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
BAC
Bank Of America Corp

Financial Services
158
+ 1.3%
$39.61 - $47.74 $6.26K - $7.54K
12.3K $512K
CSL
Carlisle Companies Inc

Industrials
6
+ 0.76%
$326.43 - $408.24 $1.96K - $2.45K
796 $271K
LOW
Lowes Companies Inc

Consumer Cyclical
71
+ 2.62%
$222.66 - $268.42 $15.8K - $19.1K
2.79K $649K
PKW
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.18%
$109.15 - $120.99 $1.86K - $2.06K
9.26K $1.04M
WMT
Walmart Inc.

Consumer Defensive
443
+ 1.87%
$84.5 - $105.05 $37.4K - $46.5K
24.1K $2.11M
ET
Energy Transfer LP

Energy
288
+ 0.97%
$17.26 - $21.08 $4.97K - $6.07K
29.9K $555K
DFNV
Donoghue Forlines Risk Managed

ETFs
17
+ 0.03%
$35.75 - $36.91 $608 - $627
55.4K $1.98M
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.52%
$255.29 - $303.75 $1.28K - $1.52K
965 $249K
TPG
Tpg Inc.

Financial Services
790
+ 18.79%
$46.15 - $69.77 $36.5K - $55.1K
5K $236K
AXON
Axon Enterprise, Inc.

Industrials
2
+ 0.5%
$496.65 - $710.01 $993 - $1.42K
406 $213K
MRK
Merck & Co., Inc.

Healthcare
18
+ 0.56%
$83.01 - $101.02 $1.49K - $1.82K
3.24K $291K
PAVE
Global X Fds Us Infrastructure

ETFs
6
+ 0.05%
$37.31 - $43.82 $224 - $263
11.5K $434K
IT
Gartner Inc

Technology
1
+ 0.2%
$418.25 - $548.38 $418 - $548
497 $208K
CMI
Cummins Inc

Industrials
22
+ 1.92%
$312.92 - $386.07 $6.88K - $8.49K
1.17K $366K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.01%
$37.35 - $43.35 $37.4 - $43.4
13.2K $498K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 0.6%
$476.63 - $610.45 $6.2K - $7.94K
2.17K $1.07M
SNDR
Schneider National, Inc.

Industrials
35
+ 0.33%
$22.65 - $30.73 $793 - $1.08K
10.7K $245K
PANW
Palo Alto Networks Inc

Technology
32
+ 0.47%
$167.82 - $208.28 $5.37K - $6.66K
6.88K $1.17M
CAT
Caterpillar Inc

Industrials
43
+ 1.59%
$326.75 - $407.63 $14.1K - $17.5K
2.74K $903K
SPYG
Spdr Portfolio

ETFs
738
+ 4.09%
$80.05 - $92.39 $59.1K - $68.2K
18.8K $1.51M
AXP
American Express CO

Financial Services
23
+ 0.75%
$255.39 - $325.87 $5.87K - $7.5K
3.09K $832K
CGGR
Capital Group Growth ETF Shs C

ETFs
53
+ 0.15%
$33.98 - $39.84 $1.8K - $2.11K
34.6K $1.18M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.06K
+ 1.17%
$25.58 - $29.24 $27.1K - $31K
91.5K $2.4M
DAL
Delta Air Lines, Inc.

Industrials
618
+ 7.59%
$43.6 - $69.06 $26.9K - $42.7K
8.76K $381K
KKR
Kkr & Co. Inc.

Financial Services
66
+ 1.73%
$108.17 - $167.07 $7.14K - $11K
3.88K $448K
SOFI
So Fi Technologies, Inc.

Financial Services
9.95K
+ 15.77%
$11.18 - $18.03 $111K - $179K
73K $849K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
175
+ 3.43%
$165.25 - $224.62 $28.9K - $39.3K
5.27K $875K
ETN
Eaton Corp PLC

Industrials
100
+ 3.73%
$271.83 - $371.23 $27.2K - $37.1K
2.78K $756K
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.03%
$149.27 - $169.4 $597 - $678
12.6K $1.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
130
+ 1.73%
$247.97 - $296.33 $32.2K - $38.5K
7.63K $1.92M
XLK
Technology Sector Spdr

ETFs
7
+ 0.1%
$206.38 - $242.18 $1.44K - $1.7K
7.08K $1.46M
UPS
United Parcel Service Inc

Industrials
365
+ 2.61%
$109.66 - $136.26 $40K - $49.7K
14.3K $1.58M
IWM
Ishares Russell 2000 ETF

ETFs
22
+ 0.23%
$198.1 - $229.79 $4.36K - $5.06K
9.6K $1.92M
MGC
Vanguard Mega Cap ETF

ETFs
452
+ 1.57%
$199.2 - $222.69 $90K - $101K
29.3K $5.9M
MRVL
Marvell Technology, Inc.

Technology
11
+ 0.21%
$61.57 - $126.06 $677 - $1.39K
5.18K $318K
BX
Blackstone Inc.

Financial Services
78
+ 0.87%
$136.53 - $186.74 $10.6K - $14.6K
9.04K $1.26M
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.73K
+ 2.7%
$96.95 - $116.13 $167K - $200K
65.6K $6.56M
IYW
Ishares Dj Us Tech ETF

ETFs
497
+ 2.32%
$140.44 - $166.79 $69.8K - $82.9K
21.9K $3.08M
BALL
Ball Corp

Consumer Cyclical
5
+ 0.0%
$49.04 - $56.53 $245 - $283
132K $6.89M
TTD
Trade Desk, Inc.

Technology
150
+ 2.42%
$53.59 - $126.58 $8.04K - $19K
6.35K $347K
TGT
Target Corp

Consumer Defensive
67
+ 0.43%
$103.65 - $142.5 $6.94K - $9.55K
15.5K $1.61M
TSLA
Tesla, Inc.

Consumer Cyclical
2.98K
+ 33.74%
$222.15 - $428.22 $661K - $1.27M
11.8K $3.06M
IPO
Renaissance Cap Greenwich Fds

ETFs
6.72K
+ 5.15%
$37.55 - $48.06 $252K - $323K
137K $5.16M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.61K
+ 2.04%
$92.45 - $106.69 $149K - $172K
80.4K $7.46M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.1K
+ 1.07%
$29.34 - $31.31 $384K - $410K
1.24M $36.9M
WFH
Direxion Shs ETF Tr Work From

Technology
1.44K
+ 1.54%
$57.12 - $71.18 $82.3K - $102K
95.1K $5.43M
GOOGL
Alphabet Inc.

Communication Services
1.02K
+ 4.51%
$154.33 - $206.19 $157K - $210K
23.6K $3.65M
VBR
Vanguard Small Cap Value ETF

ETFs
427
+ 0.63%
$183.02 - $207.75 $78.1K - $88.7K
68.2K $12.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.25K
+ 0.53%
$21.23 - $23.75 $90.2K - $101K
805K $17.3M
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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