Tradition Wealth Management, LLC Reduced Holdings in Q4 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-533
- 7.63%
$204.9 - $238.04 $109K - $127K
6.45K $1.42M
PG
Procter & Gamble CO

Consumer Defensive
-611
- 15.02%
$161.05 - $179.7 $98.4K - $110K
3.46K $579K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-10.2K
- 3.45%
$30.02 - $31.23 $306K - $318K
285K $8.8M
XLV
Select Sector Spdr Fund Health

ETFs
-47
- 0.69%
$136.28 - $154.74 $6.41K - $7.27K
6.77K $931K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.01K
- 9.03%
$56.61 - $61.63 $57.4K - $62.5K
10.2K $578K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.54K
- 8.88%
$46.33 - $48.6 $71.4K - $74.9K
15.8K $734K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-611
- 1.7%
$27.88 - $30.51 $17K - $18.6K
35.3K $986K
PDI
Pimco Dynamic Income Fund

Financial Services
-248
- 0.48%
$18.33 - $20.85 $4.55K - $5.17K
51.6K $946K
KAPR
Innovator U.S. Small Cap Power

ETFs
-4.22K
- 2.91%
$32.06 - $34.27 $135K - $145K
141K $4.61M
VTV
Vanguard Value ETF

ETFs
-151
- 1.02%
$168.32 - $181.87 $25.4K - $27.5K
14.6K $2.48M
SYK
Stryker Corp

Healthcare
-262
- 31.15%
$345.14 - $392.15 $90.4K - $103K
579 $208K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-379
- 1.59%
$113.92 - $127.38 $43.2K - $48.3K
23.4K $2.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-311
- 10.52%
$238.25 - $261.28 $74.1K - $81.3K
2.65K $640K
CSL
Carlisle Companies Inc

Industrials
-34
- 4.13%
$368.67 - $480.91 $12.5K - $16.4K
790 $291K
ACGL
Arch Capital Group Ltd.

Financial Services
-14
- 0.36%
$88.71 - $114.86 $1.24K - $1.61K
3.87K $357K
IJUL
Innovator Etfs Tr

ETFs
-2K
- 17.55%
$27.59 - $29.25 $55.2K - $58.5K
9.39K $260K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.48K
- 11.22%
$41.74 - $46.2 $61.6K - $68.1K
11.7K $489K
MRK
Merck & Co., Inc.

Healthcare
-249
- 7.17%
$96.31 - $114.76 $24K - $28.6K
3.23K $320K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.08K
- 4.37%
$37.61 - $38.92 $116K - $120K
67.5K $2.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-194
- 4.51%
$59.25 - $72.99 $11.5K - $14.2K
4.11K $245K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.4K
- 9.23%
$31.23 - $33.51 $43.7K - $46.9K
13.8K $432K
UL
Unilever PLC

Consumer Defensive
-590
- 12.97%
$56.7 - $64.64 $33.5K - $38.1K
3.96K $224K
QCOM
Qualcomm Inc

Technology
-255
- 13.25%
$150.4 - $178.04 $38.4K - $45.4K
1.67K $256K
UNP
Union Pacific Corp

Industrials
-206
- 15.45%
$223.15 - $249.32 $46K - $51.4K
1.13K $257K
ITA
Ishares Tr

ETFs
-342
- 7.32%
$144.31 - $157.31 $49.4K - $53.8K
4.33K $629K
TXN
Texas Instruments Inc

Technology
-353
- 12.1%
N/A
2.56K $498K
CMCSA
Comcast Corp

Communication Services
-1.03K
- 15.16%
$37.39 - $45.14 $38.6K - $46.6K
5.78K $217K
WSO
Watsco Inc

Industrials
-117
- 20.86%
$466.57 - $568.78 $54.6K - $66.5K
444 $210K
CVX
Chevron Corp

Energy
-298
- 3.24%
$141.15 - $162.53 $42.1K - $48.4K
8.89K $1.29M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.68K
- 2.45%
$66.77 - $71.52 $379K - $406K
226K $15.6M
GLD
Spdr Gold Trust

ETFs
-228
- 6.2%
$236.59 - $257.5 $53.9K - $58.7K
3.45K $834K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.89K
- 9.1%
$24.61 - $25.12 $46.5K - $47.4K
18.9K $465K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-2.77K
- 4.76%
$29.46 - $32.64 $81.6K - $90.4K
55.5K $1.71M
RVT
Royce Value Trust, Inc.

Financial Services
-3.55K
- 18.65%
$15.15 - $16.9 $53.8K - $60.1K
15.5K $244K
AFL
Aflac Inc

Financial Services
-268
- 8.5%
$100.37 - $115.27 $26.9K - $30.9K
2.88K $298K
ASML
Asml Holding Nv

Technology
-2
- 0.54%
$658.43 - $872.27 $1.32K - $1.74K
365 $252K
XLE
Energy Sector Spdr

ETFs
-457
- 7.54%
$83.32 - $97.27 $38.1K - $44.5K
5.6K $479K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-454
- 13.7%
$118.0 - $127.04 $53.6K - $57.7K
2.86K $347K
SLV
I Shares Silver Trust

ETFs
-580
- 3.32%
$26.33 - $31.74 $15.3K - $18.4K
16.9K $444K
EMR
Emerson Electric CO

Industrials
-795
- 22.89%
$108.13 - $134.33 $86K - $107K
2.68K $331K
AEM
Agnico Eagle Mines LTD

Basic Materials
-506
- 15.4%
$75.99 - $88.85 $38.5K - $45K
2.78K $217K
FIW
First Trust Water ETF

ETFs
-270
- 10.78%
$102.02 - $110.91 $27.5K - $29.9K
2.23K $227K
EMB
Ishares Tr

ETFs
-186
- 3.12%
$88.94 - $93.46 $16.5K - $17.4K
5.78K $514K
CGCP
Capital Group Core Plus Income

ETFs
-948
- 3.77%
$22.13 - $23.17 $21K - $22K
24.2K $537K
MUB
Ishares National Muni Bond ETF

ETFs
-300
- 5.36%
$105.78 - $108.7 $31.7K - $32.6K
5.3K $564K
IPO
Renaissance Cap Greenwich Fds

ETFs
-3.07K
- 2.29%
$41.85 - $47.0 $128K - $144K
131K $5.69M
HUBB
Hubbell Inc

Industrials
-86
- 13.07%
$418.89 - $472.12 $36K - $40.6K
572 $239K
ABT
Abbott Laboratories

Healthcare
-310
- 4.69%
$111.93 - $119.39 $34.7K - $37K
6.3K $712K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.36K
- 4.8%
$24.46 - $26.62 $33.2K - $36.1K
26.9K $673K
Activity Summary
Buys All Purchases 199 New Holdings 40 Increased Positions 159 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 1
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