Tradition Wealth Management, LLC Purchases in Q4 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NFGC
New Found Gold Corp.
13.4K
New
$1.54 - $2.74 $20.6K - $36.7K
13.4K $24K
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
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
MSI
Motorola Solutions, Inc.

Technology
10
+ 1.53%
$449.08 - $504.6 $4.49K - $5.05K
664 $306K
NEWP
New Pacific Metals Corp

Basic Materials
10K
New
$1.18 - $2.02 $11.8K - $20.2K
10K $11K
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
PKW
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.13%
$114.02 - $125.22 $1.37K - $1.5K
9.24K $1.06M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.54K
+ 11.64%
$20.55 - $23.26 $52.2K - $59.1K
24.4K $512K
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
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
PSLV
Sprott Physical Silver Trust

Financial Services
3.36K
+ 8.82%
$9.65 - $11.76 $32.4K - $39.5K
41.4K $399K
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
Victory Portfolios Ii
67K
+ 119.74%
N/A
123K $0
Cava Group Inc
270
+ 13.4%
N/A
2.29K $0
Ishares Tr
22K
New
N/A
22K $0
Strategic Trust
291K
+ 695.71%
N/A
333K $0
Ea Series Trust
40.2K
New
N/A
40.2K $0
GOAU
ETF Ser Solutions Us Global Go
203
+ 1.83%
N/A
11.3K $0
MODL
Victory Portfolios Ii Victorys
15.2K
+ 59.51%
N/A
40.6K $0
DFRA
Trimtabs ETF Tr Donoghue Forli
18.7K
+ 42.12%
N/A
63K $0
Ishares Bitcoin Trust ETF
6.22K
New
N/A
6.22K $0
J P Morgan Exchange Traded F
49.2K
+ 86.48%
N/A
106K $0
CGDV
Capital Group Divid Value ETF

ETFs
864
+ 3.29%
$35.16 - $37.12 $30.4K - $32.1K
27.1K $955K
QTUM
ETF Ser Solutions Defiance Qua
3.95K
New
N/A
3.95K $0
Innovator Etfs Trust
13.5K
New
N/A
13.5K $0
J P Morgan Exchange Traded F
1K
+ 12.27%
N/A
9.18K $0
JGRO
J P Morgan Exchange Traded Fd
45.1K
+ 40.83%
N/A
155K $0
Innovator Etfs Trust
17K
New
N/A
17K $0
PNOV
Innovator U.S. Equity Power Bu
968
+ 16.29%
N/A
6.91K $0
PDEC
Innovator U.S. Equity Power Bu
18K
+ 88.71%
N/A
38.3K $0
Innovator Etfs Trust
35.8K
New
N/A
35.8K $0
Lam Research Corp
17.7K
New
N/A
17.7K $0
Lazard Inc
7.59K
New
N/A
7.59K $0
Amplify ETF Tr
3
+ 0.05%
N/A
6.47K $0
Fidelity Wise Origin Bitcoin
488
+ 3.64%
N/A
13.9K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
279
+ 7.45%
N/A
4.02K $0
Arista Networks Inc
8.41K
New
N/A
8.41K $0
Innovator Etfs Trust
9.76K
New
N/A
9.76K $0
Blackrock Inc
378
New
N/A
378 $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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