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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$5.94 Million 0.52% of portfolio
21,554
Q2 2025 Added 0.57%
$0
$5.73 Million 0.51% of portfolio
123,929
Q2 2025 Reduced 20.53%
$0
$5.82 Million 0.51% of portfolio
98,232
Q2 2025 Added 10.61%
$448M
$5.66 Million 0.5% of portfolio
355,766
Q2 2025 Reduced 0.49%
$245B
$5.46 Million 0.48% of portfolio
17,502
Q2 2025 Added 7.81%
$0
$5.18 Million 0.46% of portfolio
26,507
Q2 2025 Added 1.5%
$0
$5.07 Million 0.45% of portfolio
218,331
Q2 2025 Reduced 2.68%
$0
$4.73 Million 0.42% of portfolio
52,057
Q2 2025 Added 0.21%
$0
$4.63 Million 0.41% of portfolio
34,851
Q2 2025 Reduced 1.18%
$859B
$4.53 Million 0.4% of portfolio
15,619
Q2 2025 Added 15.7%
$0
$4.47 Million 0.39% of portfolio
137,984
Q2 2025 Reduced 1.08%
$0
$4.47 Million 0.39% of portfolio
7,871
Q2 2025 Added 15.07%
$1.21T
$4.26 Million 0.38% of portfolio
24,191
Q2 2025 Added 2.57%
$0
$4.17 Million 0.37% of portfolio
41,996
Q2 2025 Reduced 6.3%
$0
$4.2 Million 0.37% of portfolio
9,576
Q2 2025 Reduced 14.0%
$1.08T
$4.14 Million 0.37% of portfolio
13,034
Q2 2025 Added 10.52%
$0
$4.04 Million 0.36% of portfolio
144,489
Q2 2025 Reduced 1.38%
$0
$4.08 Million 0.36% of portfolio
76,099
Q2 2025 Added 98.07%
$0
$3.75 Million 0.33% of portfolio
6,074
Q2 2025 Reduced 2.75%
$0
$3.56 Million 0.31% of portfolio
98,261
Q2 2025 Added 1.4%
$0
$3.35 Million 0.3% of portfolio
19,327
Q2 2025 Reduced 11.76%
$0
$3.42 Million 0.3% of portfolio
38,399
Q2 2025 Added 7.33%
$0
$3.34 Million 0.29% of portfolio
11,689
Q2 2025 Added 0.01%
$0
$3.24 Million 0.29% of portfolio
68,285
Q2 2025 Reduced 1.07%
$0
$3.24 Million 0.29% of portfolio
24,710
Q2 2025 Reduced 0.99%
$1.78T
$3.16 Million 0.28% of portfolio
4,275
Q2 2025 Added 13.49%
$0
$3.12 Million 0.28% of portfolio
27,821
Q2 2025 Reduced 0.09%
$439B
$2.95 Million 0.26% of portfolio
2,979
Q2 2025 Added 7.27%
$0
$2.94 Million 0.26% of portfolio
100,541
Q2 2025 Reduced 0.81%
$0
$2.83 Million 0.25% of portfolio
54,296
Q2 2025 Added 43.63%
$0
$2.69 Million 0.24% of portfolio
70,727
Q2 2025 Reduced 4.9%
$5.27B
$2.72 Million 0.24% of portfolio
203,411
Q2 2025 Added 0.85%
$0
$2.69 Million 0.24% of portfolio
33,755
Q2 2025 Reduced 1.11%
$0
$2.62 Million 0.23% of portfolio
27,860
Q2 2025 Reduced 2.5%
$0
$2.65 Million 0.23% of portfolio
36,355
Q2 2025 Reduced 1.45%
$0
$2.57 Million 0.23% of portfolio
91,506
Q2 2025 Added 0.03%
$0
$2.49 Million 0.22% of portfolio
77,881
Q1 2025 Added 2.23%
$0
$2.48 Million 0.22% of portfolio
3,738
Q2 2025 Added 8.13%
$0
$2.53 Million 0.22% of portfolio
23,170
Q2 2025 Reduced 0.25%
$0
$2.45 Million 0.22% of portfolio
60,614
Q2 2025 Reduced 4.79%
$68B
$2.51 Million 0.22% of portfolio
55,496
Q2 2025 Reduced 1.71%
$33.3B
$2.39 Million 0.21% of portfolio
1,308
Q2 2025 Reduced 0.76%
$302B
$2.37 Million 0.21% of portfolio
29,611
Q2 2025 Reduced 2.66%
$281B
$2.39 Million 0.21% of portfolio
24,439
Q2 2025 Added 1.46%
$210B
$2.33 Million 0.21% of portfolio
7,894
Q2 2025 Added 14.37%
$6.28B
$2.42 Million 0.21% of portfolio
113,609
Q2 2025 Reduced 0.55%
$150B
$2.39 Million 0.21% of portfolio
7,990
Q2 2025 Reduced 0.09%
$1.24T
$2.39 Million 0.21% of portfolio
13,476
Q2 2025 Added 0.57%
$545B
$2.35 Million 0.21% of portfolio
1,754
Q2 2025 Added 13.16%

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
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