SHF
Second Half Financial Partners LLC Portfolio
Invests via Second Half Financial Partners LLC | Managed by William (Will) Swaine, David Leidel
Invests via Second Half Financial Partners LLC
Managed by William (Will) Swaine, David Leidel
Automatically Tracked
Company Profile
Second Half Financial Partners LLC operates as a distinctive investment firm dedicated to empowering entrepreneurs in the later stages of their businesses. The firm excels at identifying high-potential opportunities for value creation, particularly within growth-oriented sectors. By leveraging its deep industry connections and market insights, it supports its partners in navigating complex business landscapes while enhancing operational performance. With a focus on strategic investments, this entity seeks to foster innovation and accelerate market expansion for portfolio companies, reinforcing its relevance in today's competitive financial ecosystem.
Second Half Financial Partners LLC operates as a distinctive investment firm dedicated to empowering entrepreneurs in the later stages of their businesses. The firm excels at identifying high-potential opportunities for value creation, particularly within growth-oriented sectors. By leveraging its deep industry connections and market insights, it supports its partners in navigating complex business landscapes while enhancing operational performance. With a focus on strategic investments, this entity seeks to foster innovation and accelerate market expansion for portfolio companies, reinforcing its relevance in today's competitive financial ecosystem.
Investment Philosophy & Strategy
In an evolving economic landscape, Second Half Financial Partners LLC emphasizes a growth-centric investment approach that capitalizes on the unique potential of established businesses. This firm applies strategic insights to enhance operational performance and optimize pathways for scaling. By leveraging extensive networks and specialized knowledge, it selectively targets sectors ripe for transformation while fostering robust partnerships with entrepreneurs who are navigating complex challenges. The commitment to drive value creation not only highlights its dedication but also reinforces its position as a catalyst for innovation within diverse markets.
In an evolving economic landscape, Second Half Financial Partners LLC emphasizes a growth-centric investment approach that capitalizes on the unique potential of established businesses. This firm applies strategic insights to enhance operational performance and optimize pathways for scaling. By leveraging extensive networks and specialized knowledge, it selectively targets sectors ripe for transformation while fostering robust partnerships with entrepreneurs who are navigating complex challenges. The commitment to drive value creation not only highlights its dedication but also reinforces its position as a catalyst for innovation within diverse markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
32.5%
Gain +0.48%
Monthly
0.41%
Yearly
5%
Drawdown
15.16%
$238.38M
Equity
Holdings
$238.38M
Investment
$211M
$85.16M
Profit +$1.2M
Realized
$57.78M
Unrealized
$27.38M
Dividends
$38.26M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$1.2M
Win %
77%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$400,180.7
Win %
77%
This Month
Compared to last month
Gain
-0.46%
Profit
-$1.1M
Win %
77%
This Year
Compared to last year
Gain
-0.28%
Profit
$475,881.55
Win %
74%
ANET Arista Networks, Inc.
+4.38%
+$31,784 
QCOM QUALCOMM Incorporated
+4.28%
+$41,759.43 
AGX Argan Inc.
+2.92%
+$10,271.7 
CEG Constellation Energy Corporation
+2.85%
+$6,352.6 
STRL Sterling Infrastructure, Inc.
+2.5%
+$17,976 
T AT&T Inc.
+2.48%
+$6,425.61 
VZ Verizon Communications Inc.
+2.46%
+$5,785.4 
JPM JPMorgan Chase & Co.
+2.3%
+$19,262.99 
RCL Royal Caribbean Group
+2.19%
+$16,495.2 
CLS Celestica Inc.
+1.89%
+$7,290 
TSLA Tesla, Inc.
+1.88%
+$12,773.53 
D Dominion Energy, Inc.
+1.81%
+$5,227.2 
XME SPDR S&P Metals & Mining ETF
+1.77%
+$4,347 
UNP Union Pacific Corporation
+1.58%
+$3,514.75 
LIN Linde plc
+1.58%
+$4,251.99 
DAL Delta Air Lines, Inc.
+1.5%
+$5,863.41 
CAT Caterpillar Inc.
+1.49%
+$10,544.03 
POWL Powell Industries Inc.
+1.46%
+$12,099.75 
NEE NextEra Energy, Inc.
+1.3%
+$7,289.69 
ABBV AbbVie Inc.
