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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, SCHV, and represent 15.29% of Tradition Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$34M), SCHV (+$16M), SCHD (+$14M), SCHB (+$12M), JIRE (+$11M), SCHR (+$10M), RUNN (+$9.5M), FNDX (+$8.7M), JCPB (+$6.8M), SCHA (+$5.6M).
Started 40 new stock positions in MAG, BLOK, UPST, TPG, NEWP, DGRW, THM, FINX, SVM, BLK.
Reduced shares in these 10 stocks: SCTXX (-$14M), RSP (-$9.9M), FNDF (-$7.7M), VIGI (-$5.6M), VRP, UJAN, Lam Research Corporation, SCHO, CALF, VIG.
Sold out of its positions in GHI, Arista Networks, BP, BlackRock, BR, CLM, PFFA, ENTG, FCX, GD.
Tradition Wealth Management was a net buyer of stock by $127M.
Tradition Wealth Management has $1.1B in assets under management (AUM), dropping by 1.29%.
Central Index Key (CIK): 0001843010

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Portfolio Holdings for Tradition Wealth Management

Tradition Wealth Management holds 422 positions in its portfolio as reported in the December 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)	4.0	$46M	+292%	1.6M	27.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.3	$37M	+4%	1.2M	30.47	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.2	$36M	+23%	783k	46.07	View chart
Apple (AAPL)	2.7	$30M	-2%	121k	250.42	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.1	$24M	+201%	923k	26.07	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.9	$22M		535k	41.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$21M	+201%	759k	27.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.8	$20M	+4%	115k	178.08	View chart
NVIDIA Corporation (NVDA)	1.8	$20M	+13%	151k	134.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$20M	-5%	100k	195.83	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.7	$20M	+113%	803k	24.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$19M		48k	401.58	View chart
Pacer Fds Tr Pacer Us Small (CALF)	1.6	$19M	-6%	425k	44.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$19M	+8%	322k	57.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.6	$18M	+200%	801k	22.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$17M	-36%	99k	175.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$17M	+3%	33k	511.23	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.5	$17M	+25%	160k	105.92	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.5	$17M	-31%	505k	33.21	View chart
Ishares Msci Emrg Chn (EMXC)	1.5	$17M	+4%	302k	55.45	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.4	$16M	-2%	226k	68.94	View chart
Microsoft Corporation (MSFT)	1.3	$15M		35k	421.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.2	$13M		68k	198.18	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.1	$13M	+200%	548k	23.68	View chart
Amazon (AMZN)	1.1	$13M	+3%	58k	219.39	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.1	$13M	+40%	155k	81.03	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.1	$12M		135k	88.79	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.0	$12M	+1978%	198k	58.51	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$11M	+100%	436k	25.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.0	$11M	+24%	199k	56.38	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.0	$11M	+695%	333k	32.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$11M	-2%	24k	453.29	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	0.9	$10M		194k	53.34	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.8	$8.8M	-3%	285k	30.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$8.7M		47k	185.13	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.7	$8.4M	-6%	228k	36.70	View chart
UnitedHealth (UNH)	0.7	$8.2M		16k	505.85	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.7	$8.0M	+86%	106k	75.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$8.0M	-3%	79k	101.53	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$7.8M	+64%	419k	18.50	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.7	$7.7M	+5%	85k	90.35	View chart
Ishares Tr Ishares Biotech (IBB)	0.6	$7.4M		56k	132.21	View chart
Ball Corporation (BALL)	0.6	$7.3M		132k	55.13	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$7.0M	+10%	136k	51.25	View chart
