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Tradition Wealth Management

Latest statistics and disclosures from Tradition Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, BUFR, BBUS, JCPB, AAPL, and represent 14.72% of Tradition Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$8.3M), BBAG (+$8.2M), QQQM (+$7.2M), MTUM (+$5.6M), SCHF, VBIL, XLG, BBUS, BAI, JIRE.
Started 52 new stock positions in ETHA, OKLO, BMNR, DC, BUFY, GDX, WTAI, BUFS, BP, QRVO.
Reduced shares in these 10 stocks: WFH (-$6.1M), JCPB (-$5.5M), JEPQ (-$5.3M), USMV, DBEF, SFLO, EFG, IYW, VIG, QUAL.
Sold out of its positions in ASM, BMY, Chargepoint Holdings Inc Com Cl A, CDE, CMCSA, DSTL, FSK, AG, FI, FTNT.
Tradition Wealth Management was a net buyer of stock by $14M.
Tradition Wealth Management has $1.4B in assets under management (AUM), dropping by 7.99%.
Central Index Key (CIK): 0001843010

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Portfolio Holdings for Tradition Wealth Management

Tradition Wealth Management holds 485 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.7	$51M	-3%	1.6M	31.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.1	$42M		1.2M	33.42	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	3.0	$41M	+5%	337k	120.66	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.6	$35M	-13%	745k	47.55	View chart
Apple (AAPL)	2.3	$31M		121k	254.63	View chart
NVIDIA Corporation (NVDA)	2.2	$30M		158k	186.58	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.0	$27M		942k	29.11	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.7	$23M	+4%	904k	25.13	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.7	$22M	-15%	482k	46.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$22M		47k	468.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.6	$22M	-2%	788k	27.30	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.6	$21M	-2%	496k	42.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$21M		35k	600.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$21M	-10%	97k	215.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.5	$21M		810k	25.71	View chart
Ishares Msci Emrg Chn (EMXC)	1.5	$21M	+7%	304k	67.51	View chart
Microsoft Corporation (MSFT)	1.4	$19M	+4%	37k	517.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$18M	-3%	93k	189.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.3	$17M	+2%	305k	57.10	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.3	$17M	+9%	235k	73.54	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.2	$17M	+3%	180k	93.75	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$17M	+100%	280k	59.20	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.1	$15M		450k	34.27	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.1	$15M		565k	26.30	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	1.1	$15M		196k	73.88	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$15M	+37%	621k	23.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$14M		69k	208.71	View chart
Amazon (AMZN)	1.0	$13M		60k	219.57	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.9	$12M	+7%	265k	46.41	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.9	$12M	+3%	132k	91.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$12M	-2%	24k	502.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$12M	-14%	61k	194.50	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.8	$11M	-20%	390k	29.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$11M	-3%	403k	27.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$9.6M		47k	203.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$9.3M	+5%	184k	50.73	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.7	$9.3M	+714%	200k	46.67	View chart
Palantir Technologies Cl A (PLTR)	0.7	$9.2M		51k	182.42	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.7	$9.0M		280k	32.14	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.7	$8.9M	-7%	114k	78.34	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$8.3M	+604%	34k	247.12	View chart
Ishares Tr Ishares Biotech (IBB)	0.6	$8.3M		57k	144.37	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.6	$8.0M	-3%	209k	38.36	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$7.6M	-41%	132k	57.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$7.4M	-9%	61k	120.72	View chart
