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Traction Financial Partners

Latest statistics and disclosures from Traction Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, QQQ, RDVY, SPY, XSVM, and represent 49.60% of Traction Financial Partners's stock portfolio.
Added to shares of these 9 stocks: HD, BOND, FTSM, PRFZ, FMHI, NVDA, WMT, VONG, VUG.
Started 1 new stock position in HD.
Reduced shares in these 10 stocks: VOO, VO, XSVM, RDVY, QQQ, PSP, OMFS, VTEB, VEA, RSPN.
Sold out of its position in SPEM.
Traction Financial Partners was a net seller of stock by $-15M.
Traction Financial Partners has $128M in assets under management (AUM), dropping by -7.22%.
Central Index Key (CIK): 0002007748

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Portfolio Holdings for Traction Financial Partners

Traction Financial Partners holds 56 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.5	$15M	-20%	28k	527.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.9	$14M	-9%	29k	488.07	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	9.5	$12M	-11%	205k	59.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	9.2	$12M		21k	573.77	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	8.5	$11M	-12%	196k	54.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	7.5	$9.6M	-16%	36k	263.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.8	$6.1M	-8%	115k	52.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.0	$5.1M	-12%	99k	51.12	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	3.7	$4.7M	-6%	260k	18.10	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	3.0	$3.8M	-16%	97k	39.55	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.8	$3.5M		37k	94.61	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	2.8	$3.5M	-17%	52k	68.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	1.5	$1.9M	-15%	38k	51.21	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.3	$1.7M	-3%	35k	49.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$1.5M	-8%	37k	41.12	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$1.4M		3.7k	383.92	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	1.1	$1.4M		28k	49.40	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	1.1	$1.4M	-8%	27k	51.96	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$1.2M	-2%	12k	102.58	View chart
NVIDIA Corporation (NVDA)	0.7	$908k		7.5k	121.44	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$843k	+5%	14k	59.87	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.6	$777k	-30%	21k	37.52	View chart
Apple (AAPL)	0.6	$773k	-5%	3.3k	233.01	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$753k	-5%	17k	45.49	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.6	$722k	+6%	17k	41.55	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$679k	-8%	7.8k	86.82	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$648k		7.1k	90.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$642k		1.5k	423.21	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$602k		4.4k	135.44	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$569k	-2%	7.3k	78.37	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$568k		2.5k	225.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$560k	-4%	2.0k	283.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$552k	-18%	8.3k	66.52	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$549k	-2%	3.6k	154.02	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.4	$530k	-3%	18k	29.41	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$479k	-18%	7.7k	62.20	View chart
Microsoft Corporation (MSFT)	0.4	$466k		1.1k	430.30	View chart
Amazon (AMZN)	0.4	$463k		2.5k	186.33	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$396k		4.1k	96.52	View chart
JPMorgan Chase & Co. (JPM)	0.3	$379k		1.8k	210.84	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$373k		4.9k	76.70	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$351k	-2%	12k	30.28	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.3	$351k		3.6k	98.68	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$345k		2.0k	174.57	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$339k		2.3k	149.64	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$317k		9.5k	33.23	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$304k		1.5k	202.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$274k	-3%	1.2k	237.21	View chart
Tesla Motors (TSLA)	0.2	$262k		1.0k	261.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$239k		1.4k	167.19	View chart
Wal-Mart Stores (WMT)	0.2	$230k		2.8k	80.74	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$228k	-8%	1.8k	127.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$221k	-14%	5.9k	37.56	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$218k		5.4k	40.63	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$216k		2.2k	96.95	View chart
Home Depot (HD)	0.2	$211k	NEW	520.00	405.20	View chart

Past Filings by Traction Financial Partners

SEC 13F filings are viewable for Traction Financial Partners going back to 2024

Traction Financial Partners 2024 Q3 filed Nov. 6, 2024
Traction Financial Partners 2024 Q2 filed Aug. 16, 2024
Traction Financial Partners 2024 Q1 filed May 13, 2024

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