MondegarAI
Traction Financial Partners, LLC

Q2 2024 · 13F-HR

Traction Financial Partners, LLCholdings as filed

Filed 2024-08-16 · accession 0002007748-24-000006

$137.4M
Reported value
56
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$17.8M12.9%34,937CommonNONE
46090E103QQQINVESCO QQQ TR$14.9M10.9%31,481CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$13.1M9.51%230,311CommonNONE
46137V480XSVMINVESCO EXCHANGE TRADED FD T$12.2M8.87%224,457CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$11.3M8.25%20,488CommonNONE
922908629VOVANGUARD INDEX FDS$10.9M7.95%43,633CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$6.4M4.63%126,033CommonNONE
922907746VTEBVANGUARD MUN BD FDS$5.7M4.16%112,829CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$4.9M3.59%278,441CommonNONE
46138J593OMFSINVESCO EXCH TRD SLF IDX FD$4.4M3.17%115,979CommonNONE
46137V118PSPINVESCO EXCHANGE TRADED FD T$4.0M2.91%63,156CommonNONE
72201R775BONDPIMCO ETF TR$3.4M2.50%36,793CommonNONE
46137V324RSPNINVESCO EXCHANGE TRADED FD T$2.1M1.55%44,812CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$1.8M1.28%35,917CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.6M1.15%40,262CommonNONE
33739N108FMBFIRST TR EXCHANGE-TRADED FD$1.5M1.09%28,971CommonNONE
922908736VUGVANGUARD INDEX FDS$1.4M1.00%3,699CommonNONE
33739P301FMHIFIRST TR EXCH TRADED FD III$1.3M0.98%27,500CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$1.2M0.87%12,007CommonNONE
032108607BLOKAMPLIFY ETF TR$1.0M0.75%29,731CommonNONE
67066G104NVDANVIDIA CORPORATION$915,4300.67%7,451CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$796,9660.58%13,312CommonNONE
037833100AAPLAPPLE INC$785,2010.57%3,494CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$762,1470.55%17,561CommonNONE
78464A300SLYVSPDR SER TR$712,8410.52%8,536CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$650,3500.47%16,361CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$648,4050.47%10,125CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$625,6900.46%7,132CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$615,3930.45%1,516CommonNONE
921937819BIVVANGUARD BD INDEX FDS$572,2840.42%7,413CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$565,5830.41%9,450CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$565,5630.41%4,448CommonNONE
922908769VTIVANGUARD INDEX FDS$563,0260.41%2,066CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$558,4600.41%3,657CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$556,1110.40%2,516CommonNONE
78468R101SPTSSPDR SER TR$544,4170.40%18,670CommonNONE
594918104MSFTMICROSOFT CORP$456,3970.33%1,084CommonNONE
023135106AMZNAMAZON COM INC$441,3110.32%2,485CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$383,3610.28%4,101CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$381,1850.28%1,802CommonNONE
46429B689EFAVISHARES TR$357,7920.26%4,858CommonNONE
78464A474SPSBSPDR SER TR$354,6950.26%11,835CommonNONE
46137V746PWBINVESCO EXCHANGE TRADED FD T$335,8650.24%3,553CommonNONE
922908744VTVVANGUARD INDEX FDS$331,5380.24%1,983CommonNONE
464288760ITAISHARES TR$325,9780.24%2,274CommonNONE
464288687PFFISHARES TR$306,8610.22%9,671CommonNONE
46432F396MTUMISHARES TR$292,3650.21%1,499CommonNONE
922908751VBVANGUARD INDEX FDS$270,7020.20%1,197CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$249,9700.18%6,554CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$248,2230.18%6,922CommonNONE
02079K107GOOGALPHABET INC$233,4960.17%1,431CommonNONE
464288752ITBISHARES TR$224,6430.16%1,969CommonNONE
88160R101TSLATESLA INC$214,7820.16%1,003CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$209,7180.15%5,365CommonNONE
931142103WMTWALMART INC$207,7700.15%2,839CommonNONE
92189F643MOATVANECK ETF TRUST$204,5160.15%2,223CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.