Broadcom (AVGO)	0.5	$7.3M	+2%	22k	329.90	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.5	$7.2M	-5%	77k	94.31	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.5	$7.2M	+16%	114k	63.43	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.5	$7.1M	-3%	61k	118.05	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$7.1M		29k	244.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$7.1M	+4%	118k	59.92	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$7.0M		68k	103.07	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.5	$6.8M		137k	49.56	View chart
Ball Corporation (BALL)	0.5	$6.7M		133k	50.42	View chart
UnitedHealth (UNH)	0.5	$6.7M	+10%	19k	345.30	View chart
Proshares Tr Pshs Ult Scap600 (SAA)	0.5	$6.3M		245k	25.61	View chart
3M Company (MMM)	0.5	$6.2M	-11%	40k	155.18	View chart
Bridgewater Bancshares (BWB)	0.5	$6.2M		352k	17.60	View chart
Tesla Motors (TSLA)	0.5	$6.2M	+6%	14k	444.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$6.0M	+1496%	23k	256.45	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$6.0M	+91%	104k	57.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$5.8M		24k	243.10	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$5.4M	-27%	80k	67.83	View chart
Abbvie (ABBV)	0.4	$5.4M	+2%	23k	231.54	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.4	$5.4M	-4%	101k	53.19	View chart
JPMorgan Chase & Co. (JPM)	0.4	$5.2M	+5%	17k	315.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$5.2M	-4%	25k	206.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$5.1M	+5%	8.3k	612.40	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$5.1M	-3%	96k	52.65	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$5.0M		215k	23.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$4.9M	+6%	10k	479.60	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$4.9M	-47%	51k	95.14	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$4.8M	-2%	51k	93.64	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$4.7M		138k	34.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$4.6M	-7%	32k	142.10	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$4.2M	-4%	90k	46.63	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.3	$4.2M		144k	29.16	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$4.1M	-28%	88k	46.71	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$4.1M	-18%	62k	65.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$4.0M		6.0k	666.18	View chart
Meta Platforms Cl A (META)	0.3	$4.0M	+27%	5.5k	734.32	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$3.7M		12k	320.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.7M	+12%	15k	243.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$3.6M	-13%	36k	100.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.5M		39k	91.42	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.3	$3.4M	NEW	45k	75.61	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$3.4M		25k	137.74	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.2	$3.3M	+10%	72k	46.22	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$3.2M	-17%	81k	39.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.1M	+10%	4.1k	746.69	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$3.0M	+132%	89k	34.16	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$3.0M		100k	30.07	View chart
Sofi Technologies (SOFI)	0.2	$3.0M	+39%	113k	26.42	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$3.0M		34k	88.65	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$2.9M	-3%	77k	37.50	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$2.9M	-12%	60k	47.61	View chart
Wells Fargo & Company (WFC)	0.2	$2.8M	+14%	34k	83.82	View chart
Victory Portfolios Ii Victoryshares Fr (GFLW)	0.2	$2.8M	+20%	98k	28.68	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$2.8M	-5%	74k	37.86	View chart
Costco Wholesale Corporation (COST)	0.2	$2.8M		3.0k	925.74	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$2.8M	+6%	216k	12.77	View chart
Us Bancorp Del Com New (USB)	0.2	$2.7M		56k	48.33	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$2.7M		91k	29.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.7M	-2%	23k	118.83	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$2.7M		78k	34.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$2.6M	-6%	66k	39.69	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$2.6M		61k	42.47	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.5M	-5%	35k	73.48	View chart
Wal-Mart Stores (WMT)	0.2	$2.5M		25k	103.06	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.2	$2.5M	+8%	24k	104.51	View chart
