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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, BBUS, BUFR, JCPB, AAPL, and represent 14.91% of Tradition Wealth Management's stock portfolio.
Added to shares of these 10 stocks: GPIQ, IVE, BBUS, DYNF, MSFT, QQQM, QDPL, JIRE, CGMM, AKRE.
Started 36 new stock positions in TOCT, GPIQ, NEM, COF, DDFD, TMQ, TRX, Strive, PATH, DELL.
Reduced shares in these 10 stocks: JEPQ, QUAL, JEPI, USMV, ALE, PSEP, PDP, SAA, SCHG, LOUP.
Sold out of its positions in BABA, ALE, OKLO, BITB, BRO, CBTY, COIN, DEFT, WFH, SSK.
Tradition Wealth Management was a net buyer of stock by $23M.
Tradition Wealth Management has $1.4B in assets under management (AUM), dropping by 3.04%.
Central Index Key (CIK): 0001843010

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Portfolio Holdings for Tradition Wealth Management

Tradition Wealth Management holds 495 positions in its portfolio as reported in the December 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)	3.6	$51M		1.6M	32.62	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	3.2	$44M	+6%	358k	123.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.1	$44M	+2%	1.3M	34.26	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.6	$36M	+2%	764k	47.35	View chart
Apple (AAPL)	2.4	$33M		122k	271.86	View chart
NVIDIA Corporation (NVDA)	2.1	$29M	-2%	154k	186.50	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.0	$28M		935k	29.61	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.7	$24M	+5%	952k	25.08	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.6	$23M	-2%	467k	48.11	View chart
Ishares Msci Emrg Chn (EMXC)	1.6	$22M		307k	72.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$22M		47k	473.30	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.6	$22M		487k	45.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$21M		779k	27.43	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$21M		35k	614.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$21M		96k	219.78	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.5	$21M		798k	26.23	View chart
Microsoft Corporation (MSFT)	1.4	$20M	+12%	41k	483.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$20M	+14%	322k	60.81	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.4	$19M	+8%	255k	74.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$17M	-2%	91k	191.56	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.2	$17M	+2%	185k	92.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$16M	+9%	680k	24.04	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.1	$16M		574k	27.21	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$15M	-11%	270k	57.24	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.1	$15M	+2%	459k	33.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$14M		68k	211.79	View chart
Amazon (AMZN)	1.0	$14M		61k	230.82	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	1.0	$14M	-6%	183k	76.41	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.0	$14M	+11%	295k	46.29	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.9	$13M	+5%	140k	90.07	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.9	$12M	+6%	414k	29.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$12M		23k	502.66	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$11M		398k	28.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$10M	+19%	40k	252.92	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$10M		48k	210.34	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.7	$9.8M	+5%	211k	46.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$9.8M	+4%	193k	50.59	View chart
Ishares Tr Ishares Biotech (IBB)	0.7	$9.7M		58k	168.77	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$9.3M		115k	80.22	View chart
Palantir Technologies Cl A (PLTR)	0.7	$9.1M		51k	177.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.6	$9.0M		276k	32.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$8.6M	-28%	43k	198.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$7.9M	+48%	37k	212.07	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.6	$7.9M	-3%	202k	39.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$7.7M	+4%	123k	62.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$7.6M		24k	312.99	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.5	$7.6M	+3%	119k	64.38	View chart
