Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECOND HALF FINANCIAL PARTNERS LLC | 05-09-2024 | 03-31-2024 | 65 | 224,866,807 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 51 | $3,474,541 | 54,366 | 0.00 | 0.00 | -49,024 | -47.42 | 03-31-2024 |
| LOWES COS INC | COM | 52 | $3,340,784 | 13,115 | 0.00 | 13,115 | +Inf | 03-31-2024 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 53 | $3,302,855 | 24,033 | 0.00 | 24,033 | +Inf | 03-31-2024 | |
| AUTOMATIC DATA PROCESSING IN | COM | 54 | $3,181,937 | 12,741 | 0.00 | 12,741 | +Inf | 03-31-2024 |