Ishares Tr Core Total Usd (IUSB)	0.6	$6.9M	-14%	153k	45.20	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$6.9M		70k	99.55	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.6	$6.9M		64k	107.61	View chart
Proshares Tr Pshs Ult Scap600 (SAA)	0.6	$6.4M	-5%	245k	25.98	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$6.1M	-2%	29k	212.66	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.5	$6.1M	-2%	98k	62.78	View chart
Direxion Shs Etf Tr Work From Home (WFH)	0.5	$6.0M	-2%	94k	64.28	View chart
3M Company (MMM)	0.5	$5.7M		44k	129.09	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.5	$5.7M	-2%	131k	43.57	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$5.0M	+132%	220k	22.70	View chart
Broadcom (AVGO)	0.4	$5.0M		22k	231.84	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$4.9M	-11%	98k	50.39	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$4.8M	+6%	50k	96.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$4.8M	+2%	101k	47.82	View chart
Bridgewater Bancshares (BWB)	0.4	$4.8M	-2%	355k	13.51	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$4.7M	+5%	90k	52.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$4.6M	+35%	35k	131.29	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.4	$4.6M	-2%	141k	32.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$4.6M		11k	410.43	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$4.6M	-2%	52k	87.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$4.4M		46k	96.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$4.3M		23k	189.30	View chart
Abbvie (ABBV)	0.4	$4.1M	-2%	23k	177.70	View chart
Palantir Technologies Cl A (PLTR)	0.4	$4.0M	+24%	54k	75.63	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.4	$4.0M	-3%	86k	46.63	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$4.0M	+6%	87k	45.62	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$3.9M		11k	351.79	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.3	$3.8M		147k	25.87	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$3.6M	+2%	19k	190.88	View chart
Tesla Motors (TSLA)	0.3	$3.6M	+17%	8.8k	403.86	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$3.4M		12k	287.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$3.4M	-3%	21k	159.52	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.3	$3.3M	+119%	123k	26.66	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.3M	+21%	5.6k	586.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.3M	+9%	6.0k	538.81	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.1M	+2%	13k	239.70	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$3.1M	+5%	25k	124.91	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.3	$3.0M		95k	31.69	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$3.0M		34k	87.25	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$3.0M	+49%	198k	15.12	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$2.9M		32k	91.68	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$2.9M	+3%	32k	89.08	View chart
Us Bancorp Del Com New (USB)	0.2	$2.7M		57k	47.83	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$2.7M		102k	26.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.7M		23k	115.22	View chart
Fair Isaac Corporation (FICO)	0.2	$2.7M		1.3k	1990.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$2.7M	-9%	72k	36.80	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.6M	-3%	37k	70.00	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$2.6M	-4%	68k	38.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.6M		14k	190.43	View chart
Costco Wholesale Corporation (COST)	0.2	$2.5M		2.8k	916.11	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$2.5M	+201%	90k	27.71	View chart
Old National Ban (ONB)	0.2	$2.5M		115k	21.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.5M		15k	169.29	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$2.3M	+30%	68k	34.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$2.3M	+776%	58k	39.57	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$2.2M	-2%	76k	29.22	View chart
Wal-Mart Stores (WMT)	0.2	$2.1M		24k	90.35	View chart
Wells Fargo & Company (WFC)	0.2	$2.1M		30k	70.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.1M		17k	127.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.1M	+8%	9.6k	220.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.1M		7.5k	280.07	View chart
