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:
25.42%
Gain -0.26%
Monthly
0.33%
Yearly
4%
Drawdown
16.69%
$243.13M
Equity
Holdings
$243.13M
Investment
$217.7M
$74.59M
Profit -$553,742.5
Realized
$49.17M
Unrealized
$25.43M
Dividends
$40.76M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$553,742.5
Win %
74%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$553,742.5
Win %
74%
This Month
Compared to last month
Gain
-0.65%
Profit
-$1.58M
Win %
74%
This Year
Compared to last year
Gain
-0.46%
Profit
-$1.11M
Win %
71%
RUM Rumble Inc.
+12.62%
+$18,437.56 
SHOP Shopify Inc.
+4.21%
+$31,199.85 
NFLX Netflix, Inc.
+3.82%
+$28,208.43 
RKT Rocket Companies, Inc. Class A
+3.15%
+$22,048.53 
GOOGL Alphabet Inc
+2.9%
+$19,924.11 
META Meta Platforms Inc Class A
+2.81%
+$10,400.75 
TWLO Twilio Inc.
+2.76%
+$10,933.48 
EXPE Expedia Group, Inc.
+2.43%
+$22,276.8 
WMT Walmart Inc.
+2.39%
+$16,987.99 
GBTC Grayscale Bitcoin Trust ETF
+2.38%
+$7,653.8 
MSI Motorola Solutions, Inc.
+2.33%
+$9,426.48 
MSFT Microsoft Corp.
+2.27%
+$24,975.28 
MO Altria Group, Inc.
+2.25%
+$15,958.97 
T AT&T Inc.
+2.09%
+$7,233.78 
LLY Eli Lilly and Company
+2.09%
+$11,099.81 
ABBV AbbVie Inc.
+1.74%
+$10,183.04 
LHX L3Harris Technologies, Inc.
+1.52%
+$10,958.49 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$10,392 
VZ Verizon Communications Inc.
+1.44%
+$4,481.47 
DHI D.R. Horton, Inc.
+1.22%
+$2,291.6 
KO The Coca-Cola Company
+1.06%
+$4,910.62 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$6,357.4 
HD The Home Depot, Inc.
+0.97%
+$3,004.96 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.92%
+$7,184.96 
AXP American Express Company
+0.84%
+$1,763.58 
USO United States Oil Fund, LP
+0.79%
+$2,514.42 
BMY Bristol-Myers Squibb Company
+0.71%
+$5,252.98 
URI United Rentals, Inc.
+0.7%
+$1,295.32 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.63%
+$99,557.34 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$17,009.76 
JNJ Johnson & Johnson
+0.54%
+$1,568.72 
AAPL Apple Inc.
+0.47%
+$19,950.97 
GD General Dynamics Corporation
+0.37%
+$3,846.16 
DAL Delta Air Lines, Inc.
+0.36%
+$1,591.81 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$2,362.43 
TJX The TJX Companies, Inc.
+0.16%
+$437.2 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.15%
+$626.02 
D Dominion Energy, Inc.
+0.13%
+$367.2 
LAMR Lamar Advertising Company
+0.13%
+$969.38 
UPSD Aptus Large Cap Upside ETF
+0.1%
+$227.14 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$2,083.62 
UNP Union Pacific Corporation
+0.1%
+$223.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2,346.57 
JUCY Aptus Enhanced Yield ETF
0%
$0 
CLS Celestica Inc.
-8.46%
-$29,310 
CRDO Credo Technology Group Holding Ltd.
-7.71%
-$14,544.48 
STRL Sterling Infrastructure, Inc.
-7.69%
-$33,623.77 
CEG Constellation Energy Corporation
-6.96%
-$17,883.92 
AMAT Applied Materials, Inc.
-6.72%
-$10,124.4 
POWL Powell Industries Inc.
-6.12%
-$10,605.08 
ANET Arista Networks, Inc.
-5.56%
-$51,348.6 
AVGO Broadcom Inc.
-4.75%
-$29,274.38 
MU Micron Technology, Inc.
-4.75%
-$16,201.5 
AGX Argan Inc.
-4.47%
-$10,458.15 
FTI TechnipFMC plc
-4.3%
-$31,550.32 
CAT Caterpillar Inc.