Broadcom (AVGO)	0.5	$7.6M		22k	346.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$7.5M		61k	123.26	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$7.3M		29k	251.17	View chart
Spdr Series Trust State Street Spd (SLYG)	0.5	$7.2M		76k	94.19	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$7.1M		68k	104.07	View chart
Ball Corporation (BALL)	0.5	$7.1M		133k	52.97	View chart
3M Company (MMM)	0.5	$6.5M		40k	160.10	View chart
Tesla Motors (TSLA)	0.5	$6.4M	+2%	14k	449.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$6.4M	+23%	10k	627.16	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$6.3M	+2%	107k	59.28	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.4	$6.2M		136k	45.65	View chart
Bridgewater Bancshares (BWB)	0.4	$6.1M		350k	17.53	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$6.0M	+2%	24k	250.31	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$6.0M	-14%	52k	116.40	View chart
UnitedHealth (UNH)	0.4	$5.9M	-6%	18k	330.12	View chart
JPMorgan Chase & Co. (JPM)	0.4	$5.4M		17k	322.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$5.4M	-5%	76k	71.41	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.4	$5.3M	-3%	97k	54.92	View chart
Abbvie (ABBV)	0.4	$5.3M		23k	228.49	View chart
Proshares Tr Pshs Ult Scap600 (SAA)	0.4	$5.3M	-16%	205k	25.78	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$5.1M		94k	53.70	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$4.9M		211k	23.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.9M	+3%	16k	313.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$4.8M	-2%	9.9k	487.86	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.3	$4.7M	+38%	63k	75.43	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$4.7M	-2%	134k	35.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$4.6M	+11%	6.8k	681.96	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$4.6M	-2%	50k	92.51	View chart
Victory Portfolios Ii Victoryshares Fr (GFLW)	0.3	$4.2M	+50%	148k	28.16	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$4.2M		62k	67.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$4.1M		89k	46.54	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$4.1M	-9%	29k	141.14	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$4.1M		89k	46.22	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.3	$4.1M	-4%	138k	29.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$4.0M	-47%	69k	58.12	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.3	$3.8M	+11%	80k	47.52	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$3.8M		12k	323.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$3.7M	+3%	37k	99.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.6M	-25%	38k	94.16	View chart
Meta Platforms Cl A (META)	0.3	$3.5M	-2%	5.3k	660.04	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$3.5M		25k	141.16	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.2	$3.5M	+74%	121k	28.84	View chart
Sofi Technologies (SOFI)	0.2	$3.4M	+14%	130k	26.18	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$3.3M		38k	88.49	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$3.3M	+7%	83k	39.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.2M	+2%	4.2k	753.70	View chart
Wells Fargo & Company (WFC)	0.2	$3.2M		34k	93.20	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$3.1M	+4%	93k	33.30	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$3.1M		34k	90.97	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$3.0M	-2%	98k	30.84	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$3.0M		82k	36.58	View chart
Us Bancorp Del Com New (USB)	0.2	$2.9M		55k	53.36	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$2.9M		75k	38.56	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.9M	-2%	17k	171.18	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.9M	+42%	24k	119.32	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$2.8M		60k	47.56	View chart
Wal-Mart Stores (WMT)	0.2	$2.8M		25k	111.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.7M		23k	120.18	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.2	$2.7M	NEW	52k	52.87	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$2.7M		78k	34.65	View chart
Costco Wholesale Corporation (COST)	0.2	$2.7M	+2%	3.1k	862.40	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$2.6M	-3%	88k	30.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$2.6M	-2%	64k	40.72	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$2.5M		24k	106.70	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$2.5M	-2%	59k	43.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.5M		7.6k	335.27	View chart
