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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, VBR, SCHD, AAPL, and represent 17.55% of Tradition Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BSTT (+$6.0M), VIG (+$5.8M), SCHR (+$5.2M), USMV, RSP, SCHG, UPS, SCHY, VBR, QQQ.
Started 144 new stock positions in RDVY, Rb Global, OLN, CL, SNAP, ALLY, ON, LVMUY, DEM, LMBS.
Reduced shares in these 10 stocks: Blackstone Real Estateincome Trust Inc Cl D (-$6.1M), VOO (-$5.2M), SCHD, SCHO, DVY, SLYG, JSCP, SPYC, FNDX, CCOR.
Sold out of its positions in ACNB, AGCO, ARES, BAC.PQ, BXMT, Blackstone Real Estateincome Trust Inc Cl D, Bright Health Group, AI, Canadian Pacific Railway, Cardiovascular Systems.
Tradition Wealth Management was a net buyer of stock by $15M.
Tradition Wealth Management has $857M in assets under management (AUM), dropping by 6.53%.
Central Index Key (CIK): 0001843010

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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.

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Download the Tradition Wealth Management June 2023 csv data

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

Past Filings by Tradition Wealth Management

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

Tradition Wealth Management 2023 Q2 filed Aug. 14, 2023
Tradition Wealth Management 2023 Q1 filed May 12, 2023
Tradition Wealth Management 2022 Q4 filed Feb. 3, 2023
Tradition Wealth Management 2022 Q3 filed Nov. 14, 2022
Tradition Wealth Management 2022 Q2 filed Aug. 2, 2022
Tradition Wealth Management 2022 Q1 filed May 11, 2022
Tradition Wealth Management 2021 Q4 filed Feb. 14, 2022
Tradition Wealth Management 2021 Q3 filed Nov. 12, 2021
Tradition Wealth Management 2021 Q2 filed Aug. 9, 2021
Tradition Wealth Management 2021 Q1 filed May 14, 2021
Tradition Wealth Management 2020 Q4 filed Feb. 16, 2021

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