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 Market Cap. of $200 Billions or more
