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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, JCPB, AAPL, RSP, and represent 14.84% of Tradition Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCTXX (+$8.4M), AVGO, EFV, PAUG, JCPB, VCLT, IUSB, EMXC, RUNN, Ishares Tr.
Started 23 new stock positions in JIRE, AJUL, PHYS, Innovator Etfs Trust, GOAU, BAUG, BRO, VEU, KR, AIQ. TT, BR, VCLT, CAVA, BTG, Ishares Tr, OPEN, T, KMI, QLD, SDY, TTD, Innovator Etfs Trust.
Reduced shares in these 10 stocks: SPLG, UJAN, IEMG, HEFA, GXTG, PFEB, VRT, AAPL, ARKK, TLT.
Sold out of its positions in ARKK, DVN, FANG, GXTG, UAUG, INTC, PGX, TIP, HEFA, HEWJ. TLTW, JMUB, MU, MOS, NKE, OPTN, BJK, VRT.
Tradition Wealth Management was a net buyer of stock by $29M.
Tradition Wealth Management has $1.1B in assets under management (AUM), dropping by 8.42%.
Central Index Key (CIK): 0001843010

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Portfolio Holdings for Tradition Wealth Management

Tradition Wealth Management holds 409 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.9	$44M		418k	104.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.1	$35M		1.2M	29.89	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.7	$31M	+6%	636k	48.24	View chart
Apple (AAPL)	2.6	$29M		125k	233.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.5	$28M		156k	179.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.5	$28M	+2%	737k	37.37	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.2	$25M	+2%	307k	80.37	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	2.0	$22M	+2%	529k	42.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$21M		252k	84.53	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.9	$21M		455k	46.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$21M	+2%	106k	198.06	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.8	$20M	+3%	110k	179.30	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.7	$19M	+2%	376k	50.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$18M		49k	375.38	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$18M		267k	66.52	View chart
Ishares Msci Emrg Chn (EMXC)	1.6	$18M	+7%	290k	61.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$18M	+2%	295k	59.51	View chart
NVIDIA Corporation (NVDA)	1.4	$16M	-2%	133k	121.44	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.4	$16M	-13%	232k	67.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$16M		32k	488.07	View chart
Microsoft Corporation (MSFT)	1.3	$15M		35k	430.30	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	1.3	$14M	+143%	14M	1.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$14M	+2%	68k	200.78	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.2	$13M	+5%	128k	103.58	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.2	$13M	+2%	182k	71.76	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$12M	+3%	133k	91.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$11M		218k	51.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$11M		24k	460.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$11M		254k	41.12	View chart
Amazon (AMZN)	0.9	$10M	+2%	56k	186.33	View chart
UnitedHealth (UNH)	0.9	$9.6M	-2%	16k	584.69	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	0.8	$9.1M	+3%	191k	47.60	View chart
Ball Corporation (BALL)	0.8	$9.0M		132k	67.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$8.9M		47k	189.80	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.8	$8.9M		296k	30.20	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$8.7M	+5%	159k	54.93	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.8	$8.7M		243k	35.94	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.8	$8.5M	+10%	110k	76.88	View chart
Ishares Tr Core Total Usd (IUSB)	0.8	$8.5M	+18%	179k	47.12	View chart
Ishares Tr Ishares Biotech (IBB)	0.7	$8.1M	+3%	56k	145.60	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$7.9M		82k	95.75	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.7	$7.5M		80k	93.11	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$7.3M		68k	106.76	View chart
Proshares Tr Pshs Ult Scap600 (SAA)	0.6	$7.1M		260k	27.20	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.6	$6.7M		76k	88.28	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.6	$6.6M	+2%	64k	103.26	View chart
3M Company (MMM)	0.5	$6.1M		45k	136.70	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$6.1M		30k	206.64	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.5	$6.1M	+8%	100k	60.82	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.5	$6.1M	+6%	122k	49.47	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.5	$5.7M		134k	42.88	View chart
Direxion Shs Etf Tr Work From Home (WFH)	0.5	$5.6M		96k	58.43	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.5	$5.4M		111k	48.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$5.2M		98k	52.81	View chart
