Trades to go with stocks at session highs

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Top trades for the 2nd half: MLM, AAL & more

The "Halftime Report" traders delivered their second half trades.

Michael Block had Blackstone on his radar.

Jon Najarian was a buyer of Express.

Steve Weiss was looking at and commodities.

Joe Terranova liked Martin Marietta Materials.

Trader disclosure: On August 25, 2015, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Halftime Report" were owned by the "Halftime Report" traders: Jon Najarian is long AAPL, DIS, EXPR, FB, GE, HCBK, PG, SIG, XOM, he is long calls AAL, EXPR, GE, HZNP, MDLZ, PFE, ZIOP. Today he bought EXPR, EXPR calls, HZNP calls and MDLZ calls. Joe Terranova is long VRTS. Steve Weiss is long AAL, BAC, C, DATA, ENDP, GILD, LPLA, PFE. Michael Block: No disclosures.