Target Corporation (TGT)	0.2	$2.1M	+2%	15k	135.18	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$2.1M	+29%	20k	104.89	View chart
McDonald's Corporation (MCD)	0.2	$2.1M	-4%	7.1k	289.88	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.1M		13k	164.17	View chart
Trimtabs Etf Tr Abacus Fcf Innov (ABOT)	0.2	$2.0M	+11%	55k	36.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.2	$1.9M		75k	25.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.9M		50k	37.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.9M	+6%	3.2k	588.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.9M	+2%	6.4k	289.83	View chart
Xcel Energy (XEL)	0.2	$1.8M	+14%	27k	67.52	View chart
Meta Platforms Cl A (META)	0.2	$1.8M	+18%	3.1k	585.47	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$1.8M	-7%	74k	24.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$1.8M		14k	129.34	View chart
Trimtabs Etf Tr Abacus Fcf Real (ABLD)	0.2	$1.8M	+42%	63k	28.08	View chart
United Parcel Service CL B (UPS)	0.2	$1.8M		14k	126.10	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$1.8M	-4%	47k	37.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$1.7M	-4%	56k	30.88	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.7M		14k	126.75	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.7M	+2%	8.9k	189.98	View chart
Home Depot (HD)	0.1	$1.7M		4.3k	388.96	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.7M	NEW	17k	95.01	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.6M		7.1k	232.51	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.1	$1.6M	+59%	41k	40.23	View chart
Pfizer (PFE)	0.1	$1.6M	+140%	61k	26.53	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$1.6M	+10%	18k	89.77	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.6M		31k	52.02	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.6M	+46%	18k	87.90	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.5M	-2%	9.0k	172.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.5M	+20%	2.5k	621.85	View chart
Graniteshares Etf Tr Nasdaq Select Di (DRUP)	0.1	$1.5M		27k	56.50	View chart
Visa Com Cl A (V)	0.1	$1.5M		4.8k	316.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$1.5M	+88%	38k	38.42	View chart
Medtronic SHS (MDT)	0.1	$1.5M	-5%	18k	79.88	View chart
International Business Machines (IBM)	0.1	$1.4M	-7%	6.5k	219.82	View chart
Cisco Systems (CSCO)	0.1	$1.4M	-2%	23k	59.20	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$1.3M	+403%	35k	38.64	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.3M	+2%	28k	48.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.3M		33k	39.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.3M		15k	87.33	View chart
Chevron Corporation (CVX)	0.1	$1.3M	-3%	8.9k	144.85	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.3M	-5%	35k	37.17	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.3M	NEW	18k	72.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.3M		48k	26.63	View chart
Palo Alto Networks (PANW)	0.1	$1.2M	+87%	6.9k	181.96	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$1.2M		17k	74.78	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M	-2%	11k	107.57	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.2M		2.7k	444.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.2M	-20%	24k	50.37	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M	+2%	23k	52.22	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M	-10%	8.0k	144.63	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.1M	+3%	14k	81.58	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M	+65%	2.2k	521.96	View chart
Verizon Communications (VZ)	0.1	$1.1M	-2%	28k	39.99	View chart
Uber Technologies (UBER)	0.1	$1.1M	+33%	18k	60.32	View chart
Netflix (NFLX)	0.1	$1.1M	+40%	1.2k	891.31	View chart
Honeywell International (HON)	0.1	$1.1M		4.7k	225.88	View chart
Allete Com New (ALE)	0.1	$1.1M		17k	64.80	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.1M	-15%	21k	50.71	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.1M		9.2k	115.12	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M		14k	78.01	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	-2%	1.4k	771.83	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.1	$1.1M	+72%	43k	24.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.0M	-28%	18k	56.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.0M	+43%	5.1k	197.49	View chart