Bridgewater Bancshares (BWB)	0.5	$5.2M	-2%	365k	14.17	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$5.0M		47k	107.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$4.9M	+126%	85k	57.53	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$4.8M		53k	90.80	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.4	$4.7M		145k	32.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$4.6M		46k	101.27	View chart
Abbvie (ABBV)	0.4	$4.6M		23k	197.48	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$4.5M		95k	47.52	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$4.4M	+3%	90k	48.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$4.3M		11k	383.94	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.4	$4.2M		89k	47.52	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.4	$4.0M	-2%	148k	27.00	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.3	$3.9M	+21%	57k	68.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$3.9M		11k	353.48	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$3.8M	+7%	82k	46.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.8M		23k	165.85	View chart
Broadcom (AVGO)	0.3	$3.7M	+863%	22k	172.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$3.6M		18k	197.17	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$3.5M	+2%	26k	135.07	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$3.4M		12k	284.00	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$3.4M	-4%	22k	151.62	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.3	$3.1M	+3%	94k	32.81	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$3.0M	+4%	24k	128.28	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$3.0M		32k	95.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$3.0M	-5%	31k	97.42	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$3.0M		35k	86.82	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.3	$2.9M		103k	28.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.9M	+4%	5.5k	527.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$2.9M	-15%	80k	36.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.8M		24k	116.96	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.7M	-6%	38k	71.73	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.7M	+4%	13k	210.86	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$2.7M	+662%	71k	37.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.6M	-3%	4.6k	573.79	View chart
Fair Isaac Corporation (FICO)	0.2	$2.6M	-6%	1.3k	1943.52	View chart
Us Bancorp Del Com New (USB)	0.2	$2.6M		57k	45.73	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$2.6M		106k	24.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.6M		15k	174.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$2.5M	-3%	30k	83.09	View chart
Costco Wholesale Corporation (COST)	0.2	$2.4M	+3%	2.8k	886.46	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$2.4M		78k	30.15	View chart
Target Corporation (TGT)	0.2	$2.3M	+16%	15k	155.86	View chart
McDonald's Corporation (MCD)	0.2	$2.3M		7.4k	304.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.3M	+8%	14k	167.19	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.2	$2.2M	-32%	58k	38.05	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$2.2M	-4%	80k	26.89	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.1M		17k	128.20	View chart
Old National Ban (ONB)	0.2	$2.1M		115k	18.66	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.1M		13k	166.82	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$2.1M		50k	41.49	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.0M		7.5k	267.37	View chart
Tesla Motors (TSLA)	0.2	$2.0M	+17%	7.5k	261.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.0M		8.9k	220.89	View chart
Alps Etf Tr Disruptive Tech (DTEC)	0.2	$2.0M		44k	44.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.9M		51k	37.70	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$1.9M	+2%	132k	14.57	View chart
Wal-Mart Stores (WMT)	0.2	$1.9M	+2%	24k	80.75	View chart
United Parcel Service CL B (UPS)	0.2	$1.9M		14k	136.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$1.9M	-3%	74k	25.04	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$1.8M		14k	132.25	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$1.8M	-3%	58k	30.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.8M		6.2k	283.16	View chart
Medtronic SHS (MDT)	0.2	$1.7M	-8%	19k	90.03	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$1.7M	+34%	52k	33.30	View chart
Home Depot (HD)	0.2	$1.7M	-4%	4.3k	405.22	View chart
Wells Fargo & Company (WFC)	0.2	$1.7M	-2%	31k	56.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.7M	+13%	3.0k	576.89	View chart
Trimtabs Etf Tr Donoghue Frlins (DFNV)	0.1	$1.7M	+11%	50k	33.61	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$1.6M	+46%	31k	53.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.6M	+7%	7.1k	225.76	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.6M		14k	117.29	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.6M	+45%	43k	37.20	View chart
