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
Amplify ETF Tr
500
+ 7.73%
N/A
6.97K $0
Victory Portfolios Ii
181K
+ 58.56%
N/A
489K $0
Innovator Etfs Trust
2.41K
+ 2.47%
N/A
99.9K $0
Innovator Etfs Trust
210
+ 1.49%
N/A
14.3K $0
Ea Series Trust
4.5K
+ 9.95%
N/A
49.7K $0
KO
Coca Cola CO

Consumer Defensive
64
+ 1.08%
$68.37 - $73.9 $4.38K - $4.73K
6.01K $425K
ET
Energy Transfer LP

Energy
663
+ 2.22%
$15.65 - $18.93 $10.4K - $12.6K
30.5K $553K
PEP
Pepsico Inc

Consumer Defensive
228
+ 12.12%
$128.02 - $151.37 $29.2K - $34.5K
2.11K $278K
CMCSA
Comcast Corp

Communication Services
86
+ 1.52%
$32.84 - $36.72 $2.82K - $3.16K
5.73K $204K
WM
Waste Management Inc

Industrials
1
+ 0.05%
$216.47 - $242.1 $216 - $242
2.17K $496K
IT
Gartner Inc

Technology
1
+ 0.2%
$377.5 - $449.52 $378 - $450
498 $201K
PAYX
Paychex Inc

Industrials
41
+ 2.51%
$137.01 - $159.78 $5.62K - $6.55K
1.68K $243K
ACGL
Arch Capital Group Ltd.

Financial Services
25
+ 0.64%
$84.99 - $96.82 $2.12K - $2.42K
3.91K $355K
USAC
Usa Compression Partners, LP

Energy
194
+ 2.16%
$22.12 - $27.69 $4.29K - $5.37K
9.16K $222K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.31K
+ 6.36%
$17.7 - $20.39 $23.1K - $26.6K
21.9K $402K
SNA
Snap On Inc

Industrials
8
+ 0.76%
$292.36 - $342.2 $2.34K - $2.74K
1.07K $331K
BRO
Brown & Brown, Inc.

Financial Services
9
+ 0.41%
$104.48 - $124.43 $940 - $1.12K
2.21K $245K
WK
Workiva Inc

Technology
70
+ 1.55%
$61.91 - $77.12 $4.33K - $5.4K
4.58K $313K
WSO
Watsco Inc

Industrials
1
+ 0.22%
$421.84 - $520.66 $422 - $521
459 $202K
EOLS
Evolus, Inc.

Healthcare
100
+ 0.74%
$9.1 - $12.22 $910 - $1.22K
13.6K $125K
JNJ
Johnson & Johnson

Healthcare
420
+ 5.44%
$146.36 - $159.82 $61.5K - $67.1K
8.14K $1.24M
LLY
Eli Lilly & CO

Healthcare
33
+ 2.43%
$713.71 - $898.95 $23.6K - $29.7K
1.39K $1.08M
SUN
Sunoco LP

Energy
56
+ 0.57%
$50.38 - $59.13 $2.82K - $3.31K
9.84K $527K
CVX
Chevron Corp

Energy
1.24K
+ 13.46%
$133.73 - $168.51 $166K - $209K
10.5K $1.5M
IBB
Ishares Biotechnology ETF

ETFs
245
+ 0.42%
$112.02 - $129.0 $27.4K - $31.6K
58.1K $7.35M
EPD
Enterprise Products Partners L.P.

Energy
463
+ 2.24%
$28.95 - $34.22 $13.4K - $15.8K
21.1K $654K
BMY
Bristol Myers Squibb CO

Healthcare
331
+ 7.3%
$44.12 - $59.6 $14.6K - $19.7K
4.87K $225K
XEL
Xcel Energy Inc

Utilities
165
+ 0.6%
$65.65 - $72.39 $10.8K - $11.9K
27.5K $1.87M
TMO
Thermo Fisher Scientific Inc.

Healthcare
34
+ 2.57%
$390.26 - $489.06 $13.3K - $16.6K
1.36K $550K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.5K
+ 3.91%
$24.32 - $27.87 $742K - $850K
810K $21.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
557
+ 2.33%
$483.48 - $539.8 $269K - $301K
24.5K $11.9M
UNH
Unitedhealth Group Inc

Healthcare
1.27K
+ 7.81%
$274.35 - $599.47 $348K - $760K
17.5K $5.46M
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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