481K | New |
| AMT American Tower Corp. | 0.23% | 2,615 | $480K | New |
| CHE Chemed Corp. | 0.23% | 903 | $478K | New |
| BR Broadridge Financial Solutio | 0.23% | 2,052 | $464K | New |
| SGOV iShares 0-3 Month Treasury B | 0.22% | 4,513 | $453K | Reduce -25.1% |
| ROP Roper Technologies Inc. | 0.22% | 870 | $452K | New |
| CPRT Copart Inc. | 0.22% | 7,748 | $445K | New |
| ABBV Abbvie Inc. | 0.21% | 2,472 | $439K | Add +2.9% |
| PWR Quanta Services Inc. | 0.21% | 1,374 | $434K | New |
| AVGO Broadcom Inc. | 0.21% | 1,812 | $420K | Reduce -19.4% |
| HD Home Depot Inc. | 0.20% | 1,061 | $413K | Add +2.9% |
| SPHD Invesco S&P 500 High Dividen | 0.20% | 8,527 | $412K | Reduce -3.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.20% | 1,748 | $403K | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.19% | 680 | $398K | Reduce -44.6% |
| TLT iShares 20+ Year Treasury BD | 0.18% | 4,288 | $374K | Reduce -3.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 3,309 | $369K | Reduce -5.3% |
| AMD Advanced Micro Devices | 0.17% | 2,813 | $340K | Reduce -14.1% |
| IEF iShares 7-10 Year Treasury B | 0.17% | 3,656 | $338K | Reduce -17.3% |
| SDVY First Trust Smid Cap Rising | 0.16% | 9,382 | $336K | Reduce -3.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 2,400 | $290K | Add +4.8% |
| AXP American Express Co. | 0.14% | 941 | $279K | Reduce -5.6% |
| CLS Celestica Inc. | 0.13% | 2,930 | $270K | New |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.13% | 20,373 | $265K | No change |
| MSI Motorola Solutions Inc. | 0.13% | 571 | $264K | Reduce -6.1% |
| QLD Proshares Ultra QQQ | 0.13% | 2,410 | $261K | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 572 | $259K | Reduce -4.8% |
| NUV Nuveen Municipal Value | 0.12% | 29,464 | $253K | No change |
| D Dominion Energy Inc. | 0.12% | 4,570 | $246K | Add +1.4% |
| T AT&T Inc. | 0.12% | 10,762 | $245K | Reduce -1.2% |
| NOW ServiceNow Inc. | 0.12% | 231 | $245K | Reduce -52.6% |
| RTX RTX Corp. | 0.12% | 2,115 | $245K | Reduce -40.4% |
| GLW Corning Inc. | 0.12% | 4,995 | $237K | Reduce -54.3% |
| RMD Resmed Inc. | 0.12% | 1,029 | $235K | Reduce -52.0% |
| APP AppLovin Corp. Class A | 0.11% | 688 | $223K | Reduce -59.9% |
| CEG Constellation Energy | 0.11% | 969 | $217K | Reduce -3.7% |
| DUK Duke Energy Corp. | 0.10% | 1,972 | $212K | Add +6.4% |
| GLD SPDR Gold Shares | 0.10% | 863 | $209K | Reduce -15.5% |
| DHI D.R. Horton Inc. | 0.10% | 1,494 | $209K | No change |
| AXON Axon Enterprise Inc. | 0.10% | 346 | $206K | New |
| IYZ iShares US Telecommunication | 0.10% | 7,560 | $203K | New |
| DRI Darden Restaurants Inc. | 0.10% | 1,085 | $203K | New |
| VZ Verizon Communications Inc. | 0.10% | 5,037 | $201K | Reduce -1.0% |
Portfolio Sells Q3 2024 → Q4 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -56.9% | 5.23% | −7.97 |
| IYR iShares US Real Estate ETF | Sold out | 0.00% | −3.13 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −2.44 |
| UNH Unitedhealth Group Inc. | Reduce -76.2% | 0.44% | −1.90 |
| AMGN Amgen Inc. | Sold out | 0.00% | −1.81 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −1.78 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −1.63 |
| NEE Nextera Energy Inc. | Reduce -80.5% | 0.24% | −1.33 |
| SCHD Schwab US DVD Equity ETF | Reduce -15.0% | 3.56% | −1.12 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.05 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −1.02 |
| ELS Equity Lifestyle Properties | Sold out | 0.00% | −0.95 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.89 |
| JNJ Johnson & Johnson | Reduce -28.1% | 1.08% | −0.75 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -18.0% | 1.79% | −0.74 |
| PICK iShares MSCI Global Metals & | Reduce -23.8% | 0.90% | −0.68 |
| LMT Lockheed Martin Corp. | Reduce -17.5% | 1.05% | −0.61 |
| ICE Intercontinental Exchange Inc. | Reduce -25.4% | 0.93% | −0.53 |
| STWD Starwood Property Trust Inc. | Reduce -18.2% | 1.19% | −0.51 |
| LOW Lowe's Cos Inc. | Reduce -17.8% | 0.81% | −0.36 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.29 |
| AAPL Apple Inc. | Reduce -14.2% | 1.44% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.20 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.19 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -44.6% | 0.19% | −0.18 |
| RMD Resmed Inc. | Reduce -52.0% | 0.12% | −0.16 |
| IWM iShares Russell 2000 ETF | Reduce -4.3% | 1.22% | −0.16 |