Old National Ban (ONB)	0.2	$2.5M		113k	22.31	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.5M		26k	95.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$2.5M	+89%	32k	77.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.5M		13k	190.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.4M	-3%	33k	71.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.3M	-2%	7.8k	302.13	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.2	$2.3M	+11%	85k	27.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.3M		16k	143.52	View chart
International Business Machines (IBM)	0.2	$2.3M		7.9k	296.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.3M		3.3k	684.84	View chart
Xcel Energy (XEL)	0.2	$2.3M		31k	73.86	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.3M		13k	181.21	View chart
McDonald's Corporation (MCD)	0.2	$2.3M		7.4k	305.64	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$2.2M	+7%	44k	50.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.2M		9.0k	246.16	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$2.2M	+8%	42k	52.77	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$2.2M		26k	85.37	View chart
Cisco Systems (CSCO)	0.2	$2.2M	+2%	29k	77.03	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$2.1M		69k	30.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$2.1M	+6%	49k	43.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$2.1M	-6%	48k	43.92	View chart
Pfizer (PFE)	0.2	$2.1M		84k	24.90	View chart
Eli Lilly & Co. (LLY)	0.1	$2.1M	+3%	1.9k	1074.53	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$2.0M	-24%	164k	12.43	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.1	$2.0M		69k	29.09	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.9M		14k	141.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$1.9M	-3%	51k	36.85	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.9M		8.9k	209.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.8M		14k	136.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.8M	-7%	40k	45.51	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.8M	-16%	6.7k	268.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$1.8M	-5%	63k	28.24	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.8M		36k	50.01	View chart
Visa Com Cl A (V)	0.1	$1.8M		5.0k	350.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.8M	+91%	12k	143.97	View chart
Graniteshares Etf Tr Nasdaq Select Di (DRUP)	0.1	$1.7M		26k	66.78	View chart
Uber Technologies (UBER)	0.1	$1.7M	+6%	21k	81.71	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$1.6M	-3%	16k	102.31	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$1.6M	NEW	38k	42.48	View chart
Medtronic SHS (MDT)	0.1	$1.6M	-2%	17k	96.06	View chart
Fair Isaac Corporation (FICO)	0.1	$1.6M		957.00	1690.62	View chart
Home Depot (HD)	0.1	$1.6M		4.7k	344.08	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.6M		36k	44.47	View chart
Chevron Corporation (CVX)	0.1	$1.6M		10k	152.41	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	-5%	7.4k	206.96	View chart
Ea Series Trust Intelligent Alph (GPT)	0.1	$1.5M	+2%	51k	29.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.5M	+7%	5.0k	303.89	View chart
Netflix (NFLX)	0.1	$1.5M	+764%	16k	93.76	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.5M	+2%	28k	54.77	View chart
Caterpillar (CAT)	0.1	$1.5M		2.6k	572.90	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$1.5M	+49%	50k	29.14	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.5M	NEW	22k	65.51	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$1.4M		61k	23.65	View chart
Target Corporation (TGT)	0.1	$1.4M	+8%	15k	97.75	View chart
Palo Alto Networks (PANW)	0.1	$1.4M		7.5k	184.20	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$1.4M		38k	35.92	View chart
United Parcel Service CL B (UPS)	0.1	$1.4M	-2%	14k	99.19	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.4M	+11%	21k	64.79	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.3M		31k	43.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.3M	+2%	8.4k	154.15	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$1.3M	+11%	28k	45.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	+23%	3.2k	396.31	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.3M		28k	45.45	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.2M		9.2k	134.33	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	+12%	5.7k	214.16	View chart
