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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Second-Half-Financial-Partners
Data Enrichment
66% identified54 identified28 unidentified
Holdings
82 positions • $201.7M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $201.0K | 0.1% ($201.0K/$201.7M) | YoY NEW(+$201.0K) | |
Rumble Inc.(RUMcusip78137L105) | 20.4K | QoQ 0.00% (-0)YoY +0.49% (-100) | All Managers (Combined) | $144.0K | 0.1% ($144.0K/$201.7M) |