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
ROK
Rockwell Automation, Inc

Industrials
-1
- 0.1%
$218.97 - $332.17 $219 - $332
964 $320K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.07K
- 4.53%
$35.9 - $43.76 $74.3K - $90.6K
43.6K $1.89M
IWN
Ishares Russell2000 Val ETF

ETFs
-49
- 0.39%
$131.84 - $157.76 $6.46K - $7.73K
12.5K $1.97M
HON
Honeywell International Inc

Industrials
-80
- 1.72%
$182.86 - $232.88 $14.6K - $18.6K
4.56K $1.06M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-80
- 1.02%
$86.93 - $109.64 $6.95K - $8.77K
7.76K $850K
DFNV
Donoghue Forlines Risk Managed

ETFs
-1.37K
- 2.47%
$37.28 - $38.2 $51.1K - $52.3K
54K $2.06M
TTD
Trade Desk, Inc.

Technology
-364
- 5.73%
$45.27 - $79.4 $16.5K - $28.9K
5.99K $430K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-7
- 0.26%
$272.36 - $339.57 $1.91K - $2.38K
2.68K $910K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-2
- 0.02%
$98.58 - $123.6 $197 - $247
9.25K $1.14M
ISRG
Intuitive Surgical Inc

Healthcare
-2
- 0.09%
$451.58 - $565.94 $903 - $1.13K
2.17K $1.18M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-58
- 0.25%
$90.56 - $109.49 $5.25K - $6.35K
23.2K $2.53M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-57
- 0.08%
$24.63 - $29.39 $1.4K - $1.68K
69.1K $2M
IWM
Ishares Russell 2000 ETF

ETFs
-173
- 1.8%
$174.82 - $215.79 $30.2K - $37.3K
9.43K $2.04M
USB
Us Bancorp \De\

Financial Services
-965
- 1.71%
$36.4 - $45.76 $35.1K - $44.2K
55.5K $2.51M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-708
- 1.32%
$25.48 - $31.98 $18K - $22.6K
52.7K $1.69M
IVV
Ishares Core S&P 500 ETF

ETFs
-97
- 2.83%
$498.8 - $620.9 $48.4K - $60.2K
3.33K $2.07M
IAPR
Innovator Etfs Tr Internationa

ETFs
-823
- 0.81%
$25.9 - $29.24 $21.3K - $24.1K
101K $2.94M
EAPR
Innovator Etfs Tr Emerging Mkt
-2.02K
- 1.38%
$24.71 - $27.99 $49.8K - $56.4K
144K $4.04M
CAT
Caterpillar Inc

Industrials
-15
- 0.55%
$273.94 - $388.21 $4.11K - $5.82K
2.72K $1.06M
AMD
Advanced Micro Devices Inc

Technology
-216
- 4.41%
$78.21 - $143.81 $16.9K - $31.1K
4.68K $664K
KAPR
Innovator U.S. Small Cap Power

ETFs
-1.51K
- 1.08%
$28.5 - $32.39 $43.1K - $49K
138K $4.47M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-669
- 12.68%
$141.37 - $228.57 $94.6K - $153K
4.61K $1.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.93K
- 5.23%
$152.42 - $182.82 $599K - $719K
71.2K $13M
WFC
Wells Fargo & Company

Financial Services
-809
- 2.66%
$60.98 - $80.12 $49.3K - $64.8K
29.6K $2.37M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.16K
- 3.76%
$72.61 - $88.75 $230K - $281K
81K $7.19M
ETN
Eaton Corp PLC

Industrials
-71
- 2.55%
$246.52 - $356.99 $17.5K - $25.3K
2.71K $967K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-3.09K
- 4.7%
$89.44 - $108.59 $276K - $335K
62.5K $6.79M
MMM
3 M CO

Industrials
-68
- 0.15%
$126.09 - $154.15 $8.57K - $10.5K
45.4K $6.91M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-3.35K
- 1.52%
$33.22 - $37.29 $111K - $125K
217K $8.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-172
- 2.75%
$496.48 - $617.85 $85.4K - $106K
6.07K $3.75M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.58K
- 11.76%
$122.57 - $173.27 $316K - $446K
19.3K $3.35M
XLK
Technology Sector Spdr

ETFs
-216
- 3.05%
$179.73 - $253.23 $38.8K - $54.7K
6.86K $1.74M
SNOW
Snowflake Inc.

Technology
-19
- 0.5%
$130.53 - $223.77 $2.48K - $4.25K
3.8K $849K
EFG
Msci Eafe Growth ETF

ETFs
-25
- 0.09%
$89.8 - $112.0 $2.25K - $2.8K
27.8K $3.12M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-2.37K
- 0.84%
$28.35 - $31.3 $67.2K - $74.2K
281K $8.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-16.7K
- 3.84%
$20.42 - $25.3 $340K - $421K
417K $10.5M
ORCL
Oracle Corp

Technology
-65
- 1.22%
$122.82 - $218.63 $7.98K - $14.2K
5.24K $1.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.84K
- 1.87%
$152.93 - $181.74 $282K - $335K
96.8K $17.6M
MGC
Vanguard Mega Cap ETF

ETFs
-236
- 0.81%
$179.23 - $224.92 $42.3K - $53.1K
29.1K $6.54M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.2K
- 2.24%
$43.53 - $54.46 $139K - $174K
140K $7.61M
BWB
Bridgewater Bancshares Inc

Financial Services
-1.75K
- 0.49%
$12.29 - $16.19 $21.5K - $28.3K
356K $5.66M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-28K
- 8.99%
$50.08 - $63.14 $1.4M - $1.77M
283K $17.9M
IPO
Renaissance Cap Greenwich Fds

ETFs
-733
- 0.53%
$32.6 - $44.94 $23.9K - $32.9K
137K $6.14M
WFH
Direxion Shs ETF Tr Work From

Technology
-1.68K
- 1.76%
$50.51 - $69.17 $84.7K - $116K
93.4K $6.46M
FNDF
Schwab Fundamental Intl Large

ETFs
-18K
- 3.4%
$32.25 - $40.02 $579K - $719K
510K $20.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-203
- 0.43%
$320.42 - $424.58 $65K - $86.2K
47.1K $20M
MSFT
Microsoft Corp

Technology
-122
- 0.34%
$354.56 - $497.45 $43.3K - $60.7K
35.3K $17.6M
NVDA
Nvidia Corp

Technology
-797
- 0.51%
$94.31 - $157.99 $75.2K - $126K
157K $24.8M
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
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email