Tradition Wealth Management, LLC Portfolio Holdings

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024

Tradition Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 423 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 $45.8M, First Tr Ex Td Viii Ft Cboe Ve with a value of $37.4M, J P Morgan Exchange Traded Fd with a value of $36.1M, Apple Inc. with a value of $30.4M, and Schwab Strategic Tr Us Large C with a value of $24.1M.

Examining the 13F form we can see an increase of $2M in the current position value, from $1.06B to 1.06B.

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

Portfolio value $1.06 Billion
ETFs: $788 Million
Technology: $98 Million
Financial Services: $46.6 Million
Consumer Cyclical: $29.8 Million
Healthcare: $22.2 Million
Industrials: $18.3 Million
Communication Services: $11.4 Million
Consumer Defensive: $10.8 Million
Other: $11.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$30.4 Million 2.87% of portfolio
121,441
Q4 2024 Reduced 2.44%
$293B
$20.3 Million 1.92% of portfolio
151,301
Q4 2024 Added 13.48%
$2.92T
$14.8 Million 1.4% of portfolio
35,124
Q4 2024 Reduced 0.18%
$2T
$12.7 Million 1.2% of portfolio
57,758
Q4 2024 Added 3.94%
$679B
$10.7 Million 1.01% of portfolio
23,630
Q4 2024 Reduced 2.64%
$483B
$8.2 Million 0.78% of portfolio
16,210
Q4 2024 Reduced 1.13%
$15.9B
$7.26 Million 0.69% of portfolio
132,387
Q1 2024 Added 0.49%
$83.1B
$5.72 Million 0.54% of portfolio
44,286
Q4 2024 Reduced 1.25%
$77.6B
$4.98 Million 0.47% of portfolio
21,484
Q4 2024 Reduced 1.06%
$381M
$4.8 Million 0.45% of portfolio
355,341
Q4 2024 Reduced 2.56%
$980B
$4.27 Million 0.4% of portfolio
22,567
Q4 2024 Reduced 0.21%
$179B
$4.05 Million 0.38% of portfolio
53,534
Q4 2024 Added 24.99%
$371B
$4.07 Million 0.38% of portfolio
22,892
Q4 2024 Reduced 2.3%
$192B
$3.86 Million 0.37% of portfolio
10,981
Q4 2024 Added 0.27%
$785B
$3.56 Million 0.34% of portfolio
8,818
Q4 2024 Added 17.73%
$709B
$3.12 Million 0.3% of portfolio
13,027
Q4 2024 Added 2.55%
$63.7B
$2.72 Million 0.26% of portfolio
56,968
Q4 2024 Reduced 0.47%
$46.8B
$2.68 Million 0.25% of portfolio
1,347
Q3 2024 Reduced 6.91%
$5.27B
$2.65 Million 0.25% of portfolio
197,910
Q4 2024 Added 50.0%
$402B
$2.53 Million 0.24% of portfolio
2,760
Q4 2024 Added 0.07%
$6.21B
$2.49 Million 0.24% of portfolio
114,709
Q3 2022 New
$1.01T
$2.57 Million 0.24% of portfolio
13,490
Q4 2024 Reduced 0.32%
$233B
$2.14 Million 0.2% of portfolio
23,644
Q4 2024 Reduced 0.62%
$275B
$2.13 Million 0.2% of portfolio
30,277
Q4 2024 Reduced 0.58%
$47.9B
$2.08 Million 0.2% of portfolio
15,403
Q4 2024 Added 2.2%
$225B
$2.06 Million 0.2% of portfolio
7,120
Q4 2024 Reduced 4.28%
$1.34T
$1.85 Million 0.17% of portfolio
3,133
Q4 2024 Added 18.0%
$84B
$1.76 Million 0.17% of portfolio
13,974
Q4 2024 Reduced 0.54%
$37.8B
$1.84 Million 0.17% of portfolio
27,244
Q4 2024 Added 14.87%
$359B
$1.68 Million 0.16% of portfolio
4,307
Q4 2024 Added 0.68%
$105B
$1.55 Million 0.15% of portfolio
8,966
Q4 2024 Reduced 2.26%
$120B
$1.46 Million 0.14% of portfolio
18,255
Q4 2024 Reduced 5.58%
$549B
$1.52 Million 0.14% of portfolio
4,814
Q4 2024 Reduced 0.02%
$248B
$1.36 Million 0.13% of portfolio
22,946
Q4 2024 Reduced 2.21%
$219B
$1.42 Million 0.13% of portfolio
6,454
Q4 2024 Reduced 7.63%
$322B
$1.29 Million 0.12% of portfolio
8,886
Q4 2024 Reduced 3.24%
$54.6B
$1.25 Million 0.12% of portfolio
6,852
Q4 2024 Added 87.06%
$428B
$1.16 Million 0.11% of portfolio
7,991
Q4 2024 Reduced 10.25%
$174B
$1.13 Million 0.11% of portfolio
2,156
Q4 2024 Added 65.46%
$180B
$1.19 Million 0.11% of portfolio
2,683
Q4 2024 Added 1.4%
$481B
$1.19 Million 0.11% of portfolio
11,109
Q4 2024 Reduced 2.42%
$185B
$1.12 Million 0.11% of portfolio
27,997
Q4 2024 Reduced 2.44%
$427B
$1.08 Million 0.1% of portfolio
1,209
Q4 2024 Added 40.75%
$141B
$1.07 Million 0.1% of portfolio
4,736
Q4 2024 Reduced 1.7%
$796B
$1.06 Million 0.1% of portfolio
1,372
Q4 2024 Reduced 2.21%
$917B
$1.01 Million 0.1% of portfolio
5,099
Q4 2024 Added 43.51%
$150B
$1.1 Million 0.1% of portfolio
18,176
Q4 2024 Added 33.2%
$3.75B
$1.07 Million 0.1% of portfolio
16,482
Q4 2024 Added 0.16%
$202B
$911,000 0.09% of portfolio
3,071
Q4 2024 Added 3.16%

Summary

  • Portfolio
  • No. of Stocks 423
  • Current Value $1.06 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 178 stocks
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