Archer Daniels Midland Company (ADM)	0.1	$1.2M		21k	57.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.2M	-5%	5.9k	199.68	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.1M	-2%	3.1k	360.12	View chart
American Express Company (AXP)	0.1	$1.1M		3.0k	369.91	View chart
Verizon Communications (VZ)	0.1	$1.1M	-3%	26k	40.73	View chart
Oracle Corporation (ORCL)	0.1	$1.1M		5.5k	194.92	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.1M	+10%	60k	17.71	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M		1.9k	566.36	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.1M		32k	32.75	View chart
Trust For Professional Man Mairs & Pwr Minn (MINN)	0.1	$1.1M	NEW	47k	22.55	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$1.0M	+10%	40k	26.57	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$1.0M		11k	91.40	View chart
Arista Networks Com Shs (ANET)	0.1	$1.0M	-4%	7.9k	131.03	View chart
Alps Etf Tr Disruptive Tech (DTEC)	0.1	$1.0M		21k	48.58	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.0M		4.7k	214.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$983k		21k	47.02	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$968k		6.3k	154.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$959k		2.6k	373.45	View chart
Travelers Companies (TRV)	0.1	$943k	-2%	3.3k	290.09	View chart
Exxon Mobil Corporation (XOM)	0.1	$928k	-4%	7.7k	120.34	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$926k		7.7k	120.96	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$914k	-6%	22k	41.08	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$913k	+49%	14k	66.43	View chart
Altria (MO)	0.1	$906k		16k	57.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$903k		25k	35.84	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$901k	+61%	54k	16.74	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$900k	+5%	8.2k	109.66	View chart
Amgen (AMGN)	0.1	$897k		2.7k	327.32	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.1	$895k		33k	27.33	View chart
Snowflake Com Shs (SNOW)	0.1	$894k		4.1k	219.36	View chart
Morgan Stanley Com New (MS)	0.1	$883k	+40%	5.0k	177.52	View chart
Thermo Fisher Scientific (TMO)	0.1	$883k		1.5k	579.35	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$862k	+107%	20k	42.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$851k	-12%	11k	81.17	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$851k	+108%	5.6k	153.03	View chart
Honeywell International (HON)	0.1	$841k	-4%	4.3k	195.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$816k	+11%	11k	75.44	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$813k		11k	71.45	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$813k	+3%	1.7k	468.76	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$812k	+22%	25k	32.47	View chart
Abbott Laboratories (ABT)	0.1	$808k	-3%	6.4k	125.28	View chart
Philip Morris International (PM)	0.1	$800k	+4%	5.0k	160.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$793k	-6%	19k	41.88	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$789k		18k	45.05	View chart
Abacus Fcf Etf Tr Abacus Fcf Innov (ABOT)	0.1	$788k		20k	39.10	View chart
Eaton Corp SHS (ETN)	0.1	$783k	-10%	2.5k	318.51	View chart
Deere & Company (DE)	0.1	$780k		1.7k	465.53	View chart
Main Street Capital Corporation (MAIN)	0.1	$766k		13k	60.39	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$762k	+39%	10k	76.23	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$759k		11k	71.62	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$749k		8.9k	83.75	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$740k	+5%	8.1k	91.45	View chart
Constellation Energy (CEG)	0.1	$730k	+86%	2.1k	353.28	View chart
Kkr & Co (KKR)	0.1	$728k	+3%	5.7k	127.48	View chart
Mastercard Incorporated Cl A (MA)	0.1	$726k		1.3k	570.84	View chart
Amphenol Corp Cl A (APH)	0.1	$721k		5.3k	135.15	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$714k	+28%	6.7k	107.11	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$711k		5.5k	129.79	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$703k		15k	47.85	View chart
Raytheon Technologies Corp (RTX)	0.1	$702k	-2%	3.8k	183.39	View chart
