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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.3 Million 0.41% of portfolio
139,496
Q1 2025 Reduced 0.95%
$0
$4.13 Million 0.4% of portfolio
11,135
Q1 2025 Reduced 0.72%
$0
$3.89 Million 0.37% of portfolio
146,505
Q1 2025 Reduced 0.18%
$0
$3.52 Million 0.34% of portfolio
6,840
Q1 2025 Added 13.3%
$0
$3.49 Million 0.33% of portfolio
6,246
Q1 2025 Added 11.68%
$0
$3.22 Million 0.31% of portfolio
24,957
Q1 2025 Added 0.57%
$0
$3.26 Million 0.31% of portfolio
69,024
Q1 2025 Reduced 19.64%
$0
$3.24 Million 0.31% of portfolio
35,775
Q1 2025 Added 11.6%
$0
$2.99 Million 0.29% of portfolio
11,688
Q1 2025 Reduced 1.73%
$0
$3.08 Million 0.29% of portfolio
21,903
Q1 2025 Added 2.32%
$0
$2.79 Million 0.27% of portfolio
101,364
Q1 2025 Reduced 0.46%
$0
$2.78 Million 0.27% of portfolio
27,846
Q1 2025 Reduced 44.15%
$0
$2.76 Million 0.26% of portfolio
36,891
Q1 2025 Reduced 0.72%
$0
$2.68 Million 0.26% of portfolio
28,575
Q1 2025 Reduced 10.42%
$0
$2.66 Million 0.26% of portfolio
74,373
Q1 2025 Added 2.74%
$0
$2.68 Million 0.26% of portfolio
34,135
Q1 2025 Reduced 0.7%
$0
$2.43 Million 0.23% of portfolio
23,228
Q1 2025 Reduced 0.85%
$0
$2.4 Million 0.23% of portfolio
91,476
Q1 2025 Added 1.17%
$0
$2.41 Million 0.23% of portfolio
63,664
Q1 2025 Reduced 5.63%
$0
$2.2 Million 0.21% of portfolio
56,581
Q1 2025 Reduced 1.82%
$0
$2.21 Million 0.21% of portfolio
77,881
Q1 2025 Added 2.23%
$0
$2.12 Million 0.2% of portfolio
16,449
Q1 2025 Reduced 0.92%
$0
$2.06 Million 0.2% of portfolio
7,485
Q1 2025 Added 17.08%
$0
$2.06 Million 0.2% of portfolio
38,421
Q1 2025 Added 70.89%
$0
$1.98 Million 0.19% of portfolio
55,416
Q1 2025 Added 0.03%
$0
$1.88 Million 0.18% of portfolio
3,457
Q1 2025 Added 39.28%
$0
$1.9 Million 0.18% of portfolio
12,556
Q1 2025 Added 0.03%
$0
$1.88 Million 0.18% of portfolio
69,199
Q1 2025 Reduced 6.62%
$0
$1.92 Million 0.18% of portfolio
3,423
Q1 2025 Added 8.43%
$0
$1.92 Million 0.18% of portfolio
7,629
Q1 2025 Added 1.73%
$0
$1.92 Million 0.18% of portfolio
9,604
Q1 2025 Added 0.23%
$0
$1.74 Million 0.17% of portfolio
13,781
Q3 2024 Reduced 1.79%
$0
$1.74 Million 0.17% of portfolio
37,804
Q1 2025 New
$0
$1.81 Million 0.17% of portfolio
45,705
Q1 2025 Reduced 3.48%
$0
$1.65 Million 0.16% of portfolio
18,934
Q1 2025 Added 5.21%
$0
$1.67 Million 0.16% of portfolio
18,061
Q1 2025 Added 3.89%
$0
$1.72 Million 0.16% of portfolio
68,864
Q1 2025 Reduced 8.09%
$0
$1.55 Million 0.15% of portfolio
53,449
Q1 2025 Reduced 3.67%
$0
$1.59 Million 0.15% of portfolio
13,498
Q4 2024 Reduced 0.74%
$0
$1.53 Million 0.15% of portfolio
8,876
Q1 2025 Reduced 0.56%
$0
$1.46 Million 0.14% of portfolio
7,078
Q1 2025 Added 0.1%
$0
$1.51 Million 0.14% of portfolio
18,787
Q1 2025 Added 4.09%
$9.98B
$1.51 Million 0.14% of portfolio
24,394
Q1 2025 Added 89.45%
$0
$1.38 Million 0.13% of portfolio
37,824
Q1 2025 Added 8.89%
$0
$1.37 Million 0.13% of portfolio
27,471
Q1 2025 Reduced 0.14%
$0
$1.34 Million 0.13% of portfolio
48,566
Q1 2025 Added 1.59%
$0
$1.26 Million 0.12% of portfolio
53,040
Q1 2025 Added 23.45%
$0
$1.18 Million 0.11% of portfolio
34,557
Q1 2025 Added 0.15%
$0
$1.09 Million 0.1% of portfolio
36,814
Q1 2025 Added 4.25%

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
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