Tradition Wealth Management, LLC Portfolio Holdings

Tradition Wealth Management, LLC

  • $1.13 Billion
  • Q2 2025

Tradition Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 461 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 $47.8M, J P Morgan Exchange Traded Fd with a value of $40.6M, First Tr Ex Td Viii Ft Cboe Ve with a value of $39.9M, J P Morgan Exchg Traded Fd with a value of $35.8M, and Schwab Strategic Tr Us Large C with a value of $26.1M.

Examining the 13F form we can see an increase of $89.3M in the current position value, from $1.04B to 1.13B.

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

Portfolio value $1.13 Billion
ETFs: $836 Million
Technology: $106 Million
Financial Services: $53.4 Million
Consumer Cyclical: $31.6 Million
Healthcare: $21 Million
Industrials: $20.4 Million
Communication Services: $14.3 Million
Consumer Defensive: $12.9 Million
Other: $13.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.76T
$25 Million 2.21% of portfolio
122,016
Q2 2025 Reduced 1.34%
$443B
$24.8 Million 2.19% of portfolio
156,710
Q2 2025 Reduced 0.51%
$3.8T
$17.6 Million 1.55% of portfolio
35,293
Q2 2025 Reduced 0.34%
$2.32T
$13.3 Million 1.17% of portfolio
60,588
Q2 2025 Added 0.55%
$644B
$11.9 Million 1.05% of portfolio
24,471
Q2 2025 Added 2.33%
$16.1B
$7.47 Million 0.66% of portfolio
133,113
Q2 2025 Added 0.54%
$337B
$6.99 Million 0.62% of portfolio
51,251
Q2 2025 Added 1.52%
$87.3B
$6.91 Million 0.61% of portfolio
45,375
Q2 2025 Reduced 0.15%
$146B
$5.94 Million 0.52% of portfolio
21,554
Q2 2025 Added 0.57%
$459M
$5.66 Million 0.5% of portfolio
355,766
Q2 2025 Reduced 0.49%
$330B
$5.46 Million 0.48% of portfolio
17,502
Q2 2025 Added 7.81%
$900B
$4.53 Million 0.4% of portfolio
15,619
Q2 2025 Added 15.7%
$1.44T
$4.26 Million 0.38% of portfolio
24,191
Q2 2025 Added 2.57%
$1.25T
$4.14 Million 0.37% of portfolio
13,034
Q2 2025 Added 10.52%
$386B
$4.2 Million 0.37% of portfolio
22,640
Q2 2025 Reduced 1.68%
$0
$3.56 Million 0.31% of portfolio
98,261
Q2 2025 Added 1.4%
$428B
$2.95 Million 0.26% of portfolio
2,979
Q2 2025 Added 7.27%
$5.27B
$2.72 Million 0.24% of portfolio
203,411
Q2 2025 Added 0.85%
$73B
$2.51 Million 0.22% of portfolio
55,496
Q2 2025 Reduced 1.71%
$39B
$2.39 Million 0.21% of portfolio
1,308
Q2 2025 Reduced 0.76%
$309B
$2.37 Million 0.21% of portfolio
29,611
Q2 2025 Reduced 2.66%
$281B
$2.39 Million 0.21% of portfolio
24,439
Q2 2025 Added 1.46%
$227B
$2.33 Million 0.21% of portfolio
7,894
Q2 2025 Added 14.37%
$6.64B
$2.42 Million 0.21% of portfolio
113,609
Q2 2025 Reduced 0.55%
$150B
$2.39 Million 0.21% of portfolio
7,990
Q2 2025 Reduced 0.09%
$1.53T
$2.39 Million 0.21% of portfolio
13,476
Q2 2025 Added 0.57%
$529B
$2.35 Million 0.21% of portfolio
1,754
Q2 2025 Added 13.16%
$222B
$2.19 Million 0.19% of portfolio
7,491
Q2 2025 Added 8.72%
$273B
$2.05 Million 0.18% of portfolio
29,540
Q2 2025 Added 4.04%
$40.1B
$1.87 Million 0.17% of portfolio
27,486
Q2 2025 Added 0.6%
$554B
$1.83 Million 0.16% of portfolio
5,158
Q2 2025 Added 3.72%
$433B
$1.69 Million 0.15% of portfolio
4,614
Q2 2025 Added 2.67%
$190B
$1.69 Million 0.15% of portfolio
18,151
Q2 2025 Added 3.34%
$125B
$1.59 Million 0.14% of portfolio
18,213
Q2 2025 Reduced 1.98%
$58.7B
$1.42 Million 0.13% of portfolio
6,924
Q2 2025 Added 0.58%
$21.2B
$1.48 Million 0.13% of portfolio
81,449
Q2 2025 Added 11.56%
$308B
$1.5 Million 0.13% of portfolio
10,470
Q2 2025 Added 13.46%
$61.5B
$1.42 Million 0.13% of portfolio
14,047
Q2 2025 Reduced 2.04%
$41.4B
$1.35 Million 0.12% of portfolio
13,689
Q2 2025 Reduced 11.51%
$129B
$1.33 Million 0.12% of portfolio
8,915
Q2 2025 Reduced 1.43%
$3.1B
$1.26 Million 0.11% of portfolio
3,120
Q2 2025 Added 102.6%
$466B
$1.24 Million 0.11% of portfolio
8,137
Q2 2025 Added 5.44%
$185B
$1.19 Million 0.1% of portfolio
27,453
Q2 2025 Reduced 0.4%
$788B
$1.15 Million 0.1% of portfolio
5,244
Q2 2025 Reduced 1.22%
$159B
$1.18 Million 0.1% of portfolio
2,167
Q2 2025 Reduced 0.09%
$33.8B
$1.13 Million 0.1% of portfolio
21,331
Q2 2025 New
$718B
$1.08 Million 0.1% of portfolio
1,390
Q2 2025 Added 2.43%
$467B
$1.14 Million 0.1% of portfolio
10,558
Q2 2025 Reduced 1.14%
$228B
$1.06 Million 0.09% of portfolio
2,724
Q2 2025 Reduced 0.55%

Summary

  • Portfolio
  • No. of Stocks 461
  • Current Value $1.13 Billion
  • Prior Value $1.04 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 183 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 199 stocks
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