0001946654-24-000001.txt : 20240208 0001946654-24-000001.hdr.sgml : 20240208 20240207193525 ACCESSION NUMBER: 0001946654-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240207 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Second Half Financial Partners, LLC CENTRAL INDEX KEY: 0001946654 ORGANIZATION NAME: IRS NUMBER: 854341638 STATE OF INCORPORATION: FL FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22655 FILM NUMBER: 24606406 BUSINESS ADDRESS: STREET 1: 145 WEST CENTER AVENUE CITY: SEBRING STATE: FL ZIP: 33870 BUSINESS PHONE: 863-385-1101 MAIL ADDRESS: STREET 1: 145 WEST CENTER AVENUE CITY: SEBRING STATE: FL ZIP: 33870 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001946654 XXXXXXXX 12-31-2023 12-31-2023 Second Half Financial Partners, LLC

145 WEST CENTER AVENUE SEBRING FL 33870

13F HOLDINGS REPORT 028-22655 000163454 801-113533 N Micaela Marie Michael 770-462-2118 Micaela Marie Michael New Braunfels TX 02-07-2024 0 53 202687645 false INFORMATION TABLE 2 2023Q413FSHFP.xml 2023Q413FSHFP AMAZON COM INC COM 023135106 456455 3004 SH SOLE 0 0 3004 ELEVANCE HEALTH INC COM 036752103 2812855 5965 SH SOLE 0 0 5965 APPLE INC COM 037833100 2144515 11139 SH SOLE 0 0 11139 AUTOMATIC DATA PROCESSING IN COM 053015103 2953361 12677 SH SOLE 0 0 12677 DARDEN RESTAURANTS INC COM 237194105 204389 1244 SH SOLE 0 0 1244 DISNEY WALT CO COM 254687106 398630 4415 SH SOLE 0 0 4415 HOME DEPOT INC COM 437076102 279895 808 SH SOLE 0 0 808 ISHARES TR S&P 500 GRWT ETF 464287309 636322 8473 SH SOLE 0 0 8473 ISHARES TR 7-10 YR TRSY BD 464287440 11996314 124456 SH SOLE 0 0 124456 ISHARES TR S&P MC 400VL ETF 464287705 706592 6196 SH SOLE 0 0 6196 ISHARES TR U.S. REAL ES ETF 464287739 565554 6187 SH SOLE 0 0 6187 JOHNSON & JOHNSON COM 478160104 5749697 36683 SH SOLE 0 0 36683 L3HARRIS TECHNOLOGIES INC COM 502431109 5357962 25439 SH SOLE 0 0 25439 LOCKHEED MARTIN CORP COM 539830109 3763705 8304 SH SOLE 0 0 8304 MCDONALDS CORP COM 580135101 3120471 10524 SH SOLE 0 0 10524 MICROSOFT CORP COM 594918104 369083 982 SH SOLE 0 0 982 NNN REIT INC COM 637417106 6460518 149896 SH SOLE 0 0 149896 NUVEEN MUN VALUE FD INC COM 670928100 253393 29464 SH SOLE 0 0 29464 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 12450529 163543 SH SOLE 0 0 163543 SOUTHERN CO COM 842587107 262301 3741 SH SOLE 0 0 3741 UNION PAC CORP COM 907818108 200756 817 SH SOLE 0 0 817 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 292890 1719 SH SOLE 0 0 1719 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 7729173 103636 SH SOLE 0 0 103636 WALMART INC COM 931142103 327169 2075 SH SOLE 0 0 2075 INVESCO QQQ TR UNIT SER 1 46090E103 3492385 8528 SH SOLE 0 0 8528 AT&T INC COM 00206R102 194919 11616 SH SOLE 0 0 11616 ABBVIE INC COM 00287Y109 353324 2280 SH SOLE 0 0 2280 BLACKROCK INC COM 09247X101 7394686 9109 SH SOLE 0 0 9109 CME GROUP INC COM 12572Q105 2736958 12996 SH SOLE 0 0 12996 CROWN CASTLE INC COM 22822V101 205729 1786 SH SOLE 0 0 1786 D R HORTON INC COM 23331A109 227080 1494 SH SOLE 0 0 1494 EQUITY LIFESTYLE PPTYS INC COM 29472R108 2965290 42037 SH SOLE 0 0 42037 EXXON MOBIL CORP COM 30231G102 574744 5749 SH SOLE 0 0 5749 INTERCONTINENTAL EXCHANGE IN COM 45866F104 3145893 24495 SH SOLE 0 0 24495 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 715872 4537 SH SOLE 0 0 4537 INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 46137V837 348330 4075 SH SOLE 0 0 4075 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 348798 8224 SH SOLE 0 0 8224 ISHARES INC MSCI GBL ETF NEW 46434G848 6159656 143015 SH SOLE 0 0 143015 JPMORGAN CHASE & CO COM 46625H100 3593688 21127 SH SOLE 0 0 21127 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 11056250 221435 SH SOLE 0 0 221435 NETFLIX INC COM 64110L106 498078 1023 SH SOLE 0 0 1023 NEXTERA ENERGY INC COM 65339F101 3284586 54076 SH SOLE 0 0 54076 NVIDIA CORPORATION COM 67066G104 256524 518 SH SOLE 0 0 518 PUBLIC STORAGE COM 74460D109 2621780 8596 SH SOLE 0 0 8596 RUMBLE INC COM CL A 78137L105 91026 20273 SH SOLE 0 0 20273 SPDR S&P 500 ETF TR TR UNIT 78462F103 4142059 8714 SH SOLE 0 0 8714 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1938780 5144 SH SOLE 0 0 5144 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 63554021 695415 SH SOLE 0 0 695415 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3510509 55432 SH SOLE 0 0 55432 STARWOOD PPTY TR INC COM 85571B105 6541130 311186 SH SOLE 0 0 311186 UNITEDHEALTH GROUP INC COM 91324P102 211635 402 SH SOLE 0 0 402 WEC ENERGY GROUP INC COM 92939U106 2827439 33592 SH SOLE 0 0 33592 ROYAL CARIBBEAN GROUP COM V7780T103 203947 1575 SH SOLE 0 0 1575