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
Innovator Etfs Trust
12.3K
New
N/A
12.3K $0
ALCC
Alt C Acquisition Corp.

Financial Services
7K
New
N/A
7K $0
Ishares Bitcoin Trust ETF
138
+ 1.38%
N/A
10.1K $0
Fidelity Wise Origin Bitcoin
279
+ 4.06%
N/A
7.15K $0
JGRO
J P Morgan Exchange Traded Fd
6.82K
+ 3.94%
N/A
180K $0
Lazard Inc
1.89K
+ 24.84%
N/A
9.48K $0
J P Morgan Exchange Traded F
11.6K
New
N/A
11.6K $0
First Tr Exchng Traded Fd Vi
10K
New
N/A
10K $0
Ishares Ethereum Tr
14.8K
New
N/A
14.8K $0
First Tr Exchng Traded Fd Vi
10K
New
N/A
10K $0
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.06%
$212.64 - $225.25 $213 - $225
1.69K $361K
TT
Trane Technologies PLC

Industrials
1
+ 0.17%
$398.96 - $472.54 $399 - $473
601 $253K
KKR
Kkr & Co. Inc.

Financial Services
34
+ 0.62%
$129.95 - $152.16 $4.42K - $5.17K
5.51K $715K
MDLZ
Mondelez International, Inc.

Consumer Defensive
63
+ 1.4%
$60.9 - $70.75 $3.84K - $4.46K
4.56K $284K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
144
+ 0.66%
$15.26 - $18.63 $2.2K - $2.68K
22K $380K
ARCC
Ares Capital Corp

Financial Services
141
+ 0.77%
$20.41 - $23.25 $2.88K - $3.28K
18.6K $378K
SUN
Sunoco LP

Energy
62
+ 0.63%
$48.42 - $55.31 $3K - $3.43K
9.9K $495K
SNDR
Schneider National, Inc.

Industrials
39
+ 0.36%
$21.09 - $26.92 $823 - $1.05K
10.8K $228K
CSL
Carlisle Companies Inc

Industrials
1
+ 0.13%
$327.52 - $435.11 $328 - $435
796 $261K
BRO
Brown & Brown, Inc.

Financial Services
13
+ 0.59%
$90.88 - $108.93 $1.18K - $1.42K
2.23K $208K
DE
Deere & CO

Industrials
69
+ 4.29%
$457.26 - $524.37 $31.6K - $36.2K
1.68K $767K
UPST
Upstart Holdings, Inc.

Financial Services
222
+ 4.23%
$50.8 - $84.13 $11.3K - $18.7K
5.47K $277K
IBM
International Business Machines Corp

Technology
85
+ 1.08%
$234.77 - $292.47 $20K - $24.9K
7.98K $2.25M
AXON
Axon Enterprise, Inc.

Industrials
39
+ 4.1%
$698.02 - $870.97 $27.2K - $34K
990 $710K
PM
Philip Morris International Inc.

Consumer Defensive
16
+ 0.34%
$157.77 - $183.27 $2.52K - $2.93K
4.79K $776K
NFLX
Netflix Inc

Communication Services
107
+ 6.1%
$1147.87 - $1297.18 $123K - $139K
1.86K $2.23M
TTD
Trade Desk, Inc.

Technology
2
+ 0.03%
$43.93 - $89.76 $87.9 - $180
5.99K $293K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 0.7%
$915.95 - $994.57 $19.2K - $20.9K
3K $2.78M
MSTR
Microstrategy Inc

Technology
66
+ 2.12%
$300.7 - $455.9 $19.8K - $30.1K
3.19K $1.03M
UPS
United Parcel Service Inc

Industrials
19
+ 0.14%
$82.58 - $105.54 $1.57K - $2.01K
14.1K $1.17M
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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