Tradition Wealth Management, LLC Sells in Q2 2025

Tradition Wealth Management, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-136K
- 87.53%
$32.0 - $39.87 $4.35M - $5.42M
19.4K $771K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-82.1K
- 40.13%
$58.41 - $72.69 $4.8M - $5.97M
123K $8.91M
AAPL
Apple Inc.

Technology
-1.66K
- 1.34%
$172.42 - $223.89 $285K - $371K
122K $25M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-32K
- 20.53%
$45.12 - $46.23 $1.44M - $1.48M
124K $5.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-11.1K
- 3.61%
$51.14 - $57.0 $569K - $634K
297K $16.9M
ABBV
Abb Vie Inc.

Healthcare
-386
- 1.68%
$170.16 - $206.27 $65.7K - $79.6K
22.6K $4.2M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-10.6K
- 63.52%
$47.46 - $55.3 $505K - $588K
6.11K $336K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-16.1K
- 33.19%
$24.38 - $30.18 $393K - $486K
32.4K $977K
NOCT
Innovator Growth 100 Power Buf

ETFs
-7.53K
- 57.38%
$46.13 - $54.5 $347K - $410K
5.59K $304K
GLDM
World Gold Trust

ETFs
-6.56K
- 26.88%
$58.96 - $67.97 $387K - $446K
17.8K $1.17M
NJUL
Innovator Growth 100 Power Buf

Technology
-5.79K
- 52.43%
$56.05 - $68.06 $324K - $394K
5.25K $357K
VTV
Vanguard Value ETF

ETFs
-1.99K
- 13.28%
$153.67 - $176.74 $306K - $352K
13K $2.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.82K
- 6.3%
$96.84 - $99.46 $273K - $281K
42K $4.17M
TGT
Target Corp

Consumer Defensive
-1.78K
- 11.51%
$88.76 - $105.77 $158K - $188K
13.7K $1.35M
SLV
I Shares Silver Trust

ETFs
-6.76K
- 42.32%
$27.08 - $33.74 $183K - $228K
9.21K $302K
XLE
Energy Sector Spdr

ETFs
-1.45K
- 26.02%
$76.44 - $94.13 $111K - $136K
4.12K $349K
UPS
United Parcel Service Inc

Industrials
-292
- 2.04%
$91.92 - $110.2 $26.8K - $32.2K
14K $1.42M
GLD
Spdr Gold Trust

ETFs
-665
- 20.56%
$273.71 - $316.29 $182K - $210K
2.57K $783K
OKE
Oneok Inc

Energy
-4
- 0.05%
$78.71 - $100.37 $315 - $401
8.13K $663K
CGCP
Capital Group Core Plus Income

ETFs
-6.1K
- 25.85%
$21.92 - $22.56 $134K - $138K
17.5K $393K
TTE
Total Energies Se

Energy
-1.92K
- 27.11%
N/A
5.17K $354K
XOM
Exxon Mobil Corp

Energy
-122
- 1.14%
$99.93 - $119.04 $12.2K - $14.5K
10.6K $1.14M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.59K
- 19.69%
$79.56 - $82.92 $126K - $132K
6.47K $536K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-179
- 0.26%
$90.85 - $102.31 $16.3K - $18.3K
69.2K $6.97M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.02K
- 2.68%
$22.68 - $23.28 $136K - $140K
218K $5.07M
MRVL
Marvell Technology, Inc.

Technology
-2.56K
- 49.44%
$49.38 - $79.97 $126K - $205K
2.62K $202K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-536
- 1.45%
$68.13 - $74.77 $36.5K - $40.1K
36.4K $2.65M
DVY
Ishares Tr

ETFs
-417
- 1.18%
$118.37 - $134.86 $49.4K - $56.2K
34.9K $4.63M
ACN
Accenture PLC

Technology
-7
- 0.09%
$279.23 - $323.21 $1.95K - $2.26K
7.99K $2.39M
AMGN
Amgen Inc

Healthcare
-2
- 0.06%
$262.28 - $309.85 $525 - $620
3.2K $892K
ADBE
Adobe Inc.

Technology
-274
- 10.49%
$340.0 - $420.68 $93.2K - $115K
2.34K $904K
XLV
Select Sector Spdr Fund Health

ETFs
-97
- 1.43%
$128.77 - $144.3 $12.5K - $14K
6.67K $899K
GLP
Global Partners LP

Energy
-1.5K
- 21.43%
$44.91 - $56.21 $67.4K - $84.3K
5.5K $290K
MDT
Medtronic PLC

Healthcare
-368
- 1.98%
$80.68 - $88.86 $29.7K - $32.7K
18.2K $1.59M
MRK
Merck & Co., Inc.

Healthcare
-500
- 15.42%
$73.47 - $87.12 $36.7K - $43.6K
2.74K $217K
FSK
Fs Kkr Capital Corp

Financial Services
-3.1K
- 17.47%
$17.95 - $21.5 $55.6K - $66.7K
14.6K $303K
MBB
Ishares Tr

ETFs
-715
- 2.5%
$91.41 - $94.22 $65.4K - $67.4K
27.9K $2.62M
IYE
Ishares Tr

ETFs
-226
- 1.74%
$40.36 - $49.67 $9.12K - $11.2K
12.8K $577K
VZ
Verizon Communications Inc

Communication Services
-110
- 0.4%
$41.67 - $45.62 $4.58K - $5.02K
27.5K $1.19M
FDX
Fedex Corp

Industrials
-152
- 9.72%
$198.07 - $245.17 $30.1K - $37.3K
1.41K $320K
LOW
Lowes Companies Inc

Consumer Cyclical
-121
- 4.34%
$210.83 - $235.28 $25.5K - $28.5K
2.67K $591K
APP
App Lovin Corp

Technology
-756
- 31.07%
$219.37 - $417.89 $166K - $316K
1.68K $587K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-400
- 6.19%
$80.28 - $91.78 $32.1K - $36.7K
6.06K $533K
CMI
Cummins Inc

Industrials
-219
- 18.73%
$267.12 - $336.65 $58.5K - $73.7K
950 $311K
PG
Procter & Gamble CO

Consumer Defensive
-37
- 0.88%
$157.66 - $172.39 $5.83K - $6.38K
4.16K $662K
PDI
Pimco Dynamic Income Fund

Financial Services
-170
- 0.32%
$17.02 - $19.87 $2.89K - $3.38K
52.5K $995K
FTNT
Fortinet, Inc.

Technology
-655
- 25.33%
$84.71 - $108.69 $55.5K - $71.2K
1.93K $204K
ALE
Allete Inc

Utilities
-217
- 1.31%
$63.53 - $65.71 $13.8K - $14.3K
16.4K $1.05M
FICO
Fair Isaac Corp

Technology
-10
- 0.76%
$1503.62 - $2206.01 $15K - $22.1K
1.31K $2.39M
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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