Old National Ban (ONB)	0.2	$2.5M		114k	21.95	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.5M	-6%	26k	95.15	View chart
Xcel Energy (XEL)	0.2	$2.5M	+11%	31k	80.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.5M		7.5k	328.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.4M		13k	186.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.4M	+4%	8.0k	297.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.3M		17k	140.95	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.3M	-2%	17k	133.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.3M	+2%	3.4k	669.23	View chart
McDonald's Corporation (MCD)	0.2	$2.3M		7.4k	303.88	View chart
International Business Machines (IBM)	0.2	$2.3M		8.0k	282.17	View chart
Netflix (NFLX)	0.2	$2.2M	+6%	1.9k	1198.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$2.2M	-5%	51k	43.10	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.2M		13k	176.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.2M	-4%	9.0k	241.96	View chart
Pfizer (PFE)	0.2	$2.1M	+2%	84k	25.48	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$2.1M	+16%	76k	26.94	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.1M	-6%	17k	121.06	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$2.0M	+19%	39k	53.24	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$2.0M		69k	29.42	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$2.0M	+4%	41k	49.39	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.1	$2.0M	+12%	70k	28.78	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.0M	+45%	26k	76.45	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$2.0M	+36%	69k	28.39	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.0M		8.0k	246.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.9M	-10%	44k	44.58	View chart
Home Depot (HD)	0.1	$1.9M	+3%	4.8k	405.21	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.9M		14k	139.67	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.9M		14k	142.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$1.9M	-2%	46k	42.02	View chart
Uber Technologies (UBER)	0.1	$1.9M	+7%	20k	97.97	View chart
Cisco Systems (CSCO)	0.1	$1.9M	-5%	28k	68.42	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$1.9M		53k	35.79	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.9M		8.9k	209.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$1.9M		67k	27.64	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.8M	-6%	6.4k	281.86	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.8M	-3%	35k	51.23	View chart
Visa Com Cl A (V)	0.1	$1.7M		5.1k	341.37	View chart
Graniteshares Etf Tr Nasdaq Select Di (DRUP)	0.1	$1.7M		26k	65.20	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$1.7M		17k	101.61	View chart
Medtronic SHS (MDT)	0.1	$1.6M	-5%	17k	95.24	View chart
Chevron Corporation (CVX)	0.1	$1.6M		11k	155.29	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.6M		35k	43.92	View chart
Palo Alto Networks (PANW)	0.1	$1.5M	+7%	7.5k	203.62	View chart
Oracle Corporation (ORCL)	0.1	$1.5M	+2%	5.4k	281.23	View chart
Ea Series Trust Intelligent Alph (GPT)	0.1	$1.5M		50k	29.78	View chart
Johnson & Johnson (JNJ)	0.1	$1.4M	-4%	7.8k	185.42	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.4M		27k	53.87	View chart
Fair Isaac Corporation (FICO)	0.1	$1.4M	-26%	956.00	1496.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.4M		33k	42.95	View chart
Eli Lilly & Co. (LLY)	0.1	$1.4M	+32%	1.8k	762.84	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.4M	-7%	8.2k	170.84	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.3M	NEW	19k	70.24	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$1.3M		38k	34.92	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.3M		4.6k	279.29	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$1.3M	NEW	17k	75.11	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.3M	+5%	30k	42.03	View chart
Archer Daniels Midland Company (ADM)	0.1	$1.3M		21k	59.74	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.2M		9.3k	132.48	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.2M	-67%	6.2k	195.87	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.2M	-36%	28k	44.19	View chart
Caterpillar (CAT)	0.1	$1.2M	-6%	2.5k	477.21	View chart
Target Corporation (TGT)	0.1	$1.2M	-2%	13k	89.70	View chart
Arista Networks Com Shs (ANET)	0.1	$1.2M		8.2k	145.71	View chart
Verizon Communications (VZ)	0.1	$1.2M		27k	43.95	View chart