Lam Research Corporation (LRCX)	0.1	$1.6M		1.9k	816.06	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.6M		8.7k	181.98	View chart
Xcel Energy (XEL)	0.1	$1.5M	+6%	24k	65.30	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.5M		15k	101.65	View chart
International Business Machines (IBM)	0.1	$1.5M	+5%	7.0k	221.09	View chart
Meta Platforms Cl A (META)	0.1	$1.5M	+14%	2.7k	572.45	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.5M	+6%	30k	50.74	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.1	$1.5M	+69%	56k	26.77	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.5M	-20%	15k	98.10	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$1.5M	+13%	16k	90.20	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.5M	-13%	25k	57.83	View chart
Graniteshares Etf Tr Nasdaq Select Di (DRUP)	0.1	$1.4M		27k	53.41	View chart
Johnson & Johnson (JNJ)	0.1	$1.4M	-7%	8.9k	162.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.4M	+2%	9.2k	153.13	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.1	$1.4M	+316%	42k	33.43	View chart
Trimtabs Etf Tr Donoghue Forlns (DFRA)	0.1	$1.4M	+4%	44k	31.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.4M		48k	29.18	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.4M	+2%	2.6k	517.78	View chart
Chevron Corporation (CVX)	0.1	$1.4M	-3%	9.2k	147.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.3M	+3%	11k	117.22	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$1.3M	NEW	16k	81.23	View chart
Visa Com Cl A (V)	0.1	$1.3M		4.8k	274.96	View chart
Verizon Communications (VZ)	0.1	$1.3M		29k	44.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.3M		33k	38.53	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.3M	-2%	37k	34.79	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.3M	-41%	22k	57.41	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.3M	-12%	25k	50.94	View chart
Palo Alto Networks (PANW)	0.1	$1.3M	-4%	3.7k	341.80	View chart
Cisco Systems (CSCO)	0.1	$1.2M	-15%	24k	53.22	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	+13%	1.4k	885.76	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.2M		27k	45.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.2M	+11%	2.1k	586.47	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	+12%	7.3k	164.08	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$1.2M	-7%	27k	43.37	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$1.1M		36k	30.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M		13k	79.42	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.1M		9.2k	114.52	View chart
Allete Com New (ALE)	0.1	$1.1M		17k	64.19	View chart
Amgen (AMGN)	0.1	$1.1M		3.3k	322.23	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.1M	-8%	52k	20.27	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.0M		6.8k	154.03	View chart
Uber Technologies (UBER)	0.1	$1.0M		14k	75.16	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.0M	+8%	12k	82.94	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$1.0M		33k	30.36	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.1	$1.0M	+39%	26k	39.38	View chart
Honeywell International (HON)	0.1	$996k	-11%	4.8k	206.72	View chart
Caterpillar (CAT)	0.1	$969k	+5%	2.5k	391.15	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$956k	+4%	26k	36.44	View chart
Eaton Corp SHS (ETN)	0.1	$915k	+5%	2.8k	331.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$893k		3.7k	243.06	View chart
Oracle Corporation (ORCL)	0.1	$869k		5.1k	170.42	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$844k		17k	48.59	View chart
Ishares Tr Large Cap Max Bu	0.1	$839k	NEW	32k	25.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$820k		2.6k	314.39	View chart
American Express Company (AXP)	0.1	$808k		3.0k	271.24	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$805k		19k	41.72	View chart
Travelers Companies (TRV)	0.1	$794k		3.4k	234.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$793k	-32%	19k	41.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$778k	-7%	20k	38.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$772k	+4%	25k	30.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$769k	-8%	21k	36.88	View chart
Abbott Laboratories (ABT)	0.1	$753k	-4%	6.6k	114.01	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$744k		13k	55.53	View chart
Deere & Company (DE)	0.1	$743k	-25%	1.8k	417.40	View chart
Lockheed Martin Corporation (LMT)	0.1	$734k		1.3k	584.41	View chart
Solventum Corp Com Shs (SOLV)	0.1	$734k	-9%	11k	69.72	View chart
Pfizer (PFE)	0.1	$734k	+4%	25k	28.94	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$734k		9.1k	80.78	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$726k		3.0k	245.49	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$711k		28k	25.13	View chart
