Tradition Wealth Management, LLC Purchases in Q1 2025

Tradition Wealth Management, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
1.97K
New
$90.32 - $109.27 $178K - $215K
1.97K $215K
MDT
Medtronic PLC

Healthcare
326
+ 1.79%
$79.84 - $94.5 $26K - $30.8K
18.6K $1.67M
SBUX
Starbucks Corp

Consumer Cyclical
2.14K
New
$91.75 - $115.81 $197K - $248K
2.14K $210K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10.1K
+ 23.45%
$23.53 - $25.24 $237K - $254K
53K $1.26M
SLB
Schlumberger Limited

Energy
5.02K
New
$38.4 - $43.74 $193K - $220K
5.02K $209K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.6K
+ 2.09%
$22.46 - $23.26 $103K - $107K
224K $5.2M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
426
New
$402.49 - $513.76 $171K - $219K
426 $206K
CPNG
Coupang, Inc.

Consumer Cyclical
9.41K
New
$21.34 - $25.52 $201K - $240K
9.41K $206K
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 17.08%
$271.18 - $303.12 $296K - $331K
7.49K $2.06M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.37K
New
$56.51 - $62.98 $191K - $212K
3.37K $204K
PBW
Invesco Exchange Traded Fd Tr

ETFs
12.6K
New
$15.74 - $22.48 $199K - $284K
12.6K $198K
JPM
Jpmorgan Chase & CO

Financial Services
472
+ 3.62%
$225.19 - $279.95 $106K - $132K
13.5K $3.31M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.03K
+ 76.24%
$192.82 - $222.1 $198K - $228K
2.37K $458K
PM
Philip Morris International Inc.

Consumer Defensive
65
+ 1.55%
$117.15 - $158.79 $7.61K - $10.3K
4.27K $677K
AMGN
Amgen Inc

Healthcare
31
+ 0.98%
$258.59 - $327.36 $8.02K - $10.1K
3.2K $996K
BWB
Bridgewater Bancshares Inc

Financial Services
2.18K
+ 0.61%
$12.56 - $15.24 $27.3K - $33.1K
358K $4.97M
UTG
Reaves Utility Income Fund

Financial Services
2.2K
+ 2.32%
$31.08 - $34.42 $68.3K - $75.6K
96.9K $3.15M
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.01%
$182.82 - $196.21 $731 - $785
47.2K $8.87M
EMB
Ishares Tr

ETFs
1.43K
+ 24.72%
$88.64 - $92.03 $127K - $131K
7.21K $652K
T
At&T Inc.

Communication Services
2.45K
+ 20.04%
$21.56 - $28.28 $52.9K - $69.3K
14.7K $415K
ABT
Abbott Laboratories

Healthcare
92
+ 1.46%
$111.1 - $140.22 $10.2K - $12.9K
6.39K $847K
PG
Procter & Gamble CO

Consumer Defensive
736
+ 21.28%
$158.56 - $176.26 $117K - $130K
4.19K $714K
MO
Altria Group, Inc.

Consumer Defensive
251
+ 1.73%
$50.81 - $60.02 $12.8K - $15.1K
14.7K $884K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.3K
+ 22.45%
$78.97 - $85.82 $103K - $112K
7.1K $588K
NU
Nu Holdings Ltd.

Financial Services
11.8K
+ 77.56%
$10.12 - $13.95 $120K - $165K
27K $276K
MGV
Vanguard Mega Cap Value

ETFs
141
+ 0.57%
$123.61 - $133.01 $17.4K - $18.8K
25K $3.22M
VTV
Vanguard Value ETF

ETFs
361
+ 2.47%
$167.73 - $179.21 $60.6K - $64.7K
15K $2.59M
SDG
Ishares Trust Ishares Msci Glo

ETFs
1.41K
+ 41.97%
$69.64 - $76.33 $98K - $107K
4.76K $344K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.5K
+ 4.25%
$27.47 - $30.62 $41.2K - $45.9K
36.8K $1.09M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.62%
$890.62 - $1076.86 $15.1K - $18.3K
2.78K $2.63M
PDI
Pimco Dynamic Income Fund

Financial Services
1.04K
+ 2.01%
$18.51 - $20.05 $19.2K - $20.8K
52.7K $1.04M
XEL
Xcel Energy Inc

Utilities
77
+ 0.28%
$63.37 - $72.1 $4.88K - $5.55K
27.3K $1.93M
SO
Southern CO

Utilities
295
+ 4.35%
$80.96 - $92.96 $23.9K - $27.4K
7.08K $651K
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.55K
+ 13.87%
$41.09 - $43.24 $105K - $110K
20.9K $867K
TRV
Travelers Companies, Inc.

Financial Services
30
+ 0.9%
$232.43 - $265.13 $6.97K - $7.95K
3.36K $887K
DE
Deere & CO

Industrials
11
+ 0.64%
$408.57 - $509.27 $4.49K - $5.6K
1.74K $816K
BSX
Boston Scientific Corp

Healthcare
190
+ 3.45%
$89.38 - $106.18 $17K - $20.2K
5.7K $575K
RTX
Raytheon Technologies Corp

Industrials
72
+ 1.8%
$114.1 - $135.66 $8.22K - $9.77K
4.06K $537K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
793
+ 7.77%
$55.47 - $61.45 $44K - $48.7K
11K $648K
KO
Coca Cola CO

Consumer Defensive
213
+ 3.71%
$60.81 - $72.32 $13K - $15.4K
5.95K $426K
SNOW
Snowflake Inc.

Technology
654
+ 20.69%
$146.16 - $192.78 $95.6K - $126K
3.82K $557K
MSTR
Microstrategy Inc

Technology
242
+ 18.64%
$239.27 - $396.5 $57.9K - $96K
1.54K $443K
SUN
Sunoco LP

Energy
53
+ 0.54%
$51.29 - $59.25 $2.72K - $3.14K
9.78K $568K
IVV
Ishares Core S&P 500 ETF

ETFs
266
+ 8.43%
$554.06 - $615.85 $147K - $164K
3.42K $1.92M
SYK
Stryker Corp

Healthcare
156
+ 26.94%
$355.18 - $399.9 $55.4K - $62.4K
735 $273K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
759
+ 1.59%
$25.81 - $28.52 $19.6K - $21.6K
48.6K $1.34M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.08K
+ 6.39%
$38.89 - $41.6 $42K - $44.9K
18K $726K
HL
Hecla Mining CO

Basic Materials
11.1K
New
$5.07 - $6.37 $56.2K - $70.6K
11.1K $61K
CRWD
Crowd Strike Holdings, Inc.

Technology
139
+ 16.39%
$308.86 - $455.36 $42.9K - $63.3K
987 $347K
Activity Summary
Buys All Purchases 256 New Holdings 34 Increased Positions 222 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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