Tradition Wealth Management, LLC Portfolio Holdings

Tradition Wealth Management, LLC

  • $1.04 Billion
  • Q1 2025

Tradition Wealth Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 439 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 $41M, J P Morgan Exchange Traded Fd with a value of $39.2M, First Tr Ex Td Viii Ft Cboe Ve with a value of $36.9M, J P Morgan Exchg Traded Fd with a value of $29.8M, and Apple Inc. with a value of $27.5M.

Examining the 13F form we can see an decrease of $14.5M in the current position value, from $1.06B to 1.04B.

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

Portfolio value $1.04 Billion
ETFs: $782 Million
Technology: $86.4 Million
Financial Services: $49.4 Million
Consumer Cyclical: $27.6 Million
Healthcare: $24.5 Million
Industrials: $18.8 Million
Communication Services: $11.5 Million
Consumer Defensive: $11.2 Million
Other: $13.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.5B
$887,000 0.09% of portfolio
3,356
Q1 2025 Added 0.9%
$220B
$903,000 0.09% of portfolio
2,739
Q1 2025 Added 1.59%
$220B
$847,000 0.08% of portfolio
6,388
Q1 2025 Added 1.46%
$36.1B
$806,000 0.08% of portfolio
8,132
Q1 2025 Added 5.61%
$16.8B
$849,000 0.08% of portfolio
73,011
Q1 2025 Added 15.77%
$107B
$884,000 0.08% of portfolio
14,745
Q1 2025 Added 1.73%
$227B
$832,000 0.08% of portfolio
3,094
Q1 2025 Added 0.75%
$153B
$816,000 0.08% of portfolio
1,739
Q1 2025 Added 0.64%
$1.22T
$875,000 0.08% of portfolio
5,274
Q1 2025 Added 3.43%
$4.84B
$695,000 0.07% of portfolio
12,291
Q1 2025 Added 1.27%
$0
$712,000 0.07% of portfolio
25,078
Q2 2024 Added 6.92%
$642B
$742,000 0.07% of portfolio
5,309
Q1 2025 Reduced 2.16%
$375B
$714,000 0.07% of portfolio
4,194
Q1 2025 Added 21.28%
$148B
$756,000 0.07% of portfolio
2,782
Q1 2025 Added 3.73%
$68.2B
$705,000 0.07% of portfolio
20,656
Q1 2025 Reduced 1.82%
$256B
$677,000 0.06% of portfolio
4,267
Q1 2025 Added 1.55%
$533B
$671,000 0.06% of portfolio
1,225
Q1 2025 Added 3.38%
$141B
$649,000 0.06% of portfolio
2,786
Q1 2025 Added 2.62%
$148B
$575,000 0.06% of portfolio
5,700
Q1 2025 Added 3.45%
$104B
$651,000 0.06% of portfolio
7,083
Q1 2025 Added 4.35%
$168B
$658,000 0.06% of portfolio
1,323
Q1 2025 Added 10.16%
$0
$480,000 0.05% of portfolio
41,393
Q4 2024 Added 8.82%
$4.42B
$568,000 0.05% of portfolio
9,784
Q1 2025 Added 0.54%
$108B
$551,000 0.05% of portfolio
1,235
Q1 2025 Added 21.08%
$173B
$486,000 0.05% of portfolio
7,097
Q1 2025 Reduced 0.69%
$383B
$512,000 0.05% of portfolio
12,279
Q1 2025 Added 1.3%
$219B
$537,000 0.05% of portfolio
4,061
Q1 2025 Added 1.8%
$93.2B
$501,000 0.05% of portfolio
2,167
Q1 2025 Reduced 0.28%
$194B
$495,000 0.05% of portfolio
622
Q1 2025 Reduced 15.72%
$67.9B
$557,000 0.05% of portfolio
3,815
Q1 2025 Added 20.69%
$53.5B
$555,000 0.05% of portfolio
29,861
Q1 2025 Added 0.97%
$250B
$503,000 0.05% of portfolio
4,899
Q1 2025 Reduced 22.16%
$264B
$369,000 0.04% of portfolio
1,376
Q1 2025 Reduced 1.29%
$1.76B
$373,000 0.04% of portfolio
7,000
Q3 2024 Reduced 12.5%
$136B
$370,000 0.04% of portfolio
2,172
Q1 2025 Added 0.14%
$125B
$448,000 0.04% of portfolio
3,882
Q1 2025 Added 1.73%
$35.7B
$381,000 0.04% of portfolio
8,761
Q1 2025 Added 7.59%
$3.98B
$443,000 0.04% of portfolio
1,540
Q1 2025 Added 18.64%
$0
$371,000 0.04% of portfolio
17,747
Q4 2024 Added 1.06%
$60.3B
$381,000 0.04% of portfolio
1,563
Q1 2025 Reduced 5.22%
$152B
$469,000 0.04% of portfolio
6,625
Q1 2025 Added 2.21%
$27B
$392,000 0.04% of portfolio
5,066
Q1 2025 Added 1.04%
$301B
$426,000 0.04% of portfolio
5,950
Q1 2025 Added 3.71%
$50.4B
$366,000 0.04% of portfolio
1,169
Q1 2025 Added 1.92%
$146B
$449,000 0.04% of portfolio
3,691
Q1 2025 Reduced 1.63%
$9.94B
$380,000 0.04% of portfolio
12,881
Q1 2025 New
$57.3B
$392,000 0.04% of portfolio
811
Q1 2025 Reduced 8.47%
$0
$411,000 0.04% of portfolio
18,584
Q1 2025 Added 1.16%
$0
$424,000 0.04% of portfolio
20,564
Q1 2025 Reduced 7.15%

Summary

  • Portfolio
  • No. of Stocks 439
  • Current Value $1.04 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 222 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 135 stocks
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email