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:
23.19%
Gain +0.54%
Monthly
0.37%
Yearly
4.58%
Drawdown
15.26%
$240.08M
Equity
Holdings
$240.08M
Investment
$217.7M
$81.99M
Profit +$1.12M
Realized
$59.61M
Unrealized
$22.37M
Dividends
$39.79M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$1.12M
Win %
74%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$3.71M
Win %
74%
This Month
Compared to last month
Gain
-1.62%
Profit
-$3.96M
Win %
74%
This Year
Compared to last year
Gain
-1.71%
Profit
-$4.16M
Win %
72%
AGX Argan Inc.
+9.24%
+$28,769.8 
MU Micron Technology, Inc.
+7.34%
+$22,221.5 
AMAT Applied Materials, Inc.
+7.21%
+$12,510.3 
STRL Sterling Infrastructure, Inc.
+5.78%
+$32,168.48 
POWL Powell Industries Inc.
+5.11%
+$11,065.34 
AMD Advanced Micro Devices, Inc.
+4.86%
+$10,444.42 
CRDO Credo Technology Group Holding Ltd.
+4.32%
+$10,595.7 
TXN Texas Instruments Inc
+4.07%
+$10,083.15 
CLS Celestica Inc.
+3.4%
+$10,460 
TRFK Pacer Data and Digital Revolution ETF
+3.34%
+$6,303.69 
CAT Caterpillar Inc.
+3.23%
+$21,495.48 
AVGO Broadcom Inc.
+3.11%
+$20,032.54 
QLD ProShares Ultra QQQ
+3.03%
+$6,264 
PDP Invesco Dorsey Wright Momentum ETF
+2.79%
+$30,168.22 
USO United States Oil Fund, LP
+2.67%
+$6,904.35 
NVDA NVIDIA Corporation
+2.5%
+$52,221.46 
ANET Arista Networks, Inc.
+2.46%
+$19,244.16 
XME SPDR S&P Metals & Mining ETF
+2.31%
+$6,120.08 
DFAE Dimensional Emerging Core Equity Market ETF
+2.25%
+$5,041.68 
CEG Constellation Energy Corporation
+2.07%
+$4,740.75 
GBTC Grayscale Bitcoin Trust ETF
+1.98%
+$5,390 
NUE Nucor Corporation
+1.8%
+$4,537.26 
PH Parker-Hannifin Corporation
+1.58%
+$4,330.66 
RUM Rumble Inc.
+1.53%
+$1,813.2 
IYW iShares U.S. Technology ETF
+1.52%
+$54,436.2 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$77,700.72 
QQQI Neos NASDAQ-100 High Income ETF
+1.43%
+$387,114.83 
EZPW EzCorp Inc.
+1.34%
+$2,550.76 
URI United Rentals, Inc.
+0.98%
+$1,873.42 
TSLA Tesla, Inc.
+0.98%
+$5,931.21 
FTI TechnipFMC plc
+0.9%
+$6,252.35 
DAL Delta Air Lines, Inc.
+0.84%
+$3,897.19 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.8%
+$9,462.96 
JPM JPMorgan Chase & Co.
+0.77%
+$6,628.6 
DFAI Dimensional International Core Equity Market ETF
+0.71%
+$9,430.22 
STXF Strive 500 ETF
+0.69%
+$9,787.47 
IWM iShares Russell 2000 ETF
+0.68%
+$18,124 
META Meta Platforms Inc Class A
+0.68%
+$2,523.82 
RCL Royal Caribbean Group
+0.64%
+$4,649.68 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$72,087.52 
ILF iShares Latin America 40 ETF
+0.58%
+$1,824 
MFC Manulife Financial Corporation
+0.53%
+$1,296.67 
SPYI NEOS S&P 500 High Income ETF
+0.53%
+$113,344.56 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.49%
+$976.5 
LAMR Lamar Advertising Company
+0.43%
+$3,520.38 
IDUB Aptus International Enhanced Fund
+0.41%
+$7,655.34 
ABBV AbbVie Inc.
+0.4%
+$2,318.46 
ADME Aptus Drawdown Managed Equity Fund
+0.4%
+$5,230.06 
OSCV Opus Small Cap Value ETF
+0.38%
+$3,268.64 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.37%
+$8,658.3 
UGA United States Gasoline Fund, LP
+0.36%
+$1,073.16 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.34%
+$63,960.9 
ACIO Aptus Collared Investment Opportunity ETF
+0.33%
+$11,893.65 
T AT&T Inc.
+0.23%
+$663.65 
TFC Truist Financial Corporation
+0.21%
+$444.05 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.2%
+$740.01 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.19%
+$3,935.6 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$31,405.9 
IGF iShares Global Infrastructure ETF
+0.14%
+$748.22 
CSX CSX Corporation
+0.14%
+$387.38 
MSI Motorola Solutions, Inc.
