Tradition Wealth Management, LLC New Holdings in Q1 2025

Tradition Wealth Management, LLC

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

ETFs
88.8K
New
$54.51 - $63.63 $4.84M - $5.65M
88.8K $4.97M
XLG
Invesco Exchange Traded Fd Tr

ETFs
37.8K
New
$45.72 - $51.73 $1.73M - $1.96M
37.8K $1.74M
HEFA
Ishares Currency Hedged Msci E

ETFs
22.6K
New
$34.83 - $37.52 $787K - $847K
22.6K $819K
BALT
Innovator Etfs Tr
12.7K
New
$31.31 - $31.89 $397K - $404K
12.7K $397K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
12.9K
New
$25.2 - $68.74 $325K - $885K
12.9K $380K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
9.05K
New
$32.13 - $33.82 $291K - $306K
9.05K $293K
ADP
Automatic Data Processing Inc

Industrials
910
New
$286.85 - $318.64 $261K - $290K
910 $278K
INTC
Intel Corp

Technology
12.1K
New
$19.1 - $27.39 $232K - $332K
12.1K $275K
CME
Cme Group Inc.

Financial Services
980
New
$225.82 - $266.54 $221K - $261K
980 $259K
DIS
Walt Disney CO

Communication Services
2.55K
New
$96.87 - $114.0 $247K - $290K
2.55K $251K
SCHW
Schwab Charles Corp

Financial Services
3.01K
New
$71.24 - $83.64 $215K - $252K
3.01K $235K
TGTX
Tg Therapeutics, Inc.

Healthcare
5.96K
New
$27.67 - $42.99 $165K - $256K
5.96K $234K
BP
Bp PLC

Energy
6.54K
New
$29.93 - $35.31 $196K - $231K
6.54K $220K
GD
General Dynamics Corp

Industrials
809
New
$241.94 - $272.58 $196K - $221K
809 $220K
FCX
Freeport Mcmoran Inc

Basic Materials
5.77K
New
$34.5 - $43.01 $199K - $248K
5.77K $218K
AEP
American Electric Power CO Inc

Utilities
1.97K
New
$90.32 - $109.27 $178K - $215K
1.97K $215K
SBUX
Starbucks Corp

Consumer Cyclical
2.14K
New
$91.75 - $115.81 $197K - $248K
2.14K $210K
SLB
Schlumberger Limited

Energy
5.02K
New
$38.4 - $43.74 $193K - $220K
5.02K $209K
CPNG
Coupang, Inc.

Consumer Cyclical
9.41K
New
$21.34 - $25.52 $201K - $240K
9.41K $206K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
426
New
$402.49 - $513.76 $171K - $219K
426 $206K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.37K
New
$56.51 - $62.98 $191K - $212K
3.37K $204K
EWJ
Ishares Msci Japan ETF

ETFs
2.95K
New
$65.24 - $71.7 $192K - $211K
2.95K $201K
PBW
Invesco Exchange Traded Fd Tr

ETFs
12.6K
New
$15.74 - $22.48 $199K - $284K
12.6K $198K
HL
Hecla Mining CO

Basic Materials
11.1K
New
$5.07 - $6.37 $56.2K - $70.6K
11.1K $61K
NGD
New Gold Inc.

Basic Materials
15K
New
$2.54 - $3.71 $38.1K - $55.7K
15K $55K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
10K
New
$0.91 - $1.94 $9.1K - $19.4K
10K $18K
XTEN
Bondbloxx ETF Tr Bloomberg 10
42.7K
New
N/A
42.7K $0
Capital Group Equity ETF Tr
12.2K
New
N/A
12.2K $0
Integra Res Corp
10K
New
N/A
10K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
20.8K
New
N/A
20.8K $0
Innovator Etfs Trust
29.6K
New
N/A
29.6K $0
Innovator Etfs Trust
18.3K
New
N/A
18.3K $0
Victory Portfolios Ii
35.8K
New
N/A
35.8K $0
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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