Tradition Wealth Management, LLC Sells in Q3 2025

Tradition Wealth Management, LLC

  • $1.21 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-13
- 0.02%
$26.52 - $27.64 $345 - $359
66.9K $1.85M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-1.05K
- 8.78%
$20.09 - $29.42 $21.1K - $30.9K
10.9K $314K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-216
- 0.57%
$32.11 - $34.92 $6.94K - $7.54K
37.6K $1.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-652
- 2.66%
$459.11 - $506.91 $299K - $331K
23.8K $12M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-495
- 1.53%
$30.13 - $33.37 $14.9K - $16.5K
32K $1.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.51K
- 3.63%
$181.56 - $190.33 $637K - $668K
93.2K $17.7M
VTV
Vanguard Value ETF

ETFs
-75
- 0.58%
$175.51 - $186.57 $13.2K - $14K
12.9K $2.41M
APH
Amphenol Corp

Technology
-191
- 3.48%
$97.39 - $125.4 $18.6K - $24K
5.3K $655K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-74
- 0.12%
$40.45 - $42.49 $2.99K - $3.14K
60.5K $2.57M
SGOL
Abrdn Gold ETF Trust

ETFs
-142
- 0.59%
$31.18 - $36.81 $4.43K - $5.23K
23.8K $876K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-678
- 0.74%
$28.15 - $30.13 $19.1K - $20.4K
90.8K $2.69M
GLD
Spdr Gold Trust

ETFs
-4
- 0.16%
$300.96 - $355.47 $1.2K - $1.42K
2.57K $912K
LQDA
Liquidia Corp

Healthcare
-433
- 3.18%
$12.06 - $28.85 $5.22K - $12.5K
13.2K $302K
ADM
Archer Daniels Midland CO

Consumer Defensive
-180
- 0.84%
$53.54 - $64.21 $9.64K - $11.6K
21.2K $1.26M
IWM
Ishares Russell 2000 ETF

ETFs
-425
- 4.51%
$214.92 - $244.84 $91.3K - $104K
9.01K $2.18M
U
Unity Software Inc.

Technology
-2.19K
- 14.79%
$24.01 - $46.53 $52.5K - $102K
12.6K $504K
EAPR
Innovator Etfs Tr Emerging Mkt
-558
- 0.39%
$27.94 - $29.17 $15.6K - $16.3K
144K $4.2M
CAT
Caterpillar Inc

Industrials
-181
- 6.64%
$390.92 - $477.15 $70.8K - $86.4K
2.54K $1.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-523
- 2.26%
$108.46 - $120.63 $56.7K - $63.1K
22.6K $2.69M
VTI
Vanguard Total Stock Market Et

ETFs
-65
- 0.86%
$303.93 - $329.86 $19.8K - $21.4K
7.51K $2.47M
JNJ
Johnson & Johnson

Healthcare
-336
- 4.13%
$155.17 - $185.42 $52.1K - $62.3K
7.8K $1.45M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-192
- 0.07%
$31.28 - $32.14 $6.01K - $6.17K
280K $9.01M
IWN
Ishares Russell2000 Val ETF

ETFs
-29
- 0.23%
$157.1 - $178.94 $4.56K - $5.19K
12.5K $2.21M
KAPR
Innovator U.S. Small Cap Power

ETFs
-121
- 0.09%
$32.42 - $34.27 $3.92K - $4.15K
138K $4.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
-36
- 0.59%
$617.65 - $666.84 $22.2K - $24K
6.04K $4.02M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-161
- 0.48%
$79.39 - $90.39 $12.8K - $14.6K
33.6K $2.98M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-2.03K
- 3.25%
$107.15 - $118.05 $217K - $240K
60.5K $7.14M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-11
- 0.09%
$284.45 - $324.95 $3.13K - $3.57K
11.7K $3.74M
IWD
Ishares Russell 1000 Val ETF

ETFs
-12
- 0.03%
$192.76 - $203.86 $2.31K - $2.45K
47.1K $9.6M
BWB
Bridgewater Bancshares Inc

Financial Services
-3.38K
- 0.95%
$15.16 - $17.66 $51.2K - $59.6K
352K $6.2M
MGC
Vanguard Mega Cap ETF

ETFs
-10
- 0.03%
$224.2 - $245.55 $2.24K - $2.46K
29.1K $7.09M
IPO
Renaissance Cap Greenwich Fds

ETFs
-151
- 0.11%
$44.11 - $53.82 $6.66K - $8.13K
136K $6.76M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-13.8K
- 3.31%
$25.29 - $28.33 $348K - $390K
403K $11.2M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.08K
- 1.53%
$195.41 - $212.37 $210K - $229K
69K $14.4M
FNDF
Schwab Fundamental Intl Large

ETFs
-14.1K
- 2.76%
$39.84 - $43.15 $560K - $607K
496K $21.3M
IBB
Ishares Biotechnology ETF

ETFs
-656
- 1.13%
$127.63 - $144.37 $83.7K - $94.7K
57.4K $8.29M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.21K
- 0.13%
$27.61 - $29.15 $33.4K - $35.2K
942K $27.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-4.26K
- 0.52%
$23.82 - $25.84 $102K - $110K
810K $20.8M
GOOGL
Alphabet Inc.

Communication Services
-246
- 1.02%
$174.36 - $254.72 $42.9K - $62.7K
23.9K $5.82M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-5.81K
- 0.46%
$31.79 - $33.42 $185K - $194K
1.25M $41.7M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
-3K
- 1.51%
$61.01 - $75.47 $183K - $226K
196K $14.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-79
- 0.17%
$420.11 - $472.68 $33.2K - $37.3K
47K $22M
PLTR
Palantir Technologies Inc.

Technology
-570
- 1.11%
$130.68 - $186.97 $74.5K - $107K
50.7K $9.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-50.8K
- 3.1%
$28.92 - $32.19 $1.47M - $1.63M
1.59M $50.6M
AAPL
Apple Inc.

Technology
-808
- 0.66%
$202.38 - $256.87 $164K - $208K
121K $30.9M
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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