Tradition Wealth Management, LLC Incresed Positions in Q3 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IFRA
Ishares Tr

ETFs
170
+ 1.23%
$41.55 - $46.97 $7.06K - $7.98K
14K $658K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
56
+ 0.26%
$19.78 - $23.53 $1.11K - $1.32K
21.8K $505K
BLK
Black Rock Inc.

Financial Services
4
+ 1.02%
$782.27 - $949.51 $3.13K - $3.8K
398 $377K
XOM
Exxon Mobil Corp

Energy
362
+ 3.28%
$109.72 - $119.0 $39.7K - $43.1K
11.4K $1.33M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.27K
+ 12.21%
$23.66 - $26.53 $30.1K - $33.7K
11.7K $305K
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.03%
$143.3 - $157.24 $287 - $314
6.82K $1.05M
PFE
Pfizer Inc

Healthcare
1.1K
+ 4.53%
$27.7 - $31.39 $30.4K - $34.5K
25.4K $733K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.17K
+ 4.83%
$28.09 - $30.4 $32.9K - $35.6K
25.4K $772K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
63
+ 0.06%
$23.61 - $24.64 $1.49K - $1.55K
106K $2.6M
BBY
Best Buy CO Inc

Consumer Cyclical
6
+ 0.21%
$80.23 - $103.29 $481 - $620
2.82K $290K
KO
Coca Cola CO

Consumer Defensive
89
+ 1.62%
$62.69 - $73.01 $5.58K - $6.5K
5.57K $400K
MSI
Motorola Solutions, Inc.

Technology
21
+ 3.32%
$385.65 - $450.49 $8.1K - $9.46K
654 $294K
ANET
Arista Networks, Inc.

Technology
16
+ 1.23%
$311.42 - $388.21 $4.98K - $6.21K
1.31K $503K
SLV
I Shares Silver Trust

ETFs
593
+ 3.52%
$24.33 - $29.38 $14.4K - $17.4K
17.5K $495K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5
+ 0.04%
$55.06 - $62.25 $275 - $311
11.2K $690K
ACGL
Arch Capital Group Ltd.

Financial Services
42
+ 1.09%
$94.47 - $114.25 $3.97K - $4.8K
3.88K $434K
SHOP
Shopify Inc.

Technology
44
+ 1.41%
$52.26 - $80.75 $2.3K - $3.55K
3.17K $253K
UL
Unilever PLC

Consumer Defensive
30
+ 0.66%
$54.7 - $65.59 $1.64K - $1.97K
4.55K $295K
PAVE
Global X Fds Us Infrastructure

ETFs
5
+ 0.04%
$36.39 - $41.16 $182 - $206
11.5K $473K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
262
+ 1.53%
$46.18 - $48.92 $12.1K - $12.8K
17.4K $843K
FAST
Fastenal CO

Industrials
19
+ 0.37%
$62.09 - $71.83 $1.18K - $1.36K
5.1K $364K
DSTL
ETF Ser Solution Distillate Us

ETFs
7
+ 0.09%
$50.87 - $56.8 $356 - $398
8.2K $465K
BJUL
Innovator U.S. Equity Buffer E

ETFs
757
+ 13.3%
$40.26 - $43.68 $30.5K - $33.1K
6.45K $281K
UBER
Uber Technologies, Inc

Technology
125
+ 0.92%
$58.48 - $77.47 $7.31K - $9.68K
13.6K $1.03M
SNA
Snap On Inc

Industrials
35
+ 3.13%
$255.35 - $289.77 $8.94K - $10.1K
1.15K $334K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
165
+ 1.25%
$76.94 - $79.54 $12.7K - $13.1K
13.4K $1.07M
TJX
Tjx Companies Inc

Consumer Cyclical
95
+ 2.6%
$107.93 - $120.23 $10.3K - $11.4K
3.76K $441K
ORCC
Owl Rock Capital Corp

Financial Services
2.95K
+ 2.28%
N/A
132K $1.77M
EMB
Ishares Tr

ETFs
96
+ 1.64%
$87.75 - $93.74 $8.42K - $9K
5.96K $558K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.18%
$213.75 - $259.69 $428 - $519
1.12K $276K
CSL
Carlisle Companies Inc

Industrials
2
+ 0.24%
$376.5 - $449.34 $753 - $899
824 $370K
MDLZ
Mondelez International, Inc.

Consumer Defensive
15
+ 0.35%
$64.35 - $75.71 $965 - $1.14K
4.31K $317K
AMGN
Amgen Inc

Healthcare
10
+ 0.31%
$309.38 - $337.38 $3.09K - $3.37K
3.27K $1.05M
PJUL
Innovator U.S. Equity Power Bu

ETFs
573
+ 7.67%
$37.89 - $40.48 $21.7K - $23.2K
8.05K $325K
DUK
Duke Energy Corp

Utilities
13
+ 0.58%
$99.35 - $117.71 $1.29K - $1.53K
2.27K $261K
PAYX
Paychex Inc

Industrials
41
+ 2.4%
$116.17 - $135.19 $4.76K - $5.54K
1.75K $235K
ALE
Allete Inc

Utilities
27
+ 0.16%
$61.67 - $64.65 $1.67K - $1.75K
16.5K $1.06M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
128
+ 0.8%
$20.25 - $22.07 $2.59K - $2.82K
16.1K $355K
IT
Gartner Inc

Technology
1
+ 0.2%
$441.32 - $516.47 $441 - $516
496 $251K
UNP
Union Pacific Corp

Industrials
3
+ 0.23%
$221.78 - $256.09 $665 - $768
1.33K $328K
TTE
Total Energies Se

Energy
171
+ 2.46%
$68.61 - $68.61 $11.7K - $11.7K
7.12K $488K
CGXU
Capital Group Intl Focus Equit

ETFs
6
+ 0.03%
$24.27 - $27.46 $146 - $165
17.4K $469K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
319
+ 1.56%
$24.38 - $25.2 $7.78K - $8.04K
20.8K $522K
PFFA
Etfis Ser Tr I

ETFs
46
+ 0.45%
$20.94 - $22.98 $963 - $1.06K
10.2K $233K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.92%
$3305.62 - $4268.05 $3.31K - $4.27K
53 $223K
WSO
Watsco Inc

Industrials
2
+ 0.36%
$448.73 - $519.89 $897 - $1.04K
561 $275K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.05%
$61.11 - $67.85 $122 - $136
4.08K $276K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.11%
$113.45 - $126.18 $227 - $252
1.84K $231K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 0.21%
$175.46 - $203.3 $526 - $610
1.45K $294K
Activity Summary
Buys All Purchases 214 New Holdings 23 Increased Positions 191 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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