Tradition Wealth Management, LLC Reduced Holdings in Q2 2025

Tradition Wealth Management, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-614
- 0.63%
$85.42 - $94.39 $52.4K - $58K
96.8K $9.09M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-1.51K
- 16.72%
$30.9 - $34.31 $46.8K - $51.9K
7.54K $258K
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.9K
- 16.07%
$82.96 - $110.1 $1.07M - $1.42M
67.5K $7.43M
LMT
Lockheed Martin Corp

Industrials
-110
- 8.91%
$430.82 - $486.45 $47.4K - $53.5K
1.13K $521K
TGTX
Tg Therapeutics, Inc.

Healthcare
-252
- 4.23%
$33.37 - $45.51 $8.41K - $11.5K
5.71K $205K
TTAC
Fcf Us Quality ETF

ETFs
-917
- 12.2%
$68.45 - $70.76 $62.8K - $64.9K
6.6K $467K
KMB
Kimberly Clark Corp

Consumer Defensive
-14
- 0.76%
$126.84 - $145.22 $1.78K - $2.03K
1.82K $234K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-321
- 10.04%
$97.18 - $113.06 $31.2K - $36.3K
2.88K $325K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-2.39K
- 12.62%
$76.98 - $98.31 $184K - $235K
16.5K $1.63M
AFL
Aflac Inc

Financial Services
-16
- 0.55%
$99.77 - $112.45 $1.6K - $1.8K
2.91K $306K
MUB
Ishares National Muni Bond ETF

ETFs
-95
- 1.79%
$102.31 - $105.8 $9.72K - $10.1K
5.2K $543K
CRM
Salesforce, Inc.

Technology
-68
- 4.94%
$236.26 - $291.15 $16.1K - $19.8K
1.31K $356K
PFE
Pfizer Inc

Healthcare
-47
- 0.47%
$21.59 - $24.84 $1.01K - $1.17K
9.98K $241K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.04K
- 7.74%
$33.38 - $40.81 $34.7K - $42.4K
12.4K $505K
TXN
Texas Instruments Inc

Technology
-39
- 1.67%
N/A
2.3K $447K
INTC
Intel Corp

Technology
-170
- 1.4%
$18.13 - $22.69 $3.08K - $3.86K
12K $267K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-23
- 0.1%
$18.94 - $21.67 $436 - $498
23.3K $494K
NOC
Northrop Grumman Corp

Industrials
-2
- 0.4%
$456.3 - $540.39 $913 - $1.08K
497 $248K
ARCC
Ares Capital Corp

Financial Services
-158
- 0.85%
$18.91 - $22.43 $2.99K - $3.54K
18.4K $404K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-488
- 3.28%
$21.85 - $22.76 $10.7K - $11.1K
14.4K $327K
PFF
Ishares Trust Ishares Pfd And

ETFs
-155
- 1.23%
$29.0 - $30.68 $4.5K - $4.76K
12.5K $383K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-7
- 0.09%
$50.46 - $58.08 $353 - $407
7.78K $447K
DSTL
ETF Ser Solution Distillate Us

ETFs
-220
- 2.6%
$48.53 - $55.35 $10.7K - $12.2K
8.23K $455K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-304
- 1.52%
$23.32 - $24.45 $7.09K - $7.43K
19.6K $480K
QCOM
Qualcomm Inc

Technology
-66
- 4.55%
$124.66 - $159.48 $8.23K - $10.5K
1.38K $220K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.45K
- 5.71%
$28.39 - $32.75 $41.2K - $47.5K
24K $755K
F
Ford Motor CO

Consumer Cyclical
-1.19K
- 9.17%
$8.69 - $10.85 $10.3K - $12.9K
11.8K $127K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-104
- 0.64%
$24.66 - $25.17 $2.56K - $2.62K
16.1K $406K
Lam Research Corp
-144
- 0.8%
N/A
17.8K $0
Solventum Corp
-1.67K
- 18.87%
N/A
7.16K $0
Ishares Bitcoin Trust ETF
-1.87K
- 15.78%
N/A
9.99K $0
Arista Networks Inc
-70
- 0.85%
N/A
8.18K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-611
- 5.23%
N/A
11.1K $0
PSEP
Innovator U.S. Equity Power Bu
-364
- 1.1%
N/A
32.8K $0
Kenvue Inc
-1.12K
- 8.57%
N/A
11.9K $0
EOCT
Innovator Etfs Tr Emerging Mar
-108
- 0.79%
N/A
13.6K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-38
- 0.25%
N/A
15.3K $0
PNOV
Innovator U.S. Equity Power Bu
-716
- 10.38%
N/A
6.18K $0
CGMS
Capital Grp Core Plus Income E
-100
- 0.87%
N/A
11.4K $0
PDEC
Innovator U.S. Equity Power Bu
-231
- 0.49%
N/A
46.7K $0
DFRA
Trimtabs ETF Tr Donoghue Forli
-3.06K
- 4.72%
N/A
61.7K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-977
- 1.96%
N/A
48.8K $0
Innovator Etfs Trust
-20
- 0.19%
N/A
10.3K $0
Innovator Etfs Trust
-1.06K
- 8.51%
N/A
11.4K $0
Fidelity Wise Origin Bitcoin
-7.1K
- 50.82%
N/A
6.87K $0
Innovator Etfs Trust
-7.36K
- 6.52%
N/A
105K $0
Innovator Etfs Trust
-1.03K
- 7.6%
N/A
12.5K $0
Graniteshares ETF Tr
-700
- 2.62%
N/A
26K $0
Innovator Etfs Trust
-2.58K
- 20.77%
N/A
9.83K $0
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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