| GLW Corning Inc. | Reduce -54.3% | 0.12% | −0.15 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -38.1% | 0.24% | −0.13 |
| ON On Semiconductor | Sold out | 0.00% | −0.12 |
| ACIO Aptus Collared Invest Opp | Reduce -0.7% | 1.52% | −0.12 |
| AMD Advanced Micro Devices | Reduce -14.1% | 0.17% | −0.12 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.11 |
| NOW ServiceNow Inc. | Reduce -52.6% | 0.12% | −0.11 |
| RTX RTX Corp. | Reduce -40.4% | 0.12% | −0.11 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.11 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.11 |
| SGOV iShares 0-3 Month Treasury B | Reduce -25.1% | 0.22% | −0.10 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.9% | 1.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.65% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.57% | −0.07 |
| IEF iShares 7-10 Year Treasury B | Reduce -17.3% | 0.17% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 0.31% | −0.06 |
| DUBS Aptus LRG Cap Enh YLD ETF | Reduce -0.6% | 0.84% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 1.55% | −0.06 |
| STXF Strive 500 ETF | Reduce -3.3% | 0.54% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -3.3% | 0.18% | −0.05 |
| ADME Aptus Drwdwn MGD Eqty ETF | Reduce -1.2% | 0.53% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| SPYI Neos S&P 500 High Income ETF | New | 11.27% | +11.27 |
| QQQI Neos Nasdaq-100 High Inc. ETF | New | 9.42% | +9.42 |
| RDVI FT Vest Rising Dividend Achi | Add +89.7% | 8.70% | +3.64 |
| JEPQ JPM Nasdaq Equity Premium | Add +66.3% | 9.34% | +3.41 |
| DIVO Amplify CWP Enhan Divid ETF | New | 1.93% | +1.93 |
| IYF iShares US Financials ETF | Add +91.0% | 3.66% | +1.71 |
| IYW iShares Ustechnology ETF | New | 1.15% | +1.15 |
| IJR iShares Core S&P Small-Cap E | New | 0.36% | +0.36 |
| XLF SS Financial Select Sector | New | 0.34% | +0.34 |
| V Visa Inc. Class A | New | 0.27% | +0.27 |
| PGR Progressive Corp. | New | 0.24% | +0.24 |
| AMT American Tower Corp. | New | 0.23% | +0.23 |
| CHE Chemed Corp. | New | 0.23% | +0.23 |
| BR Broadridge Financial Solutio | New | 0.23% | +0.23 |
| ROP Roper Technologies Inc. | New | 0.22% | +0.22 |
| CPRT Copart Inc. | New | 0.22% | +0.22 |
| PWR Quanta Services Inc. | New | 0.21% | +0.21 |
| WMT Walmart Inc. | Add +48.2% | 0.50% | +0.17 |
| CLS Celestica Inc. | New | 0.13% | +0.13 |
| FANG Diamondback Energy Inc. | Add +94.0% | 0.28% | +0.12 |
| AXON Axon Enterprise Inc. | New | 0.10% | +0.10 |
| IYZ iShares US Telecommunication | New | 0.10% | +0.10 |
| DRI Darden Restaurants Inc. | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +5.6% | 0.66% | +0.08 |
| NFLX Netflix Inc. | Add +2.1% | 0.45% | +0.07 |
| IDU iShares US Utilities ETF | Add +16.9% | 3.44% | +0.05 |
| NVDA Nvidia Corp. | Add +1.4% | 0.65% | +0.02 |
| XLK SS Technology Select Sector | Add +9.1% | 0.29% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +3.8% | 0.29% | +0.01 |
| QLD Proshares Ultra QQQ | Add +0.4% | 0.13% | −0.00 |
| TJX TJX Companies Inc. | Add +4.8% | 0.14% | −0.00 |
| DUK Duke Energy Corp. | Add +6.4% | 0.10% | −0.01 |
| PDP Invesco Dorsey Wright Moment | Add +0.0% | 0.40% | −0.02 |
| D Dominion Energy Inc. | Add +1.4% | 0.12% | −0.02 |
| HD Home Depot Inc. | Add +2.9% | 0.20% | −0.02 |
| BKAG BNY Mellon Core Bond ETF | Add +2.8% | 0.31% | −0.03 |
| ABBV Abbvie Inc. | Add +2.9% | 0.21% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.0% | 2.12% | −0.04 |
| JUCY Aptus Enhanced Yield ETF | Add +2.4% | 0.96% | −0.08 |
| DFAI Dimensional International Co. | Add +0.5% | 0.46% | −0.08 |
| IDUB Aptus Intl Enhan YLD ETF | Add +3.2% | 0.68% | −0.10 |
| DRSK Aptus Defined Risk ETF | Add +0.5% | 1.45% | −0.17 |
| SDVD FT Vest Smid Rising Dividend | Add +1.4% | 4.55% | −0.44 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 109 | $243.9M | BIL, QQQI, SPYI, DIVO, RDVI |
| Q1 2026 | 96 | $222.1M | BIL, QQQI, SPYI, DIVO, RDVI |
| Q4 2025 | 102 | $225.2M | BIL, QQQI, SPYI, DIVO, RDVI |
| Q3 2025 | 96 | $227.0M | BIL, QQQI, SPYI, DIVO, OMAH |
| Q2 2025 | 90 | $212.2M | BIL, QQQI, SPYI, DIVO, OMAH |
| Q1 2025 | 82 | $201.7M | BIL, SPYI, DIVO, QQQI, JEPQ |
| Q4 2024 | 93 | $204.7M | SPYI, QQQI, JEPQ, RDVI, BIL |
| Q3 2024 | 93 | $188.7M | BIL, JEPQ, RDVI, SDVD, SCHD |
| Q2 2024 | 40 | $124.9M | BIL, JEPQ, RDVI, SDVD, BLK |
| Q1 2024 | 65 | $224.9M | BIL, SCHD, JEPQ, IEF, BLK |