Tradition Wealth Management, LLC Incresed Positions in Q2 2025

Tradition Wealth Management, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
105
+ 0.01%
$22.27 - $29.21 $2.34K - $3.07K
1.64M $47.8M
BBUS
J P Morgan Exchg Traded Fd

ETFs
24.3K
+ 8.24%
$89.63 - $111.92 $2.18M - $2.72M
320K $35.8M
JPIE
J P Morgan Exchange Traded Fd
80.1K
+ 48.3%
$45.12 - $46.32 $3.61M - $3.71M
246K $11.4M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
35
+ 0.02%
$39.47 - $62.61 $1.38K - $2.19K
199K $12.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
934
+ 2.76%
$416.06 - $551.64 $389K - $515K
34.7K $19.2M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.5K
+ 1.01%
$27.3 - $31.8 $342K - $399K
1.25M $39.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
55.7K
+ 47.0%
$50.36 - $50.68 $2.81M - $2.82M
174K $8.83M
PLTR
Palantir Technologies Inc.

Technology
766
+ 1.52%
$74.01 - $144.25 $56.7K - $110K
51.3K $6.99M
EFV
Msci Eafe Value ETF

ETFs
34.6K
+ 45.69%
$52.4 - $64.65 $1.81M - $2.24M
110K $7M
AVGO
Broadcom Inc.

Technology
123
+ 0.57%
$146.29 - $275.65 $18K - $33.9K
21.6K $5.94M
IEMG
Ishares Inc

ETFs
37.7K
+ 98.07%
N/A
76.1K $4.08M
AMZN
Amazon Com Inc

Consumer Cyclical
331
+ 0.55%
$167.32 - $223.3 $55.4K - $73.9K
60.6K $13.3M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.87K
+ 2.32%
$56.88 - $70.77 $277K - $345K
215K $15.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
27.8K
+ 3.33%
$45.9 - $47.2 $1.28M - $1.31M
862K $40.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.7K
+ 2.66%
$17.76 - $22.1 $208K - $259K
452K $9.98M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.1K
+ 0.97%
$23.55 - $27.67 $214K - $252K
944K $26.1M
JPM
Jpmorgan Chase & CO

Financial Services
2.12K
+ 15.7%
$210.28 - $289.91 $446K - $615K
15.6K $4.53M
XLG
Invesco Exchange Traded Fd Tr

ETFs
16.5K
+ 43.63%
$40.94 - $52.1 $675K - $859K
54.3K $2.83M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
19.2K
+ 3.5%
$38.18 - $45.52 $732K - $873K
568K $24.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.24K
+ 10.52%
$221.86 - $362.89 $275K - $450K
13K $4.14M
VEA
Vanguard Ftse Developed Market

ETFs
7.29K
+ 6.95%
$45.65 - $57.01 $333K - $416K
112K $6.4M
META
Meta Platforms, Inc.

Communication Services
508
+ 13.49%
$484.66 - $738.09 $246K - $375K
4.28K $3.16M
VBR
Vanguard Small Cap Value ETF

ETFs
1.87K
+ 2.75%
$162.76 - $195.77 $305K - $367K
70.1K $13.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.03K
+ 15.07%
$456.74 - $568.03 $471K - $586K
7.87K $4.47M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.12K
+ 3.29%
$45.88 - $54.4 $327K - $387K
224K $12.2M
NFLX
Netflix Inc

Communication Services
204
+ 13.16%
$855.86 - $1339.13 $175K - $273K
1.75K $2.35M
JMEE
J P Morgan Exchange Traded Fd

ETFs
9.42K
+ 10.61%
$49.07 - $59.23 $462K - $558K
98.2K $5.82M
MSTR
Microstrategy Inc

Technology
1.58K
+ 102.6%
$237.95 - $421.61 $376K - $666K
3.12K $1.26M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
7.79K
+ 218.77%
$60.22 - $80.1 $469K - $624K
11.3K $908K
SOFI
So Fi Technologies, Inc.

Financial Services
8.44K
+ 11.56%
$9.5 - $18.21 $80.2K - $154K
81.4K $1.48M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.41K
+ 101.64%
$171.4 - $227.1 $414K - $548K
4.79K $1.09M
GOOGL
Alphabet Inc.

Communication Services
607
+ 2.57%
$144.7 - $178.6 $87.8K - $108K
24.2K $4.26M
IBM
International Business Machines Corp

Technology
992
+ 14.37%
$221.03 - $294.78 $219K - $292K
7.89K $2.33M
SPYG
Spdr Portfolio

ETFs
3.4K
+ 18.08%
$71.83 - $95.32 $244K - $324K
22.2K $2.11M
VGT
Vanguard Information Technolog

ETFs
281
+ 8.13%
$470.37 - $663.28 $132K - $186K
3.74K $2.48M
FNDX
Schwab Fundamental U S Large C

ETFs
2.86K
+ 0.51%
$20.84 - $24.54 $59.5K - $70.1K
564K $13.8M
AXON
Axon Enterprise, Inc.

Industrials
545
+ 134.24%
$497.13 - $827.94 $271K - $451K
951 $787K
BALL
Ball Corp

Consumer Cyclical
721
+ 0.54%
$44.94 - $56.99 $32.4K - $41.1K
133K $7.47M
SCHR
Schwab Intermediate Term Us Tr

ETFs
16K
+ 1.9%
$24.54 - $25.07 $394K - $402K
862K $21.6M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.53K
+ 35.19%
$25.35 - $64.65 $115K - $293K
17.4K $868K
UBER
Uber Technologies, Inc

Technology
587
+ 3.34%
$64.62 - $93.3 $37.9K - $54.8K
18.2K $1.69M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
12.5K
+ 23.47%
$21.9 - $25.54 $273K - $318K
65.5K $1.67M
UTG
Reaves Utility Income Fund

Financial Services
1.36K
+ 1.4%
$29.08 - $36.18 $39.6K - $49.2K
98.3K $3.56M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
94
+ 0.52%
$82.32 - $112.47 $7.74K - $10.6K
18.2K $2.04M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.01%
$224.16 - $285.86 $224 - $286
11.7K $3.34M
VIG
Vanguard Dividend Appreciation

ETFs
1.94K
+ 1.83%
N/A
108K $19.7M
AIQ
Global X Funds Global X Artifi

ETFs
1.13K
+ 3.0%
$31.5 - $43.69 $35.7K - $49.5K
39K $1.7M
COST
Costco Wholesale Corp

Consumer Defensive
202
+ 7.27%
$908.13 - $1056.85 $183K - $213K
2.98K $2.95M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
500
+ 20.55%
$179.95 - $278.88 $90K - $139K
2.93K $817K
Activity Summary
Buys All Purchases 220 New Holdings 37 Increased Positions 183 Sells All Sells 199 Reductions 199 Sold out 0 Options Calls 0 Puts 1
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