Alps Etf Tr Disruptive Tech (DTEC)	0.1	$997k	-50%	22k	45.33	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$993k	-2%	33k	30.57	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$987k		35k	27.94	View chart
Caterpillar (CAT)	0.1	$978k	+8%	2.7k	362.73	View chart
Sofi Technologies (SOFI)	0.1	$971k	+9%	63k	15.40	View chart
Ea Series Trust Intelligent Live (LIVR)	0.1	$970k	NEW	40k	24.15	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$955k	+3%	27k	35.26	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$947k		52k	18.34	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$931k		6.8k	137.56	View chart
Arista Networks Com Shs (ANET)	0.1	$930k	NEW	8.4k	110.53	View chart
American Express Company (AXP)	0.1	$911k	+3%	3.1k	296.78	View chart
Oracle Corporation (ORCL)	0.1	$904k	+6%	5.4k	166.63	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$890k	NEW	36k	24.86	View chart
Eaton Corp SHS (ETN)	0.1	$890k	-2%	2.7k	331.87	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$844k		32k	26.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$835k	-6%	3.4k	242.13	View chart
Amgen (AMGN)	0.1	$825k	-3%	3.2k	260.66	View chart
Applovin Corp Com Cl A (APP)	0.1	$820k	-4%	2.5k	323.83	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$815k	+209%	16k	51.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$812k	-3%	2.5k	322.16	View chart
Travelers Companies (TRV)	0.1	$801k		3.3k	240.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$800k		25k	31.43	View chart
Servicenow (NOW)	0.1	$782k		738.00	1060.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$782k		21k	37.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$776k	-4%	18k	42.25	View chart
Oneok (OKE)	0.1	$773k	+14%	7.7k	100.39	View chart
Advanced Micro Devices (AMD)	0.1	$760k	-14%	6.3k	120.79	View chart
Altria (MO)	0.1	$758k	+5%	15k	52.29	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$736k	+6%	9.7k	75.69	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$735k	-8%	16k	46.44	View chart
Deere & Company (DE)	0.1	$732k	-2%	1.7k	423.73	View chart
The Trade Desk Com Cl A (TTD)	0.1	$729k	+213%	6.2k	117.53	View chart
Abbott Laboratories (ABT)	0.1	$712k	-4%	6.3k	113.12	View chart
Main Street Capital Corporation (MAIN)	0.1	$711k		12k	58.58	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$677k	-68%	28k	24.06	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$674k	-4%	27k	25.05	View chart
Lowe's Companies (LOW)	0.1	$670k	+7%	2.7k	246.83	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$669k	NEW	13k	51.99	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$664k	-12%	17k	39.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$661k	+7%	8.2k	80.27	View chart
Enterprise Products Partners (EPD)	0.1	$660k		21k	31.36	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.1	$657k	+27%	6.7k	98.41	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$654k		14k	46.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$641k	-10%	2.6k	242.17	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$629k	-7%	4.3k	145.36	View chart
Thermo Fisher Scientific (TMO)	0.1	$625k	+6%	1.2k	520.23	View chart
Mastercard Incorporated Cl A (MA)	0.1	$624k		1.2k	526.71	View chart
Trimtabs Etf Tr Abacus Fcf Leade (ABFL)	0.1	$611k		9.2k	66.47	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.1	$601k		19k	32.03	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$596k		25k	23.76	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$592k		13k	45.57	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$590k		5.7k	104.12	View chart
Procter & Gamble Company (PG)	0.1	$580k	-15%	3.5k	167.65	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$579k	+5%	30k	19.59	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$579k	-9%	10k	56.70	View chart
Solventum Corp Com Shs (SOLV)	0.1	$574k	-17%	8.7k	66.06	View chart
Marvell Technology (MRVL)	0.1	$571k		5.2k	110.44	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.1	$570k	-2%	19k	29.43	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$569k	+12%	9.2k	62.04	View chart
Kkr & Co (KKR)	0.0	$564k		3.8k	147.90	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$564k	-5%	5.3k	106.55	View chart
Southern Company (SO)	0.0	$559k	+3%	6.8k	82.32	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.0	$558k		6.5k	86.28	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.0	$555k	NEW	22k	25.20	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$548k		13k	41.61	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$537k	-3%	24k	22.20	View chart
Bank of America Corporation (BAC)	0.0	$533k	-2%	12k	43.95	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$514k	-3%	5.8k	89.03	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$513k	+11%	24k	21.06	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.0	$509k	-6%	19k	27.05	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$507k		10k	49.51	View chart
Philip Morris International (PM)	0.0	$506k	+3%	4.2k	120.34	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$501k		9.7k	51.44	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$500k		5.0k	99.92	View chart
Lockheed Martin Corporation (LMT)	0.0	$496k	-18%	1.0k	486.18	View chart
Workiva Com Cl A (WK)	0.0	$494k	-5%	4.5k	109.50	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$493k		8.1k	60.50	View chart
Boston Scientific Corporation (BSX)	0.0	$492k	+2%	5.5k	89.32	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$492k	-58%	11k	44.31	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$489k	-11%	12k	41.88	View chart
Snowflake Cl A (SNOW)	0.0	$488k	-8%	3.2k	154.41	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$483k		20k	24.67	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$482k		6.5k	74.49	View chart
Texas Instruments Incorporated (TXN)	0.0	$481k	-12%	2.6k	187.55	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$480k	-7%	5.6k	85.66	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$478k	-81%	20k	24.19	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$472k		4.9k	97.05	View chart
Ameriprise Financial (AMP)	0.0	$472k		886.00	532.50	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$469k		14k	33.81	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$466k	-9%	19k	24.70	View chart
salesforce (CRM)	0.0	$466k		1.4k	334.26	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$465k		12k	40.41	View chart
Nextera Energy (NEE)	0.0	$465k	+4%	6.5k	71.69	View chart
FedEx Corporation (FDX)	0.0	$464k		1.6k	281.25	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$464k	-92%	5.8k	79.99	View chart
Raytheon Technologies Corp (RTX)	0.0	$462k	-21%	4.0k	115.71	View chart
TJX Companies (TJX)	0.0	$453k		3.8k	120.80	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.0	$451k		8.2k	54.92	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$450k		15k	29.30	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$444k	-3%	17k	26.33	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$439k		7.8k	56.51	View chart
Waste Management (WM)	0.0	$438k	-20%	2.2k	201.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$438k		7.0k	62.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$433k	-9%	14k	31.44	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$430k		17k	24.67	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.0	$418k	+37%	22k	18.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$416k	+5%	9.4k	44.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$409k	+21%	12k	33.39	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.0	$406k	NEW	17k	23.88	View chart
Ares Capital Corporation (ARCC)	0.0	$402k		18k	21.89	View chart
Cummins (CMI)	0.0	$400k		1.1k	348.45	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$399k	+8%	41k	9.65	View chart
Unity Software (U)	0.0	$394k	NEW	18k	22.47	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$393k		11k	37.35	View chart
Lazard Ltd Shs -a - (LAZ)	0.0	$391k	NEW	7.6k	51.48	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$390k		7.1k	54.50	View chart
Blackrock (BLK)	0.0	$387k	NEW	378.00	1024.86	View chart
Fs Kkr Capital Corp (FSK)	0.0	$386k		18k	21.72	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.0	$385k		14k	27.01	View chart
Boeing Company (BA)	0.0	$384k		2.2k	176.98	View chart
Microstrategy Cl A New (MSTR)	0.0	$376k	NEW	1.3k	289.62	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$375k	-3%	13k	29.44	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$375k		3.5k	106.52	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$370k		5.8k	63.45	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$370k	-3%	12k	30.23	View chart
