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
MO
Altria Group, Inc.

Consumer Defensive
365
+ 2.4%
$57.75 - $67.68 $21.1K - $24.7K
15.6K $1.03M
SHOP
Shopify Inc.

Technology
50
+ 1.34%
$112.11 - $157.12 $5.61K - $7.86K
3.78K $561K
NU
Nu Holdings Ltd.

Financial Services
3.77K
+ 12.72%
$11.92 - $16.3 $44.9K - $61.4K
33.4K $534K
CMI
Cummins Inc

Industrials
65
+ 6.84%
$327.85 - $426.39 $21.3K - $27.7K
1.02K $428K
EXK
Endeavour Silver Corp

Basic Materials
14.7K
New
$4.84 - $7.92 $71.4K - $117K
14.7K $115K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
14
+ 0.12%
$79.52 - $89.63 $1.11K - $1.25K
11.4K $1.01M
VNQ
Vanguard Specialized Funds Van

ETFs
126
+ 0.33%
$88.47 - $93.24 $11.1K - $11.7K
38.5K $3.52M
PANW
Palo Alto Networks Inc

Technology
533
+ 7.7%
$167.06 - $208.19 $89K - $111K
7.46K $1.52M
DC
Dakota Gold Corp.

Basic Materials
19.7K
New
$3.6 - $4.94 $71K - $97.4K
19.7K $89K
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.66K
+ 22.26%
$43.83 - $45.64 $72.9K - $75.9K
9.13K $416K
CEG
Constellation Energy Corp

Utilities
245
+ 28.36%
$298.82 - $354.89 $73.2K - $86.9K
1.11K $364K
PKW
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.19%
$123.59 - $132.83 $2.22K - $2.39K
9.27K $1.23M
LOW
Lowes Companies Inc

Consumer Cyclical
26
+ 0.98%
$215.01 - $273.02 $5.59K - $7.1K
2.69K $676K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
569
+ 5.11%
$49.43 - $54.52 $28.1K - $31K
11.7K $633K
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
14.5K
New
$5.76 - $7.42 $83.6K - $108K
14.5K $83K
WK
Workiva Inc

Technology
2
+ 0.04%
$63.83 - $86.08 $128 - $172
4.58K $394K
TJX
Tjx Companies Inc

Consumer Cyclical
16
+ 0.43%
$121.35 - $144.54 $1.94K - $2.31K
3.73K $538K
FAST
Fastenal CO

Industrials
36
+ 0.35%
$42.47 - $50.39 $1.53K - $1.81K
10.2K $499K
PDI
Pimco Dynamic Income Fund

Financial Services
1.46K
+ 2.78%
$18.85 - $20.07 $27.5K - $29.3K
54K $1.07M
NEE
Nextera Energy Inc

Utilities
335
+ 4.71%
$69.77 - $77.54 $23.4K - $26K
7.46K $562K
AUR
Aurora Innovation, Inc.

Technology
12.2K
New
$5.05 - $6.56 $61.8K - $80.3K
12.2K $66K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3
+ 0.02%
$40.68 - $46.33 $122 - $139
13.2K $598K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
293
+ 3.12%
$68.24 - $73.73 $20K - $21.6K
9.68K $711K
MAIN
Main Street Capital Corp

Financial Services
121
+ 0.97%
$59.28 - $67.54 $7.17K - $8.17K
12.6K $799K
SO
Southern CO

Utilities
392
+ 5.16%
$90.83 - $96.0 $35.6K - $37.6K
7.99K $757K
ETN
Eaton Corp PLC

Industrials
31
+ 1.14%
$342.99 - $392.76 $10.6K - $12.2K
2.74K $1.03M
SNOW
Snowflake Inc.

Technology
230
+ 6.06%
$191.73 - $241.0 $44.1K - $55.4K
4.03K $908K
PFE
Pfizer Inc

Healthcare
1.77K
+ 17.7%
$23.29 - $25.88 $41.1K - $45.7K
11.7K $299K
NOC
Northrop Grumman Corp

Industrials
2
+ 0.4%
$498.9 - $609.32 $998 - $1.22K
499 $304K
VEU
Vanguard Ftse All World Ex Us

ETFs
566
+ 16.79%
$66.38 - $71.68 $37.6K - $40.6K
3.94K $281K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2
+ 0.01%
$96.83 - $101.71 $194 - $203
16.5K $1.68M
XLU
Utilities Sector Spdr

ETFs
6
+ 0.06%
$81.14 - $87.32 $487 - $524
9.71K $847K
CPNG
Coupang, Inc.

Consumer Cyclical
923
+ 9.11%
$27.67 - $33.53 $25.5K - $30.9K
11.1K $355K
THW
Tekla World Healthcare Fund

Financial Services
54
+ 0.25%
$10.16 - $12.6 $549 - $680
21.3K $268K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.27%
$259.49 - $300.41 $778 - $901
1.1K $330K
PAVE
Global X Fds Us Infrastructure

ETFs
5
+ 0.04%
$44.02 - $47.63 $220 - $238
11.5K $548K
TRV
Travelers Companies, Inc.

Financial Services
11
+ 0.33%
$250.62 - $279.43 $2.76K - $3.07K
3.35K $934K
PEP
Pepsico Inc

Consumer Defensive
169
+ 8.01%
$133.81 - $152.16 $22.6K - $25.7K
2.28K $319K
ALE
Allete Inc

Utilities
29
+ 0.18%
$62.45 - $66.45 $1.81K - $1.93K
16.4K $1.09M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.08K
+ 7.24%
$26.92 - $28.6 $29.1K - $30.9K
16K $447K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
675
+ 9.0%
$36.71 - $38.11 $24.8K - $25.7K
8.17K $311K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.03%
$126.64 - $135.65 $127 - $136
3.16K $429K
MSI
Motorola Solutions, Inc.

Technology
5
+ 0.73%
$408.73 - $490.3 $2.04K - $2.45K
690 $315K
HEWJ
Ishares Currency Hedged Msci J

ETFs
28
+ 0.57%
$43.72 - $50.04 $1.22K - $1.4K
4.94K $243K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
312
+ 2.18%
$46.86 - $48.27 $14.6K - $15.1K
14.7K $703K
MRK
Merck & Co., Inc.

Healthcare
109
+ 3.97%
$77.6 - $87.37 $8.46K - $9.52K
2.85K $239K
EFA
Ishares Tr Msci Eafe ETF

ETFs
16
+ 0.31%
$87.29 - $93.61 $1.4K - $1.5K
5.21K $486K
AFL
Aflac Inc

Financial Services
19
+ 0.65%
$98.09 - $111.7 $1.86K - $2.12K
2.93K $327K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1
+ 0.01%
$56.63 - $60.72 $56.6 - $60.7
7.78K $468K
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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