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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | USO | UNITED STS OIL FD LP | Financial Services | 2,061.0 | $219K | 0.09% | NEW | — | $106.44 | +22.4% |
| 102 | AXP | AMERICAN EXPRESS CO | Financial Services | 646.0 | $219K | 0.09% | NEW | — | $338.25 | -0.6% |
| 103 | URI | UNITED RENTALS INC | Industrials | 188.0 | $213K | 0.09% | NEW | — | $1132.89 | +2.8% |
| 104 | TFC | TRUIST FINL CORP | Financial Services | 4,229.0 | $211K | 0.09% | NEW | — | $49.82 | +5.4% |
| 105 | SRVR | PACER FDS TR | — | 6,510.0 | $207K | 0.09% | NEW | — | $31.77 | +1.7% |
| 106 | — | ETF SER SOLUTIONS | — | 7,327.0 | $207K | 0.09% | NEW | — | $28.20 | — |
| 107 | EZPW | EZCORP INC | Financial Services | 5,932.0 | $205K | 0.08% | NEW | — | $34.57 | -15.3% |
| 108 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 822.0 | $202K | 0.08% | NEW | — | $246.22 | +3.4% |
| 109 | RUM | RUM GROUP INC | Technology | 20,373.0 | $129K | 0.05% | — | — | $6.34 | +30.0% |
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%