Top 50 Second Half Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 19.36% | 469.3K | $43.0M | +0.00%(+0) | $91.63(-0.21%) | 2026-03-31 | |
| QQQI | NEOS ETF TRUST | 11.18% | 499.5K | $24.8M | +0.00%(+0) | $51.14(+8.26%) | 2026-03-31 | |
| SPYI | NEOS ETF TRUST | 9% | 404.8K | $20.0M | +0.00%(+0) | $51.01(+4.01%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 8.33% | 412.6K | $18.5M | +0.00%(+1) | $40.67(+14.15%) | 2026-03-31 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 7.23% | 628.1K | $16.0M | +0.00%(+0) | $23.67(+22.79%) | 2026-03-31 | |
| OMAH | TIDAL TRUST III | 7.02% | 865.7K | $15.6M | +0.00%(+0) | $19.45(-2.97%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.26% | 18.0K | $11.7M | +1.63%(+288) | $537.06(+38.68%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.79% | 6.9K | $4.0M | +0.60%(+41) | $368.51(+93.37%) | 2026-03-31 | |
| ACIO | ETF SER SOLUTIONS | 1.56% | 82.4K | $3.5M | +8.47%(+6.43K) | $39.08(+18.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.46% | 12.8K | $3.2M | +14.66%(+1.63K) | $182.52(+69.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.63% | +8.09% |
| Top 20 Holdings Unweighted | +7.15% | +23.02% |
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