Lowe's Companies (LOW)	0.1	$699k	+7%	2.9k	241.19	View chart
Opendoor Technologies (OPEN)	0.0	$696k		119k	5.83	View chart
Enterprise Products Partners (EPD)	0.0	$690k		22k	32.06	View chart
Boston Scientific Corporation (BSX)	0.0	$681k	+29%	7.1k	95.35	View chart
Southern Company (SO)	0.0	$680k	-2%	7.8k	87.20	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$680k	-8%	9.4k	72.62	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$656k	NEW	44k	15.00	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$649k	-4%	10k	64.42	View chart
Bank of America Corporation (BAC)	0.0	$648k		12k	55.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$642k		6.7k	96.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$637k		12k	53.76	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$635k	-5%	26k	24.37	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$633k		5.6k	113.82	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.0	$627k	+3%	12k	52.24	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.0	$626k		6.1k	103.17	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$607k		3.8k	160.97	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$604k		13k	47.53	View chart
Ge Vernova (GEV)	0.0	$603k	+18%	922.00	653.57	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$600k		8.6k	69.40	View chart
TJX Companies (TJX)	0.0	$593k	+3%	3.9k	153.61	View chart
Ishares Tr Large Cap Max Bu (SMAX)	0.0	$591k		22k	26.96	View chart
Nextera Energy (NEE)	0.0	$586k	-2%	7.3k	80.28	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.0	$581k		18k	31.70	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$581k		20k	29.65	View chart
Applovin Corp Com Cl A (APP)	0.0	$573k	-14%	850.00	673.82	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$570k	+14%	35k	16.49	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.0	$569k		20k	28.19	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.0	$567k	+131%	21k	27.15	View chart
Unity Software (U)	0.0	$567k		13k	44.17	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$566k	-6%	12k	45.89	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$566k	+5%	7.5k	75.85	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$563k	+12%	11k	49.65	View chart
Goldman Sachs (GS)	0.0	$561k	+80%	638.00	879.05	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$561k		7.0k	80.38	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$556k		12k	44.65	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$556k		4.7k	117.52	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.0	$554k		16k	35.35	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$552k		17k	33.02	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$551k		12k	47.79	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$544k		18k	29.55	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$537k	+32%	4.3k	124.20	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$524k	+33%	13k	41.42	View chart
Iren Ordinary Shares (IREN)	0.0	$523k	+10%	14k	37.77	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$522k		10k	52.41	View chart
Servicenow (NOW)	0.0	$520k	+390%	3.4k	153.19	View chart
Uipath Cl A (PATH)	0.0	$520k	NEW	32k	16.39	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$514k	-3%	15k	34.86	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$511k	+2%	5.1k	99.94	View chart
Qorvo (QRVO)	0.0	$508k		6.0k	84.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$508k	-8%	12k	41.65	View chart
Coreweave Com Cl A (CRWV)	0.0	$506k	+10%	7.1k	71.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$506k		5.3k	96.03	View chart
Cummins (CMI)	0.0	$505k	-2%	989.00	510.63	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.0	$501k		18k	27.36	View chart
Micron Technology (MU)	0.0	$496k	+7%	1.7k	285.41	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$489k		23k	20.89	View chart
Agnico (AEM)	0.0	$488k		2.9k	169.53	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$488k		1.8k	275.39	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$484k		13k	37.40	View chart
Etf Ser Solutions Us Gbl Gld Pre (GOAU)	0.0	$483k		11k	42.56	View chart
Strategy Cl A New (MSTR)	0.0	$480k		3.2k	151.95	View chart
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)	0.0	$471k		6.6k	71.37	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$469k	-2%	19k	24.33	View chart
