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
WFC
Wells Fargo & Company

Financial Services
143
+ 0.47%
$66.78 - $81.42 $9.55K - $11.6K
30.4K $2.18M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.01%
$137.61 - $149.68 $138 - $150
6.77K $988K
LMT
Lockheed Martin Corp

Industrials
215
+ 21.08%
$423.19 - $506.29 $91K - $109K
1.24K $551K
NGD
New Gold Inc.

Basic Materials
15K
New
$2.54 - $3.71 $38.1K - $55.7K
15K $55K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
983
+ 7.75%
$22.91 - $25.71 $22.5K - $25.3K
13.7K $346K
BRO
Brown & Brown, Inc.

Financial Services
2
+ 0.09%
$100.54 - $124.4 $201 - $249
2.2K $274K
ORCC
Owl Rock Capital Corp

Financial Services
3.78K
+ 1.91%
N/A
202K $2.7M
BMY
Bristol Myers Squibb CO

Healthcare
492
+ 12.17%
$53.9 - $63.11 $26.5K - $31.1K
4.54K $276K
MA
Mastercard Inc

Financial Services
40
+ 3.38%
$504.67 - $576.31 $20.2K - $23.1K
1.23K $671K
CGDV
Capital Group Divid Value ETF

ETFs
883
+ 3.26%
$34.95 - $37.36 $30.9K - $33K
28K $996K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
606
+ 6.41%
$42.5 - $46.71 $25.8K - $28.3K
10.1K $454K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
938
+ 5.21%
$86.24 - $97.98 $80.9K - $91.9K
18.9K $1.65M
AIQ
Global X Funds Global X Artifi

ETFs
3.09K
+ 8.89%
$36.38 - $42.77 $112K - $132K
37.8K $1.38M
USAC
Usa Compression Partners, LP

Energy
163
+ 1.85%
$23.75 - $29.24 $3.87K - $4.77K
8.97K $241K
TMO
Thermo Fisher Scientific Inc.

Healthcare
122
+ 10.16%
$497.6 - $606.74 $60.7K - $74K
1.32K $658K
OKE
Oneok Inc

Energy
432
+ 5.61%
$89.57 - $109.85 $38.7K - $47.5K
8.13K $806K
FAST
Fastenal CO

Industrials
52
+ 1.04%
$71.11 - $79.98 $3.7K - $4.16K
5.07K $392K
VO
Vanguard Mid Cap ETF

ETFs
139
+ 16.01%
$251.87 - $277.95 $35K - $38.6K
1.01K $260K
XLU
Utilities Sector Spdr

ETFs
5
+ 0.05%
$74.7 - $80.27 $374 - $401
9.72K $766K
EFA
Ishares Tr Msci Eafe ETF

ETFs
37
+ 0.86%
$74.85 - $84.89 $2.77K - $3.14K
4.35K $355K
KR
Kroger CO

Consumer Defensive
89
+ 2.51%
$58.36 - $67.72 $5.19K - $6.03K
3.63K $245K
AFL
Aflac Inc

Financial Services
43
+ 1.49%
$100.99 - $111.19 $4.34K - $4.78K
2.93K $325K
PAYX
Paychex Inc

Industrials
19
+ 1.18%
$136.06 - $154.52 $2.59K - $2.94K
1.63K $252K
NOC
Northrop Grumman Corp

Industrials
10
+ 2.04%
$433.45 - $513.82 $4.33K - $5.14K
499 $255K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.76K
+ 15.11%
$37.9 - $43.9 $66.9K - $77.4K
13.4K $515K
WSO
Watsco Inc

Industrials
14
+ 3.15%
$463.86 - $530.75 $6.49K - $7.43K
458 $232K
CGXU
Capital Group Intl Focus Equit

ETFs
1K
+ 5.74%
$24.48 - $26.59 $24.5K - $26.6K
18.4K $450K
ALE
Allete Inc

Utilities
103
+ 0.62%
$64.9 - $65.91 $6.68K - $6.79K
16.6K $1.09M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
677
+ 3.89%
$91.76 - $103.26 $62.1K - $69.9K
18.1K $1.67M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
327
+ 11.43%
$113.22 - $126.36 $37K - $41.3K
3.19K $366K
EOLS
Evolus, Inc.

Healthcare
500
+ 3.85%
$9.47 - $15.04 $4.74K - $7.52K
13.5K $162K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
10K
New
$0.91 - $1.94 $9.1K - $19.4K
10K $18K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18K
+ 9.06%
$51.45 - $58.51 $926K - $1.05M
217K $11.2M
SVM
Silvercorp Metals Inc

Basic Materials
750
+ 4.94%
$2.94 - $4.19 $2.21K - $3.14K
15.9K $61K
ACGL
Arch Capital Group Ltd.

Financial Services
10
+ 0.26%
$88.13 - $96.94 $881 - $969
3.88K $373K
MS
Morgan Stanley

Financial Services
279
+ 14.67%
$111.68 - $141.08 $31.2K - $39.4K
2.18K $254K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
32
+ 0.24%
$77.7 - $78.94 $2.49K - $2.53K
13.6K $1.08M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
24
+ 0.31%
$55.76 - $59.54 $1.34K - $1.43K
7.79K $452K
SHOP
Shopify Inc.

Technology
492
+ 15.44%
$90.59 - $129.31 $44.6K - $63.6K
3.68K $351K
IWB
Ishares Tr Russell 1000 ETF

ETFs
168
+ 6.67%
$302.31 - $337.54 $50.8K - $56.7K
2.69K $824K
FTNT
Fortinet, Inc.

Technology
83
+ 3.32%
$92.49 - $114.57 $7.68K - $9.51K
2.59K $248K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.06%
$206.54 - $226.16 $207 - $226
1.69K $369K
IBB
Ishares Biotechnology ETF

ETFs
1.97K
+ 3.52%
$127.9 - $140.56 $252K - $276K
57.8K $7.39M
F
Ford Motor CO

Consumer Cyclical
933
+ 7.76%
$9.12 - $10.43 $8.51K - $9.73K
13K $129K
ARCC
Ares Capital Corp

Financial Services
213
+ 1.16%
$21.28 - $23.81 $4.53K - $5.07K
18.6K $411K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
129
+ 5.06%
$78.0 - $84.37 $10.1K - $10.9K
2.68K $213K
DSTL
ETF Ser Solution Distillate Us

ETFs
238
+ 2.9%
$53.28 - $57.28 $12.7K - $13.6K
8.45K $458K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.36K
+ 10.76%
$10.61 - $16.49 $14.4K - $22.4K
14K $173K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.1K
+ 5.23%
$48.06 - $53.73 $341K - $382K
143K $6.97M
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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