Tradition Wealth Management, LLC Reduced Holdings in Q1 2025

Tradition Wealth Management, LLC

  • $1.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-270K
- 63.45%
$36.64 - $45.76 $9.88M - $12.3M
155K $5.83M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39.5K
- 34.43%
$168.16 - $186.21 $6.64M - $7.35M
75.1K $12.8M
NJUL
Innovator Growth 100 Power Buf

Technology
-86.6K
- 88.7%
$59.98 - $64.86 $5.19M - $5.62M
11K $662K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.72K
- 0.35%
$24.91 - $29.02 $143K - $166K
1.64M $41M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-37.3K
- 27.69%
$87.68 - $94.52 $3.27M - $3.53M
97.4K $9.13M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-654
- 1.36%
$360.07 - $417.26 $235K - $273K
47.3K $17.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-21.2K
- 9.4%
$64.88 - $72.1 $1.38M - $1.53M
205K $13.5M
EFG
Msci Eafe Growth ETF

ETFs
-22K
- 44.15%
$96.1 - $106.37 $2.12M - $2.34M
27.8K $2.78M
AVGO
Broadcom Inc.

Technology
-53
- 0.25%
$167.43 - $244.7 $8.87K - $13K
21.4K $3.59M
ACN
Accenture PLC

Technology
-2.98K
- 27.17%
$300.91 - $398.25 $898K - $1.19M
8K $2.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2K
- 0.46%
$23.16 - $27.04 $46.4K - $54.2K
433K $10.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.5K
- 4.18%
$56.17 - $59.71 $756K - $804K
308K $17.6M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-16.9K
- 19.64%
$46.45 - $47.26 $784K - $797K
69K $3.26M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-931
- 1.09%
$80.73 - $94.96 $75.2K - $88.4K
84.2K $6.99M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-7.24K
- 3.18%
$35.21 - $37.69 $255K - $273K
220K $7.86M
GOOG
Alphabet Inc.

Communication Services
-91
- 0.67%
$156.06 - $207.71 $14.2K - $18.9K
13.4K $2.09M
VUG
Vanguard Growth ETF

ETFs
-81
- 0.72%
$369.1 - $427.61 $29.9K - $34.6K
11.1K $4.13M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-206
- 1.73%
$254.58 - $302.92 $52.4K - $62.4K
11.7K $2.99M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-7K
- 33.3%
$50.72 - $50.92 $355K - $356K
14K $713K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-2.4K
- 0.84%
$29.41 - $31.79 $70.6K - $76.3K
283K $8.45M
USB
Us Bancorp \De\

Financial Services
-507
- 0.89%
$40.92 - $50.9 $20.7K - $25.8K
56.5K $2.38M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-240
- 0.7%
$77.33 - $90.16 $18.6K - $21.6K
34.1K $2.68M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-684
- 0.69%
$169.43 - $182.84 $116K - $125K
98.6K $17.1M
KAPR
Innovator U.S. Small Cap Power

ETFs
-1.33K
- 0.95%
$30.82 - $33.62 $41K - $44.7K
139K $4.3M
NOW
Service Now, Inc.

Technology
-116
- 15.72%
$783.83 - $1170.39 $90.9K - $136K
622 $495K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-200
- 0.85%
$102.49 - $119.96 $20.5K - $24K
23.2K $2.43M
AMD
Advanced Micro Devices Inc

Technology
-1.4K
- 22.16%
$96.63 - $129.55 $135K - $181K
4.9K $503K
FICO
Fair Isaac Corp

Technology
-29
- 2.15%
$1695.35 - $2030.47 $49.2K - $58.9K
1.32K $2.43M
MBB
Ishares Tr

ETFs
-3.32K
- 10.42%
$90.37 - $94.08 $300K - $313K
28.6K $2.68M
EFV
Msci Eafe Value ETF

ETFs
-13.9K
- 15.48%
$51.88 - $60.73 $719K - $841K
75.7K $4.46M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-6.06K
- 8.09%
$24.66 - $26.1 $149K - $158K
68.9K $1.72M
ADBE
Adobe Inc.

Technology
-71
- 2.65%
$377.84 - $464.11 $26.8K - $33K
2.61K $1M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.8K
- 5.63%
$37.4 - $39.42 $142K - $150K
63.7K $2.41M
APP
App Lovin Corp

Technology
-98
- 3.87%
$238.08 - $510.13 $23.3K - $50K
2.43K $644K
VXF
Vanguard Extended Market ETF

ETFs
-50
- 0.56%
$170.36 - $201.04 $8.52K - $10.1K
8.88K $1.53M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-2.42K
- 14.53%
$73.11 - $77.43 $177K - $187K
14.2K $1.08M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-2.04K
- 3.67%
$28.64 - $32.91 $58.4K - $67.1K
53.4K $1.55M
NOCT
Innovator Growth 100 Power Buf

ETFs
-2.76K
- 17.36%
$49.54 - $52.84 $136K - $146K
13.1K $652K
ORCL
Oracle Corp

Technology
-117
- 2.16%
$139.81 - $186.47 $16.4K - $21.8K
5.31K $742K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-212
- 8.02%
$211.47 - $267.17 $44.8K - $56.6K
2.43K $514K
TTAC
Fcf Us Quality ETF

ETFs
-1.67K
- 18.21%
$65.72 - $67.39 $110K - $113K
7.52K $494K
SCHO
Schwab Short Term Us Treasury

ETFs
-4.49K
- 15.97%
$24.1 - $24.34 $108K - $109K
23.6K $575K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.28K
- 7.08%
$53.6 - $58.97 $68.4K - $75.2K
16.7K $916K
U
Unity Software Inc.

Technology
-2.61K
- 14.88%
$19.44 - $28.34 $50.6K - $73.8K
14.9K $292K
CRM
Salesforce, Inc.

Technology
-18
- 1.29%
$268.36 - $359.95 $4.83K - $6.48K
1.38K $369K
HON
Honeywell International Inc

Industrials
-97
- 2.05%
$202.75 - $226.52 $19.7K - $22K
4.64K $982K
GIS
General Mills Inc

Consumer Defensive
-1.1K
- 24.13%
$57.56 - $65.3 $63.1K - $71.6K
3.45K $206K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.05K
- 1.82%
$38.53 - $40.49 $40.5K - $42.5K
56.6K $2.2M
FDX
Fedex Corp

Industrials
-86
- 5.22%
$230.33 - $281.53 $19.8K - $24.2K
1.56K $381K
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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