Portfolio (Quarterly)
Guide ↗
Second Half Financial Partners, LLC
· CIK 0001946654| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 6,924 | $1.2M | 0.53% | SOLD |
| 2 | QCOM | QUALCOMM INC | Technology | 4,811 | $620K | 0.28% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 3,315 | $619K | 0.28% | SOLD |
| 4 | EXEL | EXELIXIS INC | Healthcare | 12,717 | $545K | 0.25% | SOLD |
| 5 | XLI | SELECT SECTOR SPDR TR | — | 3,319 | $537K | 0.24% | SOLD |
| 6 | LRCX | LAM RESEARCH CORP | Technology | 2,434 | $520K | 0.23% | SOLD |
| 7 | XLK | SELECT SECTOR SPDR TR | — | 3,386 | $450K | 0.20% | SOLD |
| 8 | LMT | LOCKHEED MARTIN CORP | Industrials | 418 | $253K | 0.11% | SOLD |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,640 | $240K | 0.11% | SOLD |
| 10 | MCD | MCDONALDS CORP | Consumer Cyclical | 711 | $221K | 0.10% | SOLD |
| 11 | V | VISA INC | Financial Services | 707 | $214K | 0.10% | SOLD |
| 12 | ITA | ISHARES TR | — | 941 | $206K | 0.09% | SOLD |
| 13 | UBER | UBER TECHNOLOGIES INC | Technology | 2,840 | $204K | 0.09% | SOLD |
Sector Allocation
Financial Services
43.1%
Technology
19.9%
Industrials
10.7%
Consumer Cyclical
7.8%
Communication Services
5.8%
Healthcare
3.8%
Consumer Defensive
3.5%
Utilities
3.1%
Real Estate
1.4%
Basic Materials
0.9%