Procter & Gamble Company (PG)	0.1	$705k		4.1k	173.21	View chart
Altria (MO)	0.1	$704k		14k	51.04	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$699k		4.7k	149.66	View chart
Thermo Fisher Scientific (TMO)	0.1	$698k	+3%	1.1k	618.32	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$690k		11k	61.51	View chart
Lowe's Companies (LOW)	0.1	$685k		2.5k	270.88	View chart
Servicenow (NOW)	0.1	$661k	-2%	739.00	894.39	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$658k		14k	46.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$644k	+159%	7.7k	83.75	View chart
Intuitive Surgical Com New (ISRG)	0.1	$640k	-7%	1.3k	491.27	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$634k		5.7k	111.87	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$629k	NEW	9.5k	66.03	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$617k	+63%	3.6k	173.67	View chart
Raytheon Technologies Corp (RTX)	0.1	$615k		5.1k	121.17	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.1	$614k		6.5k	95.03	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$614k		25k	24.49	View chart
Oneok (OKE)	0.1	$612k	+3%	6.7k	91.13	View chart
Enterprise Products Partners (EPD)	0.1	$610k		21k	29.11	View chart
Netflix (NFLX)	0.1	$609k	+11%	859.00	709.26	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$608k	-5%	5.6k	108.63	View chart
Texas Instruments Incorporated (TXN)	0.1	$603k	-8%	2.9k	206.59	View chart
Main Street Capital Corporation (MAIN)	0.1	$602k	+2%	12k	50.14	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$602k		13k	46.34	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.1	$601k	-3%	19k	31.54	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$600k	+18%	25k	24.11	View chart
Trimtabs Etf Tr Fcf Us Qlty Etf (TTAC)	0.1	$599k		9.2k	65.18	View chart
Southern Company (SO)	0.1	$592k		6.6k	90.18	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$582k	-16%	25k	23.12	View chart
Mastercard Incorporated Cl A (MA)	0.1	$579k		1.2k	493.78	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$577k	-11%	20k	29.13	View chart
Waste Management (WM)	0.1	$569k		2.7k	207.64	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$563k		13k	42.84	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$558k		6.0k	93.57	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$547k		13k	41.55	View chart
Innovator Etfs Trust Equity Defined P	0.0	$538k	NEW	20k	26.78	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$532k	+5%	6.1k	87.79	View chart
Nextera Energy (NEE)	0.0	$524k	+2%	6.2k	84.53	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.0	$523k	-4%	39k	13.27	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$522k		21k	25.16	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$519k	+6%	9.7k	53.68	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.0	$519k		5.2k	98.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$509k		10k	49.70	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$506k		22k	23.17	View chart
Kkr & Co (KKR)	0.0	$505k		3.9k	130.57	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$504k	-15%	15k	33.23	View chart
Arista Networks (ANET)	0.0	$504k		1.3k	383.82	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$502k	-3%	5.0k	100.29	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$500k	-21%	20k	25.53	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$500k		8.2k	61.14	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$496k	+3%	18k	28.41	View chart
Bank of America Corporation (BAC)	0.0	$495k		13k	39.68	View chart
Philip Morris International (PM)	0.0	$491k		4.0k	121.39	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$474k		12k	41.16	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$474k		15k	30.79	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$470k		17k	26.97	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.0	$465k		8.2k	56.73	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$462k	-2%	7.8k	58.97	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$461k		14k	33.23	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$460k	+2%	7.1k	64.62	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$458k		5.4k	84.79	View chart
Pepsi (PEP)	0.0	$454k	-6%	2.7k	170.07	View chart
Sofi Technologies (SOFI)	0.0	$452k	+3%	58k	7.86	View chart
Boston Scientific Corporation (BSX)	0.0	$452k		5.4k	83.80	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$449k		28k	16.05	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$446k		4.9k	90.20	View chart
FedEx Corporation (FDX)	0.0	$443k		1.6k	273.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$442k	-5%	7.1k	62.32	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$442k		6.5k	68.28	View chart
TJX Companies (TJX)	0.0	$441k	+2%	3.8k	117.55	View chart
Arch Cap Group Ord (ACGL)	0.0	$435k		3.9k	111.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$428k	-14%	8.9k	47.85	View chart
