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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, XSVM, SPY, and represent 50.43% of Traction Financial Partners's stock portfolio.
Added to shares of these 10 stocks: SPY, XSVM, VO, NVDA, RDVY, FMB, FPE, QQQ, PSP, VOO.
Started 3 new stock positions in TSLA, WMT, PRF.
Reduced shares in these 10 stocks: FTCS, FTSM, VEA, GOOGL, PFF, SLYV, VTEB, SPSB, SPEM, DIA.
Sold out of its position in GOOGL.
Traction Financial Partners was a net buyer of stock by $5.7M.
Traction Financial Partners has $137M in assets under management (AUM), dropping by 7.26%.
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 June 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)	12.9	$18M		35k	508.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.9	$15M	+3%	32k	474.42	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	9.5	$13M	+6%	230k	56.73	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	8.9	$12M	+8%	225k	54.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.2	$11M	+9%	21k	553.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	8.0	$11M	+8%	44k	250.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.6	$6.4M	-3%	126k	50.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.2	$5.7M		113k	50.64	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	3.6	$4.9M	+10%	278k	17.70	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	3.2	$4.4M	+4%	116k	37.61	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	2.9	$4.0M	+9%	63k	63.33	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.5	$3.4M		37k	93.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	1.6	$2.1M	+6%	45k	47.62	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.3	$1.8M	+3%	36k	49.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$1.6M		40k	39.28	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	1.1	$1.5M	+83%	29k	51.56	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$1.4M		3.7k	372.32	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	1.0	$1.3M	+9%	28k	49.06	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$1.2M	+22%	12k	99.06	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.7	$1.0M	+2%	30k	34.44	View chart
NVIDIA Corporation (NVDA)	0.7	$915k	+1095%	7.5k	122.86	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.6	$797k	-25%	13k	59.87	View chart
Apple (AAPL)	0.6	$785k	-3%	3.5k	224.73	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$762k	-5%	18k	43.40	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$713k	-9%	8.5k	83.51	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.5	$650k	+107%	16k	39.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$648k	+21%	10k	64.04	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.5	$626k	-72%	7.1k	87.73	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$615k	-6%	1.5k	405.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$572k	-5%	7.4k	77.20	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.4	$566k	-2%	9.5k	59.85	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$566k		4.4k	127.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$563k	+2%	2.1k	272.52	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$559k	-5%	3.7k	152.71	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$556k		2.5k	221.03	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.4	$544k	-7%	19k	29.16	View chart
Microsoft Corporation (MSFT)	0.3	$456k		1.1k	421.03	View chart
Amazon (AMZN)	0.3	$441k	-3%	2.5k	177.59	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$383k	+38%	4.1k	93.48	View chart
JPMorgan Chase & Co. (JPM)	0.3	$381k		1.8k	211.53	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$358k	-2%	4.9k	73.65	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$355k	-16%	12k	29.97	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$336k		3.6k	94.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$332k		2.0k	167.19	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$326k		2.3k	143.35	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$307k	-26%	9.7k	31.73	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$292k	-2%	1.5k	195.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$271k	+3%	1.2k	226.15	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$250k	-20%	6.6k	38.14	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$248k	+17%	6.9k	35.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$234k		1.4k	163.17	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$225k		2.0k	114.09	View chart
Tesla Motors (TSLA)	0.2	$215k	NEW	1.0k	214.14	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$210k	NEW	5.4k	39.09	View chart
Wal-Mart Stores (WMT)	0.2	$208k	NEW	2.8k	73.18	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$205k	-14%	2.2k	92.00	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 Q2 filed Aug. 16, 2024
Traction Financial Partners 2024 Q1 filed May 13, 2024

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