Tradition Wealth Management

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

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Positions held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tradition Wealth Management

Tradition Wealth Management holds 1381 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Tradition Wealth Management has 1381 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Us Large Cap Uit Exchange Traded (SCHG) 5.3 $46M +5% 632k 71.87
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Ft Cboe Vest Fund Of Uit Exchange Traded (BUFR) 3.3 $28M 1.1M 24.77
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Vanguard Small Cap Value Uit Exchange Traded (VBR) 3.0 $26M +6% 158k 165.40
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Schwab Us Dividend Uit Exchange Traded (SCHD) 3.0 $26M -15% 354k 72.62
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Apple Common Stock (AAPL) 2.9 $25M +2% 127k 193.97
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Innovator Us Equity Uit Exchange Traded (UMAY) 2.7 $23M 813k 28.60
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Ishares Russell 1000 Uit Exchange Traded (IWD) 2.5 $22M 99k 218.34
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Jpmorgan Equity Premium Uit Exchange Traded (JEPI) 2.4 $21M +5% 378k 55.33
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Schwab Fundamental Inl Uit Exchange Traded (FNDF) 2.2 $19M +5% 590k 32.29
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Spdr S&p 600 Small Cap Uit Exchange Traded (SLYG) 2.2 $19M -5% 241k 77.09
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Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG) 1.8 $15M +2% 292k 52.11
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Invsc S P 500 Equal Uit Exchange Traded (RSP) 1.7 $14M +21% 97k 149.64
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Xtrackers Msci Eafe Hdgd Uit Exchange Traded (DBEF) 1.6 $14M +7% 397k 35.37
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Schwab Fundamental Us Uit Exchange Traded (FNDX) 1.6 $14M -6% 237k 57.57
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Ishares Core S&p Uit Exchange Traded (IJR) 1.5 $13M 130k 99.65
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Schwab Us Broad Market Uit Exchange Traded (SCHB) 1.4 $12M +2% 235k 51.70
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Microsoft Corp Common Stock (MSFT) 1.3 $11M +2% 32k 340.55
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Jpmorgan Short Duration Uit Exchange Traded (JSCP) 1.2 $10M -9% 224k 45.80
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Ishares Msci Usa Qlty Uit Exchange Traded (QUAL) 1.2 $10M -3% 75k 134.87
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Innovator Grow 100 Power Uit Exchange Traded (NJUL) 1.2 $10M -2% 219k 45.81
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Schwab Us Small Cap Etf Uit Exchange Traded (SCHA) 1.2 $10M 228k 43.80
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Ishares Total Usd Bond Uit Exchange Traded (IUSB) 1.1 $9.7M 212k 45.47
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Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ) 1.1 $9.2M +13% 25k 369.42
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First Trust Capital Uit Exchange Traded (FTCS) 1.1 $9.2M 123k 75.08
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Berkshire Hathaway Common Stock (BRK.B) 1.0 $8.3M +7% 24k 340.99
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Vanguard Dividend Uit Exchange Traded (VIG) 0.9 $8.0M +268% 49k 162.44
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Unitedhealth Grp Common Stock (UNH) 0.9 $7.8M +6% 16k 480.66
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Schwab International Uit Exchange Traded (SCHY) 0.9 $7.7M +41% 218k 35.26
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Ball Corp Common Stock (BALL) 0.9 $7.7M 132k 58.21
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Innovator Deepwater Uit Exchange Traded (LOUP) 0.9 $7.4M 188k 39.53
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Ishares Russell 2000 Uit Exchange Traded (IWN) 0.8 $6.7M 35k 189.93
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Vanguard S&p 500 Etf Uit Exchange Traded (VOO) 0.8 $6.6M -44% 16k 407.25
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Ishares Msci Emerging Uit Exchange Traded (EEM) 0.7 $6.3M 123k 51.39
