Tradition Wealth Management, LLC Portfolio Holdings

Tradition Wealth Management, LLC

  • $1.21 Billion
  • Q3 2025

Tradition Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 488 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $50.6M, First Tr Ex Td Viii Ft Cboe Ve with a value of $41.7M, J P Morgan Exchg Traded Fd with a value of $40.7M, J P Morgan Exchange Traded Fd with a value of $35.4M, and Apple Inc. with a value of $30.9M.

Examining the 13F form we can see an increase of $72.8M in the current position value, from $1.13B to 1.21B.

Below you can find more details about Tradition Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
ETFs: $879 Million
Technology: $123 Million
Financial Services: $58.4 Million
Consumer Cyclical: $33.6 Million
Healthcare: $23.9 Million
Industrials: $20.1 Million
Communication Services: $17.7 Million
Consumer Defensive: $13 Million
Other: $17.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.6 Million 4.2% of portfolio
1,585,803
Q3 2025 Reduced 3.1%
$0
$41.7 Million 3.46% of portfolio
1,248,745
Q3 2025 Reduced 0.46%
$0
$40.7 Million 3.37% of portfolio
337,120
Q3 2025 Added 5.42%
$0
$35.4 Million 2.94% of portfolio
745,141
Q3 2025 Reduced 13.53%
$4.3T
$30.9 Million 2.56% of portfolio
121,208
Q3 2025 Reduced 0.66%
$465B
$29.6 Million 2.45% of portfolio
158,386
Q3 2025 Added 1.07%
$0
$27.4 Million 2.28% of portfolio
942,448
Q3 2025 Reduced 0.13%
$0
$22.7 Million 1.88% of portfolio
903,971
Q3 2025 Added 4.92%
$0
$22.3 Million 1.85% of portfolio
481,460
Q3 2025 Reduced 15.18%
$0
$22 Million 1.83% of portfolio
46,979
Q3 2025 Reduced 0.17%
$0
$21.5 Million 1.78% of portfolio
787,647
Q3 2025 Reduced 2.74%
$0
$21.3 Million 1.77% of portfolio
496,127
Q3 2025 Reduced 2.76%
$0
$20.9 Million 1.73% of portfolio
34,772
Q3 2025 Added 0.16%
$0
$20.8 Million 1.73% of portfolio
809,927
Q3 2025 Reduced 0.52%
$0
$20.5 Million 1.7% of portfolio
303,933
Q3 2025 Added 7.4%
$3.78T
$19 Million 1.58% of portfolio
36,760
Q3 2025 Added 4.16%
$0
$17.6 Million 1.46% of portfolio
96,523
Q3 2025 Reduced 10.88%
$0
$17.4 Million 1.44% of portfolio
304,484
Q3 2025 Added 2.44%
$0
$17.3 Million 1.43% of portfolio
234,736
Q3 2025 Added 9.29%
$0
$16.6 Million 1.38% of portfolio
280,418
Q3 2025 Added 100.64%
$0
$14.9 Million 1.23% of portfolio
565,223
Q3 2025 Added 0.2%
$0
$14.4 Million 1.2% of portfolio
69,035
Q3 2025 Reduced 1.53%
$0
$14.5 Million 1.2% of portfolio
621,243
Q3 2025 Added 37.57%
$0
$14.5 Million 1.2% of portfolio
195,886
Q3 2025 Reduced 1.51%
$2.39T
$13.3 Million 1.1% of portfolio
60,444
Q3 2025 Reduced 0.24%
$0
$12.3 Million 1.02% of portfolio
264,591
Q3 2025 Added 7.6%
$662B
$12 Million 0.99% of portfolio
23,819
Q3 2025 Reduced 2.66%
$0
$11.8 Million 0.98% of portfolio
60,547
Q3 2025 Reduced 14.97%
$0
$11.2 Million 0.93% of portfolio
403,051
Q3 2025 Reduced 3.31%
$0
$9.6 Million 0.8% of portfolio
47,144
Q3 2025 Reduced 0.03%
$342B
$9.25 Million 0.77% of portfolio
50,681
Q3 2025 Reduced 1.11%
$0
$9.33 Million 0.77% of portfolio
183,880
Q3 2025 Added 5.52%
$0
$9.01 Million 0.75% of portfolio
280,391
Q3 2025 Reduced 0.07%
$0
$8.9 Million 0.74% of portfolio
113,555
Q3 2025 Reduced 7.31%
$0
$8.34 Million 0.69% of portfolio
33,742
Q3 2025 Added 604.87%
$0
$8.29 Million 0.69% of portfolio
57,406
Q3 2025 Reduced 1.13%
$0
$8 Million 0.66% of portfolio
208,554
Q3 2025 Reduced 3.94%
$0
$7.57 Million 0.63% of portfolio
131,578
Q3 2025 Reduced 41.18%
$0
$7.37 Million 0.61% of portfolio
61,091
Q3 2025 Reduced 9.48%
$139B
$7.32 Million 0.61% of portfolio
22,182
Q3 2025 Added 2.91%
$0
$7.25 Million 0.6% of portfolio
76,838
Q3 2025 Reduced 5.15%
$0
$7.23 Million 0.6% of portfolio
113,990
Q3 2025 Added 16.04%
$0
$7.09 Million 0.59% of portfolio
29,066
Q3 2025 Reduced 0.03%
$0
$7.14 Million 0.59% of portfolio
60,489
Q3 2025 Reduced 3.25%
$0
$7.05 Million 0.59% of portfolio
117,724
Q3 2025 Added 4.92%
$0
$7.02 Million 0.58% of portfolio
68,152
Q3 2025 Reduced 1.53%
$0
$6.76 Million 0.56% of portfolio
136,496
Q3 2025 Reduced 0.11%
$15B
$6.71 Million 0.56% of portfolio
133,113
Q2 2025 Added 0.54%
$300B
$6.65 Million 0.55% of portfolio
19,266
Q3 2025 Added 10.08%

Summary

  • Portfolio
  • No. of Stocks 488
  • Current Value $1.21 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 52 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 196 stocks
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