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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 SMTH, VOO, SPY, QQQ, RDVY, and represent 51.38% of Traction Financial Partners's stock portfolio.
Added to shares of these 10 stocks: SMTH (+$18M), XMHQ (+$7.8M), SPY, MUB, SPLV, SUB, DFUS, PRF, VONG, XLK.
Started 3 new stock positions in MUB, SPLV, SMTH.
Reduced shares in these 10 stocks: VO (-$8.8M), VEA, QQQ, XSVM, RDVY, FMHI, BIV, VUG, VOO, PSP.
Sold out of its positions in GOOGL, META, SKYY, PFF, SPDW, SPSB, TSLA, MOAT, BIV.
Traction Financial Partners was a net buyer of stock by $4.2M.
Traction Financial Partners has $128M in assets under management (AUM), dropping by -0.48%.
Central Index Key (CIK): 0002007748

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Portfolio Holdings for Traction Financial Partners

Traction Financial Partners holds 52 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alps Etf Tr Smith Core Plus (SMTH)	13.8	$18M	NEW	681k	25.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.9	$13M	-3%	25k	513.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	9.4	$12M	+8%	22k	559.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	9.4	$12M	-12%	26k	468.92	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	9.0	$12M	-7%	196k	58.54	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	7.1	$9.1M	+594%	100k	91.53	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	6.9	$8.8M	-13%	176k	50.20	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.6	$4.6M	-5%	93k	49.62	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	3.5	$4.4M	-4%	253k	17.59	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	3.0	$3.9M	-3%	103k	37.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$3.8M	-34%	75k	50.83	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.9	$3.7M	-2%	40k	92.47	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	2.4	$3.1M	-11%	48k	64.07	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.3	$1.7M	-5%	34k	49.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	1.2	$1.6M	-10%	32k	48.93	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.1	$1.3M	-9%	27k	50.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$1.1M	-21%	57k	19.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$923k	-32%	2.5k	370.82	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.7	$844k	-39%	18k	47.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$796k	-91%	3.1k	258.65	View chart
NVIDIA Corporation (NVDA)	0.5	$648k	-18%	6.0k	108.38	View chart
Apple (AAPL)	0.5	$648k	-14%	2.9k	222.15	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$590k	-5%	27k	21.53	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$568k	+12%	6.1k	92.79	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$566k	-19%	13k	44.59	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$560k	-8%	7.1k	78.40	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.4	$554k	-29%	15k	36.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$542k		2.0k	274.84	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$538k	+25%	8.9k	60.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$523k		2.5k	206.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$521k	-18%	1.2k	419.73	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$408k	-21%	2.8k	146.01	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$407k	+99%	3.9k	105.60	View chart
Amazon (AMZN)	0.3	$383k	-19%	2.0k	190.26	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$379k	-33%	4.2k	89.64	View chart
Microsoft Corporation (MSFT)	0.3	$353k	-20%	940.00	375.39	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$345k	-40%	2.6k	131.07	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.3	$341k		3.6k	96.04	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$330k	-12%	4.2k	77.92	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$329k	-4%	2.2k	153.10	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$303k	+39%	7.5k	40.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$286k		1.3k	221.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$268k	-21%	1.5k	172.74	View chart
JPMorgan Chase & Co. (JPM)	0.2	$259k	-43%	1.1k	245.30	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$253k	-45%	8.7k	29.24	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$250k	NEW	2.4k	105.44	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.2	$238k	-50%	6.3k	37.99	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$237k	-8%	4.0k	59.84	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$236k	-22%	1.2k	202.13	View chart
Wal-Mart Stores (WMT)	0.2	$215k	-3%	2.4k	87.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$214k	-5%	1.4k	156.23	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$206k	NEW	2.8k	74.72	View chart

Past Filings by Traction Financial Partners

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

Traction Financial Partners 2025 Q1 filed April 15, 2025
Traction Financial Partners 2024 Q4 filed Jan. 31, 2025
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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