Tradition Wealth Management, LLC Portfolio Holdings
Tradition Wealth Management, LLC
- $1.13 Billion
- Q2 2025
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 461
- Current Value $1.13 Billion
- Prior Value $1.04 Billion
- Filing
- Period Q2 2025
- Filing Date August 12, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 37 stocks
- Additional Purchases 183 stocks
- Sold out of 0 stocks
- Reduced holdings in 199 stocks