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Traction Financial Partners, LLC

Portfolio Manager
Traction Financial Partners, LLC
Performance
-2.14% (2026 Q1)
AUM (13F)
$171.85M
# of Holdings
57
Performance Rank
Allocation (Top 20)
89.26%

Traction Financial Partners, LLC Holdings Map

Top 50 Traction Financial Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
11.36%28.4K$18.4M
+2.69%(+742)
2025-Q1: 21.5K shares2025-Q2: 22.7K shares2025-Q3: 26.0K shares2025-Q4: 27.6K shares2026-Q1: 28.4K shares
$515.81(+45.05%)
2026-03-31
SMTH
ALPS ETF TR
10.74%677.1K$17.4M
-16.06%(-129.56K)
2025-Q1: 680.9K shares2025-Q2: 673.6K shares2025-Q3: 773.3K shares2025-Q4: 806.7K shares2026-Q1: 677.1K shares
$25.76(-0.14%)
2026-03-31
QQQ
INVESCO QQQ TR
10.11%28.5K$16.4M
+1.89%(+528)
2025-Q1: 25.6K shares2025-Q2: 26.4K shares2025-Q3: 27.9K shares2025-Q4: 27.9K shares2026-Q1: 28.5K shares
$406.18(+77.21%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
10%237.8K$16.2M
+0.84%(+1.99K)
2025-Q1: 196.1K shares2025-Q2: 206.6K shares2025-Q3: 223.9K shares2025-Q4: 235.8K shares2026-Q1: 237.8K shares
$52.30(+42.15%)
2026-03-31
VOO
VANGUARD INDEX FDS
8.95%24.3K$14.5M
+1.51%(+361)
2025-Q1: 24.6K shares2025-Q2: 23.5K shares2025-Q3: 23.7K shares2025-Q4: 24.0K shares2026-Q1: 24.3K shares
$424.05(+62.18%)
2026-03-31
XMHQ
INVESCO EXCHANGE TRADED FD T
8.01%125.8K$13.0M
+7.17%(+8.42K)
2025-Q1: 99.6K shares2025-Q2: 97.0K shares2025-Q3: 110.8K shares2025-Q4: 117.4K shares2026-Q1: 125.8K shares
$96.20(+13.18%)
2026-03-31
PRFZ
INVESCO EXCHANGE TRADED FD T
7.74%273.9K$12.6M
+115.58%(+146.87K)
2025-Q1: 103.0K shares2025-Q2: 103.6K shares2025-Q3: 121.9K shares2025-Q4: 127.1K shares2026-Q1: 273.9K shares
$43.79(+15.41%)
2026-03-31
BUFR
FIRST TR EXCHNG TRADED FD VI
3.55%170.9K$5.8M
+1946.94%(+162.59K)
2025-Q1: 0 shares2025-Q2: 6.5K shares2025-Q3: 8.2K shares2025-Q4: 8.4K shares2026-Q1: 170.9K shares
$33.86(+6.96%)
2026-03-31
FPE
FIRST TR EXCH TRADED FD III
3.41%312.3K$5.5M
-0.09%(-282)
2025-Q1: 252.8K shares2025-Q2: 252.0K shares2025-Q3: 285.1K shares2025-Q4: 312.6K shares2026-Q1: 312.3K shares
$16.86(+7.32%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.92%74.1K$4.7M
+3.07%(+2.21K)
2025-Q1: 75.1K shares2025-Q2: 69.8K shares2025-Q3: 70.2K shares2025-Q4: 71.9K shares2026-Q1: 74.1K shares
$46.75(+50.94%)
2026-03-31

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