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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.3K
+ 22.45%
$78.97 - $85.82 $103K - $112K
7.1K $588K
NU
Nu Holdings Ltd.

Financial Services
11.8K
+ 77.56%
$10.12 - $13.95 $120K - $165K
27K $276K
MGV
Vanguard Mega Cap Value

ETFs
141
+ 0.57%
$123.61 - $133.01 $17.4K - $18.8K
25K $3.22M
VTV
Vanguard Value ETF

ETFs
361
+ 2.47%
$167.73 - $179.21 $60.6K - $64.7K
15K $2.59M
SDG
Ishares Trust Ishares Msci Glo

ETFs
1.41K
+ 41.97%
$69.64 - $76.33 $98K - $107K
4.76K $344K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.5K
+ 4.25%
$27.47 - $30.62 $41.2K - $45.9K
36.8K $1.09M
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.62%
$890.62 - $1076.86 $15.1K - $18.3K
2.78K $2.63M
PDI
Pimco Dynamic Income Fund

Financial Services
1.04K
+ 2.01%
$18.51 - $20.05 $19.2K - $20.8K
52.7K $1.04M
XEL
Xcel Energy Inc

Utilities
77
+ 0.28%
$63.37 - $72.1 $4.88K - $5.55K
27.3K $1.93M
SO
Southern CO

Utilities
295
+ 4.35%
$80.96 - $92.96 $23.9K - $27.4K
7.08K $651K
TRV
Travelers Companies, Inc.

Financial Services
30
+ 0.9%
$232.43 - $265.13 $6.97K - $7.95K
3.36K $887K
DE
Deere & CO

Industrials
11
+ 0.64%
$408.57 - $509.27 $4.49K - $5.6K
1.74K $816K
BSX
Boston Scientific Corp

Healthcare
190
+ 3.45%
$89.38 - $106.18 $17K - $20.2K
5.7K $575K
RTX
Raytheon Technologies Corp

Industrials
72
+ 1.8%
$114.1 - $135.66 $8.22K - $9.77K
4.06K $537K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
793
+ 7.77%
$55.47 - $61.45 $44K - $48.7K
11K $648K
SNOW
Snowflake Inc.

Technology
654
+ 20.69%
$146.16 - $192.78 $95.6K - $126K
3.82K $557K
KO
Coca Cola CO

Consumer Defensive
213
+ 3.71%
$60.81 - $72.32 $13K - $15.4K
5.95K $426K
MSTR
Microstrategy Inc

Technology
242
+ 18.64%
$239.27 - $396.5 $57.9K - $96K
1.54K $443K
SUN
Sunoco LP

Energy
53
+ 0.54%
$51.29 - $59.25 $2.72K - $3.14K
9.78K $568K
SYK
Stryker Corp

Healthcare
156
+ 26.94%
$355.18 - $399.9 $55.4K - $62.4K
735 $273K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
759
+ 1.59%
$25.81 - $28.52 $19.6K - $21.6K
48.6K $1.34M
IVV
Ishares Core S&P 500 ETF

ETFs
266
+ 8.43%
$554.06 - $615.85 $147K - $164K
3.42K $1.92M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.08K
+ 6.39%
$38.89 - $41.6 $42K - $44.9K
18K $726K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.01%
$137.61 - $149.68 $138 - $150
6.77K $988K
WFC
Wells Fargo & Company

Financial Services
143
+ 0.47%
$66.78 - $81.42 $9.55K - $11.6K
30.4K $2.18M
CRWD
Crowd Strike Holdings, Inc.

Technology
139
+ 16.39%
$308.86 - $455.36 $42.9K - $63.3K
987 $347K
LMT
Lockheed Martin Corp

Industrials
215
+ 21.08%
$423.19 - $506.29 $91K - $109K
1.24K $551K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
983
+ 7.75%
$22.91 - $25.71 $22.5K - $25.3K
13.7K $346K
BRO
Brown & Brown, Inc.

Financial Services
2
+ 0.09%
$100.54 - $124.4 $201 - $249
2.2K $274K
ORCC
Owl Rock Capital Corp

Financial Services
3.78K
+ 1.91%
N/A
202K $2.7M
MA
Mastercard Inc

Financial Services
40
+ 3.38%
$504.67 - $576.31 $20.2K - $23.1K
1.23K $671K
BMY
Bristol Myers Squibb CO

Healthcare
492
+ 12.17%
$53.9 - $63.11 $26.5K - $31.1K
4.54K $276K
CGDV
Capital Group Divid Value ETF

ETFs
883
+ 3.26%
$34.95 - $37.36 $30.9K - $33K
28K $996K
FIW
First Trust Water ETF

ETFs
408
+ 18.26%
$99.48 - $106.74 $40.6K - $43.5K
2.64K $266K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
606
+ 6.41%
$42.5 - $46.71 $25.8K - $28.3K
10.1K $454K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
938
+ 5.21%
$86.24 - $97.98 $80.9K - $91.9K
18.9K $1.65M
AIQ
Global X Funds Global X Artifi

ETFs
3.09K
+ 8.89%
$36.38 - $42.77 $112K - $132K
37.8K $1.38M
TMO
Thermo Fisher Scientific Inc.

Healthcare
122
+ 10.16%
$497.6 - $606.74 $60.7K - $74K
1.32K $658K
USAC
Usa Compression Partners, LP

Energy
163
+ 1.85%
$23.75 - $29.24 $3.87K - $4.77K
8.97K $241K
OKE
Oneok Inc

Energy
432
+ 5.61%
$89.57 - $109.85 $38.7K - $47.5K
8.13K $806K
FAST
Fastenal CO

Industrials
52
+ 1.04%
$71.11 - $79.98 $3.7K - $4.16K
5.07K $392K
VO
Vanguard Mid Cap ETF

ETFs
139
+ 16.01%
$251.87 - $277.95 $35K - $38.6K
1.01K $260K
XLU
Utilities Sector Spdr

ETFs
5
+ 0.05%
$74.7 - $80.27 $374 - $401
9.72K $766K
EFA
Ishares Tr Msci Eafe ETF

ETFs
37
+ 0.86%
$74.85 - $84.89 $2.77K - $3.14K
4.35K $355K
KR
Kroger CO

Consumer Defensive
89
+ 2.51%
$58.36 - $67.72 $5.19K - $6.03K
3.63K $245K
AFL
Aflac Inc

Financial Services
43
+ 1.49%
$100.99 - $111.19 $4.34K - $4.78K
2.93K $325K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.76K
+ 15.11%
$37.9 - $43.9 $66.9K - $77.4K
13.4K $515K
PAYX
Paychex Inc

Industrials
19
+ 1.18%
$136.06 - $154.52 $2.59K - $2.94K
1.63K $252K
NOC
Northrop Grumman Corp

Industrials
10
+ 2.04%
$433.45 - $513.82 $4.33K - $5.14K
499 $255K
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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