United Parcel Service CL B (UPS)	0.1	$1.2M		14k	83.53	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$1.2M	+17%	21k	56.72	View chart
Alps Etf Tr Disruptive Tech (DTEC)	0.1	$1.1M		21k	51.14	View chart
Allete Com New (ALE)	0.1	$1.1M		16k	66.40	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.1M	+2%	54k	19.80	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.1M		32k	33.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.1M	+10%	3.2k	326.36	View chart
Altria (MO)	0.1	$1.0M	+2%	16k	66.06	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$1.0M		31k	33.02	View chart
Strategy Cl A New (MSTR)	0.1	$1.0M	+2%	3.2k	322.21	View chart
Eaton Corp SHS (ETN)	0.1	$1.0M		2.7k	374.25	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$1.0M		11k	89.13	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$993k	+9%	4.7k	209.27	View chart
American Express Company (AXP)	0.1	$981k	-5%	3.0k	332.14	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$976k		62k	15.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$957k		21k	45.80	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$957k	NEW	34k	28.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$953k	-2%	2.6k	365.44	View chart
Honeywell International (HON)	0.1	$947k		4.5k	210.49	View chart
Opendoor Technologies (OPEN)	0.1	$946k	NEW	119k	7.97	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$938k		36k	26.26	View chart
Travelers Companies (TRV)	0.1	$935k		3.3k	279.20	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$920k		25k	36.69	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$916k		7.7k	118.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$912k	-23%	8.1k	112.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$912k		2.6k	355.47	View chart
Snowflake Com Shs (SNOW)	0.1	$908k	+6%	4.0k	225.55	View chart
Abbott Laboratories (ABT)	0.1	$892k		6.7k	133.94	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.1	$885k		33k	27.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$877k		25k	34.84	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$877k		24k	36.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$876k	+9%	12k	72.77	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$874k	-5%	6.3k	139.18	View chart
Coreweave Com Cl A (CRWV)	0.1	$873k	NEW	6.4k	136.85	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$864k	+28%	11k	76.01	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$847k		9.7k	87.21	View chart
Intuitive Surgical Com New (ISRG)	0.1	$839k	-13%	1.9k	447.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$830k		20k	41.15	View chart
Advanced Micro Devices (AMD)	0.1	$826k	+9%	5.1k	161.79	View chart
Abacus Fcf Etf Tr Abacus Fcf Innov (ABOT)	0.1	$826k	-62%	20k	40.50	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$823k	+35%	1.7k	490.38	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$817k	+69%	7.8k	104.91	View chart
Main Street Capital Corporation (MAIN)	0.1	$800k		13k	63.59	View chart
Oklo Com Cl A (OKLO)	0.1	$781k	NEW	7.0k	111.63	View chart
Philip Morris International (PM)	0.1	$777k		4.8k	162.19	View chart
Amgen (AMGN)	0.1	$775k	-14%	2.7k	282.15	View chart
Deere & Company (DE)	0.1	$768k	+4%	1.7k	457.24	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$760k	-2%	17k	43.83	View chart
Southern Company (SO)	0.1	$757k	+5%	8.0k	94.77	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$750k	+37%	8.9k	84.11	View chart
Thermo Fisher Scientific (TMO)	0.1	$736k	+11%	1.5k	485.00	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$730k	-3%	11k	69.37	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$729k	+95%	10k	71.11	View chart
Kkr & Co (KKR)	0.1	$716k		5.5k	129.95	View chart
Mastercard Incorporated Cl A (MA)	0.1	$715k		1.3k	569.04	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$714k	+4%	7.2k	99.81	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$714k	+7%	5.5k	130.25	View chart
Applovin Corp Com Cl A (APP)	0.1	$711k	-40%	990.00	718.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$711k	+3%	9.7k	73.46	View chart
Axon Enterprise (AXON)	0.1	$711k	+4%	990.00	717.64	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$704k	+2%	15k	48.03	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$690k		7.7k	89.57	View chart
Lowe's Companies (LOW)	0.0	$676k		2.7k	251.28	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$672k	-7%	28k	24.40	View chart
Enterprise Products Partners (EPD)	0.0	$666k		21k	31.27	View chart