Amphenol Corp Cl A (APH)	0.0	$366k		5.3k	69.45	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$362k		9.0k	40.34	View chart
Fastenal Company (FAST)	0.0	$361k		5.0k	71.91	View chart
Arch Cap Group Ord (ACGL)	0.0	$357k		3.9k	92.35	View chart
Coca-Cola Company (KO)	0.0	$357k	+2%	5.7k	62.25	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$357k		1.7k	211.33	View chart
Snap-on Incorporated (SNA)	0.0	$357k	-9%	1.1k	339.55	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$356k		14k	25.94	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$348k	-13%	2.9k	121.61	View chart
Shopify Cl A (SHOP)	0.0	$339k		3.2k	106.33	View chart
Emerson Electric (EMR)	0.0	$332k	-22%	2.7k	123.92	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$331k	-85%	8.5k	38.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$330k	NEW	6.2k	53.05	View chart
Innovator Etfs Trust Growth 100 Pwr B (NDEC)	0.0	$329k	NEW	14k	24.40	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$328k	+95%	15k	22.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$326k		4.3k	75.61	View chart
Global Partners Com Units (GLP)	0.0	$326k		7.0k	46.55	View chart
Merck & Co (MRK)	0.0	$321k	-7%	3.2k	99.47	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$321k	NEW	4.0k	81.15	View chart
Kimberly-Clark Corporation (KMB)	0.0	$319k	-16%	2.4k	131.06	View chart
Golden Entmt (GDEN)	0.0	$316k		10k	31.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$315k	-4%	7.6k	41.17	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$314k		12k	27.28	View chart
Schneider National CL B (SNDR)	0.0	$313k	NEW	11k	29.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$307k	+7%	4.0k	76.37	View chart
Motorola Solutions Com New (MSI)	0.0	$307k		664.00	461.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$302k	+219%	13k	23.18	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$302k		1.5k	206.91	View chart
AFLAC Incorporated (AFL)	0.0	$298k	-8%	2.9k	103.43	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$293k	+8%	13k	23.12	View chart
Carlisle Companies (CSL)	0.0	$291k	-4%	790.00	368.74	View chart
Upstart Hldgs (UPST)	0.0	$291k	NEW	4.7k	61.57	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$290k	NEW	848.00	342.16	View chart
General Mills (GIS)	0.0	$290k		4.5k	63.77	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.0	$284k		6.5k	43.58	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$284k	NEW	1.3k	210.45	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$281k		4.5k	62.95	View chart
At&t (T)	0.0	$279k		12k	22.77	View chart
Pepsi (PEP)	0.0	$277k	-31%	1.8k	152.04	View chart
Kenvue (KVUE)	0.0	$277k	-12%	13k	21.35	View chart
Rockwell Automation (ROK)	0.0	$274k		960.00	285.70	View chart
Best Buy (BBY)	0.0	$274k	+13%	3.2k	85.79	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$269k	-6%	6.0k	44.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$269k		4.6k	58.93	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$266k		4.7k	56.24	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$266k		466.00	570.08	View chart
Linde SHS (LIN)	0.0	$265k		634.00	418.51	View chart
TPG Com Cl A (TPG)	0.0	$264k	NEW	4.2k	62.84	View chart
Booking Holdings (BKNG)	0.0	$264k		53.00	4976.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$262k	+16%	6.9k	37.87	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$261k	-6%	11k	22.98	View chart
SYSCO Corporation (SYY)	0.0	$260k	-5%	3.4k	76.45	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$260k	-17%	9.4k	27.70	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$259k		7.5k	34.49	View chart
Kinder Morgan (KMI)	0.0	$258k	+2%	9.4k	27.40	View chart
Cava Group Ord (CAVA)	0.0	$258k	+13%	2.3k	112.80	View chart
Union Pacific Corporation (UNP)	0.0	$257k	-15%	1.1k	228.06	View chart
Qualcomm (QCOM)	0.0	$257k	-13%	1.7k	153.58	View chart
Norfolk Southern (NSC)	0.0	$256k	-2%	1.1k	234.77	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$253k		365.00	693.08	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.0	$252k	NEW	9.8k	25.81	View chart
Duke Energy Corp Com New (DUK)	0.0	$252k	+2%	2.3k	107.75	View chart
Ishares Tr Exponential Tech (XT)	0.0	$251k		4.2k	59.66	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$249k	+4%	5.2k	47.65	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$246k	-4%	4.1k	59.73	View chart