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Xtrckr Msci Eafe Hg Dv Uit Exchange Traded (HDEF) 0.7 $6.3M 273k 23.03
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Ishares Biotechnology Uit Exchange Traded (IBB) 0.7 $6.0M +3% 48k 126.95
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Ishares Select Dividend Uit Exchange Traded (DVY) 0.7 $6.0M -31% 53k 113.30
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Blackstone Real Estate Real Estate Investme (BSTT) 0.7 $6.0M NEW 413k 14.60
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Amazon.com Common Stock (AMZN) 0.7 $5.9M +5% 46k 130.37
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Spdr Bloomberg 1 10 Yr Uit Exchange Traded (TIPX) 0.7 $5.9M -8% 321k 18.46
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Innovator Us Small Cap Uit Exchange Traded (KJUL) 0.7 $5.9M 213k 27.55
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Ishares Msci Usa Min Vol Uit Exchange Traded (USMV) 0.7 $5.8M +112% 77k 74.33
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Proshares S&p 500 Div Uit Exchange Traded (NOBL) 0.7 $5.7M +2% 60k 94.28
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Core Alternative Etf Uit Exchange Traded (CCOR) 0.7 $5.6M -13% 200k 27.93
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Simplify Us Eqty Plus Uit Exchange Traded (SPYC) 0.6 $5.4M -14% 196k 27.31
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Schwab Intermediate Term Uit Exchange Traded (SCHR) 0.6 $5.3M +6889% 107k 49.28
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Nvidia Corp Common Stock (NVDA) 0.6 $5.2M +8% 12k 423.04
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Vanguard Mega Cap Etf Uit Exchange Traded (MGC) 0.6 $4.9M 32k 156.46
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Ishares Msci Eafe Growth Uit Exchange Traded (EFG) 0.6 $4.9M +2% 51k 95.41
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Renaissance Ipo Etf Uit Exchange Traded (IPO) 0.6 $4.8M -2% 148k 32.71
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Direxion Work From Home Uit Exchange Traded (WFH) 0.5 $4.7M 95k 49.28
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Innovator Emeg Mrk Pr Uit Exchange Traded (EAPR) 0.5 $4.2M 169k 24.63
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Bridgewater Bancshares I Common Stock (BWB) 0.5 $4.1M +6% 417k 9.85
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3M Common Stock (MMM) 0.5 $4.1M 41k 100.10
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Vanguard Ftse Developed Uit Exchange Traded (VEA) 0.5 $4.1M +3% 89k 46.18
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Schwab Emerging Markets Uit Exchange Traded (SCHE) 0.5 $3.9M -2% 158k 24.63
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Alphabet Common Stock (GOOG) 0.5 $3.9M +7% 32k 120.21
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Ishares Mbs Etf Uit Exchange Traded (MBB) 0.4 $3.5M 37k 93.25
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Schwab Short Term Us Uit Exchange Traded (SCHO) 0.4 $3.4M -54% 72k 48.05
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Abbvie Common Stock (ABBV) 0.4 $3.2M +4% 24k 134.74
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Hines Global Income Trus Real Estate Investme 0.4 $3.2M +21% 304k 10.47
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Ishares Msci Eafe Value Uit Exchange Traded (EFV) 0.4 $3.2M +2% 65k 48.94
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Ishares Us Treasury Bond Uit Exchange Traded (GOVT) 0.4 $3.1M 137k 22.90
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Vanguard Growth Etf Uit Exchange Traded (VUG) 0.4 $3.1M -3% 11k 282.95
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Invsc Dwa Momentum Etf Uit Exchange Traded (PDP) 0.4 $3.1M 39k 81.03
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Ishares Esg Aware Msci Uit Exchange Traded (ESGE) 0.4 $3.0M -3% 35k 86.90
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Abrdn Physical Gold Uit Exchange Traded (SGOL) 0.4 $3.0M 164k 18.37
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Ishares Core Msci Uit Exchange Traded (IEMG) 0.3 $3.0M +2% 60k 49.34
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Ishares Russell Mid Cap Uit Exchange Traded (IWS) 0.3 $2.9M 29k 103.24
