Tradition Wealth Management, LLC Incresed Positions in Q3 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
37.4K
+ 6.25%
$45.87 - $48.53 $1.72M - $1.82M
636K $30.7M
EFV
Msci Eafe Value ETF

ETFs
47.4K
+ 126.39%
$51.72 - $57.96 $2.45M - $2.75M
85K $4.89M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.74K
+ 2.25%
$73.43 - $80.37 $495K - $542K
307K $24.6M
FNDF
Schwab Fundamental Intl Large

ETFs
19.1K
+ 2.66%
$33.67 - $37.71 $643K - $720K
737K $27.5M
PAUG
Innovator U.S. Equity Power Bu

ETFs
61.3K
+ 662.92%
$35.57 - $37.86 $2.18M - $2.32M
70.5K $2.67M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.1K
+ 1.25%
$77.02 - $85.06 $239K - $264K
252K $21.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.1K
+ 7.43%
$56.04 - $62.99 $1.12M - $1.26M
290K $17.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.07K
+ 3.86%
$162.64 - $179.3 $662K - $730K
110K $19.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
27.5K
+ 18.1%
$44.83 - $47.42 $1.23M - $1.3M
179K $8.45M
SCHG
Schwab Strategic Tr Us Large C

ETFs
993
+ 0.24%
$92.63 - $105.69 $92K - $105K
418K $43.6M
BBUS
J P Morgan Exchg Traded Fd

ETFs
6.77K
+ 5.6%
$93.22 - $103.58 $631K - $701K
128K $13.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.53K
+ 3.52%
$83.76 - $91.82 $379K - $416K
133K $12.2M
FNDX
Schwab Fundamental U S Large C

ETFs
4.73K
+ 2.66%
$65.36 - $71.76 $309K - $339K
182K $13.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.96K
+ 2.06%
$54.98 - $59.51 $328K - $355K
295K $17.6M
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.33K
+ 2.55%
$48.4 - $50.91 $452K - $475K
376K $19M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
14.1K
+ 2.74%
$38.33 - $42.48 $540K - $599K
529K $22.2M
PLTR
Palantir Technologies Inc.

Technology
13.5K
+ 45.84%
$24.09 - $37.95 $324K - $511K
42.8K $1.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.49K
+ 1.39%
$36.98 - $41.55 $129K - $145K
254K $10.5M
IBB
Ishares Biotechnology ETF

ETFs
1.79K
+ 3.31%
$135.09 - $149.47 $242K - $268K
55.8K $8.13M
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
+ 17.36%
$191.76 - $263.26 $212K - $292K
7.49K $1.96M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.43K
+ 6.46%
$44.24 - $49.47 $329K - $368K
122K $6.06M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
146
+ 0.18%
$85.03 - $94.56 $12.4K - $13.8K
80.4K $7.49M
UTG
Reaves Utility Income Fund

Financial Services
2.78K
+ 3.05%
$27.16 - $32.8 $75.6K - $91.3K
94K $3.08M
NJUL
Innovator Growth 100 Power Buf

Technology
7.42K
+ 8.0%
$56.73 - $60.88 $421K - $451K
100K $6.09M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
296
+ 0.39%
$80.13 - $88.89 $23.7K - $26.3K
76.2K $6.73M
ACN
Accenture PLC

Technology
29
+ 0.27%
$295.44 - $355.81 $8.57K - $10.3K
11K $3.87M
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.86K
+ 2.98%
$91.9 - $103.31 $171K - $192K
64.3K $6.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
431
+ 1.37%
$434.77 - $502.96 $187K - $217K
31.9K $15.6M
VIG
Vanguard Dividend Appreciation

ETFs
2.69K
+ 2.59%
$182.15 - $182.15 $490K - $490K
106K $19.4M
TGT
Target Corp

Consumer Defensive
2.12K
+ 16.39%
$133.47 - $159.25 $283K - $338K
15.1K $2.35M
DVY
Ishares Tr

ETFs
512
+ 2.0%
$119.99 - $135.74 $61.4K - $69.5K
26.1K $3.53M
VEA
Vanguard Ftse Developed Market

ETFs
1.54K
+ 1.6%
$47.6 - $53.31 $73.4K - $82.3K
97.9K $5.17M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.72K
+ 159.3%
$79.29 - $84.02 $374K - $397K
7.68K $643K
IBM
International Business Machines Corp

Technology
395
+ 5.99%
$175.1 - $223.38 $69.2K - $88.2K
6.99K $1.54M
MCD
Mcdonalds Corp

Consumer Cyclical
132
+ 1.81%
$245.82 - $304.51 $32.4K - $40.2K
7.44K $2.26M
IPO
Renaissance Cap Greenwich Fds

ETFs
1.37K
+ 1.03%
$35.82 - $43.29 $49K - $59.2K
134K $5.73M
WFH
Direxion Shs ETF Tr Work From

Technology
1.15K
+ 1.21%
$50.84 - $58.43 $58.3K - $67K
96.2K $5.62M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.54K
+ 5.68%
$49.7 - $56.11 $424K - $479K
159K $8.73M
USB
Us Bancorp \De\

Financial Services
863
+ 1.53%
$39.04 - $47.23 $33.7K - $40.8K
57.2K $2.62M
FTCS
First Trust Capital Strength E

ETFs
66
+ 0.12%
$83.58 - $90.94 $5.52K - $6K
53.3K $4.84M
XEL
Xcel Energy Inc

Utilities
1.54K
+ 6.92%
$52.11 - $65.3 $80K - $100K
23.7K $1.55M
META
Meta Platforms, Inc.

Communication Services
340
+ 14.69%
$453.41 - $572.44 $154K - $195K
2.66K $1.52M
WMT
Walmart Inc.

Consumer Defensive
608
+ 2.62%
$66.91 - $81.4 $40.7K - $49.5K
23.8K $1.92M
MGC
Vanguard Mega Cap ETF

ETFs
360
+ 1.24%
$185.93 - $206.64 $66.9K - $74.4K
29.5K $6.09M
MGV
Vanguard Mega Cap Value

ETFs
910
+ 4.01%
$118.0 - $128.28 $107K - $117K
23.6K $3.03M
IVE
Ishares S&P 500 Value ETF

ETFs
260
+ 1.43%
$181.06 - $197.17 $47.1K - $51.3K
18.4K $3.63M
JPIE
J P Morgan Exchange Traded Fd
5.49K
+ 7.18%
$45.17 - $46.39 $248K - $255K
81.9K $3.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
318
+ 0.93%
$77.23 - $87.97 $24.6K - $28K
34.7K $3.01M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
6.55K
+ 3.55%
$39.71 - $49.27 $260K - $323K
191K $9.1M
Activity Summary
Buys All Purchases 214 New Holdings 23 Increased Positions 191 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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