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
Graniteshares ETF Tr
-351
- 1.3%
N/A
26.7K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-153
- 0.92%
$126.11 - $135.06 $19.3K - $20.7K
16.4K $2.12M
TGB
Taseko Mines LTD

Basic Materials
-5K
- 10.56%
$1.83 - $2.52 $9.15K - $12.6K
42.4K $94K
UNP
Union Pacific Corp

Industrials
-14
- 1.24%
$225.21 - $254.42 $3.15K - $3.56K
1.11K $262K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-397
- 9.66%
$56.12 - $68.15 $22.3K - $27.1K
3.71K $251K
KMI
Kinder Morgan, Inc.

Energy
-107
- 1.14%
$26.1 - $31.22 $2.79K - $3.34K
9.32K $265K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-1.58K
- 7.15%
$18.63 - $21.12 $29.5K - $33.5K
20.6K $424K
IJUL
Innovator Etfs Tr

ETFs
-120
- 1.28%
$27.58 - $29.96 $3.31K - $3.6K
9.27K $270K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-15
- 0.34%
$61.2 - $68.24 $918 - $1.02K
4.45K $293K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-743
- 1.63%
$95.85 - $99.25 $71.2K - $73.7K
44.8K $4.43M
DUK
Duke Energy Corp

Utilities
-9
- 0.39%
$105.87 - $121.97 $953 - $1.1K
2.33K $283K
XLF
Financial Sector Spdr

ETFs
-39
- 0.14%
$47.32 - $52.19 $1.85K - $2.04K
27.5K $1.37M
XLE
Energy Sector Spdr

ETFs
-27
- 0.48%
$85.7 - $93.96 $2.31K - $2.54K
5.57K $520K
EPD
Enterprise Products Partners L.P.

Energy
-382
- 1.82%
$31.75 - $34.14 $12.1K - $13K
20.7K $705K
SLV
I Shares Silver Trust

ETFs
-900
- 5.33%
$26.93 - $31.32 $24.2K - $28.2K
16K $494K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.65K
- 3.48%
$36.91 - $41.03 $60.8K - $67.6K
45.7K $1.81M
LLY
Eli Lilly & CO

Healthcare
-15
- 1.09%
$725.72 - $929.72 $10.9K - $13.9K
1.36K $1.12M
WM
Waste Management Inc

Industrials
-6
- 0.28%
$200.54 - $233.78 $1.2K - $1.4K
2.17K $501K
IAU
Ishares Gold Trust

ETFs
-544
- 5.32%
$49.74 - $58.96 $27.1K - $32.1K
9.69K $571K
IAPR
Innovator Etfs Tr Internationa

ETFs
-466
- 0.46%
$26.66 - $28.64 $12.4K - $13.3K
101K $2.79M
XOM
Exxon Mobil Corp

Energy
-429
- 3.86%
$105.44 - $118.93 $45.2K - $51K
10.7K $1.27M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-4.91K
- 6.62%
$24.1 - $27.73 $118K - $136K
69.2K $1.88M
SGOL
Abrdn Gold ETF Trust

ETFs
-1.51K
- 5.6%
$25.14 - $29.82 $37.9K - $45K
25.4K $757K
FTCS
First Trust Capital Strength E

ETFs
-51
- 0.1%
$86.39 - $91.35 $4.41K - $4.66K
51.9K $4.66M
MCD
Mcdonalds Corp

Consumer Cyclical
-230
- 3.23%
$279.74 - $321.29 $64.3K - $73.9K
6.89K $2.15M
EAPR
Innovator Etfs Tr Emerging Mkt
-271
- 0.18%
$25.4 - $27.53 $6.88K - $7.46K
147K $3.89M
GLD
Spdr Gold Trust

ETFs
-212
- 6.15%
$243.19 - $288.14 $51.6K - $61.1K
3.24K $932K
DVY
Ishares Tr

ETFs
-37
- 0.1%
$128.58 - $138.1 $4.76K - $5.11K
35.3K $4.74M
JNJ
Johnson & Johnson

Healthcare
-274
- 3.43%
$142.06 - $167.7 $38.9K - $45.9K
7.72K $1.28M
VZ
Verizon Communications Inc

Communication Services
-434
- 1.55%
$37.81 - $46.49 $16.4K - $20.2K
27.6K $1.25M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-269
- 0.72%
$68.32 - $75.06 $18.4K - $20.2K
36.9K $2.76M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-219
- 0.31%
$97.38 - $104.52 $21.3K - $22.9K
69.4K $7.09M
UBER
Uber Technologies, Inc

Technology
-612
- 3.37%
$63.17 - $81.49 $38.7K - $49.9K
17.6K $1.28M
PLTR
Palantir Technologies Inc.

Technology
-3.05K
- 5.7%
$64.98 - $124.62 $198K - $380K
50.5K $4.26M
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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