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Vanguard Real Estate Uit Exchange Traded (VNQ) 0.3 $2.9M 35k 83.57
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Ishs Msci Intl Quality Uit Exchange Traded (IQLT) 0.3 $2.9M +3% 81k 35.60
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Ishares Us Technology Uit Exchange Traded (IYW) 0.3 $2.9M 26k 108.86
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Innovator Intrtl Dpd Pwr Uit Exchange Traded (IAPR) 0.3 $2.7M 110k 24.92
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United Parcel Srvc Common Stock (UPS) 0.3 $2.7M +565% 15k 179.25
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Invesco S&p 500 Low Uit Exchange Traded (SPLV) 0.3 $2.5M -4% 41k 62.80
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Charles Schwab Us Mc Uit Exchange Traded (SCHM) 0.3 $2.5M 35k 71.04
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Mcdonalds Corp Common Stock (MCD) 0.3 $2.4M +2% 8.1k 298.47
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Jpmorgan Income Etf Uit Exchange Traded (JPIE) 0.3 $2.4M +54% 53k 45.19
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Pacer Us Small Cap Cash Uit Exchange Traded (CALF) 0.3 $2.3M +13% 57k 40.71
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Innovator Us Eqy Power Uit Exchange Traded (PDEC) 0.3 $2.3M 70k 33.09
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Johnson & Johnson Common Stock (JNJ) 0.3 $2.2M -2% 14k 165.54
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Jpmorgan Ultra Short Uit Exchange Traded (JPST) 0.2 $2.0M -7% 40k 50.14
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Broadcom Common Stock (AVGO) 0.2 $2.0M 2.3k 867.59
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Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ) 0.2 $2.0M +5% 42k 47.88
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J P Morgan Nasdaq Eqt Uit Exchange Traded (JEPQ) 0.2 $2.0M +16% 41k 48.38
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Vanguard Value Etf Uit Exchange Traded (VTV) 0.2 $2.0M 14k 142.07
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Reaves Utility Income Closed End Mutl Fund (UTG) 0.2 $1.9M +7% 70k 27.43
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Tesla Common Stock (TSLA) 0.2 $1.9M +12% 7.2k 261.75
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Vanguard Mega Cap Value Uit Exchange Traded (MGV) 0.2 $1.8M +3% 18k 103.75
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Cisco Systems Common Stock (CSCO) 0.2 $1.8M +3% 35k 51.75
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Target Corp Common Stock (TGT) 0.2 $1.8M -10% 14k 131.87
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Invsc Variable Rate Uit Exchange Traded (VRP) 0.2 $1.7M +8% 79k 22.25
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Owl Rock Capital Corp Common Stock (ORCC) 0.2 $1.7M -6% 124k 13.42
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Capital Group Global Uit Exchange Traded (CGGO) 0.2 $1.6M +7% 66k 24.29
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Old Ntnl Bank Common Stock (ONB) 0.2 $1.6M 115k 13.94
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Fair Isaac Intl Corp Common Stock (FICO) 0.2 $1.6M +31% 2.0k 809.11
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Invsc Sp 500 Equal Uit Exchange Traded (RSPT) 0.2 $1.6M -6% 5.4k 294.09
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Vanguard Ftse Emerging Uit Exchange Traded (VWO) 0.2 $1.6M 38k 40.67
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Jpmorgan Chase & Co Common Stock (JPM) 0.2 $1.6M 11k 145.45
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U S Bancorp Common Stock (USB) 0.2 $1.5M -10% 46k 33.04
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Home Depot Common Stock (HD) 0.2 $1.5M +2% 4.8k 310.70
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Chevron Corp Common Stock (CVX) 0.2 $1.5M 9.4k 157.32
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Jpmorgan Ultra Shrt Uit Exchange Traded (JMST) 0.2 $1.5M -8% 29k 50.66
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Costco Wholesale Common Stock (COST) 0.2 $1.4M 2.7k 538.43
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Invesco Nasdaq Next Gen Uit Exchange Traded (QQQJ) 0.2 $1.4M +5% 55k 26.14
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Vanguard Small Cap Uit Exchange Traded (VBK) 0.2 $1.4M +3% 6.1k 229.73
