Portfolio (Quarterly)
Guide ↗
Second Half Financial Partners, LLC
· CIK 0001946654| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | TSLA | TESLA INC | Consumer Cyclical | 1,643.0 | $691K | 0.28% | -59.0 | -3.5% | $420.60 | -19.5% |
| 22 | NFLX | NETFLIX INC. | Communication Services | 9,546.0 | $682K | 0.28% | -366.0 | -3.7% | $71.40 | +10.2% |
| 23 | AVGO | BROADCOM INC | Technology | 1,702.0 | $643K | 0.26% | -72.0 | -4.1% | $377.75 | +0.7% |
| 24 | KO | COCA COLA CO | Consumer Defensive | 5,252.0 | $427K | 0.17% | -94.0 | -1.8% | $81.27 | +9.2% |
| 25 | MSI | MOTOROLA SOLUTIONS INC | Technology | 868.0 | $361K | 0.15% | -49.0 | -5.3% | $415.40 | +12.9% |
| 26 | TWLO | TWILIO INC | Communication Services | 1,741.0 | $359K | 0.15% | -40.0 | -2.2% | $206.33 | +12.8% |
| 27 | SO | SOUTHERN CO | Utilities | 3,723.0 | $356K | 0.15% | -26.0 | -0.7% | $95.70 | -3.5% |
| 28 | IEF | ISHARES TR | — | 3,163.0 | $299K | 0.12% | -1K | -26.4% | $94.57 | -1.8% |
| 29 | RTX | RTX CORPORATION | Industrials | 1,402.0 | $266K | 0.11% | -19.0 | -1.3% | $189.66 | +17.9% |
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%