Ameriprise Financial (AMP)	0.0	$422k		897.00	469.86	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$416k		13k	32.97	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$416k		13k	31.34	View chart
Kimberly-Clark Corporation (KMB)	0.0	$415k	-16%	2.9k	142.28	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$414k		8.1k	50.79	View chart
Northrop Grumman Corporation (NOC)	0.0	$412k	+14%	780.00	528.04	View chart
Coca-Cola Company (KO)	0.0	$400k		5.6k	71.86	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$399k		3.3k	120.38	View chart
Snowflake Cl A (SNOW)	0.0	$398k	-9%	3.5k	114.86	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$398k	+19%	38k	10.45	View chart
Merck & Co (MRK)	0.0	$395k	-11%	3.5k	113.55	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$391k		3.5k	111.30	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$390k		11k	37.07	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.0	$384k	NEW	14k	26.93	View chart
salesforce (CRM)	0.0	$382k	-9%	1.4k	273.77	View chart
Ares Capital Corporation (ARCC)	0.0	$380k	-7%	18k	20.94	View chart
Emerson Electric (EMR)	0.0	$380k		3.5k	109.37	View chart
BlackRock (BLK)	0.0	$377k		398.00	948.35	View chart
Workiva Com Cl A (WK)	0.0	$377k		4.8k	79.12	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$375k		14k	26.88	View chart
Cummins (CMI)	0.0	$374k		1.2k	323.91	View chart
Marvell Technology (MRVL)	0.0	$373k	-5%	5.2k	72.13	View chart
Carlisle Companies (CSL)	0.0	$370k		824.00	449.50	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$368k	-26%	1.7k	218.54	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$367k		10k	36.41	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$365k		9.0k	40.63	View chart
Fastenal Company (FAST)	0.0	$364k		5.1k	71.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$359k		4.3k	83.63	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.0	$356k		16k	22.08	View chart
AFLAC Incorporated (AFL)	0.0	$352k		3.2k	111.80	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$350k		7.6k	46.16	View chart
Fs Kkr Capital Corp (FSK)	0.0	$347k	-3%	18k	19.73	View chart
Applovin Corp Com Cl A (APP)	0.0	$345k		2.6k	130.55	View chart
Amphenol Corp Cl A (APH)	0.0	$344k		5.3k	65.16	View chart
Kenvue (KVUE)	0.0	$343k	-14%	15k	23.13	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$341k		5.8k	59.23	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$335k	-20%	11k	29.41	View chart
General Mills (GIS)	0.0	$335k	-12%	4.5k	73.86	View chart
Snap-on Incorporated (SNA)	0.0	$334k	+3%	1.2k	289.73	View chart
Union Pacific Corporation (UNP)	0.0	$329k		1.3k	246.50	View chart
Boeing Company (BA)	0.0	$328k	+20%	2.2k	152.02	View chart
Qualcomm (QCOM)	0.0	$327k	-11%	1.9k	170.06	View chart
Global Partners Com Units (GLP)	0.0	$326k	-12%	7.0k	46.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$326k	+7%	8.0k	40.48	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$320k	-16%	12k	27.84	View chart
Golden Entmt (GDEN)	0.0	$318k		10k	31.79	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$317k		4.3k	73.67	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$311k		4.5k	69.05	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$306k		367.00	833.25	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$306k	+12%	12k	26.17	View chart
Linde SHS (LIN)	0.0	$304k		638.00	476.52	View chart
Stryker Corporation (SYK)	0.0	$304k	-4%	841.00	361.32	View chart
Royce Value Trust (RVT)	0.0	$299k	-11%	19k	15.70	View chart
General Dynamics Corporation (GD)	0.0	$298k		984.00	302.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$296k		4.6k	64.74	View chart
Unilever Spon Adr New (UL)	0.0	$295k		4.5k	64.96	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$294k		1.5k	202.75	View chart
Motorola Solutions Com New (MSI)	0.0	$294k	+3%	654.00	449.35	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.0	$291k	+2%	21k	14.03	View chart
Best Buy (BBY)	0.0	$291k		2.8k	103.30	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$289k		4.7k	61.08	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$287k	+48%	3.7k	76.64	View chart
Comcast Corp Cl A (CMCSA)	0.0	$285k	-8%	6.8k	41.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$284k		12k	23.45	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$284k		6.0k	47.32	View chart
Hubbell (HUBB)	0.0	$282k	-7%	658.00	428.07	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$282k	+13%	6.4k	43.68	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$281k	+3%	14k	20.03	View chart
SYSCO Corporation (SYY)	0.0	$281k		3.6k	78.06	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.0	$278k	NEW	6.5k	42.78	View chart
Norfolk Southern (NSC)	0.0	$277k		1.1k	248.45	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$277k	-13%	6.1k	45.02	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$277k		4.1k	67.84	View chart
