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
CDE
Coeur Mining, Inc.

Basic Materials
320
+ 1.91%
$5.02 - $7.29 $1.61K - $2.33K
17.1K $101K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
173
+ 0.87%
$24.07 - $24.5 $4.16K - $4.24K
19.9K $483K
NEE
Nextera Energy Inc

Utilities
143
+ 2.21%
$66.96 - $76.16 $9.58K - $10.9K
6.63K $469K
PEP
Pepsico Inc

Consumer Defensive
59
+ 3.24%
$142.64 - $156.42 $8.42K - $9.23K
1.88K $282K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.64%
$227.69 - $259.76 $1.59K - $1.82K
1.1K $259K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
5
+ 0.1%
N/A
5.22K $212K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.98K
+ 2.74%
$35.54 - $37.44 $70.4K - $74.2K
74.4K $2.66M
MODL
Victory Portfolios Ii Victorys
13.9K
+ 34.16%
N/A
54.5K $0
Victory Portfolios Ii
8.58K
+ 12.64%
N/A
76.4K $0
Victory Portfolios Ii
185K
+ 150.67%
N/A
308K $0
DFRA
Trimtabs ETF Tr Donoghue Forli
1.83K
+ 2.9%
N/A
64.8K $0
Kenvue Inc
93
+ 0.72%
N/A
13K $0
Blackrock ETF Trust Ii
344
+ 1.12%
N/A
31.1K $0
Blackrock Inc
9
+ 2.38%
N/A
387 $0
Capital Group Equity ETF Tr
12.2K
New
N/A
12.2K $0
Victory Portfolios Ii
35.8K
New
N/A
35.8K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
42.7K
New
N/A
42.7K $0
Solventum Corp
143
+ 1.65%
N/A
8.83K $0
PDEC
Innovator U.S. Equity Power Bu
8.6K
+ 22.44%
N/A
46.9K $0
Innovator Etfs Trust
108K
+ 2377.93%
N/A
113K $0
J P Morgan Exchange Traded F
17.5K
+ 16.51%
N/A
124K $0
Integra Res Corp
10K
New
N/A
10K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
N/A
4.03K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
20.8K
New
N/A
20.8K $0
Ishares Bitcoin Trust ETF
5.64K
+ 90.72%
N/A
11.9K $0
Fidelity Wise Origin Bitcoin
82
+ 0.59%
N/A
14K $0
Strategic Trust
95.8K
+ 28.79%
N/A
429K $0
Innovator Etfs Trust
18.3K
New
N/A
18.3K $0
Innovator Etfs Trust
29.6K
New
N/A
29.6K $0
Lam Research Corp
211
+ 1.19%
N/A
17.9K $0
Ea Series Trust
5.05K
+ 12.57%
N/A
45.2K $0
JGRO
J P Morgan Exchange Traded Fd
11.9K
+ 7.65%
N/A
167K $0
Ishares Tr
2
+ 0.01%
N/A
22K $0
QTUM
ETF Ser Solutions Defiance Qua
50
+ 1.27%
N/A
4K $0
SNA
Snap On Inc

Industrials
7
+ 0.67%
$324.09 - $358.62 $2.27K - $2.51K
1.06K $356K
Linde PLC
16
+ 2.52%
N/A
650 $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9
+ 0.15%
$62.72 - $71.92 $564 - $647
5.84K $367K
FXH
First Tr Exchange Trd Fd Healt

ETFs
2
+ 0.04%
$102.5 - $112.02 $205 - $224
5.67K $587K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
21
+ 1.44%
$196.12 - $229.48 $4.12K - $4.82K
1.48K $298K
SYY
Sysco Corp

Consumer Defensive
24
+ 0.7%
$70.0 - $77.13 $1.68K - $1.85K
3.43K $257K
NIO
Nio Inc.

Consumer Cyclical
1K
+ 5.95%
$3.75 - $5.22 $3.75K - $5.22K
17.8K $67K
NEWT
Newtek Business Services Corp.

Financial Services
195
+ 1.55%
$11.86 - $13.34 $2.31K - $2.6K
12.8K $152K
MSI
Motorola Solutions, Inc.

Technology
9
+ 1.36%
$411.73 - $482.1 $3.71K - $4.34K
673 $294K
BA
Boeing CO

Industrials
3
+ 0.14%
$148.15 - $186.25 $444 - $559
2.17K $370K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
263
+ 3.74%
$57.21 - $65.8 $15K - $17.3K
7.3K $425K
APH
Amphenol Corp

Technology
100
+ 1.9%
$61.62 - $78.55 $6.16K - $7.86K
5.36K $351K
MAIN
Main Street Capital Corp

Financial Services
154
+ 1.27%
$54.71 - $63.1 $8.43K - $9.72K
12.3K $695K
TT
Trane Technologies PLC

Industrials
4
+ 0.67%
$332.0 - $400.86 $1.33K - $1.6K
599 $201K
CGGO
Capital Group Global Growth Eq

ETFs
1.7K
+ 2.23%
$28.33 - $30.84 $48.2K - $52.4K
77.9K $2.21M
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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