Tradition Wealth Management, LLC Incresed Positions in Q4 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
32
+ 0.43%
$264.18 - $304.19 $8.45K - $9.73K
7.5K $2.1M
AXP
American Express CO

Financial Services
94
+ 3.16%
$267.35 - $305.57 $25.1K - $28.7K
3.07K $911K
VTI
Vanguard Total Stock Market Et

ETFs
172
+ 2.76%
$280.04 - $302.45 $48.2K - $52K
6.39K $1.85M
SHOP
Shopify Inc.

Technology
17
+ 0.54%
$78.14 - $119.49 $1.33K - $2.03K
3.19K $338K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.07%
$873.59 - $994.69 $1.75K - $1.99K
2.76K $2.53M
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.04%
$47.46 - $65.77 $142 - $197
8.14K $492K
UBER
Uber Technologies, Inc

Technology
4.53K
+ 33.2%
$59.93 - $86.34 $271K - $391K
18.2K $1.1M
MGV
Vanguard Mega Cap Value

ETFs
1.2K
+ 5.09%
$124.06 - $133.48 $149K - $160K
24.8K $3.1M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
6.04K
+ 37.51%
$18.42 - $22.58 $111K - $136K
22.1K $417K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1K
+ 1.36%
$24.94 - $25.74 $25K - $25.8K
74.9K $1.91M
KMI
Kinder Morgan, Inc.

Energy
204
+ 2.21%
$22.59 - $28.54 $4.61K - $5.82K
9.43K $258K
MO
Altria Group, Inc.

Consumer Defensive
701
+ 5.08%
$49.06 - $57.74 $34.4K - $40.5K
14.5K $757K
SCHA
Schwab Strategic Tr Us Small C

ETFs
218K
+ 100.05%
$25.33 - $51.16 $5.52M - $11.1M
435K $11.3M
EPD
Enterprise Products Partners L.P.

Energy
80
+ 0.38%
$28.66 - $34.43 $2.29K - $2.75K
21K $659K
MA
Mastercard Inc

Financial Services
12
+ 1.02%
$491.3 - $536.15 $5.9K - $6.43K
1.19K $623K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.16K
+ 21.36%
$33.39 - $37.66 $72K - $81.2K
12.2K $408K
BSX
Boston Scientific Corp

Healthcare
121
+ 2.25%
$83.62 - $91.5 $10.1K - $11.1K
5.51K $492K
FSK
Fs Kkr Capital Corp

Financial Services
186
+ 1.06%
$19.71 - $22.22 $3.67K - $4.13K
17.7K $385K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
849
+ 7.22%
$9.71 - $15.34 $8.24K - $13K
12.6K $167K
ORCL
Oracle Corp

Technology
327
+ 6.41%
$165.41 - $192.43 $54.1K - $62.9K
5.43K $904K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
73
+ 1.27%
$58.39 - $67.04 $4.26K - $4.89K
5.83K $369K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.95K
+ 219.63%
$22.4 - $68.28 $201K - $611K
13K $301K
IEMG
Ishares Inc

ETFs
482
+ 2.19%
N/A
22.5K $1.21M
ARCC
Ares Capital Corp

Financial Services
208
+ 1.15%
$20.74 - $22.27 $4.31K - $4.63K
18.4K $402K
FDX
Fedex Corp

Industrials
32
+ 1.98%
$260.5 - $305.15 $8.34K - $9.76K
1.65K $463K
ROK
Rockwell Automation, Inc

Industrials
4
+ 0.42%
$264.65 - $302.92 $1.06K - $1.21K
960 $274K
VCIT
Vanguard Intermediate Term Cor

ETFs
550
+ 7.16%
$80.13 - $83.77 $44.1K - $46.1K
8.23K $660K
PM
Philip Morris International Inc.

Consumer Defensive
155
+ 3.83%
$118.38 - $133.06 $18.3K - $20.6K
4.2K $505K
MSI
Motorola Solutions, Inc.

Technology
10
+ 1.53%
$449.08 - $504.6 $4.49K - $5.05K
664 $306K
ALE
Allete Inc

Utilities
27
+ 0.16%
$63.98 - $65.24 $1.73K - $1.76K
16.5K $1.07M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
60.4K
+ 201.28%
$27.54 - $83.04 $1.66M - $5.02M
90.4K $2.51M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8
+ 0.22%
$55.73 - $66.16 $446 - $529
3.71K $223K
CAT
Caterpillar Inc

Industrials
218
+ 8.8%
$360.37 - $416.88 $78.6K - $90.9K
2.7K $978K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
205
+ 4.09%
N/A
5.22K $211K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.54K
+ 11.64%
$20.55 - $23.26 $52.2K - $59.1K
24.4K $512K
PKW
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.13%
$114.02 - $125.22 $1.37K - $1.5K
9.24K $1.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5
+ 0.34%
$201.32 - $217.44 $1.01K - $1.09K
1.46K $301K
NEWT
Newtek Business Services Corp.

Financial Services
172
+ 1.39%
$12.14 - $15.46 $2.09K - $2.66K
12.6K $160K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.11%
$124.61 - $133.96 $249 - $268
1.84K $236K
PSLV
Sprott Physical Silver Trust

Financial Services
3.36K
+ 8.82%
$9.65 - $11.76 $32.4K - $39.5K
41.4K $399K
TTE
Total Energies Se

Energy
22
+ 0.31%
N/A
7.15K $490K
XLU
Utilities Sector Spdr

ETFs
635
+ 6.99%
$74.89 - $82.93 $47.6K - $52.7K
9.72K $735K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.12%
$261.5 - $284.63 $262 - $285
868 $229K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
6
+ 0.05%
$40.82 - $45.39 $245 - $272
13.2K $548K
CGDV
Capital Group Divid Value ETF

ETFs
864
+ 3.29%
$35.16 - $37.12 $30.4K - $32.1K
27.1K $955K
Strategic Trust
291K
+ 695.71%
N/A
333K $0
Cava Group Inc
270
+ 13.4%
N/A
2.29K $0
Amplify ETF Tr
3
+ 0.05%
N/A
6.47K $0
GOAU
ETF Ser Solutions Us Global Go
203
+ 1.83%
N/A
11.3K $0
Activity Summary
Buys All Purchases 199 New Holdings 40 Increased Positions 159 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 1
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