Waste Management (WM)	0.0	$464k		2.1k	219.66	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$462k		7.6k	60.47	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$459k	-3%	15k	29.82	View chart
Adobe Systems Incorporated (ADBE)	0.0	$446k	-15%	1.3k	349.99	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$441k		3.2k	139.34	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.0	$435k		15k	29.06	View chart
Blackrock (BLK)	0.0	$429k		401.00	1069.24	View chart
Innovator Etfs Trust Equity Defined (TOCT)	0.0	$426k	NEW	16k	26.53	View chart
Joby Aviation Common Stock (JOBY)	0.0	$424k	-21%	32k	13.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$424k		9.1k	46.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$422k		6.4k	66.00	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.0	$421k	+14%	16k	25.74	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$421k	-12%	8.3k	50.76	View chart
Innovator Etfs Trust Emerging Mkt Pwr (EOCT)	0.0	$419k	-2%	13k	31.66	View chart
Cipher Mining (CIFR)	0.0	$417k	+14%	28k	14.76	View chart
Kraneshares Trust Emrng Mkt Cons (KEMQ)	0.0	$417k	+89%	17k	24.65	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.0	$416k	+32%	7.2k	57.92	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$414k		16k	25.24	View chart
Texas Instruments Incorporated (TXN)	0.0	$412k	+2%	2.4k	173.48	View chart
Fastenal Company (FAST)	0.0	$411k		10k	40.13	View chart
Pan American Silver Corp Can (PAAS)	0.0	$406k		7.8k	51.81	View chart
Ameriprise Financial (AMP)	0.0	$405k		825.00	490.43	View chart
Hecla Mining Company (HL)	0.0	$402k	+36%	21k	19.19	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$401k		4.8k	84.23	View chart
Workiva Com Cl A (WK)	0.0	$400k		4.6k	86.25	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$399k	-61%	12k	33.67	View chart
Procter & Gamble Company (PG)	0.0	$391k	-25%	2.7k	143.33	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$387k	NEW	2.0k	193.63	View chart
Coca-Cola Company (KO)	0.0	$387k	+3%	5.5k	69.91	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$385k	-37%	7.6k	50.94	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$384k		359.00	1069.86	View chart
Ares Capital Corporation (ARCC)	0.0	$381k		19k	20.23	View chart
Lockheed Martin Corporation (LMT)	0.0	$379k	-18%	783.00	483.46	View chart
Liquidia Corporation Com New (LQDA)	0.0	$378k	-16%	11k	34.49	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$376k	+5%	1.8k	211.21	View chart
Arch Cap Group Ord (ACGL)	0.0	$374k		3.9k	95.92	View chart
Lazard Ltd Shs -a - (LAZ)	0.0	$374k	-18%	7.7k	48.56	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$371k		7.7k	47.98	View chart
Oneok (OKE)	0.0	$366k	-28%	5.0k	73.50	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.0	$364k		12k	29.57	View chart
At&t (T)	0.0	$364k	-6%	15k	24.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$363k	-74%	8.3k	43.72	View chart
Solventum Corp Com Shs (SOLV)	0.0	$363k	-22%	4.6k	79.24	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$361k	-38%	8.1k	44.37	View chart
Boeing Company (BA)	0.0	$359k	-6%	1.7k	217.08	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$359k		11k	33.79	View chart
Snap-on Incorporated (SNA)	0.0	$358k		1.0k	344.60	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$357k		4.4k	81.01	View chart
Axon Enterprise (AXON)	0.0	$357k	-36%	628.00	567.93	View chart
Simon Property (SPG)	0.0	$353k	-3%	1.9k	185.11	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.0	$350k	-16%	18k	19.13	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$347k	+5%	16k	22.15	View chart
Lemonade (LMND)	0.0	$341k	NEW	4.8k	71.18	View chart
Northrop Grumman Corporation (NOC)	0.0	$340k	+19%	596.00	570.12	View chart
Emerson Electric (EMR)	0.0	$335k		2.5k	132.71	View chart
Freeport-mcmoran CL B (FCX)	0.0	$334k	-3%	6.6k	50.79	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$333k		5.2k	63.83	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$331k		2.9k	114.98	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.0	$330k		5.8k	56.89	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$329k	-5%	9.1k	36.16	View chart
FedEx Corporation (FDX)	0.0	$327k	-11%	1.1k	288.91	View chart
Citigroup Com New (C)	0.0	$326k	NEW	2.8k	116.68	View chart
Union Pacific Corporation (UNP)	0.0	$325k	-2%	1.4k	231.27	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$324k		9.7k	33.51	View chart
