Tradition Wealth Management, LLC Sells in Q4 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
-231K
- 31.4%
$32.92 - $37.15 $7.62M - $8.6M
505K $16.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-56.6K
- 36.31%
$174.22 - $187.62 $9.86M - $10.6M
99.3K $17.4M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-70.4K
- 92.4%
$79.93 - $88.06 $5.63M - $6.2M
5.79K $463K
SCHO
Schwab Short Term Us Treasury

ETFs
-61.9K
- 68.75%
$24.06 - $48.88 $1.49M - $3.03M
28.1K $676K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-29.6K
- 6.51%
$43.84 - $48.76 $1.3M - $1.44M
425K $18.7M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-86.7K
- 81.42%
$24.19 - $24.63 $2.1M - $2.13M
19.8K $478K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-49.4K
- 85.33%
$37.97 - $38.95 $1.87M - $1.92M
8.49K $330K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-26K
- 14.48%
$45.07 - $47.1 $1.17M - $1.22M
153K $6.94M
UNH
Unitedhealth Group Inc

Healthcare
-186
- 1.13%
$485.52 - $625.25 $90.3K - $116K
16.2K $8.2M
VIG
Vanguard Dividend Appreciation

ETFs
-6.12K
- 5.75%
N/A
100K $18.3M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-15.9K
- 58.82%
$42.96 - $45.15 $681K - $716K
11.1K $491K
ABBV
Abb Vie Inc.

Healthcare
-538
- 2.3%
$164.99 - $203.87 $88.8K - $110K
22.9K $4.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-641
- 2.64%
$442.29 - $483.08 $284K - $310K
23.6K $10.7M
PFE
Pfizer Inc

Healthcare
-14.4K
- 56.78%
$24.8 - $30.19 $357K - $435K
11K $290K
AMD
Advanced Micro Devices Inc

Technology
-1.03K
- 14.03%
$118.88 - $172.8 $122K - $177K
6.29K $760K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.06K
- 28.17%
$56.06 - $61.35 $396K - $433K
18K $1.02M
MMM
3 M CO

Industrials
-560
- 1.25%
$124.74 - $137.12 $69.9K - $76.8K
44.3K $5.72M
BWB
Bridgewater Bancshares Inc

Financial Services
-9.33K
- 2.56%
$13.4 - $15.62 $125K - $146K
355K $4.8M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-14.9K
- 6.14%
$35.71 - $37.1 $532K - $553K
228K $8.36M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-6.32K
- 7.86%
$24.04 - $26.75 $152K - $169K
74.1K $1.8M
THW
Tekla World Healthcare Fund

Financial Services
-23.2K
- 58.8%
$10.96 - $13.33 $254K - $309K
16.2K $178K
MSFT
Microsoft Corp

Technology
-62
- 0.18%
$406.35 - $454.46 $25.2K - $28.2K
35.1K $14.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.23K
- 20.88%
$50.37 - $50.6 $314K - $315K
23.6K $1.19M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.18K
- 4.39%
$37.12 - $41.23 $80.8K - $89.7K
47.4K $1.76M
JNJ
Johnson & Johnson

Healthcare
-913
- 10.25%
$143.34 - $165.86 $131K - $151K
7.99K $1.16M
MDT
Medtronic PLC

Healthcare
-1.08K
- 5.58%
$79.61 - $92.24 $85.8K - $99.4K
18.3K $1.46M
FTCS
First Trust Capital Strength E

ETFs
-1.3K
- 2.44%
$87.62 - $94.03 $114K - $122K
52K $4.57M
LMT
Lockheed Martin Corp

Industrials
-236
- 18.79%
$479.66 - $614.62 $113K - $145K
1.02K $495K
AMGN
Amgen Inc

Healthcare
-103
- 3.15%
$258.78 - $328.31 $26.7K - $33.8K
3.17K $825K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-264
- 0.58%
$96.64 - $101.23 $25.5K - $26.7K
45.6K $4.41M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-7.75K
- 9.67%
$35.94 - $36.85 $279K - $286K
72.4K $2.66M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-3.13K
- 3.52%
$46.63 - $47.41 $146K - $149K
85.9K $4.01M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-2.05K
- 37.96%
$71.56 - $85.77 $147K - $176K
3.35K $239K
EAPR
Innovator Etfs Tr Emerging Mkt
-1.59K
- 1.07%
$25.87 - $27.33 $41K - $43.3K
147K $3.8M
IAPR
Innovator Etfs Tr Internationa

ETFs
-1.17K
- 1.13%
$26.66 - $28.18 $31.1K - $32.9K
102K $2.72M
MCD
Mcdonalds Corp

Consumer Cyclical
-318
- 4.28%
$288.47 - $316.54 $91.7K - $101K
7.12K $2.06M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.73K
- 15.06%
$50.67 - $50.9 $189K - $190K
21K $1.07M
LLY
Eli Lilly & CO

Healthcare
-31
- 2.21%
$727.2 - $932.06 $22.5K - $28.9K
1.37K $1.06M
NOC
Northrop Grumman Corp

Industrials
-291
- 37.31%
$466.52 - $543.88 $136K - $158K
489 $229K
PEP
Pepsico Inc

Consumer Defensive
-850
- 31.81%
$151.29 - $176.1 $129K - $150K
1.82K $277K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-128
- 0.85%
$87.1 - $98.49 $11.1K - $12.6K
14.8K $1.3M
VZ
Verizon Communications Inc

Communication Services
-701
- 2.44%
$39.6 - $45.21 $27.8K - $31.7K
28K $1.12M
RTX
Raytheon Technologies Corp

Industrials
-1.08K
- 21.34%
$114.45 - $127.21 $124K - $138K
3.99K $461K
UPS
United Parcel Service Inc

Industrials
-76
- 0.54%
$122.65 - $138.35 $9.32K - $10.5K
14K $1.76M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.15K
- 3.01%
$69.58 - $74.87 $80.2K - $86.3K
37.2K $2.6M
XOM
Exxon Mobil Corp

Energy
-275
- 2.42%
$105.51 - $125.37 $29K - $34.5K
11.1K $1.19M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-2.42K
- 12.52%
$38.96 - $43.28 $94.1K - $105K
16.9K $664K
CGGO
Capital Group Global Growth Eq

ETFs
-1.99K
- 2.54%
$29.21 - $30.67 $58K - $60.9K
76.2K $2.23M
WM
Waste Management Inc

Industrials
-568
- 20.72%
$201.79 - $228.46 $115K - $130K
2.17K $438K
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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