Tradition Wealth Management, LLC Portfolio Holdings

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024

Tradition Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 423 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 $45.8M, First Tr Ex Td Viii Ft Cboe Ve with a value of $37.4M, J P Morgan Exchange Traded Fd with a value of $36.1M, Apple Inc. with a value of $30.4M, and Schwab Strategic Tr Us Large C with a value of $24.1M.

Examining the 13F form we can see an increase of $2M in the current position value, from $1.06B to 1.06B.

Below you can find more details about Tradition Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.06 Billion
ETFs: $788 Million
Technology: $98 Million
Financial Services: $46.6 Million
Consumer Cyclical: $29.8 Million
Healthcare: $22.2 Million
Industrials: $18.3 Million
Communication Services: $11.4 Million
Consumer Defensive: $10.8 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.1 Million 0.2% of portfolio
7,499
Q4 2024 Added 0.43%
$0
$2.12 Million 0.2% of portfolio
9,582
Q4 2024 Added 8.01%
$0
$2.01 Million 0.19% of portfolio
55,399
Q4 2024 Added 11.31%
$0
$2.06 Million 0.19% of portfolio
12,552
Q4 2024 Reduced 0.04%
$0
$1.91 Million 0.18% of portfolio
74,926
Q4 2024 Added 1.36%
$0
$1.85 Million 0.18% of portfolio
6,393
Q4 2024 Added 2.76%
$0
$1.86 Million 0.18% of portfolio
3,157
Q4 2024 Added 6.19%
$0
$1.78 Million 0.17% of portfolio
13,781
Q3 2024 Reduced 1.79%
$1.3T
$1.85 Million 0.17% of portfolio
3,133
Q4 2024 Added 18.0%
$80.2B
$1.76 Million 0.17% of portfolio
13,974
Q4 2024 Reduced 0.54%
$0
$1.76 Million 0.17% of portfolio
47,353
Q4 2024 Reduced 4.39%
$38.7B
$1.84 Million 0.17% of portfolio
27,244
Q4 2024 Added 14.87%
$0
$1.8 Million 0.17% of portfolio
74,105
Q4 2024 Reduced 7.86%
$0
$1.71 Million 0.16% of portfolio
13,498
Q4 2024 Reduced 0.74%
$375B
$1.68 Million 0.16% of portfolio
4,307
Q4 2024 Added 0.68%
$0
$1.65 Million 0.16% of portfolio
17,384
Q4 2024 New
$0
$1.7 Million 0.16% of portfolio
8,926
Q4 2024 Added 2.43%
$0
$1.64 Million 0.16% of portfolio
7,071
Q4 2024 Reduced 0.34%
$99.1B
$1.55 Million 0.15% of portfolio
8,966
Q4 2024 Reduced 2.26%
$0
$1.54 Million 0.15% of portfolio
2,482
Q4 2024 Added 20.66%
$0
$1.59 Million 0.15% of portfolio
18,049
Q4 2024 Added 46.16%
$0
$1.62 Million 0.15% of portfolio
17,996
Q4 2024 Added 10.75%
$119B
$1.46 Million 0.14% of portfolio
18,255
Q4 2024 Reduced 5.58%
$573B
$1.52 Million 0.14% of portfolio
4,814
Q4 2024 Reduced 0.02%
$253B
$1.36 Million 0.13% of portfolio
22,946
Q4 2024 Reduced 2.21%
$0
$1.34 Million 0.13% of portfolio
34,736
Q4 2024 Added 403.49%
$223B
$1.42 Million 0.13% of portfolio
6,454
Q4 2024 Reduced 7.63%
$0
$1.33 Million 0.13% of portfolio
27,510
Q4 2024 Added 2.13%
$0
$1.27 Million 0.12% of portfolio
47,807
Q4 2024 Added 0.1%
$327B
$1.29 Million 0.12% of portfolio
8,886
Q4 2024 Reduced 3.24%
$0
$1.28 Million 0.12% of portfolio
34,504
Q4 2024 Reduced 5.48%
$0
$1.24 Million 0.12% of portfolio
16,622
Q4 2024 Added 1.5%
$51.1B
$1.25 Million 0.12% of portfolio
6,852
Q4 2024 Added 87.06%
$0
$1.3 Million 0.12% of portfolio
14,848
Q4 2024 Reduced 0.85%
$434B
$1.16 Million 0.11% of portfolio
7,991
Q4 2024 Reduced 10.25%
$0
$1.21 Million 0.11% of portfolio
22,483
Q4 2024 Added 2.19%
$0
$1.19 Million 0.11% of portfolio
23,603
Q4 2024 Reduced 20.88%
$175B
$1.13 Million 0.11% of portfolio
2,156
Q4 2024 Added 65.46%
$178B
$1.19 Million 0.11% of portfolio
2,683
Q4 2024 Added 1.4%
$496B
$1.19 Million 0.11% of portfolio
11,109
Q4 2024 Reduced 2.42%
$191B
$1.12 Million 0.11% of portfolio
27,997
Q4 2024 Reduced 2.44%
$0
$1.02 Million 0.1% of portfolio
18,016
Q4 2024 Reduced 28.17%
$415B
$1.08 Million 0.1% of portfolio
1,209
Q4 2024 Added 40.75%
$0
$1.06 Million 0.1% of portfolio
13,597
Q4 2024 Added 1.39%
$0
$1.07 Million 0.1% of portfolio
21,022
Q4 2024 Reduced 15.06%
$142B
$1.07 Million 0.1% of portfolio
4,736
Q4 2024 Reduced 1.7%
$785B
$1.06 Million 0.1% of portfolio
1,372
Q4 2024 Reduced 2.21%
$861B
$1.01 Million 0.1% of portfolio
5,099
Q4 2024 Added 43.51%
$0
$1.06 Million 0.1% of portfolio
9,238
Q4 2024 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 423
  • Current Value $1.06 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 178 stocks
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