Second-Half-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  null,
  null,
  null,
  null,
  "GOOGL",
  null,
  null,
  null,
  null,
  "AXP",
  "T",
  null,
  "AVGO",
  "LOW",
  "DUK",
  "NUV",
  "D",
  "RUM",
  null,
  null,
  null,
  null,
  "HD",
  "MCD",
  "META",
  null,
  null,
  null,
  "LIN",
  null,
  "PWR",
  "MSFT",
  null,
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "VZ",
  null,
  "ROP",
  "GLD",
  null,
  null,
  "AMT",
  "TJX",
  "UBER",
  "RCL",
  "IEF",
  null,
  "STWD",
  "AMD",
  "DRI",
  "AMZN",
  "MSI",
  null,
  null,
  "V",
  "WMT",
  "SCHD",
  "DIA",
  null,
  null,
  "BRK-B",
  "BR",
  "CHE",
  "CPRT",
  "FANG",
  null,
  "RSP",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 82
Total Value: 201680017
Accession Number: 0001946654-25-000002
Form Type: 13F-HR
CIK: second-half-financial-partners
Manager Name: Second-Half-Financial-Partners

Data Enrichment

66% identified

54 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $201.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LOCKHEED MARTIN CORP

LMT|539830109

Shares:3.4K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$201.7M)

26922B709

Shares:68.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$201.7M)

NVIDIA CORP

NVDA|67066G104

Shares:11.6K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$201.7M)

81369Y886

Shares:15.9K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$201.7M)

MICROSOFT CORP

MSFT|594918104

Shares:3.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$201.7M)

46137V357

RSP|46137V357

Shares:6.7K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$201.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.6K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$201.7M)

AMAZON COM INC

AMZN|023135106

Shares:5.9K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$201.7M)

02072L680

Shares:29.8K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$201.7M)

26922A784

Shares:23.1K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$201.7M)

25434V203

Shares:32.6K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$201.7M)

Walmart Inc.

WMT|931142103

Shares:11.4K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$201.7M)

NETFLIX INC

NFLX|64110L106

Shares:962

Value:$897.1K

% of Portfolio:0.4% ($897.1K/$201.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.7K

Value:$878.4K

% of Portfolio:0.4% ($878.4K/$201.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.3K

Value:$869.2K

% of Portfolio:0.4% ($869.2K/$201.7M)

46137V837

Shares:7.3K

Value:$734.6K

% of Portfolio:0.4% ($734.6K/$201.7M)

VISA INC.

V|92826C839

Shares:2.1K

Value:$720.5K

% of Portfolio:0.4% ($720.5K/$201.7M)

81369Y605

Shares:14.3K

Value:$711.1K

% of Portfolio:0.4% ($711.1K/$201.7M)

09661T602

Shares:15.5K

Value:$652.5K

% of Portfolio:0.3% ($652.5K/$201.7M)