Joby Aviation Common Stock (JOBY)	0.0	$659k	NEW	41k	16.14	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$659k		10k	65.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$658k		3.9k	167.33	View chart
Amphenol Corp Cl A (APH)	0.0	$656k	-3%	5.3k	123.75	View chart
Servicenow (NOW)	0.0	$638k	-2%	693.00	920.28	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$636k	-6%	6.7k	95.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$634k	+5%	12k	54.18	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$616k	-20%	12k	51.04	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$609k	-2%	5.6k	109.67	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$605k		7.0k	86.80	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$604k		13k	47.52	View chart
Bank of America Corporation (BAC)	0.0	$603k	-4%	12k	51.59	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La	0.0	$601k	NEW	12k	51.57	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$599k		9.2k	65.00	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$599k		13k	45.42	View chart
Iren Ordinary Shares (IREN)	0.0	$588k	NEW	13k	46.93	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.0	$587k		22k	26.78	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$582k	-31%	13k	43.78	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$567k		18k	30.96	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$567k		20k	28.94	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.0	$567k	-22%	20k	28.05	View chart
Morgan Stanley Com New (MS)	0.0	$564k	+26%	3.5k	158.95	View chart
Nextera Energy (NEE)	0.0	$563k	+4%	7.5k	75.49	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$561k		3.8k	148.61	View chart
Procter & Gamble Company (PG)	0.0	$561k	-12%	3.6k	153.64	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$554k		5.2k	106.49	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.0	$553k	-9%	16k	34.78	View chart
Qorvo (QRVO)	0.0	$550k	NEW	6.0k	91.08	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$550k	-27%	7.1k	77.65	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$549k		12k	47.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$548k	-82%	4.8k	113.88	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.0	$548k		6.1k	90.36	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$546k		12k	44.10	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$546k		18k	29.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$542k		13k	40.77	View chart
Boston Scientific Corporation (BSX)	0.0	$541k	-2%	5.5k	97.64	View chart
Direxion Shs Etf Tr Work From Home (WFH)	0.0	$539k	-91%	7.6k	71.24	View chart
TJX Companies (TJX)	0.0	$539k		3.7k	144.55	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$534k	+12%	33k	16.01	View chart
Adobe Systems Incorporated (ADBE)	0.0	$534k	-35%	1.5k	352.75	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$529k		4.7k	111.84	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$523k		15k	34.17	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$518k		30k	17.16	View chart
Oneok (OKE)	0.0	$506k	-14%	6.9k	72.97	View chart
Unity Software (U)	0.0	$505k	-14%	13k	40.04	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$504k		23k	21.57	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$501k		5.0k	100.23	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$500k		17k	29.62	View chart
Lazard Ltd Shs -a - (LAZ)	0.0	$500k	+24%	9.5k	52.78	View chart
Fastenal Company (FAST)	0.0	$500k		10k	49.04	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$495k		9.9k	50.01	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$494k		8.7k	56.75	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.0	$492k		18k	26.88	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$489k		20k	24.70	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$486k		5.2k	93.37	View chart
Agnico (AEM)	0.0	$486k		2.9k	168.56	View chart
Lockheed Martin Corporation (LMT)	0.0	$481k	-14%	964.00	499.01	View chart
Ge Vernova (GEV)	0.0	$478k	+50%	778.00	614.90	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$475k		13k	36.69	View chart
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)	0.0	$475k		6.6k	71.97	View chart
Waste Management (WM)	0.0	$474k		2.1k	220.86	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$472k	+66%	9.5k	49.66	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$469k	NEW	9.0k	51.93	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$469k		7.8k	60.23	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$467k	NEW	15k	31.51	View chart
