Tradition Wealth Management, LLC Reduced Holdings in Q3 2025

Tradition Wealth Management, LLC

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WFH
Direxion Shs ETF Tr Work From

Technology
-85.8K
- 91.9%
$64.78 - $73.68 $5.56M - $6.32M
7.57K $539K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-117K
- 13.53%
$46.37 - $47.77 $5.4M - $5.57M
745K $35.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-92.1K
- 41.18%
$53.81 - $57.52 $4.96M - $5.3M
132K $7.57M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-45.8K
- 47.35%
$92.18 - $95.14 $4.23M - $4.36M
51K $4.85M
EFG
Msci Eafe Growth ETF

ETFs
-23K
- 82.7%
$106.99 - $114.46 $2.46M - $2.63M
4.81K $547K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-86.2K
- 15.18%
$43.65 - $46.42 $3.76M - $4M
481K $22.3M
VIG
Vanguard Dividend Appreciation

ETFs
-11.8K
- 10.88%
N/A
96.5K $17.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-13.1K
- 67.72%
$171.38 - $197.01 $2.24M - $2.58M
6.24K $1.22M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-35.5K
- 28.64%
$45.6 - $46.92 $1.62M - $1.67M
88.4K $4.13M
EFV
Msci Eafe Value ETF

ETFs
-30.4K
- 27.61%
$62.79 - $68.42 $1.91M - $2.08M
79.8K $5.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10.7K
- 14.97%
$182.33 - $194.5 $1.94M - $2.07M
60.5K $11.8M
FICO
Fair Isaac Corp

Technology
-352
- 26.91%
$1311.26 - $1869.83 $462K - $658K
956 $1.43M
IEMG
Ishares Inc

ETFs
-14.3K
- 18.78%
N/A
61.8K $3.32M
MMM
3 M CO

Industrials
-5.23K
- 11.52%
$144.41 - $160.2 $755K - $837K
40.1K $6.23M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-16.1K
- 36.87%
$41.43 - $44.2 $667K - $711K
27.5K $1.22M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.7K
- 13.57%
$97.75 - $100.75 $557K - $574K
36.3K $3.64M
ACN
Accenture PLC

Technology
-10
- 0.13%
$232.56 - $304.78 $2.33K - $3.05K
7.98K $1.97M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-8.36K
- 12.24%
$47.02 - $47.71 $393K - $399K
59.9K $2.85M
ADBE
Adobe Inc.

Technology
-825
- 35.29%
$333.65 - $392.1 $275K - $323K
1.51K $533K
ISRG
Intuitive Surgical Inc

Healthcare
-291
- 13.43%
$433.66 - $544.47 $126K - $158K
1.88K $839K
UTG
Reaves Utility Income Fund

Financial Services
-16.9K
- 17.18%
$35.81 - $39.62 $605K - $669K
81.4K $3.22M
XOM
Exxon Mobil Corp

Energy
-2.47K
- 23.37%
$105.83 - $117.22 $261K - $289K
8.09K $912K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-2.68K
- 27.46%
$73.94 - $78.51 $198K - $210K
7.08K $549K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-6.09K
- 31.42%
$39.37 - $44.24 $240K - $269K
13.3K $581K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.17K
- 20.81%
$50.81 - $51.07 $161K - $162K
12.1K $616K
OKE
Oneok Inc

Energy
-1.2K
- 14.76%
$71.36 - $83.47 $85.6K - $100K
6.93K $505K
TGT
Target Corp

Consumer Defensive
-307
- 2.24%
$86.56 - $107.43 $26.6K - $33K
13.4K $1.2M
CSCO
Cisco Systems, Inc.

Technology
-1.77K
- 5.99%
$66.2 - $71.79 $117K - $127K
27.8K $1.9M
MBB
Ishares Tr

ETFs
-1.72K
- 6.19%
$92.46 - $95.73 $159K - $165K
26.1K $2.49M
AMGN
Amgen Inc

Healthcare
-448
- 14.02%
$271.18 - $309.22 $121K - $139K
2.75K $775K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.89K
- 5.18%
$72.01 - $74.44 $136K - $140K
34.5K $2.53M
HON
Honeywell International Inc

Industrials
-59
- 1.29%
$207.7 - $240.4 $12.3K - $14.2K
4.5K $947K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-2.76K
- 26.31%
$45.17 - $46.89 $125K - $130K
7.74K $362K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.74K
- 20.3%
$35.34 - $47.21 $61.3K - $81.9K
6.81K $267K
CRM
Salesforce, Inc.

Technology
-233
- 17.81%
$231.66 - $273.65 $54K - $63.8K
1.08K $254K
PG
Procter & Gamble CO

Consumer Defensive
-509
- 12.24%
$150.47 - $161.22 $76.6K - $82.1K
3.65K $560K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-8.56K
- 3.94%
$37.32 - $38.38 $319K - $328K
209K $8M
NOW
Service Now, Inc.

Technology
-16
- 2.26%
$850.86 - $1044.69 $13.6K - $16.7K
693 $637K
V
Visa Inc.

Financial Services
-44
- 0.85%
$332.09 - $358.86 $14.6K - $15.8K
5.11K $1.75M
BA
Boeing CO

Industrials
-414
- 19.03%
$209.79 - $237.38 $86.9K - $98.3K
1.76K $380K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-4.89K
- 6.91%
$37.99 - $39.69 $186K - $194K
65.8K $2.61M
TTE
Total Energies Se

Energy
-1.03K
- 19.89%
N/A
4.14K $284K
KO
Coca Cola CO

Consumer Defensive
-659
- 10.96%
$65.67 - $71.67 $43.3K - $47.2K
5.36K $355K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.43K
- 3.93%
$50.85 - $51.35 $72.9K - $73.6K
35.1K $1.8M
BSX
Boston Scientific Corp

Healthcare
-135
- 2.38%
$97.03 - $108.14 $13.1K - $14.6K
5.54K $540K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.42K
- 23.26%
$55.15 - $58.11 $78.3K - $82.5K
4.69K $269K
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.4K
- 9.48%
$108.97 - $121.65 $697K - $778K
61.1K $7.37M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.28K
- 7.63%
$24.23 - $24.42 $55.2K - $55.6K
27.6K $672K
EOLS
Evolus, Inc.

Healthcare
-1.6K
- 11.76%
$5.77 - $9.73 $9.23K - $15.6K
12K $73K
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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