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
RVT
Royce Value Trust, Inc.

Financial Services
-667
- 5.04%
$12.5 - $15.21 $8.34K - $10.1K
12.6K $189K
THM
International Tower Hill Mines LTD

Basic Materials
-10K
- 24.39%
$0.48 - $1.04 $4.8K - $10.4K
31K $26K
SYY
Sysco Corp

Consumer Defensive
-5
- 0.15%
$68.0 - $75.91 $340 - $380
3.43K $259K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-917
- 6.61%
$30.77 - $35.62 $28.2K - $32.7K
13K $461K
DE
Deere & CO

Industrials
-129
- 7.42%
$412.99 - $531.48 $53.3K - $68.6K
1.61K $818K
ONB
Old National Bancorp

Financial Services
-632
- 0.55%
$17.95 - $22.57 $11.3K - $14.3K
114K $2.42M
GD
General Dynamics Corp

Industrials
-38
- 4.7%
$247.68 - $291.66 $9.41K - $11.1K
771 $224K
TRV
Travelers Companies, Inc.

Financial Services
-19
- 0.57%
$233.83 - $276.34 $4.44K - $5.25K
3.34K $892K
CDE
Coeur Mining, Inc.

Basic Materials
-5K
- 29.29%
$4.81 - $9.46 $24K - $47.3K
12.1K $106K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-336
- 4.61%
$51.16 - $62.02 $17.2K - $20.8K
6.96K $431K
KMI
Kinder Morgan, Inc.

Energy
-2
- 0.02%
$25.21 - $29.4 $50.4 - $58.8
9.32K $273K
EWJ
Ishares Msci Japan ETF

ETFs
-156
- 5.3%
$61.32 - $75.28 $9.57K - $11.7K
2.79K $209K
KJUL
Innovator U.S. Small Cap Power

Technology
-505
- 2.68%
$25.96 - $29.2 $13.1K - $14.7K
18.3K $535K
EMB
Ishares Tr

ETFs
-36
- 0.5%
$86.54 - $92.62 $3.12K - $3.33K
7.17K $663K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-146
- 1.86%
$36.26 - $40.45 $5.29K - $5.91K
7.7K $311K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-457
- 3.27%
$10.8 - $16.92 $4.94K - $7.73K
13.5K $185K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 1.07%
$468.22 - $566.51 $2.34K - $2.83K
461 $261K
KR
Kroger CO

Consumer Defensive
-18
- 0.5%
$64.62 - $74.0 $1.16K - $1.33K
3.62K $259K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-24
- 0.5%
$65.66 - $77.49 $1.58K - $1.86K
4.74K $359K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-380
- 1.11%
$67.03 - $80.35 $25.5K - $30.5K
33.8K $2.69M
FIW
First Trust Water ETF

ETFs
-19
- 0.72%
$90.26 - $108.05 $1.71K - $2.05K
2.62K $283K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-208
- 1.16%
$36.02 - $41.92 $7.49K - $8.72K
17.7K $743K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-178
- 2.33%
$37.66 - $43.85 $6.7K - $7.81K
7.47K $327K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-3.65K
- 4.9%
$33.46 - $38.01 $122K - $139K
70.7K $2.69M
CSL
Carlisle Companies Inc

Industrials
-1
- 0.13%
$317.1 - $408.5 $317 - $409
795 $296K
MGV
Vanguard Mega Cap Value

ETFs
-247
- 0.99%
$114.87 - $131.25 $28.4K - $32.4K
24.7K $3.24M
XLU
Utilities Sector Spdr

ETFs
-17
- 0.17%
$73.09 - $82.77 $1.24K - $1.41K
9.71K $792K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-194
- 1.09%
$29.4 - $33.37 $5.7K - $6.47K
17.6K $588K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-674
- 3.23%
$34.48 - $39.76 $23.2K - $26.8K
20.2K $802K
TGB
Taseko Mines LTD

Basic Materials
-2.5K
- 5.9%
$1.7 - $3.15 $4.25K - $7.88K
39.9K $125K
RTX
Raytheon Technologies Corp

Industrials
-147
- 3.62%
$113.75 - $148.48 $16.7K - $21.8K
3.91K $571K
BSX
Boston Scientific Corp

Healthcare
-28
- 0.49%
$89.7 - $107.41 $2.51K - $3.01K
5.67K $609K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-26
- 0.82%
$101.97 - $126.75 $2.65K - $3.3K
3.16K $400K
POCT
Innovator U.S. Equity Power Bu

ETFs
-2.4K
- 4.24%
$36.35 - $41.3 $87.2K - $99.1K
54.2K $2.24M
XLF
Financial Sector Spdr

ETFs
-598
- 2.18%
$43.92 - $52.37 $26.3K - $31.3K
26.9K $1.41M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-685
- 5.42%
$13.42 - $20.22 $9.19K - $13.9K
11.9K $238K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-3.05K
- 4.79%
$35.3 - $40.46 $108K - $123K
60.6K $2.45M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-180
- 1.09%
$114.78 - $133.31 $20.7K - $24K
16.3K $2.17M
DAL
Delta Air Lines, Inc.

Industrials
-32
- 0.37%
$35.88 - $52.99 $1.15K - $1.7K
8.73K $429K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-14
- 0.95%
$180.84 - $240.32 $2.53K - $3.36K
1.46K $351K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-17
- 0.08%
$38.7 - $44.05 $658 - $749
20.9K $920K
EMR
Emerson Electric CO

Industrials
-14
- 0.55%
$94.15 - $133.33 $1.32K - $1.87K
2.55K $340K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.9K
- 2.76%
$23.45 - $26.56 $44.6K - $50.5K
67K $1.78M
DIS
Walt Disney CO

Communication Services
-13
- 0.51%
$81.72 - $124.01 $1.06K - $1.61K
2.53K $314K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-118
- 1.07%
$52.84 - $65.52 $6.24K - $7.73K
10.9K $712K
U
Unity Software Inc.

Technology
-114
- 0.76%
$16.75 - $26.24 $1.91K - $2.99K
14.8K $357K
BAC
Bank Of America Corp

Financial Services
-40
- 0.33%
$34.39 - $47.46 $1.38K - $1.9K
12.2K $579K
BX
Blackstone Inc.

Financial Services
-129
- 1.43%
$120.07 - $151.11 $15.5K - $19.5K
8.92K $1.33M
VUG
Vanguard Growth ETF

ETFs
-1.56K
- 14.0%
$329.49 - $438.4 $514K - $683K
9.58K $4.2M
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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