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Spdr S&p 500 Etf Uit Exchange Traded (SPY) 0.2 $1.4M -14% 3.1k 443.13
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Medtronic Plc F Foreign Ordinaries (MDT) 0.2 $1.4M +8% 16k 88.13
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Wells Fargo & Co Common Stock (WFC) 0.2 $1.3M -3% 31k 42.69
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Lam Research Corp Common Stock (LRCX) 0.1 $1.3M +6% 2.0k 642.86
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Vanguard Extended Market Uit Exchange Traded (VXF) 0.1 $1.3M -9% 8.6k 148.86
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Walmart Common Stock (WMT) 0.1 $1.2M +3% 7.5k 157.24
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Alps Disruptive Uit Exchange Traded (DTEC) 0.1 $1.1M +26% 29k 39.34
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Graniteshares Xout Us Uit Exchange Traded (XOUT) 0.1 $1.1M -5% 28k 40.14
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Ishares 10-20 Year Uit Exchange Traded (TLH) 0.1 $1.1M 9.5k 110.78
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Technology Select Sector Uit Exchange Traded (XLK) 0.1 $1.0M -3% 6.0k 173.81
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Innovator Powr Bfr St Up Uit Exchange Traded (PSTP) 0.1 $1.0M -33% 37k 27.30
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Capital Group Growth Uit Exchange Traded (CGGR) 0.1 $1.0M 40k 25.22
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Verizon Communicatn Common Stock (VZ) 0.1 $997k +5% 27k 37.19
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Vgrd Stc Etf Dv Uit Exchange Traded (VCSH) 0.1 $990k 13k 75.62
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Adobe Common Stock (ADBE) 0.1 $980k +6% 2.0k 488.78
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Ford Motor Common Stock (F) 0.1 $976k -8% 65k 15.14
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Ishares 20 Year Uit Exchange Traded (TLT) 0.1 $973k +7913% 9.5k 102.90
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Visa Common Stock (V) 0.1 $971k 4.1k 237.52
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Spdr Msci Acwi Ex-us Uit Exchange Traded (CWI) 0.1 $964k 37k 26.12
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Allete Common Stock (ALE) 0.1 $946k 16k 57.99
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Exxon Mobil Corp Common Stock (XOM) 0.1 $940k +2% 8.8k 107.21
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Honeywell Intl Common Stock (HON) 0.1 $910k +4% 4.4k 207.57
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Abbott Laboratories Common Stock (ABT) 0.1 $902k 8.3k 109.07
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Nuveen Esg Large Cap Uit Exchange Traded (NULV) 0.1 $865k +70% 25k 34.67
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Blackstone Common Stock (BX) 0.1 $863k -4% 9.3k 92.98
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Altria Group Common Stock (MO) 0.1 $847k +2% 19k 45.28
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Invsc Buyback Achievers Uit Exchange Traded (PKW) 0.1 $842k 9.4k 89.44
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Tekla Healthcare Opportu Closed End Mutl Fund (THQ) 0.1 $842k 44k 19.08
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Global X Thematic Growth Uit Exchange Traded (GXTG) 0.1 $842k -7% 32k 26.65
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Select Str Financial Uit Exchange Traded (XLF) 0.1 $825k -4% 25k 33.73
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Ishares Core S&p 500 Uit Exchange Traded (IVV) 0.1 $814k +20% 1.8k 445.54
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Pepsico Common Stock (PEP) 0.1 $798k +20% 4.3k 185.19
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First Trust Institl Pr Uit Exchange Traded (FPEI) 0.1 $786k -5% 47k 16.84
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Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.1 $783k +33% 4.4k 178.32
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Palo Alto Networks Common Stock (PANW) 0.1 $747k +1199% 2.9k 255.56
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Xcel Energy Common Stock (XEL) 0.1 $730k -2% 12k 62.18
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Amgen Common Stock (AMGN) 0.1 $710k +7% 3.2k 222.01
