Tradition Wealth Management, LLC Portfolio Holdings
Tradition Wealth Management, LLC
- $957 Million
- Q1 2024
Tradition Wealth Management, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $957 Million distributed in 397 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 $37.3M, Schwab Fundamental Intl Large with a value of $32.3M, First Tr Ex Td Viii Ft Cboe Ve with a value of $32.1M, Invesco S&P 500 Equal Weight E with a value of $27.2M, and Schwab Strategic Tr Us Dividen with a value of $26.2M.
Examining the 13F form we can see an increase of $876K in the current position value, from $956M to 957M.
Below you can find more details about Tradition Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 397
- Current Value $957 Million
- Prior Value $956 Million
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 45 stocks
- Additional Purchases 181 stocks
- Sold out of 0 stocks
- Reduced holdings in 131 stocks