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
PDEC
Innovator U.S. Equity Power Bu
8.6K
+ 22.44%
N/A
46.9K $0
Ishares Tr
2
+ 0.01%
N/A
22K $0
Kenvue Inc
93
+ 0.72%
N/A
13K $0
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
9
+ 0.15%
$62.72 - $71.92 $564 - $647
5.84K $367K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
21
+ 1.44%
$196.12 - $229.48 $4.12K - $4.82K
1.48K $298K
FXH
First Tr Exchange Trd Fd Healt

ETFs
2
+ 0.04%
$102.5 - $112.02 $205 - $224
5.67K $587K
SYY
Sysco Corp

Consumer Defensive
24
+ 0.7%
$70.0 - $77.13 $1.68K - $1.85K
3.43K $257K
NIO
Nio Inc.

Consumer Cyclical
1K
+ 5.95%
$3.75 - $5.22 $3.75K - $5.22K
17.8K $67K
NEWT
Newtek Business Services Corp.

Financial Services
195
+ 1.55%
$11.86 - $13.34 $2.31K - $2.6K
12.8K $152K
MSI
Motorola Solutions, Inc.

Technology
9
+ 1.36%
$411.73 - $482.1 $3.71K - $4.34K
673 $294K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
263
+ 3.74%
$57.21 - $65.8 $15K - $17.3K
7.3K $425K
APH
Amphenol Corp

Technology
100
+ 1.9%
$61.62 - $78.55 $6.16K - $7.86K
5.36K $351K
MAIN
Main Street Capital Corp

Financial Services
154
+ 1.27%
$54.71 - $63.1 $8.43K - $9.72K
12.3K $695K
TT
Trane Technologies PLC

Industrials
4
+ 0.67%
$332.0 - $400.86 $1.33K - $1.6K
599 $201K
CGGO
Capital Group Global Growth Eq

ETFs
1.7K
+ 2.23%
$28.33 - $30.84 $48.2K - $52.4K
77.9K $2.21M
BAC
Bank Of America Corp

Financial Services
158
+ 1.3%
$39.61 - $47.74 $6.26K - $7.54K
12.3K $512K
CSL
Carlisle Companies Inc

Industrials
6
+ 0.76%
$326.43 - $408.24 $1.96K - $2.45K
796 $271K
PKW
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.18%
$109.15 - $120.99 $1.86K - $2.06K
9.26K $1.04M
LOW
Lowes Companies Inc

Consumer Cyclical
71
+ 2.62%
$222.66 - $268.42 $15.8K - $19.1K
2.79K $649K
WMT
Walmart Inc.

Consumer Defensive
443
+ 1.87%
$84.5 - $105.05 $37.4K - $46.5K
24.1K $2.11M
DFNV
Donoghue Forlines Risk Managed

ETFs
17
+ 0.03%
$35.75 - $36.91 $608 - $627
55.4K $1.98M
ET
Energy Transfer LP

Energy
288
+ 0.97%
$17.26 - $21.08 $4.97K - $6.07K
29.9K $555K
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.52%
$255.29 - $303.75 $1.28K - $1.52K
965 $249K
TPG
Tpg Inc.

Financial Services
790
+ 18.79%
$46.15 - $69.77 $36.5K - $55.1K
5K $236K
AXON
Axon Enterprise, Inc.

Industrials
2
+ 0.5%
$496.65 - $710.01 $993 - $1.42K
406 $213K
HD
Home Depot, Inc.

Consumer Cyclical
187
+ 4.34%
$347.25 - $424.87 $64.9K - $79.5K
4.49K $1.65M
MRK
Merck & Co., Inc.

Healthcare
18
+ 0.56%
$83.01 - $101.02 $1.49K - $1.82K
3.24K $291K
PAVE
Global X Fds Us Infrastructure

ETFs
6
+ 0.05%
$37.31 - $43.82 $224 - $263
11.5K $434K
IT
Gartner Inc

Technology
1
+ 0.2%
$418.25 - $548.38 $418 - $548
497 $208K
CMI
Cummins Inc

Industrials
22
+ 1.92%
$312.92 - $386.07 $6.88K - $8.49K
1.17K $366K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.01%
$37.35 - $43.35 $37.4 - $43.4
13.2K $498K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 0.6%
$476.63 - $610.45 $6.2K - $7.94K
2.17K $1.07M
SNDR
Schneider National, Inc.

Industrials
35
+ 0.33%
$22.65 - $30.73 $793 - $1.08K
10.7K $245K
PANW
Palo Alto Networks Inc

Technology
32
+ 0.47%
$167.82 - $208.28 $5.37K - $6.66K
6.88K $1.17M
CAT
Caterpillar Inc

Industrials
43
+ 1.59%
$326.75 - $407.63 $14.1K - $17.5K
2.74K $903K
SPYG
Spdr Portfolio

ETFs
738
+ 4.09%
$80.05 - $92.39 $59.1K - $68.2K
18.8K $1.51M
AXP
American Express CO

Financial Services
23
+ 0.75%
$255.39 - $325.87 $5.87K - $7.5K
3.09K $832K
CGGR
Capital Group Growth ETF Shs C

ETFs
53
+ 0.15%
$33.98 - $39.84 $1.8K - $2.11K
34.6K $1.18M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.06K
+ 1.17%
$25.58 - $29.24 $27.1K - $31K
91.5K $2.4M
DAL
Delta Air Lines, Inc.

Industrials
618
+ 7.59%
$43.6 - $69.06 $26.9K - $42.7K
8.76K $381K
KKR
Kkr & Co. Inc.

Financial Services
66
+ 1.73%
$108.17 - $167.07 $7.14K - $11K
3.88K $448K
SOFI
So Fi Technologies, Inc.

Financial Services
9.95K
+ 15.77%
$11.18 - $18.03 $111K - $179K
73K $849K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
175
+ 3.43%
$165.25 - $224.62 $28.9K - $39.3K
5.27K $875K
ETN
Eaton Corp PLC

Industrials
100
+ 3.73%
$271.83 - $371.23 $27.2K - $37.1K
2.78K $756K
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.03%
$149.27 - $169.4 $597 - $678
12.6K $1.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
130
+ 1.73%
$247.97 - $296.33 $32.2K - $38.5K
7.63K $1.92M
XLK
Technology Sector Spdr

ETFs
7
+ 0.1%
$206.38 - $242.18 $1.44K - $1.7K
7.08K $1.46M
UPS
United Parcel Service Inc

Industrials
365
+ 2.61%
$109.66 - $136.26 $40K - $49.7K
14.3K $1.58M
IWM
Ishares Russell 2000 ETF

ETFs
22
+ 0.23%
$198.1 - $229.79 $4.36K - $5.06K
9.6K $1.92M
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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