Tradition Wealth Management, LLC Portfolio Holdings
Tradition Wealth Management, LLC
- $988 Million
- Q2 2024
Tradition Wealth Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $988 Million distributed in 404 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 $42.1M, First Tr Ex Td Viii Ft Cboe Ve with a value of $34.3M, J P Morgan Exchange Traded Fd with a value of $27.7M, Apple Inc. with a value of $26.7M, and Invesco S&P 500 Equal Weight E with a value of $25.7M.
Examining the 13F form we can see an increase of $31.3M in the current position value, from $957M to 988M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 404
- Current Value $988 Million
- Prior Value $957 Million
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 27 stocks
- Additional Purchases 192 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks