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
$0
$2.3 Million 0.2% of portfolio
7,578
Q2 2025 Added 1.24%
$0
$2.24 Million 0.2% of portfolio
54,181
Q2 2025 Reduced 4.24%
$0
$2.3 Million 0.2% of portfolio
13,007
Q2 2025 Reduced 13.28%
$0
$2.11 Million 0.19% of portfolio
7,637
Q2 2025 Added 0.1%
$222B
$2.19 Million 0.19% of portfolio
7,491
Q2 2025 Added 8.72%
$0
$2.11 Million 0.19% of portfolio
22,183
Q2 2025 Added 18.08%
$0
$2.17 Million 0.19% of portfolio
16,269
Q2 2025 Reduced 1.09%
$0
$2.04 Million 0.18% of portfolio
18,155
Q2 2025 Added 0.52%
$0
$2.04 Million 0.18% of portfolio
9,431
Q2 2025 Reduced 1.8%
$0
$2.06 Million 0.18% of portfolio
54,046
Q2 2025 Reduced 2.47%
$0
$2 Million 0.18% of portfolio
69,142
Q2 2025 Reduced 0.08%
$0
$2.07 Million 0.18% of portfolio
3,326
Q2 2025 Reduced 2.83%
$293B
$2.05 Million 0.18% of portfolio
29,540
Q2 2025 Added 4.04%
$39.6B
$1.87 Million 0.17% of portfolio
27,486
Q2 2025 Added 0.6%
$0
$1.87 Million 0.17% of portfolio
13,498
Q4 2024 Reduced 0.74%
$0
$1.89 Million 0.17% of portfolio
43,634
Q2 2025 Reduced 4.53%
$0
$1.78 Million 0.16% of portfolio
66,961
Q2 2025 Reduced 2.76%
$0
$1.82 Million 0.16% of portfolio
13,781
Q3 2024 Reduced 1.79%
$0
$1.87 Million 0.16% of portfolio
36,509
Q2 2025 New
$551B
$1.83 Million 0.16% of portfolio
5,158
Q2 2025 Added 3.72%
$0
$1.72 Million 0.15% of portfolio
8,930
Q2 2025 Added 0.61%
$0
$1.69 Million 0.15% of portfolio
52,741
Q2 2025 Reduced 1.32%
$405B
$1.69 Million 0.15% of portfolio
4,614
Q2 2025 Added 2.67%
$0
$1.67 Million 0.15% of portfolio
65,490
Q2 2025 Added 23.47%
$182B
$1.69 Million 0.15% of portfolio
18,151
Q2 2025 Added 3.34%
$0
$1.74 Million 0.15% of portfolio
6,862
Q2 2025 Reduced 3.05%
$0
$1.7 Million 0.15% of portfolio
38,957
Q2 2025 Added 3.0%
$0
$1.63 Million 0.14% of portfolio
16,545
Q2 2025 Reduced 12.62%
$122B
$1.59 Million 0.14% of portfolio
18,213
Q2 2025 Reduced 1.98%
$52.5B
$1.42 Million 0.13% of portfolio
6,924
Q2 2025 Added 0.58%
$18.9B
$1.48 Million 0.13% of portfolio
81,449
Q2 2025 Added 11.56%
$302B
$1.5 Million 0.13% of portfolio
10,470
Q2 2025 Added 13.46%
$63.8B
$1.42 Million 0.13% of portfolio
14,047
Q2 2025 Reduced 2.04%
$48.9B
$1.35 Million 0.12% of portfolio
13,689
Q2 2025 Reduced 11.51%
$0
$1.41 Million 0.12% of portfolio
34,793
Q2 2025 Added 0.68%
$123B
$1.33 Million 0.12% of portfolio
8,915
Q2 2025 Reduced 1.43%
$0
$1.41 Million 0.12% of portfolio
26,873
Q2 2025 Reduced 2.18%
$0
$1.23 Million 0.11% of portfolio
37,781
Q2 2025 Added 2.63%
$3.68B
$1.26 Million 0.11% of portfolio
3,120
Q2 2025 Added 102.6%
$452B
$1.24 Million 0.11% of portfolio
8,137
Q2 2025 Added 5.44%
$0
$1.13 Million 0.1% of portfolio
28,502
Q2 2025 Added 1.89%
$182B
$1.19 Million 0.1% of portfolio
27,453
Q2 2025 Reduced 0.4%
$684B
$1.15 Million 0.1% of portfolio
5,244
Q2 2025 Reduced 1.22%
$169B
$1.18 Million 0.1% of portfolio
2,167
Q2 2025 Reduced 0.09%
$0
$1.1 Million 0.1% of portfolio
13,831
Q2 2025 Added 1.48%
$0
$1.09 Million 0.1% of portfolio
4,787
Q2 2025 Added 101.64%
$9.76B
$1.17 Million 0.1% of portfolio
17,838
Q2 2025 Reduced 26.88%
$0
$1.14 Million 0.1% of portfolio
9,253
Q2 2025 Reduced 0.02%
$32.2B
$1.13 Million 0.1% of portfolio
21,331
Q2 2025 New

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
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email