Royce Value Trust (RVT)	0.0	$245k	-18%	16k	15.80	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$242k		5.8k	41.82	View chart
Gartner (IT)	0.0	$240k		496.00	484.47	View chart
Axon Enterprise (AXON)	0.0	$240k	NEW	404.00	594.32	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$240k	-37%	3.4k	71.57	View chart
Hubbell (HUBB)	0.0	$240k	-13%	572.00	418.95	View chart
Morgan Stanley Com New (MS)	0.0	$239k	NEW	1.9k	125.69	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$237k		1.8k	128.84	View chart
Fortinet (FTNT)	0.0	$237k	NEW	2.5k	94.48	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$234k		9.3k	25.08	View chart
Northrop Grumman Corporation (NOC)	0.0	$230k	-37%	489.00	469.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$229k		868.00	264.09	View chart
Bristol Myers Squibb (BMY)	0.0	$229k	-20%	4.0k	56.56	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$228k	-10%	2.2k	102.03	View chart
Paychex (PAYX)	0.0	$227k	-7%	1.6k	140.24	View chart
Brown & Brown (BRO)	0.0	$225k		2.2k	102.01	View chart
Unilever Spon Adr New (UL)	0.0	$224k	-12%	4.0k	56.70	View chart
Chipotle Mexican Grill (CMG)	0.0	$224k		3.7k	60.31	View chart
Mag Silver Corp (MAG)	0.0	$222k	NEW	16k	13.60	View chart
Trane Technologies SHS (TT)	0.0	$220k		595.00	369.35	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$219k	-4%	4.6k	48.09	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$219k		11k	20.14	View chart
Agnico (AEM)	0.0	$217k	-15%	2.8k	78.21	View chart
Comcast Corp Cl A (CMCSA)	0.0	$217k	-15%	5.8k	37.53	View chart
Kroger (KR)	0.0	$217k	-9%	3.5k	61.16	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$217k	-2%	2.0k	108.24	View chart
Etf Ser Solutions Us Gbl Gld Pre (GOAU)	0.0	$214k		11k	18.94	View chart
Aaon Com Par $0.004 (AAON)	0.0	$213k	NEW	1.8k	117.70	View chart
Watsco, Incorporated (WSO)	0.0	$211k	-20%	444.00	474.11	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$210k	NEW	4.9k	43.19	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$209k	NEW	4.9k	42.62	View chart
Stryker Corporation (SYK)	0.0	$208k	-31%	579.00	359.82	View chart
Usa Compression Partners Comunit Ltdpar (USAC)	0.0	$207k	NEW	8.8k	23.56	View chart
Global X Fds Fintech Etf (FINX)	0.0	$207k	NEW	6.6k	31.22	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$206k	NEW	2.5k	80.92	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$204k		1.5k	132.09	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.0	$187k		10k	18.70	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.0	$179k	-58%	16k	11.01	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$168k	+7%	13k	13.30	View chart
Newtekone Com New (NEWT)	0.0	$160k		13k	12.77	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$158k	NEW	15k	10.36	View chart
Ego (EGO)	0.0	$153k	NEW	10k	14.87	View chart
Evolus (EOLS)	0.0	$144k	+18%	13k	11.04	View chart
Ford Motor Company (F)	0.0	$119k		12k	9.90	View chart
Iamgold Corp (IAG)	0.0	$119k	NEW	23k	5.16	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$105k		13k	7.86	View chart
Coeur Mng Com New (CDE)	0.0	$96k	NEW	17k	5.72	View chart
Taseko Cad (TGB)	0.0	$92k	NEW	47k	1.94	View chart
Nio Spon Ads (NIO)	0.0	$73k		17k	4.36	View chart
Silvercorp Metals (SVM)	0.0	$46k	NEW	15k	3.00	View chart
B2gold Corp (BTG)	0.0	$35k		14k	2.44	View chart
Gold Royalty Corp Common Shares (GROY)	0.0	$30k		25k	1.21	View chart
International Tower Hill Mines (THM)	0.0	$28k	NEW	61k	0.46	View chart
Metalla Rty & Streaming Com New (MTA)	0.0	$26k		10k	2.51	View chart
New Found Gold Corp (NFGC)	0.0	$24k	NEW	13k	1.82	View chart
Opendoor Technologies (OPEN)	0.0	$16k	-3%	10k	1.60	View chart
Chargepoint Holdings Com Cl A (CHPT)	0.0	$12k		11k	1.07	View chart
New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP)	0.0	$12k	NEW	10k	1.18	View chart
Vista Gold Corp Com New (VGZ)	0.0	$11k	+39%	20k	0.56	View chart
Goldmining (GLDG)	0.0	$8.5k		11k	0.81	View chart
Zomedica Corp	0.0	$1.5k		12k	0.12	View chart
Canoo *w Exp 12/21/202 (GOEWQ)	0.0	$478.500000		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 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
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

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