-4.14%
-$26,129.2 
AMD Advanced Micro Devices, Inc.
-3.9%
-$8,591.24 
TRFK Pacer Data and Digital Revolution ETF
-3.62%
-$7,259.11 
PDP Invesco Dorsey Wright Momentum ETF
-2.95%
-$32,272.53 
SRVR Pacer Data & Infrastructure Real Estate ETF
-2.91%
-$5,746.38 
NVDA NVIDIA Corporation
-2.85%
-$63,747.15 
XME SPDR S&P Metals & Mining ETF
-2.72%
-$8,367.72 
PH Parker-Hannifin Corporation
-2.55%
-$7,002.47 
DFAE Dimensional Emerging Core Equity Market ETF
-2.13%
-$5,131.71 
TXN Texas Instruments Inc
-1.9%
-$4,465.4 
NUE Nucor Corporation
-1.82%
-$5,154.24 
JPM JPMorgan Chase & Co.
-1.69%
-$15,230.63 
RCL Royal Caribbean Group
-1.69%
-$11,106.17 
ETR Entergy Corporation
-1.5%
-$4,319.72 
XLU Utilities Select Sector SPDR Fund
-1.39%
-$32,959.76 
TSLA Tesla, Inc.
-1.36%
-$8,165.71 
RTX RTX Corporation
-1.31%
-$3,645.19 
AMZN Amazon.com Inc
-1.21%
-$13,828.46 
QLD ProShares Ultra QQQ
-1.19%
-$2,556 
ILF iShares Latin America 40 ETF
-1.04%
-$3,420 
NUV Nuveen Municipal Value Fund, Inc.
-1.03%
-$2,651.76 
IGF iShares Global Infrastructure ETF
-0.98%
-$4,922.5 
IDUB Aptus International Enhanced Fund
-0.94%
-$18,442.41 
PNC The PNC Financial Services Group, Inc.
-0.76%
-$1,528.92 
NEE NextEra Energy, Inc.
-0.72%
-$3,986.63 
LIN Linde plc
-0.63%
-$1,527.17 
OSCV Opus Small Cap Value ETF
-0.59%
-$5,005.1 
IYW iShares U.S. Technology ETF
-0.58%
-$21,834.3 
QQQ Invesco QQQ Trust, Series 1
-0.57%
-$29,913.3 
DFAI Dimensional International Core Equity Market ETF
-0.55%
-$7,641.73 
RDVI FT Vest Rising Dividend Achievers Fund
-0.54%
-$97,358.29 
SO The Southern Company
-0.49%
-$1,600.89 
TFC Truist Financial Corporation
-0.48%
-$1,017.07 
QQQI Neos NASDAQ-100 High Income ETF
-0.48%
-$129,870.78 
DUK Duke Energy Corporation
-0.47%
-$1,064.56 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.43%
-$1,610.61 
UGA United States Gasoline Fund, LP
-0.42%
-$1,414.62 
XLF Financial Select Sector SPDR Fund
-0.41%
-$3,051.71 
CSX CSX Corporation
-0.39%
-$1,051.46 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$43,219.52 
ADME Aptus Drawdown Managed Equity Fund
-0.34%
-$4,516.87 
ACIO Aptus Collared Investment Opportunity ETF
-0.33%
-$12,290.1 
STXF Strive 500 ETF
-0.29%
-$4,300.56 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.27%
-$3,233.18 
SPYI NEOS S&P 500 High Income ETF
-0.26%
-$56,672.28 
EZPW EzCorp Inc.