26922A446

Shares:17.3K

Value:$603.5K

% of Portfolio:0.3% ($603.5K/$201.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.4K	QoQ -22.91% (-1.0K) YoY -61.86% (-5.5K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$201.7M)	QoQ -29.14% (-$627.8K) YoY -62.54% (-$2.5M)
(cusip26922B709)✕	68.6K	QoQ -0.92% (-641) YoY NEW(+68.6K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$201.7M)	QoQ +2.88% (-$40.1K) YoY NEW(+$1.4M)
NVIDIA CORP(NVDAcusip67066G104)	11.6K	QoQ +18.00% (-1.8K) YoY +1921.52% (+11.1K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$201.7M)	QoQ -4.75% (-$63.1K) YoY +142.47% (+$741.5K)
(cusip81369Y886)✕	15.9K	QoQ -67.33% (-32.7K) YoY -74.06% (-45.3K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$201.7M)	QoQ -65.97% (-$2.4M) YoY -68.85% (-$2.8M)
MICROSOFT CORP(MSFTcusip594918104)	3.2K	QoQ +1.62% (-51) YoY +183.20% (+2.1K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$201.7M)	QoQ -9.51% (-$125.7K) YoY +152.72% (+$722.7K)
(RSPcusip46137V357)	6.7K	QoQ +0.17% (-12) YoY +47.22% (+2.1K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$201.7M)	QoQ -0.96% (-$11.3K) YoY +50.58% (+$388.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.6K	QoQ -65.24% (-8.6K) YoY -77.87% (-16.2K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$201.7M)	QoQ -64.43% (-$2.0M) YoY -72.90% (-$3.0M)
AMAZON COM INC(AMZNcusip023135106)	5.9K	QoQ -5.35% (-332) YoY +94.78% (+2.9K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$201.7M)	QoQ -17.92% (-$243.8K) YoY +105.45% (+$573.2K)
(cusip02072L680)✕	29.8K	QoQ +1.57% (-460) YoY NEW(+29.8K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$201.7M)	QoQ -3.10% (-$34.4K) YoY NEW(+$1.1M)
(cusip26922A784)✕	23.1K	QoQ -0.34% (-80) YoY NEW(+23.1K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$201.7M)	QoQ -5.27% (-$57.0K) YoY NEW(+$1.0M)
(cusip25434V203)✕	32.6K	QoQ +0.60% (+197) YoY NEW(+32.6K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$201.7M)	QoQ +7.60% (+$71.9K) YoY NEW(+$1.0M)
Walmart Inc.(WMTcusip931142103)	11.4K	QoQ -0.06% (-7) YoY +59.89% (+4.3K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$201.7M)	QoQ -2.89% (-$29.8K) YoY +133.29% (+$571.5K)
NETFLIX INC(NFLXcusip64110L106)	962	QoQ -7.58% (-79) YoY -2.73% (-27)	All Managers (Combined)	$897.1K	0.4% ($897.1K/$201.7M)	QoQ -3.31% (-$30.8K) YoY +49.35% (-$296.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.7K	QoQ -6.83% (-123) YoY -71.23% (-4.2K)	All Managers (Combined)	$878.4K	0.4% ($878.4K/$201.7M)	QoQ -3.53% (-$32.2K) YoY -69.54% (-$2.0M)
EXXON MOBIL CORP(XOMcusip30231G102)	7.3K	QoQ +21.97% (+1.3K) YoY +22.59% (+1.3K)	All Managers (Combined)	$869.2K	0.4% ($869.2K/$201.7M)	QoQ +34.86% (+$224.7K) YoY +25.43% (+$176.2K)
(cusip46137V837)✕	7.3K	QoQ -3.07% (-233) YoY -0.80% (-60)	All Managers (Combined)	$734.6K	0.4% ($734.6K/$201.7M)	QoQ -9.94% (-$81.1K) YoY +0.39% (-$2.9K)
VISA INC.(Vcusip92826C839)	2.1K	QoQ +17.95% (+313) YoY NEW(+2.1K)	All Managers (Combined)	$720.5K	0.4% ($720.5K/$201.7M)	QoQ +30.80% (+$169.7K) YoY NEW(+$720.5K)
(cusip81369Y605)✕	14.3K	QoQ -0.48% (-69) YoY +7.64% (+1.0K)	All Managers (Combined)	$711.1K	0.4% ($711.1K/$201.7M)	QoQ +2.56% (-$17.8K) YoY +27.29% (+$152.5K)
(cusip09661T602)✕	15.5K	QoQ -0.07% (-12) YoY NEW(+15.5K)	All Managers (Combined)	$652.5K	0.3% ($652.5K/$201.7M)	QoQ +2.12% (-$13.6K) YoY NEW(+$652.5K)
(cusip26922A446)✕	17.3K	QoQ +0.80% (-139) YoY NEW(+17.3K)	All Managers (Combined)	$603.5K	0.3% ($603.5K/$201.7M)	QoQ -5.02% (-$31.9K) YoY NEW(+$603.5K)