Blackrock (BLK)	0.0	$465k		399.00	1166.44	View chart
Etf Ser Solutions Us Gbl Gld Pre (GOAU)	0.0	$453k		11k	40.22	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$447k	+7%	16k	27.94	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$447k	+14%	11k	42.37	View chart
At&t (T)	0.0	$443k	+3%	16k	28.24	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$443k		3.3k	135.65	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$442k	NEW	15k	29.79	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.0	$433k	-6%	15k	28.73	View chart
Solventum Corp Com Shs (SOLV)	0.0	$431k	-17%	5.9k	73.00	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$429k		3.2k	135.64	View chart
Cummins (CMI)	0.0	$429k	+6%	1.0k	422.33	View chart
Texas Instruments Incorporated (TXN)	0.0	$424k		2.3k	183.72	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$421k		14k	31.09	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$417k		1.8k	236.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$417k	+22%	9.1k	45.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$416k	-8%	6.4k	65.26	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$411k		16k	25.31	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$402k	NEW	2.7k	151.06	View chart
Ameriprise Financial (AMP)	0.0	$399k		813.00	491.28	View chart
Workiva Com Cl A (WK)	0.0	$394k		4.6k	86.08	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$394k		4.7k	83.19	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$389k		5.8k	67.04	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$383k	-7%	9.5k	40.35	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.0	$381k		22k	17.29	View chart
Boeing Company (BA)	0.0	$380k	-19%	1.8k	215.79	View chart
Ares Capital Corporation (ARCC)	0.0	$379k		19k	20.41	View chart
Simon Property (SPG)	0.0	$370k	+48%	2.0k	187.67	View chart
Constellation Energy (CEG)	0.0	$365k	+28%	1.1k	329.09	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$364k	-8%	16k	22.72	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$363k	-26%	7.7k	46.91	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$362k		1.7k	213.75	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.0	$361k		14k	25.26	View chart
Snap-on Incorporated (SNA)	0.0	$359k	-2%	1.0k	346.50	View chart
Ionq Inc Pipe (IONQ)	0.0	$358k	NEW	5.8k	61.50	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.0	$357k	NEW	12k	28.95	View chart
Coupang Cl A (CPNG)	0.0	$356k	+9%	11k	32.20	View chart
Coca-Cola Company (KO)	0.0	$355k	-10%	5.4k	66.32	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$352k	-7%	11k	33.21	View chart
Arch Cap Group Ord (ACGL)	0.0	$352k		3.9k	90.73	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$351k		4.4k	79.51	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$348k		359.00	968.09	View chart
Union Pacific Corporation (UNP)	0.0	$341k	+2%	1.4k	236.43	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$339k	-13%	9.6k	35.19	View chart
Norfolk Southern (NSC)	0.0	$331k		1.1k	300.38	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$330k	+4%	12k	27.75	View chart
Emerson Electric (EMR)	0.0	$329k		2.5k	131.18	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$329k		2.9k	114.28	View chart
AFLAC Incorporated (AFL)	0.0	$327k		2.9k	111.69	View chart
Linde SHS (LIN)	0.0	$326k	+2%	686.00	475.27	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$325k		14k	23.08	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$322k		5.2k	61.67	View chart
Pepsi (PEP)	0.0	$320k	+8%	2.3k	140.44	View chart
Etf Opportunities Trust Rex-osprey Sol	0.0	$319k	NEW	10k	32.00	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$316k	+4%	9.7k	32.69	View chart
Motorola Solutions Com New (MSI)	0.0	$315k		690.00	456.99	View chart
Coinbase Global Com Cl A (COIN)	0.0	$315k	+4%	933.00	337.49	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$315k	-8%	11k	28.88	View chart
Cipher Mining (CIFR)	0.0	$312k	NEW	25k	12.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$312k		5.8k	53.40	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$312k	-15%	3.5k	89.33	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$312k	+9%	8.2k	38.11	View chart
Rockwell Automation (ROK)	0.0	$309k	-8%	885.00	349.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$307k	-10%	12k	26.34	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$307k	-3%	5.4k	56.81	View chart
