Traction Financial Partners, LLC Portfolio Holdings

Traction Financial Partners, LLC

  • $127 Billion
  • Q3 2024

Traction Financial Partners, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.7B, Invesco Qqq Trust, Series 1 with a value of $13.9B, First Trust Rising Dividend Ac with a value of $12.1B, Spdr S&P 500 ETF Trust with a value of $11.8B, and Invesco S&P Smallcap Value Wit with a value of $10.8B.

Examining the 13F form we can see an decrease of $9.92B in the current position value, from $137B to 127B.

Traction Financial Partners, LLC is based out at Littleton, CO

Below you can find more details about Traction Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Billion
ETFs: $120 Billion
Technology: $2.15 Billion
Consumer Cyclical: $936 Million
Financial Services: $379 Million
Communication Services: $239 Million
Consumer Defensive: $230 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$363B
$908 Million 0.71% of portfolio
7,480
Q3 2024 Added 0.39%
$3.58T
$773 Million 0.61% of portfolio
3,318
Q3 2024 Reduced 5.04%
$3.13T
$466 Million 0.37% of portfolio
1,082
Q3 2024 Reduced 0.18%
$2.11T
$463 Million 0.36% of portfolio
2,485
Q2 2024 Reduced 3.01%
$725B
$379 Million 0.3% of portfolio
1,799
Q3 2024 Reduced 0.17%
$911B
$262 Million 0.21% of portfolio
1,003
Q2 2024 New
$1.09T
$239 Million 0.19% of portfolio
1,431
Q1 2024 Reduced 2.98%
$226B
$230 Million 0.18% of portfolio
2,846
Q3 2024 Added 0.25%
$398B
$211 Million 0.17% of portfolio
520
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $127 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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