+1.3%
+$6,625.8 
ILF iShares Latin America 40 ETF
+1.19%
+$2,788.41 
LRCX Lam Research Corporation
+1.18%
+$10,441.86 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.11%
+$4,716.06 
ETR Entergy Corporation
+1.1%
+$3,294.47 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$21,586.42 
PDP Invesco Dorsey Wright Momentum ETF
+1.07%
+$11,488.4 
JNJ Johnson & Johnson
+1.05%
+$2,732.5 
V Visa Inc. Class A
+1.05%
+$2,361.39 
OSCV Opus Small Cap Value ETF
+1.03%
+$8,480.64 
RDVI FT Vest Rising Dividend Achievers Fund
+1.02%
+$182,154.22 
IDUB Aptus International Enhanced Fund
+0.98%
+$19,546.65 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$3,466.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$18,224.99 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$5,688.45 
IWM iShares Russell 2000 ETF
+0.9%
+$25,277.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$23,394.01 
SO The Southern Company
+0.8%
+$2,793.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$17,438.25 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.74%
+$140,301 
HD The Home Depot, Inc.
+0.73%
+$2,363.7 
MO Altria Group, Inc.
+0.72%
+$4,583.5 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$194,806.17 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,266.26 
IGF iShares Global Infrastructure ETF
+0.67%
+$2,614.5 
DUK Duke Energy Corporation
+0.64%
+$1,430.2 
IYW iShares U.S. Technology ETF
+0.62%
+$22,579.45 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$3,551.36 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.59%
+$95,228.76 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$29,122.22 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$75,996 
GOOGL Alphabet Inc
+0.56%
+$4,616.02 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$113,344.56 
MSI Motorola Solutions, Inc.
+0.47%
+$1,778.98 
WMT Walmart Inc.
+0.45%
+$3,646.05 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$1,065.24 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$5,473.55 
BMY Bristol-Myers Squibb Company
+0.39%
+$2,156.22 
GD General Dynamics Corporation
+0.38%
+$3,963.6 
XOM Exxon Mobil Corporation
+0.29%
+$2,942.63 
ACIO Aptus Collared Investment Opportunity ETF
+0.24%
+$9,059.27 
NVDA NVIDIA Corporation
+0.18%
+$3,848 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.15%
+$3,125.04 
MSFT Microsoft Corp.
+0.13%
+$1,223.04 
EXPE Expedia Group, Inc.
+0.1%
+$667.69 
KO The Coca-Cola Company
+0.1%
+$427.68 
PH Parker-Hannifin Corporation
+0.09%
+$228.31 
TJX The TJX Companies, Inc.
+0.05%
+$172.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$11,732.87 
GBTC Grayscale Bitcoin Trust ETF
+0.02%
+$44.23 
BEMO Aptus Behavioral Momentum ETF
0%
$0 
RUM Rumble Inc.
-5.04%
-$7,741.74 
RKT Rocket Companies, Inc. Class A
-2.75%
-$21,763.03 
STRV Strive 500 ETF
-2.68%
-$39,116.6 
LLY Eli Lilly and Company
-2.41%
-$9,001.49 
PLTR Palantir Technologies Inc.
-2.35%
-$5,051.2 
LMT Lockheed Martin Corporation
-1.53%
-$3,519.56 
AAPL Apple Inc.
-1.52%
-$57,469.5 
LHX L3Harris Technologies, Inc.
-1.43%
-$13,114.98 
AMZN Amazon.com Inc
-1.23%
-$11,677.2 
TWLO Twilio Inc.
-1.17%
-$4,292.21 
NFLX Netflix, Inc.
-1.14%
-$9,218.16 
UBER Uber Technologies, Inc.
-1.12%
-$2,215.2 
UGA United States Gasoline Fund, LP
-0.99%
-$2,207.1 
AVGO Broadcom Inc.
-0.94%
-$6,421.9 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$1,881.99 
EXEL Exelixis Inc.
-0.69%
-$4,705.29 
RTX RTX Corporation
-0.33%
-$866.81 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$1,938 
CRM Salesforce Inc
-0.25%
-$1,359.15 
META Meta Platforms Inc Class A
-0.23%
-$579.8 
NUV Nuveen Municipal Value Fund, Inc.
-0.22%
-$589.28 
DRSK Aptus Defined Risk ETF
-0.21%
-$7,100.82 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$687.36 
JUCY Aptus Enhanced Yield ETF
-0.16%
-$2,621.26 
DEFR Aptus Deferred Income ETF
-0.04%
-$487.93 
MCD McDonald's Corporation
-0.02%
-$42.66 Events
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Dividends
Dividend Analysis
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| Trades 1080 | Longs Won 569/1080 52% | Profit Factor 4.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $198,625.48 | Best Trade (Dec 31) $45.31M | Sharpe Ratio -9.8 |
| Average Loss -$54,516.94 | Worst Trade (Sep 30) -$1.37M | Z-Score -2.19 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $78,851.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.13% | 1.58% | 14.09% |
| Consecutive Losing Trades | 4,367 | 3,930 | 3,493 | 3,057 | 2,620 | 2,183 | 1,747 | 1,310 | 873 | 437 |
Hover over the desired column for a detailed explanation.
Returns
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