Tradition Wealth Management, LLC Incresed Positions in Q3 2025

Tradition Wealth Management, LLC

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
141K
+ 100.64%
$54.35 - $59.32 $7.64M - $8.34M
280K $16.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
29K
+ 604.87%
$225.11 - $247.9 $6.52M - $7.18M
33.7K $8.34M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
21.9K
+ 1496.24%
$236.25 - $257.69 $5.18M - $5.64M
23.4K $5.99M
BBUS
J P Morgan Exchg Traded Fd

ETFs
17.3K
+ 5.42%
$111.77 - $121.28 $1.94M - $2.1M
337K $40.7M
NVDA
Nvidia Corp

Technology
1.68K
+ 1.07%
$153.3 - $186.58 $257K - $313K
158K $29.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
170K
+ 37.57%
$21.69 - $23.34 $3.68M - $3.96M
621K $14.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
49.5K
+ 91.25%
$51.78 - $57.89 $2.57M - $2.87M
104K $5.97M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.9K
+ 7.4%
$62.54 - $68.42 $1.31M - $1.43M
304K $20.5M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
20K
+ 9.29%
$69.02 - $73.57 $1.38M - $1.47M
235K $17.3M
TSLA
Tesla, Inc.

Consumer Cyclical
902
+ 6.92%
$293.94 - $444.72 $265K - $401K
13.9K $6.2M
SOFI
So Fi Technologies, Inc.

Financial Services
31.9K
+ 39.16%
$17.64 - $29.81 $563K - $951K
113K $2.99M
MSFT
Microsoft Corp

Technology
1.47K
+ 4.16%
$491.09 - $535.64 $720K - $786K
36.8K $19M
JMEE
J P Morgan Exchange Traded Fd

ETFs
15.8K
+ 16.04%
$59.19 - $64.47 $933K - $1.02M
114K $7.23M
AVGO
Broadcom Inc.

Technology
628
+ 2.91%
$264.74 - $369.57 $166K - $232K
22.2K $7.32M
GOOG
Alphabet Inc.

Communication Services
1.7K
+ 12.61%
$175.16 - $255.24 $298K - $434K
15.2K $3.7M
UNH
Unitedhealth Group Inc

Healthcare
1.76K
+ 10.08%
$237.77 - $353.61 $419K - $624K
19.3K $6.65M
ABBV
Abb Vie Inc.

Healthcare
505
+ 2.23%
$184.85 - $231.54 $93.3K - $117K
23.1K $5.36M
SCHR
Schwab Intermediate Term Us Tr

ETFs
42.4K
+ 4.92%
$24.69 - $25.26 $1.05M - $1.07M
904K $22.7M
FNDX
Schwab Fundamental U S Large C

ETFs
1.13K
+ 0.2%
$24.38 - $26.34 $27.5K - $29.7K
565K $14.9M
JPIE
J P Morgan Exchange Traded Fd
18.7K
+ 7.6%
$46.01 - $46.55 $860K - $870K
265K $12.3M
META
Meta Platforms, Inc.

Communication Services
1.19K
+ 27.72%
$695.21 - $791.73 $824K - $938K
5.46K $4.01M
GLDM
World Gold Trust

ETFs
8.07K
+ 45.25%
$64.73 - $76.45 $523K - $617K
25.9K $1.98M
JPM
Jpmorgan Chase & CO

Financial Services
911
+ 5.83%
$282.78 - $316.06 $258K - $288K
16.5K $5.21M
VUG
Vanguard Growth ETF

ETFs
598
+ 6.24%
$433.97 - $484.08 $260K - $289K
10.2K $4.88M
VEA
Vanguard Ftse Developed Market

ETFs
5.53K
+ 4.92%
$56.02 - $60.3 $310K - $333K
118K $7.05M
XEL
Xcel Energy Inc

Utilities
3.29K
+ 11.96%
$67.56 - $80.65 $222K - $265K
30.8K $2.48M
VGT
Vanguard Information Technolog

ETFs
391
+ 10.46%
$656.44 - $753.15 $257K - $294K
4.13K $3.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
406
+ 5.16%
$567.77 - $614.76 $231K - $250K
8.28K $5.07M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.62K
+ 5.52%
$50.47 - $50.74 $485K - $488K
184K $9.33M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.24K
+ 2.44%
$55.61 - $57.37 $403K - $416K
304K $17.4M
WFC
Wells Fargo & Company

Financial Services
4.19K
+ 14.16%
$77.05 - $85.16 $323K - $357K
33.8K $2.83M
SPYG
Spdr Portfolio

ETFs
1.93K
+ 8.71%
$94.33 - $105.31 $182K - $203K
24.1K $2.52M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10.9K
+ 16.66%
$25.53 - $26.94 $279K - $294K
76.4K $2.06M
NJUL
Innovator Growth 100 Power Buf

Technology
5K
+ 95.29%
$67.81 - $71.18 $339K - $356K
10.2K $728K
ORCL
Oracle Corp

Technology
137
+ 2.61%
$218.96 - $328.33 $30K - $45K
5.38K $1.51M
LLY
Eli Lilly & CO

Healthcare
456
+ 32.81%
$625.65 - $812.69 $285K - $371K
1.85K $1.41M
AIQ
Global X Funds Global X Artifi

ETFs
1.79K
+ 4.59%
$43.2 - $49.66 $77.2K - $88.8K
40.7K $2.01M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
3.05K
+ 17.53%
$41.53 - $66.18 $127K - $202K
20.5K $1.16M
VBK
Vanguard Small Cap Growth ETF

ETFs
334
+ 4.37%
$276.51 - $305.12 $92.4K - $102K
7.97K $2.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
22
+ 0.48%
$224.68 - $282.71 $4.94K - $6.22K
4.63K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 3.42%
$357.4 - $423.42 $56.5K - $66.9K
4.77K $1.93M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
300
+ 10.23%
$275.84 - $326.36 $82.8K - $97.9K
3.23K $1.06M
IVV
Ishares Core S&P 500 ETF

ETFs
84
+ 2.53%
$620.67 - $670.08 $52.1K - $56.3K
3.41K $2.28M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.45K
+ 37.83%
$81.75 - $84.54 $200K - $207K
8.92K $750K
UBER
Uber Technologies, Inc

Technology
1.31K
+ 7.19%
$86.91 - $99.57 $113K - $130K
19.5K $1.91M
USB
Us Bancorp \De\

Financial Services
743
+ 1.34%
$43.94 - $50.41 $32.6K - $37.5K
56.2K $2.72M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
76
+ 0.14%
$32.02 - $36.34 $2.43K - $2.76K
52.8K $1.89M
BJUL
Innovator U.S. Equity Buffer E

ETFs
3.81K
+ 66.98%
$47.14 - $49.66 $180K - $189K
9.5K $471K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.53K
+ 28.7%
$70.85 - $76.96 $180K - $195K
11.4K $863K
Activity Summary
Buys All Purchases 231 New Holdings 52 Increased Positions 179 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 1 Puts 0
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