Tradition Wealth Management, LLC Purchases in Q3 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
497
+ 7.53%
$197.34 - $237.68 $98.1K - $118K
7.1K $1.6M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
139
+ 0.16%
$46.16 - $47.63 $6.42K - $6.62K
89K $4.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.8K
+ 6.43%
$50.25 - $50.74 $90.6K - $91.5K
29.8K $1.51M
PKW
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.14%
$102.34 - $114.52 $1.33K - $1.49K
9.23K $1.06M
ETN
Eaton Corp PLC

Industrials
148
+ 5.67%
$272.52 - $333.02 $40.3K - $49.3K
2.76K $914K
NEE
Nextera Energy Inc

Utilities
125
+ 2.06%
$69.9 - $84.97 $8.74K - $10.6K
6.2K $524K
TMO
Thermo Fisher Scientific Inc.

Healthcare
34
+ 3.11%
$531.86 - $624.21 $18.1K - $21.2K
1.13K $697K
NFLX
Netflix Inc

Communication Services
86
+ 11.13%
$598.55 - $722.26 $51.5K - $62.1K
859 $609K
SOFI
So Fi Technologies, Inc.

Financial Services
1.88K
+ 3.38%
$6.32 - $8.19 $11.9K - $15.4K
57.5K $452K
SO
Southern CO

Utilities
10
+ 0.15%
$77.0 - $90.52 $770 - $905
6.56K $591K
PSLV
Sprott Physical Silver Trust

Financial Services
6.12K
+ 19.16%
$9.17 - $10.84 $56.1K - $66.3K
38K $397K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
32
+ 0.21%
$91.37 - $101.65 $2.92K - $3.25K
15.2K $1.55M
MO
Altria Group, Inc.

Consumer Defensive
31
+ 0.23%
$45.95 - $54.71 $1.42K - $1.7K
13.8K $703K
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
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
PFE
Pfizer Inc

Healthcare
1.1K
+ 4.53%
$27.7 - $31.39 $30.4K - $34.5K
25.4K $733K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
63
+ 0.06%
$23.61 - $24.64 $1.49K - $1.55K
106K $2.6M
CMI
Cummins Inc

Industrials
4
+ 0.35%
$266.63 - $326.4 $1.07K - $1.31K
1.16K $373K
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
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5
+ 0.04%
$55.06 - $62.25 $275 - $311
11.2K $690K
SLV
I Shares Silver Trust

ETFs
593
+ 3.52%
$24.33 - $29.38 $14.4K - $17.4K
17.5K $495K
PAVE
Global X Fds Us Infrastructure

ETFs
5
+ 0.04%
$36.39 - $41.16 $182 - $206
11.5K $473K
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
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
BTG
B2 Gold Corp

Basic Materials
14.4K
New
$2.47 - $3.36 $35.6K - $48.4K
14.4K $44K
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
PJUL
Innovator U.S. Equity Power Bu

ETFs
573
+ 7.67%
$37.89 - $40.48 $21.7K - $23.2K
8.05K $325K
AMGN
Amgen Inc

Healthcare
10
+ 0.31%
$309.38 - $337.38 $3.09K - $3.37K
3.27K $1.05M
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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