Traction Financial Partners, LLC Top Holdings and 13F Report (2025) About Traction Financial Partners, LLCInvestment ActivityTraction Financial Partners, LLC has $128.68 million in total holdings as of December 31, 2024.Traction Financial Partners, LLC owns shares of 58 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.64% of the portfolio was purchased this quarter.About 5.14% of the portfolio was sold this quarter.This quarter, Traction Financial Partners, LLC has purchased 56 new stocks and bought additional shares in 26 stocks.Traction Financial Partners, LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco QQQ $14,909,180Vanguard S&P 500 ETF $13,653,239First Trust NASDAQ Rising Dividend Achievers $12,596,696SPDR S&P 500 ETF Trust $11,615,922Invesco S&P SmallCap Value with Momentum ETF $11,081,595 Largest New Holdings this Quarter Alphabet $227,349 HoldingMeta Platforms $223,665 HoldingFirst Trust Cloud Computing ETF $209,532 HoldingiShares Short-Term National Muni Bond ETF $203,471 Holding Largest Purchases this Quarter Invesco FTSE RAFI US 1500 Small-Mid ETF 89,099 shares (about $3.71M)Schwab International Equity ETF 36,079 shares (about $667.46K)First Trust NASDAQ Rising Dividend Achievers 8,364 shares (about $494.65K)Schwab US Broad Market ETF 20,659 shares (about $468.96K)Invesco S&P SmallCap Value with Momentum ETF 7,232 shares (about $394.00K) Largest Sales this Quarter Invesco Russell 2000 Dynamic Multifactor ETF 84,599 shares (about $3.35M)Vanguard S&P 500 ETF 2,475 shares (about $1.33M)First Trust Enhanced Short Maturity ETF 9,764 shares (about $583.59K)SPDR S&P 500 ETF Trust 661 shares (about $387.39K)Invesco S&P 500 Equal Weight Industrials ETF 1,861 shares (about $93.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTraction Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$14,909,180$350,708 ▲2.4%29,16311.6%FinanceVOOVanguard S&P 500 ETF$13,653,239$1,333,535 ▼-8.9%25,34010.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$12,596,696$494,647 ▲4.1%212,9989.8%ManufacturingSPYSPDR S&P 500 ETF Trust$11,615,922$387,393 ▼-3.2%19,8209.0%FinanceXSVMInvesco S&P SmallCap Value with Momentum ETF$11,081,595$393,999 ▲3.7%203,4078.6%MiscellaneousVOVanguard Mid-Cap ETF$9,831,612$231,111 ▲2.4%37,2237.6%ETFVEAVanguard FTSE Developed Markets ETF$5,468,042$39,165 ▼-0.7%114,3464.2%ETFVTEBVanguard Tax-Exempt Bond ETF$4,959,812$17,345 ▼-0.3%98,9393.9%ETFFPEFirst Trust Preferred Securities and Income ETF$4,680,880$86,907 ▲1.9%264,4563.6%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$4,430,217$3,707,410 ▲512.9%106,4703.4%ManufacturingPIMCO ETF TR$3,657,325$272,708 ▲8.1%40,4482.8%ACTIVE BD ETFPSPInvesco Global Listed Private Equity ETF$3,597,859$136,145 ▲3.9%53,8842.8%ETFRSPNInvesco S&P 500 Equal Weight Industrials ETF$1,804,539$93,422 ▼-4.9%35,9471.4%ETFLMBSFirst Trust Low Duration Opportunities ETF$1,770,940$86,827 ▲5.2%36,3871.4%ManufacturingVUGVanguard Growth ETF$1,519,034$410 ▲0.0%3,7011.2%ETFFMBFirst Trust Managed Municipal ETF$1,502,347$151,296 ▲11.2%29,4521.2%ManufacturingXMHQInvesco S&P MidCap Quality ETF$1,412,158$259,271 ▲22.5%14,3411.1%ETFFMHIFirst Trust Municipal High Income ETF$1,403,114$49,256 ▲3.6%29,0561.1%ManufacturingSCHFSchwab International Equity ETF$1,346,597$667,462 ▲98.3%72,7891.0%ETFNVDANVIDIA$980,048$24,441 ▼-2.4%7,2980.8%Computer and TechnologyBLOKAmplify Transformational Data Sharing ETF$925,864$31,313 ▲3.5%21,4370.7%ETFAAPLApple$850,724$19,784 ▲2.4%3,3970.7%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$687,461$34,607 ▼-4.8%15,7530.5%ETFSLYVSPDR S&P 600 Small CapValue ETF$679,678$2,269 ▼-0.3%7,7900.5%ETFSCHBSchwab US Broad Market ETF$657,165$468,959 ▲249.2%28,9500.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$646,698$1,702 ▲0.3%1,5200.5%FinanceXLIIndustrial Select Sector SPDR Fund$586,0680.0%4,4480.5%ETFXLKTechnology Select Sector SPDR Fund$585,0200.0%2,5160.5%ETFVTIVanguard Total Stock Market ETF$574,403$869 ▲0.2%1,9820.4%ETFVONGVanguard Russell 1000 Growth ETF$560,712$136,563 ▲32.2%5,4280.4%ETFFTCSFirst Trust Capital Strength ETF$557,394$68,939 ▼-11.0%6,3470.4%ETFAMZNAmazon.com$547,159$1,975 ▲0.4%2,4940.4%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$523,633$19,131 ▼-3.5%7,0070.4%ETFOMFSInvesco Russell 2000 Dynamic Multifactor ETF$496,918$3,347,036 ▼-87.1%12,5600.4%ETFMSFTMicrosoft$495,684$39,621 ▲8.7%1,1760.4%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$490,4370.0%3,5650.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$462,884$59,993 ▼-11.5%15,9560.4%ETFDFUSDimensional U.S. Equity ETF$452,625$38,186 ▼-7.8%7,1000.4%ETFJPMJPMorgan Chase & Co.$447,326$16,062 ▲3.7%1,8660.3%FinancePWBInvesco Large Cap Growth ETF$361,4750.0%3,5530.3%ETFTSLATesla$346,899$58,153 ▼-14.4%8590.3%Auto/Tires/TrucksEFAViShares MSCI EAFE Min Vol Factor ETF$343,5090.0%4,8580.3%ETFVTVVanguard Value ETF$334,3680.0%1,9750.3%ETFITAiShares U.S. Aerospace & Defense ETF$328,7820.0%2,2620.3%ETFVBVanguard Small-Cap ETF$311,403$33,639 ▲12.1%1,2960.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$310,1730.0%1,4990.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$305,020$40,908 ▼-11.8%10,2150.2%ETFPFFiShares Preferred and Income Securities ETF$299,749$283 ▼-0.1%9,5340.2%ETFGOOGAlphabet$276,900$4,380 ▲1.6%1,4540.2%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$258,326$583,594 ▼-69.3%4,3220.2%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$239,149$38,123 ▲19.0%7,0070.2%ETFWMTWalmart$229,013$28,096 ▼-10.9%2,5350.2%Retail/WholesaleGOOGLAlphabet$227,349$227,349 ▲New Holding1,2010.2%Computer and TechnologyMETAMeta Platforms$223,665$223,665 ▲New Holding3820.2%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$216,4240.0%5,3650.2%ETFSKYYFirst Trust Cloud Computing ETF$209,532$209,532 ▲New Holding1,7590.2%ManufacturingMOATVanEck Morningstar Wide Moat ETF$206,1280.0%2,2230.2%ETFSUBiShares Short-Term National Muni Bond ETF$203,471$203,471 ▲New Holding1,9290.2%ETFITBiShares U.S. Home Construction ETF$0$228,272 ▼-100.0%00.0%ETFHDHome Depot$0$210,704 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
