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
BX
Blackstone Inc.

Financial Services
234
+ 2.62%
$120.77 - $159.66 $28.3K - $37.4K
9.17K $1.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
328
+ 0.4%
$84.77 - $97.13 $27.8K - $31.9K
82K $7.85M
IVV
Ishares Core S&P 500 ETF

ETFs
355
+ 13.56%
$520.18 - $576.82 $185K - $205K
2.97K $1.71M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
229
+ 4.32%
$475.2 - $527.7 $109K - $121K
5.53K $2.92M
DFNV
Donoghue Forlines Risk Managed

ETFs
4.96K
+ 11.07%
$29.3 - $33.61 $145K - $167K
49.8K $1.67M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.44K
+ 1.55%
$45.2 - $47.87 $65.1K - $68.9K
94.6K $4.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.38K
+ 63.58%
$147.95 - $191.05 $204K - $264K
3.55K $617K
SCHO
Schwab Short Term Us Treasury

ETFs
3.02K
+ 3.47%
$47.93 - $49.06 $145K - $148K
90K $4.41M
JPM
Jpmorgan Chase & CO

Financial Services
550
+ 4.53%
$194.9 - $224.8 $107K - $124K
12.7K $2.68M
VTV
Vanguard Value ETF

ETFs
3
+ 0.02%
$159.75 - $174.57 $479 - $524
14.8K $2.58M
CAT
Caterpillar Inc

Industrials
140
+ 5.99%
$316.8 - $391.12 $44.4K - $54.8K
2.48K $969K
COST
Costco Wholesale Corp

Consumer Defensive
93
+ 3.49%
$801.83 - $917.05 $74.6K - $85.3K
2.76K $2.45M
VUG
Vanguard Growth ETF

ETFs
177
+ 1.6%
$341.08 - $391.94 $60.4K - $69.4K
11.2K $4.31M
IWM
Ishares Russell 2000 ETF

ETFs
19
+ 0.21%
$200.87 - $224.6 $3.82K - $4.27K
8.87K $1.96M
ORCL
Oracle Corp

Technology
97
+ 1.94%
$125.9 - $170.35 $12.2K - $16.5K
5.1K $868K
MBB
Ishares Tr

ETFs
333
+ 1.07%
$90.85 - $96.66 $30.3K - $32.2K
31.5K $3.02M
DTEC
Alps ETF Tr Disruptive Technol

ETFs
334
+ 0.76%
$38.96 - $44.31 $13K - $14.8K
44K $1.95M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.32%
$460.3 - $584.56 $1.84K - $2.34K
1.26K $734K
AMD
Advanced Micro Devices Inc

Technology
798
+ 12.23%
$128.67 - $183.96 $103K - $147K
7.32K $1.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
48
+ 0.65%
$240.48 - $267.94 $11.5K - $12.9K
7.47K $2M
VGT
Vanguard Information Technolog

ETFs
205
+ 11.07%
$514.43 - $606.85 $105K - $124K
2.06K $1.21M
CGDV
Capital Group Divid Value ETF

ETFs
1.17K
+ 4.67%
$32.96 - $36.48 $38.5K - $42.6K
26.2K $955K
AVGO
Broadcom Inc.

Technology
19.5K
+ 863.83%
$136.27 - $1745.86 $2.65M - $34M
21.7K $3.75M
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.24%
$213.3 - $270.78 $1.28K - $1.62K
2.53K $684K
LLY
Eli Lilly & CO

Healthcare
172
+ 13.97%
$772.14 - $960.02 $133K - $165K
1.4K $1.24M
VZ
Verizon Communications Inc

Communication Services
525
+ 1.86%
$38.89 - $45.0 $20.4K - $23.6K
28.7K $1.29M
AXP
American Express CO

Financial Services
20
+ 0.68%
$225.92 - $271.17 $4.52K - $5.42K
2.98K $807K
VTI
Vanguard Total Stock Market Et

ETFs
79
+ 1.29%
$255.18 - $283.2 $20.2K - $22.4K
6.22K $1.76M
GLD
Spdr Gold Trust

ETFs
69
+ 1.91%
$215.56 - $246.98 $14.9K - $17K
3.68K $893K
VXF
Vanguard Extended Market ETF

ETFs
10
+ 0.11%
$163.98 - $182.92 $1.64K - $1.83K
8.71K $1.59M
XLU
Utilities Sector Spdr

ETFs
5
+ 0.06%
$67.67 - $80.78 $338 - $404
9.08K $733K
RTX
Raytheon Technologies Corp

Industrials
91
+ 1.83%
$99.55 - $123.34 $9.06K - $11.2K
5.07K $614K
NOC
Northrop Grumman Corp

Industrials
99
+ 14.54%
$423.73 - $533.14 $41.9K - $52.8K
780 $411K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
3.95K
+ 18.86%
$22.43 - $24.11 $88.6K - $95.2K
24.9K $599K
SPYG
Spdr Portfolio

ETFs
986
+ 8.68%
$73.38 - $84.1 $72.4K - $82.9K
12.3K $1.02M
XLK
Technology Sector Spdr

ETFs
497
+ 7.53%
$197.34 - $237.68 $98.1K - $118K
7.1K $1.6M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
139
+ 0.16%
$46.16 - $47.63 $6.42K - $6.62K
89K $4.23M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.8K
+ 6.43%
$50.25 - $50.74 $90.6K - $91.5K
29.8K $1.51M
PKW
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.14%
$102.34 - $114.52 $1.33K - $1.49K
9.23K $1.06M
ETN
Eaton Corp PLC

Industrials
148
+ 5.67%
$272.52 - $333.02 $40.3K - $49.3K
2.76K $914K
NEE
Nextera Energy Inc

Utilities
125
+ 2.06%
$69.9 - $84.97 $8.74K - $10.6K
6.2K $524K
TMO
Thermo Fisher Scientific Inc.

Healthcare
34
+ 3.11%
$531.86 - $624.21 $18.1K - $21.2K
1.13K $697K
NFLX
Netflix Inc

Communication Services
86
+ 11.13%
$598.55 - $722.26 $51.5K - $62.1K
859 $609K
SOFI
So Fi Technologies, Inc.

Financial Services
1.88K
+ 3.38%
$6.32 - $8.19 $11.9K - $15.4K
57.5K $452K
OKE
Oneok Inc

Energy
221
+ 3.4%
$78.62 - $95.27 $17.4K - $21.1K
6.72K $612K
SO
Southern CO

Utilities
10
+ 0.15%
$77.0 - $90.52 $770 - $905
6.56K $591K
PSLV
Sprott Physical Silver Trust

Financial Services
6.12K
+ 19.16%
$9.17 - $10.84 $56.1K - $66.3K
38K $397K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
32
+ 0.21%
$91.37 - $101.65 $2.92K - $3.25K
15.2K $1.55M
MO
Altria Group, Inc.

Consumer Defensive
31
+ 0.23%
$45.95 - $54.71 $1.42K - $1.7K
13.8K $703K
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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