+0.08%
+$277.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$1,289.86 
AXP American Express Company
+0.02%
+$45.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$4,693.15 
UNP Union Pacific Corporation
0%
$0 
SHOP Shopify Inc.
-2.89%
-$20,739.6 
LHX L3Harris Technologies, Inc.
-2.2%
-$18,073.44 
AAPL Apple Inc.
-2.14%
-$91,441.22 
TWLO Twilio Inc.
-1.56%
-$5,588.61 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-1.56%
-$10,777.44 
MSFT Microsoft Corp.
-1.03%
-$9,176.86 
XLV Health Care Select Sector SPDR Fund
-1.02%
-$7,057.9 
JNJ Johnson & Johnson
-0.89%
-$2,429.86 
AMZN Amazon.com Inc
-0.86%
-$9,650.88 
GD General Dynamics Corporation
-0.76%
-$8,235.48 
TJX The TJX Companies, Inc.
-0.66%
-$2,229.72 
GOOGL Alphabet Inc
-0.63%
-$4,488.51 
MO Altria Group, Inc.
-0.58%
-$4,464.4 
WMT Walmart Inc.
-0.53%
-$3,907.57 
VZ Verizon Communications Inc.
-0.49%
-$1,319.88 
HD The Home Depot, Inc.
-0.48%
-$1,608 
DHI D.R. Horton, Inc.
-0.45%
-$887.4 
DEFR Aptus Deferred Income ETF
-0.43%
-$5,471.65 
KO The Coca-Cola Company
-0.43%
-$1,838.2 
RTX RTX Corporation
-0.39%
-$1,051.5 
NFLX Netflix, Inc.
-0.37%
-$2,386.5 
EXPE Expedia Group, Inc.
-0.36%
-$3,117.12 
SO The Southern Company
-0.28%
-$986.6 
JUCY Aptus Enhanced Yield ETF
-0.27%
-$4,330.08 
NEE NextEra Energy, Inc.
-0.27%
-$1,587.89 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.27%
-$1,168.58 
LIN Linde plc
-0.25%
-$664.2 
DUK Duke Energy Corporation
-0.25%
-$589.31 
LLY Eli Lilly and Company
-0.19%
-$1,059.23 
TLT iShares 20+ Year Treasury Bond ETF
-0.19%
-$2,299.2 
BMY Bristol-Myers Squibb Company
-0.17%
-$1,154.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.15%
-$442.82 
XLF Financial Select Sector SPDR Fund
-0.14%
-$1,038.88 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$812.6 
SCHD Schwab U.S. Dividend Equity ETF
-0.12%
-$3,102.41 
NUV Nuveen Municipal Value Fund, Inc.
-0.11%
-$294.64 
D Dominion Energy, Inc.
-0.11%
-$324 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$176.73 
UPSD Aptus Large Cap Upside ETF
-0.08%
-$161.19 
DRSK Aptus Defined Risk ETF
-0.05%
-$1,754.51 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.05%
-$8,657.16 
RKT Rocket Companies, Inc. Class A
-0.04%
-$265.64 
ETR Entergy Corporation
-0.03%
-$95.69 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$558.64 Events
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Dividends
Dividend Analysis
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| Trades 1169 | Longs Won 621/1169 53% | Profit Factor 3.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.36M |
| Average Win $177,445.64 | Best Trade (Dec 31) $45.31M | Sharpe Ratio -11.4 |
| Average Loss -$51,473.78 | Worst Trade (Sep 30) -$1.37M | Z-Score -6.97 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $70,133.54 |
| 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% | 0.16% | 1.78% | 14.94% |
| Consecutive Losing Trades | 4,673 | 4,206 | 3,738 | 3,271 | 2,804 | 2,336 | 1,869 | 1,402 | 935 | 467 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Second Half Financial Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Public Storage Common Stock - $49M, Microsoft Corp - $7.52M, SPDR S&P 500 ETF Trust - $6.9M, SPDR Bloomberg 1-3 Month T-Bill ETF - $5.75M, and JPMorgan Nasdaq Equity Premium Income ETF - $4.19M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares 7-10 Year Treasury Bond ETF - $1.47M, L3Harris Technologies, Inc - $1.14M, Lockheed Martin Corporation - $1.04M, Southern Copper Corporation - $1.01M, and iShares MSCI Global Metals & Mining Producers ETF - $1M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Second Half Financial Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.79M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $5.55M, NEOS S&P 500 High Income ETF - $3.85M, Neos NASDAQ-100 High Income ETF - $3.82M, Public Storage Common Stock - $3.33M, and JPMorgan Nasdaq Equity Premium Income ETF - $3M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Second Half Financial Partners LLC's monthly returns?
Second Half Financial Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Second Half Financial Partners LLC's strategy be considered aggressive or moderate?
Second Half Financial Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Second Half Financial Partners LLC's strategy?
Second Half Financial Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