AFLAC Incorporated (AFL)	0.0	$322k		2.9k	110.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$319k		5.8k	54.71	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$318k	-12%	14k	22.64	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$317k		8.2k	38.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$316k		12k	26.91	View chart
Pepsi (PEP)	0.0	$313k	-4%	2.2k	143.52	View chart
Ishares Tr Future Exponenti (XT)	0.0	$311k	+5%	4.5k	69.74	View chart
MercadoLibre (MELI)	0.0	$310k	+62%	154.00	2014.26	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$310k	-5%	11k	27.62	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$304k	+6%	9.1k	33.51	View chart
Norfolk Southern (NSC)	0.0	$303k	-4%	1.1k	288.64	View chart
Charles Schwab Corporation (SCHW)	0.0	$303k		3.0k	99.93	View chart
American Electric Power Company (AEP)	0.0	$301k	+4%	2.6k	115.32	View chart
Merck & Co (MRK)	0.0	$299k		2.8k	105.24	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$299k		10k	29.59	View chart
Rockwell Automation (ROK)	0.0	$298k	-13%	765.00	388.95	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.0	$297k	NEW	10k	28.70	View chart
Linde SHS (LIN)	0.0	$294k		690.00	426.23	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$291k	+4%	13k	23.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$291k	+4%	1.0k	290.20	View chart
Intel Corporation (INTC)	0.0	$291k	-7%	7.9k	36.90	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$290k		6.7k	43.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$289k		3.9k	73.56	View chart
Duke Energy Corp Com New (DUK)	0.0	$289k		2.5k	117.19	View chart
Schneider National CL B (SNDR)	0.0	$288k		11k	26.53	View chart
Walt Disney Company (DIS)	0.0	$288k		2.5k	113.79	View chart
Ionq Inc Pipe (IONQ)	0.0	$287k	+10%	6.4k	44.87	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$287k	-11%	13k	22.97	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$285k		2.6k	108.65	View chart
salesforce (CRM)	0.0	$284k		1.1k	264.89	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$282k	+100%	4.0k	70.41	View chart
Capital One Financial (COF)	0.0	$278k	NEW	1.1k	242.37	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$277k	+5%	14k	19.71	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$275k	+76%	6.2k	44.71	View chart
Dell Technologies CL C (DELL)	0.0	$274k	NEW	2.2k	125.87	View chart
Booking Holdings (BKNG)	0.0	$274k		51.00	5372.04	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.0	$272k		21k	12.78	View chart
Golden Entmt (GDEN)	0.0	$272k		10k	27.19	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$272k	+63%	66k	4.09	View chart
Totalenergies Se Act (TTE)	0.0	$271k	NEW	4.1k	65.42	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$268k	-19%	8.8k	30.54	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.0	$267k	+2%	5.1k	52.70	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$267k		3.1k	85.77	View chart
Innovator Etfs Trust Growth 100 Power (NSEP)	0.0	$266k		9.1k	29.22	View chart
Applied Materials (AMAT)	0.0	$265k	+3%	1.0k	257.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.0	$264k	+17%	12k	22.24	View chart
Stryker Corporation (SYK)	0.0	$260k	-4%	740.00	351.44	View chart
Motorola Solutions Com New (MSI)	0.0	$260k		678.00	383.20	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$260k		10k	25.38	View chart
Cme (CME)	0.0	$259k		948.00	273.09	View chart
General Dynamics Corporation (GD)	0.0	$258k		767.00	336.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$258k	+2%	6.2k	41.78	View chart
Hubbell (HUBB)	0.0	$256k		576.00	444.16	View chart
Kinder Morgan (KMI)	0.0	$256k		9.3k	27.49	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.0	$254k	NEW	13k	19.15	View chart
Coupang Cl A (CPNG)	0.0	$253k	-2%	11k	23.59	View chart
Innovator Etfs Trust Equity Defi 2027 (TAPR)	0.0	$251k		9.7k	25.88	View chart
Carlisle Companies (CSL)	0.0	$249k	-2%	778.00	319.87	View chart
Bristol Myers Squibb (BMY)	0.0	$249k	NEW	4.6k	53.94	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.0	$242k	-8%	8.3k	29.07	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$240k	-2%	4.4k	53.83	View chart
Ge Aerospace Com New (GE)	0.0	$239k	+9%	777.00	308.17	View chart
SYSCO Corporation (SYY)	0.0	$235k	-5%	3.2k	73.68	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$235k		6.4k	36.79	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$234k	-2%	2.6k	89.45	View chart