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Select Sector Health Uit Exchange Traded (XLV) 0.1 $704k +6% 5.3k 132.71
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Deere & Co Common Stock (DE) 0.1 $699k 1.7k 404.98
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Ishares Esg Aware Us Uit Exchange Traded (EAGG) 0.1 $696k +148% 15k 47.14
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Fs Kkr Capital Corp Common Stock (FSK) 0.1 $682k -25% 36k 19.18
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Procter & Gamble Common Stock (PG) 0.1 $654k +3% 4.3k 151.74
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Ibm Corp Common Stock (IBM) 0.1 $651k +3% 4.9k 133.76
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Ft Cboe Vst Fd Of Nasdaq Uit Exchange Traded (BUFQ) 0.1 $651k +8% 26k 25.05
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Travelers Companies Common Stock (TRV) 0.1 $648k 3.7k 173.77
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Texas Instruments Common Stock (TXN) 0.1 $635k +4% 3.5k 180.04
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First Trust Health Care Uit Exchange Traded (FXH) 0.1 $626k 5.8k 108.32
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Accenture Plc F Foreign Ordinaries (ACN) 0.1 $621k 2.0k 308.34
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Pw Ft Rafi Us Etf Dv Uit Exchange Traded (PRFZ) 0.1 $619k 3.6k 171.90
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Oracle Corp Common Stock (ORCL) 0.1 $616k +5% 5.2k 119.13
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Vanguard Esg Internatnl Uit Exchange Traded (VSGX) 0.1 $615k 12k 53.10
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Ishares Tips Bond Etf Uit Exchange Traded (TIP) 0.1 $605k +5% 5.6k 107.69
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Ishares S&p 500 Growth Uit Exchange Traded (IVW) 0.1 $605k -6% 8.6k 70.52
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Totalenergies Se F American Depository (TTE) 0.1 $589k 10k 57.59
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Ishares Us Energy Etf Uit Exchange Traded (IYE) 0.1 $586k 14k 42.87
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Capital Group Core Plus Uit Exchange Traded (CGCP) 0.1 $585k +178% 26k 22.24
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Lockheed Martin Corp Common Stock (LMT) 0.1 $582k +9% 1.3k 460.81
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Vanguard Consumer Uit Exchange Traded (VCR) 0.1 $572k 2.9k 196.83
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Ishares Preferred Income Uit Exchange Traded (PFF) 0.1 $571k 19k 30.92
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Waste Management Common Stock (WM) 0.1 $569k +5% 3.3k 173.37
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Capital Group Dividend Uit Exchange Traded (CGDV) 0.1 $567k +5% 21k 27.06
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Pfizer Common Stock (PFE) 0.1 $560k -11% 15k 36.70
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Lowes Companies Common Stock (LOW) 0.1 $558k +11% 2.5k 225.64
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Ishares Us Aerospace Uit Exchange Traded (ITA) 0.1 $554k 4.7k 116.71
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Bristol-myers Squibb Common Stock (BMY) 0.1 $546k +3% 8.5k 64.00
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Lilly Eli & Co Common Stock (LLY) 0.1 $545k -5% 1.2k 469.02
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Vaneck Pharmaceutical Uit Exchange Traded (PPH) 0.1 $537k +3% 6.8k 78.81
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Chs Inc. 7.5 P Preferred Stock (CHSCL) 0.1 $536k NEW 20k 26.27
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Eaton Corp Plc F Foreign Ordinaries (ETN) 0.1 $521k 2.6k 201.16
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Southern Common Stock (SO) 0.1 $514k 7.3k 70.21
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Thermo Fisher Scntfc Common Stock (TMO) 0.1 $511k -3% 978.00 522.49
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Nuveen Esg Small Cap Uit Exchange Traded (NUSC) 0.1 $503k +2% 14k 36.99
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American Express Common Stock (AXP) 0.1 $503k +3% 2.9k 174.05
