The "Halftime Report" traders discussed what they were watching as the second half of the day began.

Stephen Weiss was looking at LPL Financial Holdings.

Joe Terranova highlighted the overall financial sector.

Josh Brown called CME Group's stock a "winner."

Pete Najarian said keep an eye on technology stocks—particularly Microsoft and VMware.

Trader disclosure: On May 11, 2015, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Halftime Report" traders: Pete Najarian is AMAT, AAPL, BABA, BAC, BBY, BMY, BP, CSX, DISCA, FOXA, GE, KKR, KO, LLY, LOCO, MBLY, MRK, PEP, PFE, he is long calls AA, AAL, AAPL, BK, BX, CBS, CELG, CIEN, CSX, DAL, DB, EEM, EJ, F, FL, GE, GS, HSBC, HZNP, IMAX, JBLU, JOY, KO, LEN, MAC, MYL, NEE, NTAP, NUAN, OC, PFE, SYY, TEVA, TSX, UAL, UUP, VZ, XLF, XOM, ZIOP. Josh Brown is long BAC, DE, DNKN, FSLR, JMBA, SAM, SHAK, SPWR, TNET, TWTR, XON, XLE. Joe Terranova is long VRTS. Stephen Weiss is long AAL, C, CDK, ESPR, HEDJ, NBIX.