Portfolio (Quarterly)
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Second Half Financial Partners, LLC
· CIK 0001946654| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | URI | UNITED RENTALS INC | Industrials | 188.0 | $213K | 0.09% | NEW | — | $1132.89 | -0.5% |
| 22 | TFC | TRUIST FINL CORP | Financial Services | 4,229.0 | $211K | 0.09% | NEW | — | $49.82 | +5.5% |
| 23 | SRVR | PACER FDS TR | — | 6,510.0 | $207K | 0.09% | NEW | — | $31.77 | +0.2% |
| 24 | — | ETF SER SOLUTIONS | — | 7,327.0 | $207K | 0.09% | NEW | — | $28.20 | — |
| 25 | EZPW | EZCORP INC | Financial Services | 5,932.0 | $205K | 0.08% | NEW | — | $34.57 | -15.6% |
| 26 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 822.0 | $202K | 0.08% | NEW | — | $246.22 | +3.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%