Tradition Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 409 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 $43.6M, First Tr Ex Td Viii Ft Cboe Ve with a value of $35.3M, J P Morgan Exchange Traded Fd with a value of $30.7M, Apple Inc. with a value of $29M, and Invesco S&P 500 Equal Weight E with a value of $27.9M.
Examining the 13F form we can see an increase of $68M in the current position value, from $988M 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: $799 Million
Technology: $88.9 Million
Financial Services: $44.1 Million
Consumer Cyclical: $28.1 Million
Healthcare: $24.1 Million
Industrials: $19.2 Million
Consumer Defensive: $11.3 Million
Communication Services: $9.98 Million
Other: $11.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
