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Disclosery

13F-HR filed by Second Half Financial Partners, LLC

Second Half Financial Partners, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-13, with 45 holding rows worth $153,321,467.

Accession
0001946654-23-000001
Filer
CIK 1946654
Filed
2023-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 45 entries on the cover page, a total value of $153,321,467 stated on the cover page (in dollars after the unit check, H1), rows summing to $153,321,467 with VALUE read as dollars as filed, 13F file number 028-22655. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR46428743220 YR TR BD ETF429,982$46,081,171dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF328,796$18,238,314dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM215,506$9,342,185dollars as filed
BLACKROCK INC CL A COM09247X101COM8,842$6,712,935dollars as filed
ISHARES INC46434G848MSCI GBL ETF NEW131,572$6,135,202dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock27,313$5,867,379dollars as filed
Johnson & Johnson478160104COM35,031$5,724,769dollars as filed
UnitedHealth Group Inc91324P102COM10,692$5,337,333dollars as filed
SPY78462F103SHS12,601$5,121,973dollars as filed
AIR PRODS & CHEMS INC009158106COM13,891$4,452,204dollars as filed
Apple Inc037833100COM28,773$4,151,610dollars as filed
Lockheed Martin Corporation539830109COM8,858$4,103,557dollars as filed
AbbVie,Inc.00287Y109COM24,311$3,591,943dollars as filed
VANGUARD BD INDEX FDS921937793LONG TERM BOND45,772$3,556,484dollars as filed
Eli Lilly and Company532457108COM9,867$3,395,604dollars as filed
INVESCO QQQ TR46090E103COM11,002$3,241,428dollars as filed
SCHD808524797COM29,943$2,308,884dollars as filed
TJX Companies Inc872540109COM28,205$2,308,861dollars as filed
Abbott Laboratories002824100COM20,077$2,219,512dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 15,505$1,876,200dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS8,214$922,022dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM5,377$815,897dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS11,111$767,659dollars as filed
EXXON MOBIL CORP30231G102COM6,210$720,375dollars as filed
ISHARES TR464287739U.S. REAL ES ETF6,589$610,076dollars as filed
iShares S&P 500 Growth ETF464287309SHS9,005$556,329dollars as filed
JPMorgan Chase & Co46625H100COM3,109$435,196dollars as filed
Netflix, Inc64110L106COM1,229$434,894dollars as filed
Walt Disney Co254687106COM3,935$426,915dollars as filed
NextEra Energy,Inc.65339F101COM5,516$411,671dollars as filed
INVESCO EXCH TRADED FD TR II46138E362S&P500 HDL VOL8,564$388,729dollars as filed
INVESCO EXCHANGE TRADED FD T46137V837DORSEY WRIGHT MO4,400$332,471dollars as filed
Walmart Inc.931142103COM2,076$298,715dollars as filed
Amazon.com, Inc023135106COM2,858$294,764dollars as filed
Home Depot, Inc437076102COM904$292,940dollars as filed
Microsoft Corp594918104COM1,097$271,893dollars as filed
NUVEEN MUN VALUE FD INC670928100COM29,464$268,419dollars as filed
Southern Company842587107COM3,715$251,414dollars as filed
TRUIST FINL CORP COM89832Q109Stock4,583$226,354dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS430$208,190dollars as filed
RUM GROUP INC COM CL A78137L105Stock20,273$203,744dollars as filed
ALPS ETF TR00162Q858SECTR DIV DOGS3,691$203,702dollars as filed
DIREXION SHS ETF TR25459W540FUND12,700$118,364dollars as filed
DIREXION DAILY S&P BIOTECH BULL 3X ETF25490K323ETF10,000$83,500dollars as filed
THERATECHNOLOGIES INC COM88338H100COM10,304$9,686dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001946654-23-000001this filing2023-02-13acceptance time not in the bulk data set