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Enterprise Prods Part Limited Partnershp (EPD) 0.1 $494k 19k 26.34
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Boeing Common Stock (BA) 0.1 $490k +3% 2.3k 211.30
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Raytheon Technologies Common Stock (RTX) 0.1 $487k 5.0k 97.95
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Workiva Inc 00500 Common Stock (WK) 0.1 $484k 4.8k 101.60
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Ishares Us Uit Exchange Traded (IFRA) 0.1 $483k +2% 12k 39.10
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Delta Air Lines Inc Del Common Stock (DAL) 0.1 $474k 10k 47.51
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Mastercard Common Stock (MA) 0.1 $468k +7% 1.2k 393.61
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Vanguard High Dividend Uit Exchange Traded (VYM) 0.1 $467k 4.4k 105.97
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Distillate Us Fundm Stab Uit Exchange Traded (DSTL) 0.1 $466k -2% 10k 45.30
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Ishares Esg Awr 1-5 Y Uit Exchange Traded (SUSB) 0.1 $460k +10% 19k 23.92
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Ares Capital Corp Common Stock (ARCC) 0.1 $451k -22% 24k 18.79
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Main Street Capital Common Stock (MAIN) 0.1 $443k +2% 11k 40.00
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Innovator Us Eqy Ultra Uit Exchange Traded (UDEC) 0.1 $438k -2% 15k 30.23
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Ishares Msci Glb Sust Uit Exchange Traded (SDG) 0.1 $435k -14% 5.5k 79.11
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Ishares Jp Morgan Usd Uit Exchange Traded (EMB) 0.1 $434k +4% 5.0k 86.54
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General Mills Common Stock (GIS) 0.1 $430k -4% 5.6k 76.79
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Innovator Intnl Dlp Pwr Uit Exchange Traded (IJUL) 0.0 $428k 16k 26.26
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Sprott Physical Gold & S Closed End Mutl Fund (CEF) 0.0 $427k 24k 18.03
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Sunoco Limited Partnershp (SUN) 0.0 $426k +12% 9.8k 43.53
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Meta Platforms Common Stock (META) 0.0 $419k +14% 1.5k 286.99
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Blackrock Common Stock (BLK) 0.0 $418k -6% 604.00 692.05
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Golden Entertainment Common Stock (GDEN) 0.0 $418k 10k 41.80
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Philip Morris Intl Common Stock (PM) 0.0 $416k 4.3k 97.58
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Vanguard Esg Us Uit Exchange Traded (ESGV) 0.0 $414k -22% 5.3k 78.41
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Intuitive Surgical Common Stock (ISRG) 0.0 $412k +13% 1.2k 341.63
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Bank Montreal Que F Foreign Canadian (BMO) 0.0 $411k -17% 4.6k 90.33
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Capital Group Intrtnl Uit Exchange Traded (CGXU) 0.0 $409k 17k 23.50
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Snowflake Common Stock (SNOW) 0.0 $409k +17% 2.3k 175.99
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Innovator Intrl Dvp Pw Uit Exchange Traded (IOCT) 0.0 $409k 16k 26.09
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Innovator Intrl Dvlp Pwr Uit Exchange Traded (IJAN) 0.0 $405k 14k 29.11
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Innovator Emrg Mrk Pwr Uit Exchange Traded (EJAN) 0.0 $402k 14k 28.40
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Merck & Co Common Stock (MRK) 0.0 $397k 3.4k 115.24
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Ark Innovation Etf Uit Exchange Traded (ARKK) 0.0 $397k +50% 9.0k 44.11
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First Trust Preferred Uit Exchange Traded (FPE) 0.0 $389k -47% 24k 15.97
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Alps Sector Dividend Uit Exchange Traded (SDOG) 0.0 $387k 7.7k 49.99
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Oneok Common Stock (OKE) 0.0 $385k +5% 6.2k 61.75
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Vanguard Total Uit Exchange Traded (VTI) 0.0 $385k 1.8k 220.00
