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
IWN
Ishares Russell2000 Val ETF

ETFs
-5
- 0.04%
$162.69 - $181.35 $813 - $907
12.6K $2.06M
BMY
Bristol Myers Squibb CO

Healthcare
-1.02K
- 20.08%
$51.92 - $59.94 $52.8K - $60.9K
4.04K $228K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-44
- 0.98%
$62.71 - $68.47 $2.76K - $3.01K
4.46K $280K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-131
- 0.78%
$126.68 - $134.74 $16.6K - $17.7K
16.6K $2.12M
ETN
Eaton Corp PLC

Industrials
-78
- 2.83%
$326.96 - $377.52 $25.5K - $29.4K
2.68K $890K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-756
- 6.24%
$22.39 - $23.45 $16.9K - $17.7K
11.4K $260K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-76
- 0.97%
$55.73 - $61.23 $4.24K - $4.65K
7.76K $438K
NSC
Norfolk Southern Corp

Industrials
-25
- 2.24%
$230.6 - $277.0 $5.77K - $6.93K
1.09K $255K
SYY
Sysco Corp

Consumer Defensive
-196
- 5.44%
$73.63 - $81.77 $14.4K - $16K
3.41K $260K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-812
- 4.23%
$41.16 - $42.25 $33.4K - $34.3K
18.4K $776K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-406
- 6.3%
$43.33 - $45.42 $17.6K - $18.4K
6.04K $269K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-315
- 0.91%
$84.34 - $95.14 $26.6K - $30K
34.4K $3M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-400
- 4.97%
$40.12 - $41.68 $16K - $16.7K
7.65K $314K
DE
Deere & CO

Industrials
-52
- 2.92%
$389.45 - $466.0 $20.3K - $24.2K
1.73K $732K
PAYX
Paychex Inc

Industrials
-137
- 7.82%
$135.86 - $148.73 $18.6K - $20.4K
1.62K $226K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-89
- 3.41%
$311.11 - $335.64 $27.7K - $29.9K
2.52K $811K
F
Ford Motor CO

Consumer Cyclical
-3
- 0.02%
$9.69 - $11.4 $29.1 - $34.2
12K $119K
KR
Kroger CO

Consumer Defensive
-381
- 9.71%
$55.21 - $63.3 $21K - $24.1K
3.54K $216K
KJUL
Innovator U.S. Small Cap Power

Technology
-451
- 2.28%
$28.78 - $30.34 $13K - $13.7K
19.4K $570K
BRO
Brown & Brown, Inc.

Financial Services
-25
- 1.12%
$100.93 - $113.42 $2.52K - $2.84K
2.2K $224K
FAST
Fastenal CO

Industrials
-85
- 1.67%
$69.99 - $84.35 $5.95K - $7.17K
5.01K $360K
OPEN
Opendoor Technologies Inc.

Real Estate
-330
- 3.16%
$1.6 - $2.34 $528 - $772
10.1K $16K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-56
- 0.79%
$61.68 - $67.87 $3.45K - $3.8K
7.03K $438K
Innovator Etfs Trust
-525
- 3.96%
N/A
12.7K $0
Blackrock ETF Trust Ii
-40
- 0.13%
N/A
30.8K $0
KOCT
Innovator Laddered Fund Of U.S
-663
- 2.0%
N/A
32.5K $0
Innovator Etfs Trust
-1.28K
- 6.35%
N/A
18.8K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-400
- 3.17%
N/A
12.2K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-28
- 0.18%
N/A
15.4K $0
SAA
Proshares Ultra Smallcap600
-15K
- 5.77%
N/A
245K $0
Solventum Corp
-1.84K
- 17.47%
N/A
8.69K $0
Innovator Etfs Trust
-225
- 4.71%
N/A
4.55K $0
Linde PLC
-4
- 0.63%
N/A
634 $0
EOCT
Innovator Etfs Tr Emerging Mar
-251
- 1.8%
N/A
13.7K $0
Kenvue Inc
-1.88K
- 12.68%
N/A
13K $0
Innovator Etfs Trust
-13.3K
- 11.95%
N/A
97.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-687
- 1.35%
N/A
50.3K $0
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-289
- 1.52%
$31.29 - $32.43 $9.04K - $9.37K
18.8K $601K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-152
- 1.26%
$278.19 - $315.36 $42.3K - $47.9K
11.9K $3.42M
TRV
Travelers Companies, Inc.

Financial Services
-63
- 1.86%
$225.97 - $266.66 $14.2K - $16.8K
3.33K $801K
T
At&T Inc.

Communication Services
-26
- 0.21%
$21.22 - $23.88 $552 - $621
12.2K $278K
QLD
Proshares Ultra Qqq

ETFs
-54
- 2.63%
$97.85 - $120.25 $5.28K - $6.49K
2K $216K
TJX
Tjx Companies Inc

Consumer Cyclical
-3
- 0.08%
$112.15 - $127.2 $336 - $382
3.75K $453K
CGGR
Capital Group Growth ETF Shs C

ETFs
-2K
- 5.48%
$34.49 - $39.24 $69K - $78.5K
34.5K $1.28M
APH
Amphenol Corp

Technology
-19
- 0.36%
$62.07 - $75.35 $1.18K - $1.43K
5.26K $365K
SNA
Snap On Inc

Industrials
-104
- 9.01%
$285.44 - $371.35 $29.7K - $38.6K
1.05K $356K
BMO
Bank Of Montreal

Financial Services
-85
- 1.72%
$89.75 - $103.39 $7.63K - $8.79K
4.86K $472K
CMI
Cummins Inc

Industrials
-9
- 0.78%
$324.93 - $383.42 $2.92K - $3.45K
1.15K $399K
BAC
Bank Of America Corp

Financial Services
-352
- 2.82%
$39.22 - $47.77 $13.8K - $16.8K
12.1K $532K
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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