Second Half Financial Partners, LLC
Top Portfolio Positions
62 positions ·
$49,330,589 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
17,966 | $11,684,008 | 23.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,901 | $3,983,119 | 8.07% | |
| AAPL |
Apple Inc.
Technology
|
12,771 | $3,241,152 | 6.57% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
4,589 | $2,125,578 | 4.31% | |
| NVDA |
Nvidia Corp
Technology
|
10,400 | $1,813,760 | 3.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
6,924 | $1,174,725 | 2.38% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
2,934 | $1,012,670 | 2.05% | |
| GD |
General Dynamics Corp
Industrials
|
2,936 | $1,007,693 | 2.04% | |
| NFLX |
Netflix Inc
Communication Services
|
9,912 | $953,038 | 1.93% | |
| MSFT |
Microsoft Corp
Technology
|
2,352 | $870,639 | 1.76% |
Portfolio Trend
Holdings in RUM
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,902 | 20,373 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $128,757 | 20,373 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $147,500 | 20,373 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $182,949 | 20,373 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $144,037 | 20,373 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $265,052 | 20,373 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $109,199 | 20,373 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $112,515 | 20,273 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $163,805 | 20,273 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $91,025 | 20,273 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $103,392 | 20,273 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $180,835 | 20,273 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $202,730 | 20,273 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $120,624 | 20,273 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $248,344 | 20,273 | Shares | Sole | 2022-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||