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
XLK
Technology Sector Spdr

ETFs
-24
- 0.34%
$220.26 - $241.44 $5.29K - $5.79K
7.07K $1.64M
NJUL
Innovator Growth 100 Power Buf

Technology
-2.45K
- 2.44%
$60.22 - $63.94 $147K - $156K
97.6K $6.13M
MGC
Vanguard Mega Cap ETF

ETFs
-616
- 2.09%
$204.21 - $220.18 $126K - $136K
28.9K $6.14M
IYW
Ishares Dj Us Tech ETF

ETFs
-790
- 3.56%
$148.14 - $166.23 $117K - $131K
21.4K $3.41M
AMP
Ameriprise Financial Inc

Financial Services
-11
- 1.23%
$473.15 - $574.01 $5.2K - $6.31K
886 $471K
KKR
Kkr & Co. Inc.

Financial Services
-53
- 1.37%
$129.87 - $162.87 $6.88K - $8.63K
3.82K $564K
HON
Honeywell International Inc

Industrials
-82
- 1.7%
$202.84 - $236.0 $16.6K - $19.4K
4.74K $1.07M
CRM
Salesforce, Inc.

Technology
-2
- 0.14%
$270.87 - $367.87 $542 - $736
1.39K $466K
SNOW
Snowflake Inc.

Technology
-304
- 8.77%
$109.65 - $186.51 $33.3K - $56.7K
3.16K $488K
USB
Us Bancorp \De\

Financial Services
-267
- 0.47%
$43.98 - $53.66 $11.7K - $14.3K
57K $2.72M
IWP
Ishares Russell Mid Cap Growth

ETFs
-100
- 0.74%
$116.4 - $138.52 $11.6K - $13.9K
13.5K $1.71M
WK
Workiva Inc

Technology
-257
- 5.39%
$76.11 - $114.78 $19.6K - $29.5K
4.51K $493K
NOW
Service Now, Inc.

Technology
-1
- 0.14%
$867.18 - $1148.42 $867 - $1.15K
738 $782K
BX
Blackstone Inc.

Financial Services
-207
- 2.26%
$148.45 - $199.05 $30.7K - $41.2K
8.97K $1.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.19K
- 3.89%
$94.43 - $105.47 $301K - $336K
78.8K $8M
V
Visa Inc.

Financial Services
-1
- 0.02%
$273.87 - $320.91 $274 - $321
4.81K $1.52M
WMT
Walmart Inc.

Consumer Defensive
-148
- 0.62%
$79.1 - $95.7 $11.7K - $14.2K
23.6K $2.14M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-385
- 0.6%
$102.88 - $117.55 $39.6K - $45.3K
63.9K $6.87M
VUG
Vanguard Growth ETF

ETFs
-10
- 0.09%
$378.79 - $428.11 $3.79K - $4.28K
11.2K $4.6M
GOOG
Alphabet Inc.

Communication Services
-43
- 0.32%
$163.08 - $198.16 $7.01K - $8.52K
13.5K $2.57M
WFH
Direxion Shs ETF Tr Work From

Technology
-2.63K
- 2.73%
$57.5 - $68.34 $151K - $179K
93.6K $6.02M
WFC
Wells Fargo & Company

Financial Services
-176
- 0.58%
$54.98 - $77.35 $9.68K - $13.6K
30.3K $2.13M
APP
App Lovin Corp

Technology
-108
- 4.09%
$130.67 - $401.5 $14.1K - $43.4K
2.53K $819K
GOOGL
Alphabet Inc.

Communication Services
-47
- 0.21%
$161.86 - $196.66 $7.61K - $9.24K
22.6K $4.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-813
- 1.67%
$370.24 - $418.94 $301K - $341K
47.9K $19.2M
AVGO
Broadcom Inc.

Technology
-231
- 1.06%
$159.67 - $250.0 $36.9K - $57.8K
21.5K $4.98M
AAPL
Apple Inc.

Technology
-3.03K
- 2.44%
$221.69 - $259.02 $672K - $785K
121K $30.4M
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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