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Nextera Energy Common Stock (NEE) 0.0 $384k 5.2k 74.10
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Ishares Silver Trust Uit Exchange Traded (SLV) 0.0 $381k +32% 18k 20.90
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Caterpillar Common Stock (CAT) 0.0 $380k -9% 1.5k 245.80
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Innovator Emrg Mk Pwr Uit Exchange Traded (EJUL) 0.0 $380k 17k 23.02
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Ishares Gold Etf Uit Exchange Traded (IAU) 0.0 $378k -10% 10k 36.37
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Fedex Corp Common Stock (FDX) 0.0 $377k +3% 1.5k 247.70
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Select Sector Uti Select Uit Exchange Traded (XLU) 0.0 $362k -8% 5.5k 65.35
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Global X Us Infra Uit Exchange Traded (PAVE) 0.0 $361k 12k 31.41
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Ishares S&p 500 Value Uit Exchange Traded (IVE) 0.0 $360k 2.2k 161.07
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Ishares Msci Usa Esg Uit Exchange Traded (SUSA) 0.0 $359k -23% 3.8k 93.66
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Bank Of America Corp Common Stock (BAC) 0.0 $355k -2% 12k 28.68
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Vaneck Semiconductor Uit Exchange Traded (SMH) 0.0 $355k +129% 2.3k 152.43
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Ishares Fallen Angels Uit Exchange Traded (FALN) 0.0 $352k +2% 14k 25.36
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Capital Group U S Multi Uit Exchange Traded (CGMS) 0.0 $339k +5100% 13k 26.08
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First Trust Ise Water Uit Exchange Traded (FIW) 0.0 $336k +7% 3.8k 88.49
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Innovator Emerg Mk Pw Uit Exchange Traded (EOCT) 0.0 $335k -2% 14k 23.48
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Charles Schwab Us Reit Uit Exchange Traded (SCHH) 0.0 $332k -5% 17k 19.50
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Ishares Core S&p Mid-cap Uit Exchange Traded (IJH) 0.0 $332k 1.3k 261.83
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Energy Transfer Limited Partnershp (ET) 0.0 $332k +23% 26k 12.71
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Comcast Corp Common Stock (CMCSA) 0.0 $330k 7.9k 41.59
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Grayscale Bitcoin Tr Btc Closed End Mutl Fund (GBTC) 0.0 $329k +2% 17k 19.20
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Wisdomtree Us Ai Enhncd Uit Exchange Traded (AIVL) 0.0 $329k 3.5k 93.55
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Etfmg Prime Cyber Uit Exchange Traded (HACK) 0.0 $327k -3% 6.5k 50.63
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Greystone Housing Imp Limited Partnershp (GHI) 0.0 $325k +2% 20k 16.47
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Advanced Micro Devices I Common Stock (AMD) 0.0 $324k +31% 2.8k 114.08
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Direxion Nasdaq 100 Eql Uit Exchange Traded (QQQE) 0.0 $320k 4.2k 76.92
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Tjx Companies Common Stock (TJX) 0.0 $319k +2% 3.8k 84.77
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Energy Select Sector Uit Exchange Traded (XLE) 0.0 $318k -21% 3.9k 81.08
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Snap On Common Stock (SNA) 0.0 $317k +8% 1.1k 287.66
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Royce Value Cf Closed End Mutl Fund (RVT) 0.0 $316k 23k 13.81
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Vanguard Information Uit Exchange Traded (VGT) 0.0 $316k +16% 715.00 441.96
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Northrop Grumman Common Stock (NOC) 0.0 $311k +9% 683.00 455.34
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Invsc Wilderhill Clean Uit Exchange Traded (PBW) 0.0 $310k +27% 7.7k 40.06
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Ishares Msci Eafe Etf Uit Exchange Traded (EFA) 0.0 $309k 4.3k 72.59
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Ameriprise Finl Common Stock (AMP) 0.0 $304k +3% 914.00 332.60
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Past Filings by Tradition Wealth Management

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