Northrop Grumman Corporation (NOC)	0.0	$304k		499.00	609.18	View chart
Pan American Silver Corp Can (PAAS)	0.0	$304k	NEW	7.8k	38.73	View chart
Ishares Tr Future Exponenti (XT)	0.0	$303k		4.2k	71.94	View chart
Duke Energy Corp Com New (DUK)	0.0	$302k		2.4k	123.73	View chart
FedEx Corporation (FDX)	0.0	$301k	-9%	1.3k	235.83	View chart
Liquidia Corporation Com New (LQDA)	0.0	$300k	-3%	13k	22.74	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$296k	NEW	10k	29.29	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$295k		2.6k	112.33	View chart
The Trade Desk Com Cl A (TTD)	0.0	$293k		6.0k	49.01	View chart
Charles Schwab Corporation (SCHW)	0.0	$289k		3.0k	95.46	View chart
Walt Disney Company (DIS)	0.0	$288k		2.5k	114.52	View chart
Stryker Corporation (SYK)	0.0	$286k		774.00	369.83	View chart
Intel Corporation (INTC)	0.0	$285k	-28%	8.5k	33.55	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$285k		4.6k	62.47	View chart
Goldman Sachs (GS)	0.0	$282k	-5%	354.00	797.22	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$282k	-12%	6.7k	42.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$281k	-4%	958.00	293.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$281k	+16%	3.9k	71.37	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$281k	+5%	12k	23.12	View chart
American Electric Power Company (AEP)	0.0	$280k	NEW	2.5k	112.48	View chart
SYSCO Corporation (SYY)	0.0	$279k		3.4k	82.33	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$278k	NEW	8.5k	32.82	View chart
Upstart Hldgs (UPST)	0.0	$278k	+4%	5.5k	50.80	View chart
Hawkins (HWKN)	0.0	$277k		1.5k	182.75	View chart
Booking Holdings (BKNG)	0.0	$276k		51.00	5414.20	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$276k	+4%	2.7k	103.36	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$274k		2.0k	137.20	View chart
Micron Technology (MU)	0.0	$271k	-12%	1.6k	167.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$269k	-23%	4.7k	57.47	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.0	$268k		21k	12.60	View chart
Freeport-mcmoran CL B (FCX)	0.0	$267k	-20%	6.8k	39.22	View chart
Global Partners Com Units (GLP)	0.0	$264k		5.5k	48.00	View chart
General Dynamics Corporation (GD)	0.0	$263k		771.00	341.03	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.0	$263k	NEW	9.2k	28.67	View chart
Kinder Morgan (KMI)	0.0	$263k		9.3k	28.31	View chart
Carlisle Companies (CSL)	0.0	$262k		796.00	328.97	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.0	$259k	-7%	9.1k	28.62	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$255k	-18%	10k	24.96	View chart
salesforce (CRM)	0.0	$255k	-17%	1.1k	237.03	View chart
Cme (CME)	0.0	$254k	-4%	940.00	270.23	View chart
Trane Technologies SHS (TT)	0.0	$254k		601.00	421.96	View chart
Innovator Etfs Trust Equity Defi 2027 (TAPR)	0.0	$248k		9.7k	25.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$248k	-2%	6.0k	41.06	View chart
Hubbell (HUBB)	0.0	$248k	-3%	575.00	430.35	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$247k	-19%	4.1k	59.69	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$247k		9.3k	26.49	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$244k		4.9k	49.26	View chart
Merck & Co (MRK)	0.0	$239k	+3%	2.9k	83.93	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$239k		2.7k	88.95	View chart
Kroger (KR)	0.0	$239k		3.5k	67.42	View chart
Construction Partners Com Cl A (ROAD)	0.0	$238k	NEW	1.9k	127.00	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$237k		3.8k	62.22	View chart
Golden Entmt (GDEN)	0.0	$236k		10k	23.58	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$236k	NEW	3.1k	76.40	View chart
Kraneshares Trust Emrng Mkt Cons (KEMQ)	0.0	$236k	NEW	8.9k	26.37	View chart
Monolithic Power Systems (MPWR)	0.0	$233k	NEW	253.00	920.64	View chart
Schneider National CL B (SNDR)	0.0	$229k		11k	21.16	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$229k	-15%	6.4k	35.79	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.0	$229k		8.4k	27.08	View chart
Starbucks Corporation (SBUX)	0.0	$226k	-6%	2.7k	84.61	View chart
BP Sponsored Adr (BP)	0.0	$226k	NEW	6.5k	34.46	View chart
Kimberly-Clark Corporation (KMB)	0.0	$225k		1.8k	124.33	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.0	$225k	NEW	10k	22.47	View chart
