Tradition Wealth Management, LLC Incresed Positions in Q1 2025

Tradition Wealth Management, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
136K
+ 85.02%
$99.5 - $110.97 $13.5M - $15.1M
295K $29.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
94.9K
+ 402.27%
$50.39 - $50.66 $4.78M - $4.81M
119K $6M
JPIE
J P Morgan Exchange Traded Fd
78.8K
+ 90.46%
$45.46 - $46.18 $3.58M - $3.64M
166K $7.64M
JCPB
J P Morgan Exchange Traded Fd

ETFs
50.5K
+ 6.44%
$45.56 - $47.23 $2.3M - $2.38M
834K $39.2M
FNDF
Schwab Fundamental Intl Large

ETFs
22.7K
+ 4.5%
$32.9 - $37.45 $748K - $852K
528K $19.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
284
+ 1.2%
$442.66 - $534.52 $126K - $152K
23.9K $12.7M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
12K
+ 6.08%
$58.04 - $65.84 $698K - $792K
210K $13.4M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
13.6K
+ 2.54%
$41.61 - $44.72 $565K - $607K
548K $23.7M
SCHR
Schwab Intermediate Term Us Tr

ETFs
43K
+ 5.36%
$24.05 - $24.86 $1.03M - $1.07M
846K $21M
IVE
Ishares S&P 500 Value ETF

ETFs
7.22K
+ 38.22%
$185.78 - $198.58 $1.34M - $1.43M
26.1K $4.98M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.5K
+ 2.7%
$27.01 - $28.54 $553K - $584K
779K $21.8M
MMM
3 M CO

Industrials
1.16K
+ 2.61%
$129.7 - $155.12 $150K - $179K
45.4K $6.67M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.5K
+ 4.9%
$18.36 - $20.51 $377K - $421K
440K $8.7M
IEMG
Ishares Inc

ETFs
15.9K
+ 70.89%
N/A
38.4K $2.06M
GLDM
World Gold Trust

ETFs
11.5K
+ 89.45%
$52.19 - $61.89 $601K - $713K
24.4K $1.51M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.6K
+ 1.25%
$25.77 - $27.6 $298K - $319K
935K $24.8M
ABBV
Abb Vie Inc.

Healthcare
134
+ 0.59%
$169.2 - $216.66 $22.7K - $29K
23K $4.82M
VEA
Vanguard Ftse Developed Market

ETFs
4.37K
+ 4.35%
$47.4 - $52.99 $207K - $232K
105K $5.33M
CSCO
Cisco Systems, Inc.

Technology
5.45K
+ 23.74%
$58.74 - $64.87 $320K - $353K
28.4K $1.75M
VNQ
Vanguard Specialized Funds Van

ETFs
3.72K
+ 11.6%
$85.55 - $94.34 $318K - $351K
35.8K $3.24M
NFLX
Netflix Inc

Communication Services
341
+ 28.21%
$828.4 - $1058.6 $282K - $361K
1.55K $1.45M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.54K
+ 2.82%
$54.25 - $57.64 $463K - $492K
311K $17.1M
VGT
Vanguard Information Technolog

ETFs
975
+ 39.28%
$542.38 - $646.34 $529K - $630K
3.46K $1.88M
META
Meta Platforms, Inc.

Communication Services
634
+ 20.24%
$576.36 - $736.67 $365K - $467K
3.77K $2.17M
UNH
Unitedhealth Group Inc

Healthcare
24
+ 0.15%
$461.52 - $548.18 $11.1K - $13.2K
16.2K $8.5M
IBM
International Business Machines Corp

Technology
448
+ 6.94%
$217.4 - $264.74 $97.4K - $119K
6.9K $1.72M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.4K
+ 96.32%
$58.01 - $64.46 $255K - $283K
8.96K $556K
FNDX
Schwab Fundamental U S Large C

ETFs
13.5K
+ 2.47%
$23.03 - $25.01 $311K - $338K
561K $13.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
803
+ 13.3%
$507.05 - $563.67 $407K - $453K
6.84K $3.52M
CVX
Chevron Corp

Energy
342
+ 3.85%
$146.71 - $167.97 $50.2K - $57.4K
9.23K $1.54M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.52K
+ 1.64%
$44.72 - $46.25 $113K - $117K
156K $7.19M
V
Visa Inc.

Financial Services
159
+ 3.3%
$306.92 - $362.71 $48.8K - $57.7K
4.97K $1.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
653
+ 11.68%
$551.42 - $612.93 $360K - $400K
6.25K $3.49M
MDT
Medtronic PLC

Healthcare
326
+ 1.79%
$79.84 - $94.5 $26K - $30.8K
18.6K $1.67M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10.1K
+ 23.45%
$23.53 - $25.24 $237K - $254K
53K $1.26M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.6K
+ 2.09%
$22.46 - $23.26 $103K - $107K
224K $5.2M
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 17.08%
$271.18 - $303.12 $296K - $331K
7.49K $2.06M
JPM
Jpmorgan Chase & CO

Financial Services
472
+ 3.62%
$225.19 - $279.95 $106K - $132K
13.5K $3.31M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.03K
+ 76.24%
$192.82 - $222.1 $198K - $228K
2.37K $458K
PM
Philip Morris International Inc.

Consumer Defensive
65
+ 1.55%
$117.15 - $158.79 $7.61K - $10.3K
4.27K $677K
AMGN
Amgen Inc

Healthcare
31
+ 0.98%
$258.59 - $327.36 $8.02K - $10.1K
3.2K $996K
BWB
Bridgewater Bancshares Inc

Financial Services
2.18K
+ 0.61%
$12.56 - $15.24 $27.3K - $33.1K
358K $4.97M
UTG
Reaves Utility Income Fund

Financial Services
2.2K
+ 2.32%
$31.08 - $34.42 $68.3K - $75.6K
96.9K $3.15M
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.01%
$182.82 - $196.21 $731 - $785
47.2K $8.87M
EMB
Ishares Tr

ETFs
1.43K
+ 24.72%
$88.64 - $92.03 $127K - $131K
7.21K $652K
T
At&T Inc.

Communication Services
2.45K
+ 20.04%
$21.56 - $28.28 $52.9K - $69.3K
14.7K $415K
PG
Procter & Gamble CO

Consumer Defensive
736
+ 21.28%
$158.56 - $176.26 $117K - $130K
4.19K $714K
ABT
Abbott Laboratories

Healthcare
92
+ 1.46%
$111.1 - $140.22 $10.2K - $12.9K
6.39K $847K
MO
Altria Group, Inc.

Consumer Defensive
251
+ 1.73%
$50.81 - $60.02 $12.8K - $15.1K
14.7K $884K
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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