-0.25%
-$474.56 
DUBS Aptus Large Cap Enhanced Yield ETF
-0.24%
-$5,165.48 
DRSK Aptus Defined Risk ETF
-0.2%
-$6,433.19 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.16%
-$3,805.09 
IWM iShares Russell 2000 ETF
-0.16%
-$4,168.52 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.14%
-$26,822.31 
DEFR Aptus Deferred Income ETF
-0.11%
-$1,424.91 
MFC Manulife Financial Corporation
-0.06%
-$144.07 
IEF iShares 7-10 Year Treasury Bond ETF
-0.02%
-$47.45 Events
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Dividends
Dividend Analysis
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| Trades 1169 | Longs Won 658/1169 56% | Profit Factor 2.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.37M |
| Average Win $178,535.44 | Best Trade (Dec 31) $45.31M | Sharpe Ratio -11.96 |
| Average Loss -$83,923.75 | Worst Trade (Sep 29) -$1.46M | Z-Score 1.62 (89.47%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $63,807.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.28% | 2.52% | 17.57% |
| Consecutive Losing Trades | 2,899 | 2,609 | 2,319 | 2,029 | 1,739 | 1,449 | 1,159 | 870 | 580 | 290 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,789 | $3.02M | $4.27M | - | $1.25M | 41.6% | +0.47% |
| ABBV AbbVie Inc. | 2,273 | $372,142.53 | $594,616.8 | - | $222,474.27 | 59.78% | +1.742% |
| ACIO Aptus Collared Investment Opportunity ETF | 79,291 | $3.17M | $3.7M | - | $530,935.14 | 16.74% | -0.331% |
| ADME Aptus Drawdown Managed Equity Fund | 23,773 | $1.11M | $1.33M | - | $224,217 | 20.26% | -0.338% |
| AGX Argan Inc. | 565 | $307,727.25 | $223,304.95 | - | -$84,422.3 | -27.43% | -4.474% |
| AMAT Applied Materials, Inc. | 330 | $238,590 | $140,517.3 | - | -$98,072.7 | -41.11% | -6.721% |
| AMD Advanced Micro Devices, Inc. | 427 | $248,048.56 | $211,796.27 | - | -$36,252.29 | -14.61% | -3.898% |
| AMZN Amazon.com Inc | 4,468 | $870,534.29 | $1.13M | - | $262,930.29 | 30.2% | -1.205% |
| ANET Arista Networks, Inc. | 4,626 | $567,980.28 | $871,954.74 | - | $303,974.46 | 53.52% | -5.561% |
| AVGO Broadcom Inc. | 1,702 | $301,221.46 | $586,832.58 | - | $285,611.12 | 94.82% | -4.752% |
| AXP American Express Company | 646 | $218,509.5 | $211,513.32 | - | -$6,996.18 | -3.2% | +0.841% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 469,315 | $43.03M | $42.94M | - | -$91,275.21 | -0.21% | +0.005% |
| BMY Bristol-Myers Squibb Company | 11,545 | $694,919.93 | $739,976.77 | - | $45,056.84 | 6.48% | +0.715% |
| BRK-B Berkshire Hathaway Inc. | 1,195 | $567,560.8 | $616,249.55 | - | $48,688.75 | 8.58% | +1.042% |
| CAT Caterpillar Inc. | 771 | $305,714.9 | $604,988.28 | - | $299,273.38 | 97.89% | -4.14% |
| CEG Constellation Energy Corporation | 903 | $291,452.28 | $239,245.33 | - | -$52,206.95 | -17.91% | -6.955% |
| CLS Celestica Inc. | 1,000 | $246,380 | $317,240 | - | $70,860 | 28.76% | -8.458% |
| CRDO Credo Technology Group Holding Ltd. | 1,158 | $314,918.11 | $174,151.62 | - | -$140,766.49 | -44.7% | -7.708% |
| CSX CSX Corporation | 5,534 | $263,031.02 | $269,837.84 | - | $6,806.82 | 2.59% | -0.388% |
| D Dominion Energy, Inc. | 4,320 | $249,401.28 | $278,402.4 | - | $29,001.12 | 11.63% | +0.132% |
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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 - $6.94M, SPDR Bloomberg 1-3 Month T-Bill ETF - $6.01M, and Neos NASDAQ-100 High Income ETF - $3.97M. 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 20+ Year Treasury Bond ETF - $1.6M, L3Harris Technologies, Inc - $1.5M, iShares 7-10 Year Treasury Bond ETF - $1.46M, Lowe's Companies Inc - $1.26M, and Lockheed Martin Corporation - $1.08M. 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 $40.76M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $5.81M, Neos NASDAQ-100 High Income ETF - $4.13M, NEOS S&P 500 High Income ETF - $4.07M, Public Storage Common Stock - $3.33M, and FT Vest Rising Dividend Achievers Fund - $2.92M. 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.
