Tradition Wealth Management, LLC Reduced Holdings in Q3 2025

Tradition Wealth Management, LLC

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-100
- 21.69%
$567.09 - $607.37 $56.7K - $60.7K
361 $215K
LMT
Lockheed Martin Corp

Industrials
-161
- 14.31%
$410.74 - $499.21 $66.1K - $80.4K
964 $481K
AMP
Ameriprise Financial Inc

Financial Services
-6
- 0.73%
$486.13 - $544.55 $2.92K - $3.27K
813 $399K
XLE
Energy Sector Spdr

ETFs
-635
- 15.4%
$84.25 - $91.99 $53.5K - $58.4K
3.49K $311K
SBUX
Starbucks Corp

Consumer Cyclical
-194
- 6.76%
$81.9 - $96.86 $15.9K - $18.8K
2.68K $226K
ET
Energy Transfer LP

Energy
-365
- 1.2%
$17.11 - $18.16 $6.25K - $6.63K
30.2K $517K
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-1.73K
- 9.8%
$33.4 - $34.78 $57.7K - $60.1K
15.9K $553K
DVY
Ishares Tr

ETFs
-2.52K
- 7.23%
$133.88 - $142.57 $338K - $359K
32.3K $4.59M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-1.14K
- 15.13%
$34.26 - $35.77 $39.1K - $40.8K
6.4K $228K
CGCP
Capital Group Core Plus Income

ETFs
-1.5K
- 8.57%
$22.27 - $22.95 $33.4K - $34.4K
16K $363K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-1K
- 12.99%
$40.37 - $42.12 $40.4K - $42.1K
6.7K $282K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.3K
- 1.51%
$22.9 - $23.58 $75.7K - $77.9K
215K $5.05M
EMB
Ishares Tr

ETFs
-489
- 6.82%
$91.52 - $95.59 $44.8K - $46.7K
6.68K $635K
XLV
Select Sector Spdr Fund Health

ETFs
-396
- 5.93%
$129.01 - $139.72 $51.1K - $55.3K
6.28K $873K
DIS
Walt Disney CO

Communication Services
-15
- 0.59%
$112.25 - $124.0 $1.68K - $1.86K
2.52K $288K
WM
Waste Management Inc

Industrials
-20
- 0.92%
$213.88 - $237.1 $4.28K - $4.74K
2.15K $474K
KR
Kroger CO

Consumer Defensive
-71
- 1.96%
$64.52 - $74.35 $4.58K - $5.28K
3.54K $238K
AMZN
Amazon Com Inc

Consumer Cyclical
-144
- 0.24%
$211.65 - $238.24 $30.5K - $34.3K
60.4K $13.3M
SYK
Stryker Corp

Healthcare
-4
- 0.51%
$368.57 - $403.53 $1.47K - $1.61K
774 $286K
FDX
Fedex Corp

Industrials
-136
- 9.64%
$217.1 - $243.2 $29.5K - $33.1K
1.28K $300K
AXP
American Express CO

Financial Services
-183
- 5.84%
$294.27 - $342.31 $53.9K - $62.6K
2.95K $980K
CME
Cme Group Inc.

Financial Services
-48
- 4.86%
$258.83 - $287.1 $12.4K - $13.8K
940 $253K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-582
- 8.36%
$62.09 - $66.51 $36.1K - $38.7K
6.38K $416K
ROK
Rockwell Automation, Inc

Industrials
-79
- 8.2%
$328.67 - $358.52 $26K - $28.3K
885 $309K
KMI
Kinder Morgan, Inc.

Energy
-32
- 0.34%
$26.23 - $28.5 $839 - $912
9.28K $262K
EMR
Emerson Electric CO

Industrials
-44
- 1.72%
$128.6 - $149.63 $5.66K - $6.58K
2.51K $329K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.96K
- 7.31%
$72.65 - $78.68 $651K - $705K
114K $8.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.3K
- 10.01%
$24.46 - $26.5 $31.7K - $34.3K
11.7K $306K
KMB
Kimberly Clark Corp

Consumer Defensive
-9
- 0.49%
$121.72 - $136.77 $1.1K - $1.23K
1.81K $225K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-692
- 5.18%
$7.98 - $8.29 $5.52K - $5.74K
12.7K $103K
NGD
New Gold Inc.

Basic Materials
-5K
- 33.33%
$4.13 - $7.18 $20.7K - $35.9K
10K $71K
ACGL
Arch Capital Group Ltd.

Financial Services
-25
- 0.64%
$85.61 - $93.54 $2.14K - $2.34K
3.88K $352K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-281
- 1.96%
$22.45 - $23.2 $6.31K - $6.52K
14.1K $325K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-11
- 0.21%
N/A
5.22K $211K
QCOM
Qualcomm Inc

Technology
-66
- 4.77%
$145.84 - $173.55 $9.63K - $11.5K
1.32K $219K
PNOV
Innovator U.S. Equity Power Bu
-141
- 2.28%
N/A
6.04K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
-4.54K
- 4.79%
N/A
90.1K $0
Solventum Corp
-1.26K
- 17.53%
N/A
5.91K $0
PDEC
Innovator U.S. Equity Power Bu
-1.06K
- 2.26%
N/A
45.6K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-1.44K
- 13.02%
N/A
9.64K $0
Ishares Tr
-76
- 0.35%
N/A
21.9K $0
Innovator Etfs Trust
-766
- 7.47%
N/A
9.49K $0
Innovator Etfs Trust
-180
- 0.55%
N/A
32.8K $0
Lam Research Corp
-469
- 2.64%
N/A
17.3K $0
Innovator Etfs Trust
-1.04K
- 6.49%
N/A
15.1K $0
Blackrock ETF Trust
-4.46K
- 5.71%
N/A
73.7K $0
Victory Portfolios Ii
-99.1K
- 20.26%
N/A
390K $0
Innovator Etfs Trust
-2.37K
- 18.83%
N/A
10.2K $0
Innovator Etfs Trust
-4.77K
- 4.53%
N/A
101K $0
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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