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
AMP
Ameriprise Financial Inc

Financial Services
-75
- 8.47%
$472.29 - $575.13 $35.4K - $43.1K
811 $392K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-1.3K
- 11.71%
$41.97 - $46.03 $54.6K - $59.8K
9.8K $416K
UPST
Upstart Holdings, Inc.

Financial Services
-5
- 0.11%
$46.03 - $88.77 $230 - $444
4.71K $216K
ONB
Old National Bancorp

Financial Services
-468
- 0.41%
$20.11 - $24.45 $9.41K - $11.4K
114K $2.42M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.66K
- 10.51%
$45.92 - $47.58 $76.3K - $79.1K
14.2K $672K
KMB
Kimberly Clark Corp

Consumer Defensive
-600
- 24.64%
$124.46 - $147.4 $74.7K - $88.4K
1.84K $260K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-2.62K
- 13.87%
$24.6 - $24.99 $64.4K - $65.4K
16.2K $406K
RVT
Royce Value Trust, Inc.

Financial Services
-2.26K
- 14.59%
$14.07 - $16.68 $31.8K - $37.7K
13.2K $188K
EMR
Emerson Electric CO

Industrials
-111
- 4.14%
$108.64 - $131.17 $12.1K - $14.6K
2.57K $281K
DTEC
Alps ETF Tr Disruptive Technol

ETFs
-72
- 0.33%
$43.24 - $48.72 $3.11K - $3.51K
21.9K $953K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.13K
- 8.17%
$30.73 - $32.26 $34.6K - $36.3K
12.6K $388K
TXN
Texas Instruments Inc

Technology
-224
- 8.74%
N/A
2.34K $455K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-931
- 4.96%
$31.14 - $32.81 $29K - $30.5K
17.8K $560K
PFE
Pfizer Inc

Healthcare
-936
- 8.54%
$25.01 - $27.13 $23.4K - $25.4K
10K $254K
QCOM
Qualcomm Inc

Technology
-220
- 13.17%
$151.94 - $175.86 $33.4K - $38.7K
1.45K $222K
MAG
Mag Silver Corp

Basic Materials
-4.08K
- 24.96%
$13.74 - $17.1 $56K - $69.7K
12.2K $187K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-643
- 7.58%
$37.87 - $39.86 $24.4K - $25.6K
7.84K $299K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-798
- 6.13%
$21.75 - $24.28 $17.4K - $19.4K
12.2K $270K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 3.77%
$4295.4 - $5141.88 $8.59K - $10.3K
51 $234K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-321
- 9.13%
$104.87 - $112.53 $33.7K - $36.1K
3.2K $350K
IAG
Iamgold Corp

Basic Materials
-7K
- 30.43%
$5.11 - $6.61 $35.8K - $46.3K
16K $100K
ASML
Asml Holding Nv

Technology
-10
- 2.74%
$662.63 - $776.99 $6.63K - $7.77K
355 $235K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-987
- 4.05%
$20.2 - $22.24 $19.9K - $22K
23.4K $502K
CMCSA
Comcast Corp

Communication Services
-141
- 2.44%
$33.19 - $38.23 $4.68K - $5.39K
5.64K $208K
CGCP
Capital Group Core Plus Income

ETFs
-600
- 2.48%
$21.94 - $22.64 $13.2K - $13.6K
23.6K $529K
TJX
Tjx Companies Inc

Consumer Cyclical
-61
- 1.63%
$112.81 - $126.16 $6.88K - $7.7K
3.69K $449K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-186
- 1.64%
$22.25 - $23.0 $4.14K - $4.28K
11.2K $256K
TTE
Total Energies Se

Energy
-49
- 0.69%
N/A
7.1K $486K
THM
International Tower Hill Mines LTD

Basic Materials
-20K
- 32.79%
$0.45 - $0.73 $9K - $14.6K
41K $25K
VCIT
Vanguard Intermediate Term Cor

ETFs
-175
- 2.13%
$79.17 - $82.04 $13.9K - $14.4K
8.06K $658K
PSEP
Innovator U.S. Equity Power Bu
-128
- 0.38%
N/A
33.2K $0
Innovator Etfs Trust
-242
- 0.25%
N/A
97.5K $0
Innovator Etfs Trust
-1.86K
- 13.06%
N/A
12.4K $0
Innovator Etfs Trust
-265
- 2.08%
N/A
12.5K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-534
- 4.37%
N/A
11.7K $0
KOCT
Innovator Laddered Fund Of U.S
-1.35K
- 4.16%
N/A
31.1K $0
Innovator Etfs Trust
-107
- 0.3%
N/A
35.7K $0
Innovator Etfs Trust
-254
- 2.41%
N/A
10.3K $0
Innovator Etfs Trust
-2.9K
- 17.06%
N/A
14.1K $0
Innovator Etfs Trust
-2.72K
- 14.45%
N/A
16.1K $0
PNOV
Innovator U.S. Equity Power Bu
-16
- 0.23%
N/A
6.9K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-15
- 0.1%
N/A
15.3K $0
Lazard Inc
-325
- 4.28%
N/A
7.27K $0
Arista Networks Inc
-158
- 1.88%
N/A
8.25K $0
Ishares Tr
-6.32K
- 19.57%
N/A
26K $0
J P Morgan Exchange Traded F
-523
- 5.7%
N/A
8.65K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-573
- 1.14%
N/A
49.8K $0
Innovator Etfs Trust
-611
- 6.26%
N/A
9.15K $0
EOCT
Innovator Etfs Tr Emerging Mar
-40
- 0.29%
N/A
13.7K $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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