Tradition Wealth Management, LLC Incresed Positions in Q4 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
188K
+ 1978.78%
$58.46 - $65.6 $11M - $12.4M
198K $11.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
147K
+ 23.15%
$46.07 - $48.17 $6.78M - $7.09M
783K $36.1M
NVDA
Nvidia Corp

Technology
18K
+ 13.48%
$117.0 - $148.88 $2.1M - $2.67M
151K $20.3M
BBUS
J P Morgan Exchg Traded Fd

ETFs
32K
+ 25.07%
$102.46 - $110.17 $3.28M - $3.53M
160K $16.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
39.6K
+ 24.94%
$53.94 - $58.15 $2.14M - $2.31M
199K $11.2M
PLTR
Palantir Technologies Inc.

Technology
10.7K
+ 24.99%
$36.46 - $82.38 $390K - $882K
53.5K $4.05M
AMZN
Amazon Com Inc

Consumer Cyclical
2.19K
+ 3.94%
$180.88 - $232.93 $396K - $510K
57.8K $12.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.22M
+ 292.58%
$25.93 - $105.3 $31.7M - $129M
1.64M $45.8M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
48.3K
+ 4.09%
$29.73 - $30.81 $1.44M - $1.49M
1.23M $37.4M
POCT
Innovator U.S. Equity Power Bu

ETFs
51.1K
+ 776.38%
$38.63 - $40.03 $1.97M - $2.04M
57.6K $2.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.23K
+ 3.84%
$481.22 - $538.17 $590K - $660K
33.2K $17M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
2.66K
+ 1.39%
$46.89 - $58.31 $125K - $155K
194K $10.3M
DVY
Ishares Tr

ETFs
9.21K
+ 35.28%
$129.55 - $143.41 $1.19M - $1.32M
35.3K $4.64M
AIQ
Global X Funds Global X Artifi

ETFs
27.8K
+ 403.49%
$36.57 - $40.57 $1.02M - $1.13M
34.7K $1.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.4K
+ 8.95%
$57.53 - $60.83 $1.52M - $1.61M
322K $18.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.4K
+ 10.98%
$49.03 - $53.35 $659K - $717K
136K $6.96M
ORCC
Owl Rock Capital Corp

Financial Services
66K
+ 50.0%
N/A
198K $2.65M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.02K
+ 4.58%
$176.42 - $186.91 $886K - $938K
115K $20.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
979
+ 21.22%
$567.81 - $607.81 $556K - $595K
5.59K $3.28M
SPYG
Spdr Portfolio

ETFs
5.7K
+ 46.16%
$81.74 - $91.38 $466K - $521K
18K $1.59M
NOCT
Innovator Growth 100 Power Buf

ETFs
10.7K
+ 209.56%
$49.49 - $52.11 $532K - $560K
15.9K $814K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.54K
+ 29.85%
$100.18 - $109.1 $455K - $495K
19.8K $2.07M
SOFI
So Fi Technologies, Inc.

Financial Services
5.53K
+ 9.62%
$7.63 - $16.88 $42.2K - $93.4K
63.1K $971K
TTD
Trade Desk, Inc.

Technology
4.22K
+ 213.08%
$108.7 - $139.51 $459K - $589K
6.2K $728K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
125K
+ 132.24%
$22.63 - $47.53 $2.83M - $5.95M
220K $4.99M
ISRG
Intuitive Surgical Inc

Healthcare
853
+ 65.46%
$471.27 - $550.62 $402K - $470K
2.16K $1.13M
NFLX
Netflix Inc

Communication Services
350
+ 40.75%
$687.65 - $936.56 $241K - $328K
1.21K $1.08M
SCHR
Schwab Intermediate Term Us Tr

ETFs
427K
+ 113.42%
$24.19 - $50.58 $10.3M - $21.6M
803K $19.5M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
18.1K
+ 72.67%
$23.92 - $24.89 $433K - $450K
43K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
324
+ 2.55%
$205.18 - $250.29 $66.5K - $81.1K
13K $3.12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
534K
+ 200.16%
$22.01 - $66.82 $11.8M - $35.7M
801K $18.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.55K
+ 43.51%
$172.07 - $207.36 $266K - $321K
5.1K $1.01M
VGT
Vanguard Information Technolog

ETFs
425
+ 20.66%
$571.78 - $647.97 $243K - $275K
2.48K $1.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
508
+ 9.19%
$521.84 - $558.82 $265K - $284K
6.04K $3.25M
DFNV
Donoghue Forlines Risk Managed

ETFs
5.63K
+ 11.31%
$33.07 - $38.38 $186K - $216K
55.4K $2.01M
META
Meta Platforms, Inc.

Communication Services
478
+ 18.0%
$554.08 - $632.68 $265K - $302K
3.13K $1.85M
XEL
Xcel Energy Inc

Utilities
3.53K
+ 14.87%
$62.16 - $72.92 $219K - $257K
27.2K $1.84M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.7K
+ 5.85%
$89.9 - $100.66 $423K - $474K
85.1K $7.69M
MRVL
Marvell Technology, Inc.

Technology
2
+ 0.04%
$70.31 - $124.78 $141 - $250
5.17K $570K
JPIE
J P Morgan Exchange Traded Fd
5.11K
+ 6.24%
$45.59 - $46.25 $233K - $236K
87.1K $3.97M
OKE
Oneok Inc

Energy
982
+ 14.62%
$92.28 - $117.05 $90.6K - $115K
7.7K $773K
IWM
Ishares Russell 2000 ETF

ETFs
711
+ 8.01%
$216.13 - $242.4 $154K - $172K
9.58K $2.12M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
1.75K
+ 10.75%
$89.01 - $96.24 $156K - $168K
18K $1.62M
IVV
Ishares Core S&P 500 ETF

ETFs
184
+ 6.19%
$570.51 - $610.59 $105K - $112K
3.16K $1.86M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.43K
+ 27.21%
$98.41 - $98.98 $140K - $141K
6.67K $656K
ET
Energy Transfer LP

Energy
1.61K
+ 5.76%
$16.05 - $19.86 $25.9K - $32K
29.6K $579K
VXF
Vanguard Extended Market ETF

ETFs
212
+ 2.43%
$179.17 - $207.15 $38K - $43.9K
8.93K $1.7M
XLF
Financial Sector Spdr

ETFs
573
+ 2.13%
$44.89 - $51.34 $25.7K - $29.4K
27.5K $1.33M
MAIN
Main Street Capital Corp

Financial Services
127
+ 1.06%
$49.95 - $58.58 $6.34K - $7.44K
12.1K $710K
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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