Tradition Wealth Management, LLC Purchases in Q3 2025

Tradition Wealth Management, LLC

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
2.49K
New
$103.26 - $115.0 $257K - $286K
2.49K $279K
BALT
Innovator Etfs Tr
8.48K
New
$32.11 - $32.82 $272K - $278K
8.48K $278K
VBK
Vanguard Small Cap Growth ETF

ETFs
334
+ 4.37%
$276.51 - $305.12 $92.4K - $102K
7.97K $2.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
22
+ 0.48%
$224.68 - $282.71 $4.94K - $6.22K
4.63K $1.29M
HD
Home Depot, Inc.

Consumer Cyclical
158
+ 3.42%
$357.4 - $423.42 $56.5K - $66.9K
4.77K $1.93M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
300
+ 10.23%
$275.84 - $326.36 $82.8K - $97.9K
3.23K $1.06M
ROAD
Construction Partners, Inc.

Industrials
1.87K
New
$93.43 - $136.74 $175K - $256K
1.87K $237K
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
8.93K
New
$22.0 - $26.72 $197K - $239K
8.93K $235K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.09K
New
$50.79 - $76.4 $157K - $236K
3.09K $235K
MPWR
Monolithic Power Systems Inc

Technology
253
New
$711.24 - $922.81 $180K - $233K
253 $232K
GLW
Corning Inc

Technology
2.71K
New
$51.6 - $82.03 $140K - $222K
2.71K $222K
PSX
Phillips 66

Energy
1.62K
New
$118.37 - $139.46 $192K - $226K
1.62K $220K
IVV
Ishares Core S&P 500 ETF

ETFs
84
+ 2.53%
$620.67 - $670.08 $52.1K - $56.3K
3.41K $2.28M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
8.98K
New
$23.57 - $24.16 $212K - $217K
8.98K $216K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.45K
+ 37.83%
$81.75 - $84.54 $200K - $207K
8.92K $750K
UBER
Uber Technologies, Inc

Technology
1.31K
+ 7.19%
$86.91 - $99.57 $113K - $130K
19.5K $1.91M
GE
General Electric CO

Industrials
707
New
$244.75 - $305.63 $173K - $216K
707 $212K
ATO
Atmos Energy Corp

Utilities
1.24K
New
$151.51 - $170.75 $188K - $212K
1.24K $212K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.94K
New
$67.01 - $72.84 $197K - $214K
2.94K $212K
WEC
Wec Energy Group, Inc.

Utilities
1.84K
New
$103.66 - $114.59 $191K - $211K
1.84K $211K
USB
Us Bancorp \De\

Financial Services
743
+ 1.34%
$43.94 - $50.41 $32.6K - $37.5K
56.2K $2.72M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.14K
New
$103.83 - $179.9 $119K - $205K
1.14K $204K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
76
+ 0.14%
$32.02 - $36.34 $2.43K - $2.76K
52.8K $1.89M
AMAT
Applied Materials Inc

Technology
1K
New
$156.25 - $204.95 $156K - $205K
1K $204K
BJUL
Innovator U.S. Equity Buffer E

ETFs
3.81K
+ 66.98%
$47.14 - $49.66 $180K - $189K
9.5K $471K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.38K
New
$135.0 - $146.02 $186K - $202K
1.38K $200K
WELL
Welltower Inc.

Real Estate
1.12K
New
$150.71 - $178.14 $169K - $200K
1.12K $200K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
40.7K
New
$4.52 - $6.54 $184K - $266K
40.7K $198K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.53K
+ 28.7%
$70.85 - $76.96 $180K - $195K
11.4K $863K
IAU
Ishares Gold Trust

ETFs
1.09K
+ 9.95%
$61.62 - $72.77 $67.2K - $79.3K
12K $876K
CRWD
Crowd Strike Holdings, Inc.

Technology
440
+ 35.51%
$412.46 - $514.1 $181K - $226K
1.68K $823K
TMO
Thermo Fisher Scientific Inc.

Healthcare
161
+ 11.86%
$404.94 - $499.99 $65.2K - $80.5K
1.52K $736K
ABCL
Ab Cellera Biologics Inc.

Healthcare
36.1K
New
$3.49 - $5.15 $126K - $186K
36.1K $181K
CGGO
Capital Group Global Growth Eq

ETFs
278
+ 0.36%
$31.71 - $34.17 $8.82K - $9.5K
78.2K $2.67M
ITA
Ishares Tr

ETFs
428
+ 9.92%
$184.73 - $209.26 $79.1K - $89.6K
4.74K $992K
MS
Morgan Stanley

Financial Services
734
+ 26.07%
$139.09 - $161.16 $102K - $118K
3.55K $564K
MGV
Vanguard Mega Cap Value

ETFs
24
+ 0.1%
$129.46 - $137.85 $3.11K - $3.31K
24.7K $3.41M
ORCC
Owl Rock Capital Corp

Financial Services
12.2K
+ 6.01%
N/A
216K $2.89M
STX
Seagate Technology Holdings PLC

Technology
5
+ 0.28%
$142.01 - $236.06 $710 - $1.18K
1.77K $417K
AMD
Advanced Micro Devices Inc

Technology
425
+ 9.08%
$134.8 - $184.42 $57.3K - $78.4K
5.11K $826K
SPG
Simon Property Group Inc

Real Estate
644
+ 48.6%
$159.93 - $187.67 $103K - $121K
1.97K $369K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
191
+ 1.17%
$132.9 - $142.03 $25.4K - $27.1K
16.5K $2.32M
BMO
Bank Of Montreal

Financial Services
400
+ 7.88%
$110.44 - $130.66 $44.2K - $52.3K
5.48K $713K
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.08%
$193.58 - $213.07 $1.36K - $1.49K
8.94K $1.87M
SLV
I Shares Silver Trust

ETFs
1.33K
+ 14.41%
$32.73 - $42.5 $43.4K - $56.4K
10.5K $446K
CGGR
Capital Group Growth ETF Shs C

ETFs
654
+ 1.88%
$40.2 - $44.58 $26.3K - $29.2K
35.4K $1.56M
CVX
Chevron Corp

Energy
87
+ 0.83%
$145.57 - $161.83 $12.7K - $14.1K
10.6K $1.64M
CGDV
Capital Group Divid Value ETF

ETFs
1.6K
+ 5.62%
$39.59 - $42.21 $63.5K - $67.7K
30.1K $1.27M
WMT
Walmart Inc.

Consumer Defensive
90
+ 0.37%
$94.4 - $104.27 $8.5K - $9.38K
24.5K $2.53M
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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