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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.99K
+ 51.2%
$57.46 - $75.58 $172K - $226K
8.83K $667K
GOOG
Alphabet Inc.

Communication Services
77
+ 0.57%
$146.58 - $180.01 $11.3K - $13.9K
13.5K $2.39M
CSCO
Cisco Systems, Inc.

Technology
1.15K
+ 4.04%
$53.19 - $69.38 $61K - $79.6K
29.5K $2.05M
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.0%
$166.82 - $194.23 $334 - $388
47.2K $9.16M
CRWD
Crowd Strike Holdings, Inc.

Technology
252
+ 25.53%
$321.63 - $509.31 $81.1K - $128K
1.24K $631K
PSLV
Sprott Physical Silver Trust

Financial Services
20.8K
+ 50.25%
$9.98 - $12.51 $208K - $260K
62.2K $761K
KKR
Kkr & Co. Inc.

Financial Services
1.59K
+ 40.98%
$92.79 - $134.29 $148K - $214K
5.47K $728K
WMT
Walmart Inc.

Consumer Defensive
352
+ 1.46%
$81.79 - $99.98 $28.8K - $35.2K
24.4K $2.39M
VTI
Vanguard Total Stock Market Et

ETFs
93
+ 1.24%
$243.75 - $303.93 $22.7K - $28.3K
7.58K $2.3M
PANW
Palo Alto Networks Inc

Technology
40
+ 0.58%
$152.44 - $204.64 $6.1K - $8.19K
6.92K $1.42M
CGGR
Capital Group Growth ETF Shs C

ETFs
236
+ 0.68%
$30.53 - $40.65 $7.21K - $9.59K
34.8K $1.41M
IVE
Ishares S&P 500 Value ETF

ETFs
392
+ 1.5%
$168.34 - $195.42 $66K - $76.6K
26.5K $5.18M
VBK
Vanguard Small Cap Growth ETF

ETFs
8
+ 0.1%
$219.76 - $276.94 $1.76K - $2.22K
7.64K $2.11M
VXF
Vanguard Extended Market ETF

ETFs
54
+ 0.61%
$150.43 - $192.71 $8.12K - $10.4K
8.93K $1.72M
PM
Philip Morris International Inc.

Consumer Defensive
507
+ 11.88%
$149.23 - $184.95 $75.7K - $93.8K
4.77K $869K
APH
Amphenol Corp

Technology
124
+ 2.31%
$59.09 - $98.75 $7.33K - $12.2K
5.49K $541K
VNQ
Vanguard Specialized Funds Van

ETFs
2.62K
+ 7.33%
$79.79 - $91.42 $209K - $240K
38.4K $3.42M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
30
+ 0.03%
$22.92 - $28.05 $688 - $842
91.5K $2.57M
AXP
American Express CO

Financial Services
41
+ 1.33%
$231.39 - $318.98 $9.49K - $13.1K
3.14K $1M
PHYS
Sprott Physical Gold Trust

Financial Services
6.02K
+ 55.42%
$22.82 - $26.29 $137K - $158K
16.9K $428K
ITA
Ishares Tr

ETFs
49
+ 1.15%
$135.31 - $188.64 $6.63K - $9.24K
4.32K $814K
SCHO
Schwab Short Term Us Treasury

ETFs
6.19K
+ 26.19%
$24.19 - $24.45 $150K - $151K
29.8K $727K
FCX
Freeport Mcmoran Inc

Basic Materials
2.77K
+ 48.01%
$29.15 - $44.46 $80.8K - $123K
8.55K $370K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
967
+ 2.63%
$26.38 - $32.66 $25.5K - $31.6K
37.8K $1.23M
MS
Morgan Stanley

Financial Services
634
+ 29.07%
$99.83 - $140.86 $63.3K - $89.3K
2.82K $396K
NU
Nu Holdings Ltd.

Financial Services
2.56K
+ 9.47%
$9.6 - $13.72 $24.6K - $35.2K
29.6K $406K
CGDV
Capital Group Divid Value ETF

ETFs
528
+ 1.89%
$31.93 - $39.49 $16.9K - $20.9K
28.5K $1.13M
UPST
Upstart Holdings, Inc.

Financial Services
535
+ 11.35%
$34.8 - $64.85 $18.6K - $34.7K
5.25K $339K
IAU
Ishares Gold Trust

ETFs
1.26K
+ 13.04%
$56.1 - $64.74 $70.9K - $81.8K
11K $682K
EFA
Ishares Tr Msci Eafe ETF

ETFs
844
+ 19.42%
$72.96 - $90.39 $61.6K - $76.3K
5.19K $464K
CPNG
Coupang, Inc.

Consumer Cyclical
720
+ 7.65%
$19.76 - $30.81 $14.2K - $22.2K
10.1K $303K
BMO
Bank Of Montreal

Financial Services
215
+ 4.42%
$87.54 - $110.63 $18.8K - $23.8K
5.08K $561K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.08K
+ 10.72%
$39.89 - $49.46 $43K - $53.3K
11.1K $550K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
498
+ 7.02%
$75.29 - $91.16 $37.5K - $45.4K
7.59K $684K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
427
+ 4.77%
$55.54 - $69.09 $23.7K - $29.5K
9.39K $648K
V
Visa Inc.

Financial Services
185
+ 3.72%
$308.27 - $373.31 $57K - $69.1K
5.16K $1.83M
BA
Boeing CO

Industrials
3
+ 0.14%
$136.59 - $217.51 $410 - $653
2.18K $455K
SHOP
Shopify Inc.

Technology
50
+ 1.36%
$76.89 - $115.35 $3.84K - $5.77K
3.73K $430K
FTCS
First Trust Capital Strength E

ETFs
108
+ 0.21%
$81.6 - $92.39 $8.81K - $9.98K
52.1K $4.73M
HL
Hecla Mining CO

Basic Materials
10K
+ 90.24%
$4.54 - $6.45 $45.4K - $64.5K
21.1K $126K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.22K
+ 8.71%
$50.52 - $50.92 $61.7K - $62.2K
15.2K $776K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.27K
+ 9.26%
$23.14 - $27.82 $29.3K - $35.2K
14.9K $408K
UNP
Union Pacific Corp

Industrials
299
+ 26.86%
$208.27 - $238.46 $62.3K - $71.3K
1.41K $324K
TT
Trane Technologies PLC

Industrials
1
+ 0.17%
$315.21 - $437.41 $315 - $437
600 $262K
ABT
Abbott Laboratories

Healthcare
271
+ 4.24%
$123.95 - $138.08 $33.6K - $37.4K
6.66K $905K
BAPR
Innovator U.S. Equity Buffer E

ETFs
706
+ 7.21%
$38.86 - $45.19 $27.4K - $31.9K
10.5K $474K
SBUX
Starbucks Corp

Consumer Cyclical
727
+ 33.94%
$79.69 - $99.41 $57.9K - $72.3K
2.87K $262K
MDLZ
Mondelez International, Inc.

Consumer Defensive
782
+ 21.06%
$63.54 - $68.5 $49.7K - $53.6K
4.5K $303K
ASML
Asml Holding Nv

Technology
4
+ 1.13%
$595.37 - $815.24 $2.38K - $3.26K
359 $287K
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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