Tradition Wealth Management, LLC Sells in Q3 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-36.1K
- 13.47%
$60.84 - $67.51 $2.19M - $2.43M
232K $15.6M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-27.7K
- 32.36%
$36.29 - $38.05 $1M - $1.05M
57.8K $2.2M
IEMG
Ishares Inc

ETFs
-15.8K
- 41.82%
$53.64 - $53.64 $848K - $848K
22K $1.18M
NVDA
Nvidia Corp

Technology
-2.96K
- 2.17%
$98.91 - $134.91 $292K - $399K
133K $16.2M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-14.4K
- 15.23%
$34.29 - $36.04 $494K - $519K
80.1K $2.89M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-9.06K
- 32.08%
$39.31 - $41.32 $356K - $374K
19.2K $792K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.86K
- 20.49%
$89.91 - $101.33 $347K - $391K
15K $1.47M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.5K
- 12.39%
$50.61 - $50.96 $177K - $178K
24.8K $1.26M
HON
Honeywell International Inc

Industrials
-596
- 11.01%
$196.73 - $220.21 $117K - $131K
4.82K $995K
DE
Deere & CO

Industrials
-602
- 25.27%
$344.84 - $418.0 $208K - $252K
1.78K $742K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.12K
- 4.79%
$133.16 - $158.73 $149K - $177K
22.2K $3.37M
CVX
Chevron Corp

Energy
-367
- 3.84%
$137.88 - $161.97 $50.6K - $59.4K
9.18K $1.35M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.8K
- 13.17%
$53.41 - $57.9 $203K - $220K
25.1K $1.45M
SNOW
Snowflake Inc.

Technology
-374
- 9.74%
$108.56 - $143.02 $40.6K - $53.5K
3.47K $397K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-5.34K
- 21.44%
$23.84 - $25.78 $127K - $138K
19.6K $499K
QCOM
Qualcomm Inc

Technology
-245
- 11.29%
$156.12 - $209.64 $38.2K - $51.4K
1.93K $327K
VDC
Vanguard Consumer Staples ETF

ETFs
-598
- 26.19%
$201.77 - $221.32 $121K - $132K
1.69K $368K
MRK
Merck & Co., Inc.

Healthcare
-467
- 11.85%
$111.15 - $128.97 $51.9K - $60.2K
3.47K $394K
CGCP
Capital Group Core Plus Income

ETFs
-4.97K
- 16.51%
$22.12 - $23.31 $110K - $116K
25.2K $581K
CSCO
Cisco Systems, Inc.

Technology
-4.39K
- 15.76%
$44.74 - $53.22 $196K - $234K
23.5K $1.25M
IJUL
Innovator Etfs Tr

ETFs
-2.97K
- 20.66%
$27.47 - $29.55 $81.5K - $87.7K
11.4K $335K
KMB
Kimberly Clark Corp

Consumer Defensive
-564
- 16.19%
$135.05 - $148.35 $76.2K - $83.7K
2.92K $415K
PSX
Phillips 66

Energy
-301
- 12.81%
$125.0 - $147.17 $37.6K - $44.3K
2.05K $269K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.7K
- 15.1%
$31.18 - $33.5 $84.1K - $90.4K
15.2K $504K
DFHY
Donoghue Forlines Tactical Hig

ETFs
-3.16K
- 23.66%
$20.78 - $21.88 $65.6K - $69.1K
10.2K $220K
FDX
Fedex Corp

Industrials
-32
- 1.94%
$254.64 - $313.52 $8.15K - $10K
1.62K $442K
PANW
Palo Alto Networks Inc

Technology
-180
- 4.68%
$294.18 - $368.01 $53K - $66.2K
3.66K $1.25M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-20
- 0.67%
$211.47 - $281.27 $4.23K - $5.63K
2.96K $725K
TXN
Texas Instruments Inc

Technology
-254
- 8.01%
$194.6 - $194.6 $49.4K - $49.4K
2.92K $567K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-2K
- 8.75%
$34.72 - $36.88 $69.4K - $73.8K
20.8K $768K
GLP
Global Partners LP

Energy
-1K
- 12.5%
$37.3 - $46.56 $37.3K - $46.6K
7K $325K
KJUL
Innovator U.S. Small Cap Power

Technology
-2.47K
- 11.1%
$27.38 - $29.23 $67.7K - $72.3K
19.8K $577K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-2.11K
- 7.25%
$39.97 - $43.37 $84.2K - $91.3K
27K $1.17M
NEWT
Newtek Business Services Corp.

Financial Services
-2.81K
- 18.51%
$11.0 - $14.92 $31K - $42K
12.4K $154K
ARCC
Ares Capital Corp

Financial Services
-1.54K
- 7.79%
$19.8 - $21.28 $30.4K - $32.7K
18.2K $380K
F
Ford Motor CO

Consumer Cyclical
-520
- 4.14%
$9.71 - $14.55 $5.05K - $7.57K
12K $127K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-960
- 13.51%
$41.71 - $45.02 $40K - $43.2K
6.15K $276K
IYE
Ishares Tr

ETFs
-150
- 1.14%
$44.44 - $49.18 $6.67K - $7.38K
13K $601K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.48K
- 14.22%
$41.9 - $48.26 $62.1K - $71.5K
8.94K $427K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.09K
- 7.89%
$12.67 - $14.36 $13.8K - $15.6K
12.7K $170K
WM
Waste Management Inc

Industrials
-26
- 0.94%
$196.96 - $223.45 $5.12K - $5.81K
2.74K $569K
MUB
Ishares National Muni Bond ETF

ETFs
-300
- 5.09%
$106.13 - $108.7 $31.8K - $32.6K
5.6K $607K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-1.34K
- 9.45%
$18.35 - $19.01 $24.6K - $25.5K
12.8K $242K
GBIL
Goldman Sachs Access Treasury

ETFs
-200
- 3.85%
$99.7 - $100.3 $19.9K - $20.1K
5K $501K
PEP
Pepsico Inc

Consumer Defensive
-192
- 6.7%
$161.9 - $179.3 $31.1K - $34.4K
2.67K $454K
THW
Tekla World Healthcare Fund

Financial Services
-1.75K
- 4.26%
$12.66 - $13.37 $22.2K - $23.4K
39.4K $523K
CRM
Salesforce, Inc.

Technology
-147
- 9.53%
$238.42 - $276.53 $35K - $40.6K
1.4K $382K
UPS
United Parcel Service Inc

Industrials
-38
- 0.27%
$123.32 - $147.38 $4.69K - $5.6K
14.1K $1.91M
RVT
Royce Value Trust, Inc.

Financial Services
-2.48K
- 11.51%
$14.28 - $16.01 $35.4K - $39.7K
19.1K $299K
Activity Summary
Buys All Purchases 214 New Holdings 23 Increased Positions 191 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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