Trane Technologies SHS (TT)	0.0	$234k		600.00	389.20	View chart
Oscar Health Cl A (OSCR)	0.0	$233k	NEW	16k	14.37	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.0	$232k		8.4k	27.49	View chart
W.W. Grainger (GWW)	0.0	$232k	NEW	230.00	1009.05	View chart
Newmont Mining Corporation (NEM)	0.0	$232k	NEW	2.3k	99.85	View chart
Monolithic Power Systems (MPWR)	0.0	$231k		255.00	906.36	View chart
The Trade Desk Com Cl A (TTD)	0.0	$231k		6.1k	37.96	View chart
Qualcomm (QCOM)	0.0	$230k		1.3k	170.99	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.0	$228k		10k	22.84	View chart
BP Sponsored Adr (BP)	0.0	$228k		6.6k	34.73	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$227k		2.8k	80.75	View chart
Danaher Corporation (DHR)	0.0	$226k	NEW	988.00	228.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$224k		2.3k	96.27	View chart
Ishares Tr Esg Aware 40/60 (EAOM)	0.0	$223k		7.4k	30.03	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.0	$221k		9.0k	24.60	View chart
Usa Compression Partners Com Unit Ltdpar (USAC)	0.0	$220k	+2%	9.6k	23.00	View chart
Starbucks Corporation (SBUX)	0.0	$220k	-2%	2.6k	84.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$218k		2.9k	74.17	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$218k		361.00	603.57	View chart
D-wave Quantum (QBTS)	0.0	$217k	NEW	8.3k	26.15	View chart
Hawkins (HWKN)	0.0	$215k		1.5k	142.06	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.0	$214k	NEW	8.0k	26.84	View chart
Kroger (KR)	0.0	$214k	-3%	3.4k	62.49	View chart
Welltower Inc Com reit (WELL)	0.0	$212k		1.1k	185.61	View chart
Corning Incorporated (GLW)	0.0	$212k	-10%	2.4k	87.56	View chart
Atmos Energy Corporation (ATO)	0.0	$211k		1.3k	167.68	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.0	$211k		10k	21.05	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$210k	NEW	5.4k	39.04	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.0	$206k	NEW	7.7k	26.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$206k		1.4k	148.66	View chart
Celcuity (CELC)	0.0	$204k	NEW	2.0k	99.74	View chart
Construction Partners Com Cl A (ROAD)	0.0	$203k		1.9k	108.55	View chart
Royce Value Trust (RVT)	0.0	$203k		13k	16.10	View chart
HudBay Minerals (HBM)	0.0	$199k		10k	19.85	View chart
Silvercorp Metals (SVM)	0.0	$188k	+29%	23k	8.34	View chart
Coeur Mng Com New (CDE)	0.0	$186k	NEW	10k	17.83	View chart
Btq Technologies Corp (BTQ)	0.0	$164k	+4%	32k	5.12	View chart
Abcellera Biologics (ABCL)	0.0	$161k	+30%	47k	3.42	View chart
Ford Motor Company (F)	0.0	$156k		12k	13.12	View chart
Dakota Gold Corp (DC)	0.0	$155k	+38%	27k	5.68	View chart
Centerra Gold (CGAU)	0.0	$144k	NEW	10k	14.37	View chart
Endeavour Silver Corp (EXK)	0.0	$139k		15k	9.40	View chart
Strive Cl A Com	0.0	$137k	NEW	186k	0.74	View chart
New Gold Inc Cda (NGD)	0.0	$131k	+50%	15k	8.71	View chart
Mobileye Global Common Class A (MBLY)	0.0	$104k		10k	10.44	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$104k	NEW	14k	7.52	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$103k		13k	8.11	View chart
Gold Royalty Corp Common Shares (GROY)	0.0	$101k		25k	4.04	View chart
Triplepoint Venture Gr Bdc cs (TPVG)	0.0	$97k	+2%	15k	6.54	View chart
AVINO SILVER & GOLD Mines Lt (ASM)	0.0	$93k	NEW	15k	6.21	View chart
Evolus (EOLS)	0.0	$83k	+4%	13k	6.65	View chart
Metalla Rty & Streaming Com New (MTA)	0.0	$80k		10k	7.78	View chart
Xtant Med Hldgs Com New (XTNT)	0.0	$79k	NEW	100k	0.78	View chart
Nio Spon Ads (NIO)	0.0	$77k	-10%	15k	5.10	View chart
Aurora Innovation Class A Com (AUR)	0.0	$76k	+61%	20k	3.84	View chart
Taseko Cad (TGB)	0.0	$70k	-60%	12k	5.66	View chart
B2gold Corp (BTG)	0.0	$65k	-25%	14k	4.51	View chart
Volatility Shs Tr 2x Xrp Etf (XRPT)	0.0	$55k	NEW	11k	4.93	View chart
Trilogy Metals (TMQ)	0.0	$43k	NEW	10k	4.31	View chart
Transocean Registered Shs (RIG)	0.0	$41k	NEW	10k	4.13	View chart
New Found Gold Corp (NFGC)	0.0	$40k		13k	2.97	View chart
Vista Gold Corp Com New (VGZ)	0.0	$39k		20k	1.97	View chart
Mindwalk Holdings Corp (HYFT)	0.0	$24k		13k	1.82	View chart
Paramount Gold Nev (PZG)	0.0	$14k	NEW	11k	1.26	View chart
Trx Gold Corporation (TRX)	0.0	$9.2k	NEW	10k	0.92	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 Q4 filed Feb. 11, 2026
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

View all past filings

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