Watsco, Incorporated (WSO)	0.0	$276k		561.00	492.24	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$274k		2.5k	109.31	View chart
At&t (T)	0.0	$270k	NEW	12k	22.00	View chart
Phillips 66 (PSX)	0.0	$269k	-12%	2.0k	131.42	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$266k		466.00	569.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$266k		5.8k	45.86	View chart
Agnico (AEM)	0.0	$265k	-9%	3.3k	80.56	View chart
Bristol Myers Squibb (BMY)	0.0	$262k	-11%	5.1k	51.74	View chart
Duke Energy Corp Com New (DUK)	0.0	$262k		2.3k	115.30	View chart
Rockwell Automation (ROK)	0.0	$257k		956.00	268.42	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$256k	NEW	6.9k	37.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$256k		6.6k	38.95	View chart
Ishares Tr Exponential Tech (XT)	0.0	$256k		4.2k	60.88	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$256k		5.1k	49.91	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$254k		7.5k	33.91	View chart
Shopify Cl A (SHOP)	0.0	$254k		3.2k	80.14	View chart
Gartner (IT)	0.0	$251k		496.00	506.76	View chart
Cava Group Ord (CAVA)	0.0	$250k	NEW	2.0k	123.85	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$246k		6.0k	40.70	View chart
Freeport-mcmoran CL B (FCX)	0.0	$244k		4.9k	49.92	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.0	$243k	-9%	13k	18.95	View chart
Wp Carey (WPC)	0.0	$242k		3.9k	62.30	View chart
Etf Ser Solutions Us Gbl Gld Pre (GOAU)	0.0	$236k	NEW	11k	21.31	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.0	$235k		9.0k	26.22	View chart
Paychex (PAYX)	0.0	$235k	+2%	1.8k	134.21	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$233k		10k	22.83	View chart
Trane Technologies SHS (TT)	0.0	$233k	NEW	598.00	388.73	View chart
Innovator Etfs Trust Equity Defined P	0.0	$232k	NEW	9.3k	24.87	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$232k		1.8k	126.20	View chart
Brown & Brown (BRO)	0.0	$231k	NEW	2.2k	103.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$229k	-9%	867.00	263.84	View chart
Kroger (KR)	0.0	$225k	NEW	3.9k	57.29	View chart
BP Sponsored Adr (BP)	0.0	$224k		7.1k	31.39	View chart
Booking Holdings (BKNG)	0.0	$224k		53.00	4217.45	View chart
Entegris (ENTG)	0.0	$223k		2.0k	112.53	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$222k		4.8k	46.46	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$222k	NEW	11k	20.38	View chart
Trimtabs Etf Tr Donoghue Frlns (DFHY)	0.0	$220k	-23%	10k	21.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$219k		5.9k	36.92	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$218k	NEW	1.5k	142.03	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$218k		5.0k	43.38	View chart
Broadridge Financial Solutions (BR)	0.0	$217k	NEW	1.0k	215.06	View chart
The Trade Desk Com Cl A (TTD)	0.0	$217k	NEW	2.0k	109.65	View chart
Chipotle Mexican Grill (CMG)	0.0	$213k	+8%	3.7k	57.63	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$210k		2.9k	71.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$209k	NEW	3.3k	63.00	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$207k	NEW	2.1k	100.70	View chart
Starbucks Corporation (SBUX)	0.0	$207k	-18%	2.1k	97.47	View chart
Kinder Morgan (KMI)	0.0	$204k	NEW	9.2k	22.09	View chart
Evolus (EOLS)	0.0	$178k		11k	16.20	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.0	$171k		10k	17.12	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$170k	-7%	13k	13.43	View chart
Newtekone Com New (NEWT)	0.0	$154k	-18%	12k	12.46	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$132k	+11%	12k	11.22	View chart
Ford Motor Company (F)	0.0	$127k	-4%	12k	10.56	View chart
Nio Spon Ads (NIO)	0.0	$112k		17k	6.68	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$108k		13k	8.07	View chart
Cornerstone Strategic Value (CLM)	0.0	$77k		10k	7.68	View chart
Hecla Mining Company (HL)	0.0	$76k	-7%	11k	6.67	View chart
B2gold Corp (BTG)	0.0	$44k	NEW	14k	3.08	View chart
Gold Royalty Corp Common Shares (GROY)	0.0	$34k		25k	1.36	View chart
Metalla Rty & Streaming Com New (MTA)	0.0	$32k		10k	3.09	View chart
Opendoor Technologies (OPEN)	0.0	$21k	NEW	10k	2.00	View chart
Chargepoint Holdings Com Cl A (CHPT)	0.0	$16k		11k	1.37	View chart
Vista Gold Corp Com New (VGZ)	0.0	$11k		14k	0.78	View chart
Goldmining (GLDG)	0.0	$9.9k		11k	0.94	View chart
The Lion Electric Company Common Stock (LEV)	0.0	$8.1k		12k	0.68	View chart
Zomedica Corp (ZOM)	0.0	$1.7k	-45%	12k	0.14	View chart
Canoo *w Exp 12/21/202 (GOEVW)	0.0	$575.850000		17k	0.03	View chart

Past Filings by Tradition Wealth Management

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

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
Tradition Wealth Management 2021 Q3 filed Nov. 12, 2021
Tradition Wealth Management 2021 Q2 filed Aug. 9, 2021
Tradition Wealth Management 2021 Q1 filed May 14, 2021
Tradition Wealth Management 2020 Q4 filed Feb. 16, 2021

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