Usa Compression Partners Comunit Ltdpar (USAC)	0.0	$225k	+2%	9.4k	24.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$225k		2.3k	96.54	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.0	$224k		10k	22.39	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$224k		2.8k	80.21	View chart
Corning Incorporated (GLW)	0.0	$222k	NEW	2.7k	82.03	View chart
MercadoLibre (MELI)	0.0	$222k		95.00	2336.94	View chart
Phillips 66 (PSX)	0.0	$221k	NEW	1.6k	136.05	View chart
Qualcomm (QCOM)	0.0	$219k	-4%	1.3k	166.36	View chart
Tg Therapeutics (TGTX)	0.0	$219k	+6%	6.1k	36.12	View chart
Ishares Tr Esg Aware 40/60 (EAOM)	0.0	$219k		7.3k	29.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.0	$218k	NEW	10k	21.73	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.0	$217k	NEW	9.0k	24.16	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$215k	-21%	361.00	596.06	View chart
Ge Aerospace Com New (GE)	0.0	$213k	NEW	707.00	300.91	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$213k	NEW	2.9k	72.43	View chart
Atmos Energy Corporation (ATO)	0.0	$212k	NEW	1.2k	170.80	View chart
Btq Technologies Corp	0.0	$212k	NEW	31k	6.92	View chart
Global X Fds Fintech Etf (FINX)	0.0	$211k		6.3k	33.52	View chart
Wec Energy Group (WEC)	0.0	$211k	NEW	1.8k	114.59	View chart
Brown & Brown (BRO)	0.0	$209k		2.2k	93.78	View chart
Calamos Etf Tr Bitcoin 80 Serie	0.0	$209k	NEW	8.1k	25.86	View chart
Applied Materials (AMAT)	0.0	$205k	NEW	1.0k	204.82	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$204k	NEW	1.1k	178.73	View chart
Royce Value Trust (RVT)	0.0	$203k		13k	16.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$201k	NEW	1.4k	145.68	View chart
Welltower Inc Com reit (WELL)	0.0	$200k	NEW	1.1k	178.14	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$199k	NEW	41k	4.88	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$195k		13k	14.68	View chart
Hecla Mining Company (HL)	0.0	$186k	-27%	15k	12.10	View chart
Abcellera Biologics (ABCL)	0.0	$182k	NEW	36k	5.03	View chart
Iamgold Corp (IAG)	0.0	$154k	-33%	12k	12.93	View chart
HudBay Minerals (HBM)	0.0	$152k	-7%	10k	15.16	View chart
Mobileye Global Common Class A (MBLY)	0.0	$141k		10k	14.12	View chart
Ford Motor Company (F)	0.0	$141k		12k	11.96	View chart
Taseko Cad (TGB)	0.0	$134k	-20%	32k	4.23	View chart
Nio Spon Ads (NIO)	0.0	$128k	-5%	17k	7.62	View chart
Endeavour Silver Corp (EXK)	0.0	$116k	NEW	15k	7.84	View chart
Farmland Partners (FPI)	0.0	$114k		11k	10.88	View chart
Silvercorp Metals (SVM)	0.0	$110k	-23%	17k	6.32	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$104k	-5%	13k	8.20	View chart
Gold Royalty Corp Common Shares (GROY)	0.0	$97k		25k	3.86	View chart
B2gold Corp (BTG)	0.0	$96k		19k	4.95	View chart
Dakota Gold Corp (DC)	0.0	$90k	NEW	20k	4.55	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.0	$84k	NEW	15k	5.77	View chart
Evolus (EOLS)	0.0	$74k	-11%	12k	6.14	View chart
New Gold Inc Cda (NGD)	0.0	$72k	-33%	10k	7.18	View chart
Aurora Innovation Class A Com (AUR)	0.0	$66k	NEW	12k	5.39	View chart
Metalla Rty & Streaming Com New (MTA)	0.0	$66k		10k	6.35	View chart
International Tower Hill Mines (THM)	0.0	$43k	-16%	26k	1.64	View chart
Vista Gold Corp Com New (VGZ)	0.0	$43k		20k	2.13	View chart
Defi Technologies (DEFT)	0.0	$35k	NEW	17k	2.11	View chart
New Found Gold Corp (NFGC)	0.0	$32k		13k	2.37	View chart
Mindwalk Holdings Corp	0.0	$23k	NEW	13k	1.75	View chart

Past Filings by Tradition Wealth Management

SEC 13F filings are viewable for Tradition Wealth Management going back to 2020

Tradition Wealth Management 2025 Q3 filed Nov. 13, 2025
Tradition Wealth Management 2025 Q2 filed Aug. 12, 2025
Tradition Wealth Management 2025 Q1 filed May 14, 2025
Tradition Wealth Management 2024 Q4 filed Feb. 13, 2025
Tradition Wealth Management 2024 Q3 filed Nov. 14, 2024
Tradition Wealth Management 2024 Q2 filed Aug. 12, 2024
Tradition Wealth Management 2024 Q1 filed May 13, 2024
Tradition Wealth Management 2023 Q4 filed Feb. 12, 2024
Tradition Wealth Management 2023 Q3 filed Nov. 13, 2023
Tradition Wealth Management 2023 Q2 filed Aug. 14, 2023
Tradition Wealth Management 2023 Q1 filed May 12, 2023
Tradition Wealth Management 2022 Q4 filed Feb. 3, 2023
Tradition Wealth Management 2022 Q3 filed Nov. 14, 2022
Tradition Wealth Management 2022 Q2 filed Aug. 2, 2022
Tradition Wealth Management 2022 Q1 filed May 11, 2022
Tradition Wealth Management 2021 Q4 filed Feb. 14, 2022

View all past filings

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